SageView Advisory Group, LLC
Q3 2025 13F Holdings
- Locationnewport beach, CA
- Num holdings
643
- Value ($000)
$2,898,111
- Date Filed11/13/2025
- Form type13F-HR
- CIK0001914558
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $336.35 M | 12 % | 3,355,147 | ||
VONG VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | 92206C680 | $253.90 M | 9 % | 2,107,018 | ||
VONV VANGUARD SCOTTSDALE FDS | VNG RUS1000VAL | 92206C714 | $246.86 M | 9 % | 2,762,237 | ||
SCHF SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | $167.35 M | 6 % | 7,188,678 | ||
VXF VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 | $129.82 M | 5 % | 620,159 | ||
SCHE SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 808524706 | $123.81 M | 4 % | 3,710,282 | ||
IAGG ISHARES TR | CORE INTL AGGR | 46435G672 | $102.13 M | 4 % | 1,993,466 | ||
SCHC SCHWAB STRATEGIC TR | INTL SCEQT ETF | 808524888 | $87.16 M | 3 % | 1,915,256 | ||
REET ISHARES TR | GLOBAL REIT ETF | 46434V647 | $77.66 M | 3 % | 3,038,299 | ||
AAPL APPLE INC | COM | 037833100 | $51.10 M | 2 % | 200,665 |
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