SAGE FINANCIAL GROUP INC
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationw. conshohocken, PA
- CIK0000882119
- All SEC filings
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 |