SAGE RHINO CAPITAL LLC

Q3 2025 13F Holdings

  • Location
    menlo park, CA
  • Num holdings

    299

  • Value ($000)

    $517,677

  • Date Filed
    10/31/2025
  • Form type
    13F-HR
  • CIK
    0001771605
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
IAU
IAU

ISHARES GOLD TR

ISHARES NEW
$23.63 M
5 %

324,717

GBIL
GBIL

GOLDMAN SACHS ETF TR

ACCES TREASURY
$20.47 M
4 %

204,188

VO
VO

VANGUARD INDEX FDS

MID CAP ETF
$20.11 M
4 %

68,450

VB
VB

VANGUARD INDEX FDS

SMALL CP ETF
$18.05 M
4 %

70,976

RSP
RSP

INVESCO EXCHANGE TRADED FD T

S&P500 EQL WGT
$17.92 M
4 %

94,481

IEFA
IEFA

ISHARES TR

CORE MSCI EAFE
$16.48 M
3 %

188,805

AVUV
AVUV

AMERICAN CENTY ETF TR

US SML CP VALU
$15.66 M
3 %

157,356

AAPL
AAPL

APPLE INC

COM
$11.91 M
2 %

46,773

TSLA
TSLA

TESLA INC

COM
$11.56 M
2 %

25,991

KRE
KRE

SPDR SERIES TRUST

S&P DIVID ETF
$10.87 M
2 %

77,619

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