SageView Advisory Group, LLC

13F Portfolio Filings

  • Most recent 13F
    Q4 2024
  • Location
    newport beach, CA
  • CIK
    0001914558
  • All SEC filings
Q4 2024
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

589

$2.32B
AGG, VONV, VONG, SCHF
13F-HR
Feb 13, 2025
000117266125000782

509

$1.97B
AGG, VONV, VONG, SCHF
13F-HR
Nov 14, 2024
000117266124005134

559

$2.15B
AGG, VONG, VONV, SCHF
RESTATEMENT
Aug 15, 2024
000108514624004018

520

$1.98B
EFG, VANGUARD STAR FDS, VWOB, FNDE
13F-HR
May 9, 2024
000108514624002347

662

$2.32B
AGG, VONG, VONV, SCHF
RESTATEMENT
Mar 6, 2024
000108514624001564

662

$2.34B
AGG, VONG, VONV, SCHF
RESTATEMENT
Feb 16, 2024
000108514624001528

523

$1.75B
AGG, VONG, VONV, SCHF
13F-HR
Nov 3, 2023
000108514623004073

543

$1.80B
AGG, VONG, VONV, SCHF
13F-HR
Aug 11, 2023
000108514623003279

458

$1.57B
AGG, VONG, VONV, SCHF
13F-HR
May 2, 2023
000108514623002011

404

$1.23B
AGG, VONV, VONG, SCHF
13F-HR
Feb 15, 2023
000108514623001392
Sageview Advisory Group, Llc 13F Filings