Sage Investment Advisers LLC

Q3 2024 13F Holdings

  • Location
    wappingers falls, NY
  • Num holdings

    74

  • Value ($000)

    $95,499

  • Date Filed
    11/04/2024
  • Form type
    13F-HR
  • CIK
    0001925418
  • 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 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
VOO
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$10.54M
11 %

19,971

V
V

VISA INC

COM CL A
92826C839
$5.50M
6 %

19,990

IAU
IAU

ISHARES GOLD TR

ISHARES NEW
464285204
$4.58M
5 %

92,080

CHR
CHR

CHURCHILL DOWNS INC

COM
171484108
$3.65M
4 %

26,985

VGSH
VGSH

VANGUARD SCOTTSDALE FDS

SHORT TERM TREAS
92206C102
$3.54M
4 %

60,007

CHV
CHV

CHEVRON CORP NEW

COM
166764100
$3.42M
4 %

23,229

BSV
BSV

VANGUARD BD INDEX FDS

SHORT TRM BOND
921937827
$3.12M
3 %

39,652

IVW
IVW

ISHARES TR

S&P 500 GRWT ETF
464287309
$3.11M
3 %

32,524

JPM
JPM

JPMORGAN CHASE & CO.

COM
46625H100
$2.98M
3 %

14,135

IVE
IVE

ISHARES TR

S&P 500 VAL ETF
464287408
$2.96M
3 %

15,017

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