SAGE FINANCIAL GROUP INC
Q4 2024 13F Holdings
- Locationw. conshohocken, PA
- Num holdings
100
- Value ($000)
$1,242,496
- Date Filed01/23/2025
- Form type13F-HR
- CIK0000882119
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SCHX SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | $576.38M | 46 % | 24,865,286 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $79.73M | 6 % | 1,279,555 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $63.50M | 5 % | 154,703 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $59.28M | 5 % | 514,462 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $58.06M | 5 % | 342,935 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $32.74M | 3 % | 60,761 | ||
VEU VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | $30.41M | 2 % | 529,697 | ||
VV VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | $30.09M | 2 % | 111,573 | ||
SCHM SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 | $23.05M | 2 % | 831,800 | ||
SCHV SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 | $20.70M | 2 % | 794,055 |
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