SAGE FINANCIAL GROUP INC

13F Portfolio Filings

  • Most recent 13F
    Q4 2024
  • Location
    w. conshohocken, PA
  • CIK
    0000882119
  • All SEC filings
Q4 2024
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

100

$1.24B
SCHX, IJH, VUG, IJR
13F-HR
Jan 23, 2025
000088211925000001

104

$1.22B
SCHX, IJH, VUG, VTV
13F-HR
Oct 29, 2024
000088211924000007

101

$1.15B
SCHX, IJH, VUG, VTV
13F-HR
Aug 2, 2024
000088211924000005

102

$1.11B
SCHX, IJH, VUG, VTV
13F-HR
Apr 30, 2024
000088211924000003

101

$1.03B
SCHX, IJH, VUG, VTV
13F-HR
Jan 18, 2024
000088211924000001

98

$902.28M
SCHX, IJH, VUG, VTV
13F-HR
Oct 12, 2023
000088211923000005

98

$945.42M
SCHX, IJH, VUG, VTV
13F-HR
Jul 27, 2023
000088211923000004

95

$882.44M
SCHX, IJH, VTV, VUG
13F-HR
Apr 18, 2023
000088211923000003

94

$820.53M
SCHX, VTV, IJH, VUG
13F-HR
Jan 31, 2023
000088211923000001

88

$729.95M
SCHX, VTV, IJH, VUG
13F-HR
Oct 27, 2022
000088211922000007

88

$756.94M
SCHX, VTV, IJH, VUG
13F-HR
Jul 25, 2022
000088211922000006

75

$858.81M
SCHX, VTV, VUG, IJH
13F-HR
May 2, 2022
000088211922000004

76

$939.41M
SCHX, VTV, VUG, IJH
13F-HR
Jan 24, 2022
000088211922000001

71

$813.17M
SCHX, VTV, VUG, IJH
13F-HR
Nov 8, 2021
000088211921000006

70

$812.32M
SCHX, VTV, VUG, IJH
13F-HR
Aug 16, 2021
000088211921000005

67

$761.89M
SCHX, VTV, VUG, IJH
13F-HR
Apr 29, 2021
000088211921000004

70

$728.75M
SCHX, VUG, VTV, IJH
13F-HR
Jan 28, 2021
000088211921000002

68

$611.18M
SCHX, VUG, VTV, VEU
13F-HR
Oct 26, 2020
000088211920000006

70

$554.95M
SCHX, VUG, VTV, VEU
13F-HR
Jul 16, 2020
000088211920000004

69

$530.43M
SCHX, JPST, VEU, VUG
13F-HR
Apr 16, 2020
000088211920000003

67

$729.31M
SCHX, VEU, JPST, VTV
13F-HR
Jan 30, 2020
000088211920000001

65

$671.32M
SCHX, VEU, JPST, VTV
13F-HR
Nov 4, 2019
000088211919000006

71

$675.10M
SCHX, VEU, JPST, VTV
13F-HR
Jul 24, 2019
000088211919000005

76

$646.01M
SCHX, JPST, VEU, VTV
13F-HR
Apr 25, 2019
000088211919000004

75

$598.75M
SCHX, JPST, VEU, VTV
13F-HR
Jan 28, 2019
000088211919000001

58

$508.47M
SCHX, VEU, VTV, VUG
13F-HR
Oct 22, 2018
000088211918000005

55

$466.08M
SCHX, VEU, VTV, VUG
13F-HR
Jul 26, 2018
000088211918000004

55

$453.05M
SCHX, VEU, VTV, VUG
13F-HR
Apr 26, 2018
000088211918000003

60

$514.79M
SCHX, VEU, VTV, VUG
13F-HR
Feb 5, 2018
000088211918000002

56

$456.31M
SCHX, AMJ, VEU, VTV
13F-HR
Nov 1, 2017
000088211917000005

56

$434.99M
SCHX, AMJ, VEU, VTV
13F-HR
Jul 27, 2017
000088211917000004

54

$408.10M
SCHX, AMJ, VEU, VTV
13F-HR
Apr 24, 2017
000088211917000003

47

$389.96M
SCHX, AMJ, VEU, VTV
13F-HR
Jan 26, 2017
000088211917000001

45

$348.63M
SCHX, AMJ, VTV, VUG
13F-HR
Oct 27, 2016
000088211916000016

43

$315.59M
SCHX, AMJ, VTV, VUG
RESTATEMENT
Aug 4, 2016
000088211916000015

46

$286.43M
SCHX, AMJ, VUG, VTV
13F-HR
May 9, 2016
000088211916000013

62

$306.79M
SCHX, AMJ, VWO, EMB
13F-HR
Jan 28, 2016
000088211916000010

43

$281.01M
SCHX, AMJ, VUG, EMB
13F-HR
Nov 5, 2015
000088211915000008

42

$213.19M
SCHX, VUG, VTV, IWF
13F-HR
Aug 13, 2015
000088211915000006

38

$209.81M
SCHX, VUG, VTV, IWF
13F-HR
May 11, 2015
000088211915000005

44

$266.44M
SCHX, EMB, VUG, VTV
13F-HR
Jan 22, 2015
000153442415000018

35

$201.89M
SCHX, VUG, VTV, VV
13F-HR
Oct 16, 2014
000153442414000259

37

$206.37M
SCHX, VUG, VTV, BOND
13F-HR
Jul 31, 2014
000153442414000208

36

$175.70M
SCHX, VUG, VTV, VV
13F-HR
Apr 28, 2014
000153442414000138

37

$207.39M
SCHX, EBND, VUG, VTV
13F-HR
Jan 23, 2014
000153442414000011