SageView Advisory Group, LLC
Q4 2024 13F Holdings
- Locationnewport beach, CA
- Num holdings
589
- Value ($000)
$2,323,342
- Date Filed02/13/2025
- 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 Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $304.65M | 13 % | 3,143,993 | ||
VONV VANGUARD SCOTTSDALE FDS | VNG RUS1000VAL | 92206C714 | $192.51M | 8 % | 2,369,344 | ||
VONG VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | 92206C680 | $191.53M | 8 % | 1,854,162 | ||
SCHF SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | $123.00M | 5 % | 6,648,918 | ||
VXF VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 | $106.04M | 5 % | 558,146 | ||
IAGG ISHARES TR | CORE INTL AGGR | 46435G672 | $95.02M | 4 % | 1,903,426 | ||
SCHE SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 808524706 | $92.61M | 4 % | 3,477,774 | ||
SCHC SCHWAB STRATEGIC TR | INTL SCEQT ETF | 808524888 | $57.14M | 3 % | 1,664,404 | ||
REET ISHARES TR | GLOBAL REIT ETF | 46434V647 | $56.99M | 3 % | 2,377,760 | ||
AAPL APPLE INC | COM | 037833100 | $46.11M | 2 % | 184,136 |
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