SAGE RHINO CAPITAL LLC

Q4 2024 13F Holdings

  • Location
    menlo park, CA
  • Num holdings

    271

  • Value ($000)

    $458,377

  • Date Filed
    02/06/2025
  • 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 Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
RSP
RSP

INVESCO EXCHANGE TRADED FD T

S&P500 EQL WGT
$17.71M
4 %

101,058

VO
VO

VANGUARD INDEX FDS

MID CAP ETF
$16.74M
4 %

63,378

IAU
IAU

ISHARES GOLD TR

ISHARES NEW
$15.08M
3 %

304,513

VB
VB

VANGUARD INDEX FDS

SMALL CP ETF
$15.04M
3 %

62,594

GBIL
GBIL

GOLDMAN SACHS ETF TR

ACCES TREASURY
$13.83M
3 %

138,442

AVUV
AVUV

AMERICAN CENTY ETF TR

US SML CP VALU
$13.81M
3 %

143,021

IEFA
IEFA

ISHARES TR

CORE MSCI EAFE
$12.94M
3 %

184,109

AAPL
AAPL

APPLE INC

COM
$12.27M
3 %

48,979

KRE
KRE

SPDR SER TR

S&P DIVID ETF
$11.16M
2 %

84,478

TSLA
TSLA

TESLA INC

COM
$10.44M
2 %

25,849

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 271