SF

SAGE FINANCIAL GROUP INC

13F
SAGE FINANCIAL GROUP INC
Last update 2025-04-22 102 Stocks (5 new)
Value $1.24 Bil Turnover 5 %
Countries:
Top Holdings: SCHX(45.20%)IJH(6.23%)VTV(4.95%)IJR(4.82%)VUG(4.68%)
Summary Stock Picks Current Portfolio
SAGE FINANCIAL GROUP INC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SCHX
Schwab U.S. Large-Cap ETF
25,345,106
559,619.9
+1.93%
45.200
+0.86%
1.110
+19.93%
+7.89%
56,889.6
 
IJH
iShares Core S&P Mid-Cap ETF
1,321,033
77,082.3
+3.24%
6.230
+0.20%
0.090
+16.06%
+2.45%
97,230.9
 
VTV
Vanguard Value ETF
354,706
61,271.9
+3.43%
4.950
+0.16%
0.040
+10.43%
+6.13%
132,881.1
 
IJR
iShares Core S&P Small-Cap ETF
570,963
59,705.6
+10.98%
4.820
+0.48%
0.080
+16.59%
-2.25%
81,337.5
 
VUG
Vanguard Growth ETF
156,187
57,917.3
+0.96%
4.680
+0.04%
0.040
+27.48%
+9.52%
167,127.0
 
VEU
Vanguard FTSE All-World ex-US ETF
606,927
36,816.2
+14.58%
2.970
+0.38%
0.090
+13.13%
+18.20%
44,208.3
 
VOO
Vanguard S&P 500 ETF
60,832
31,262.2
+0.12%
2.520
0%
0.000
+19.59%
+7.78%
660,834.1
 
VWO
Vanguard FTSE Emerging Markets ETF
683,460
30,933.4
+125.70%
2.500
+1.39%
0.040
+16.94%
+15.09%
86,951.2
 
VV
Vanguard Large Cap ETF
112,015
28,791.3
+0.40%
2.330
+0.01%
0.070
+19.83%
+8.10%
40,679.5
 
SCHM
Schwab U.S. Mid-Cap ETF
968,327
25,370.2
+16.41%
2.050
+0.29%
0.230
+17.81%
+4.47%
11,876.4
 

SAGE FINANCIAL GROUP INC's Historical Top Holdings Breakdowns

SAGE FINANCIAL GROUP INC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VWO
Vanguard FTSE Emerging Markets ETF
2025-03-31
Add
Add
+1.39%
●
42.5 ($45.01) 46.71
$50.49
12.18%
Add 125.7%
683,460
380,639
SCHX
Schwab U.S. Large-Cap ETF
2025-03-31
Add
Add
+0.86%
●
21.75 ($23.28) 24.28
$24.86
6.79%
Add 1.93%
25,345,106
479,820
IJR
iShares Core S&P Small-Cap ETF
2025-03-31
Add
Add
+0.48%
●
102.49 ($112.84) 119.96
$111.87
-0.86%
Add 10.98%
570,963
56,501
VEU
Vanguard FTSE All-World ex-US ETF
2025-03-31
Add
Add
+0.38%
●
56.51 ($60.25) 62.98
$67.17
11.49%
Add 14.58%
606,927
77,230
SCHM
Schwab U.S. Mid-Cap ETF
2025-03-31
Add
Add
+0.29%
●
25.58 ($27.85) 29.24
$28.76
3.27%
Add 16.41%
968,327
136,527
VNQ
Vanguard Real Estate Index Fund ETF
2025-03-31
Add
Add
+0.24%
●
85.55 ($90.76) 94.34
$89.94
-0.90%
Add 20.23%
194,788
32,770
IJH
iShares Core S&P Mid-Cap ETF
2025-03-31
Add
Add
+0.20%
●
57.21 ($62.1) 65.8
$63.46
2.19%
Add 3.24%
1,321,033
41,478
VTV
Vanguard Value ETF
2025-03-31
Add
Add
+0.16%
●
167.73 ($174.39) 179.21
$177.66
1.88%
Add 3.43%
354,706
11,771
BKLN
Invesco Senior Loan ETF
2025-03-31
Reduce
Reduce
-0.15%
●
20.7 ($20.97) 21.15
$21.02
0.24%
Reduce -48.98%
91,647
-87,984
SCHP
Schwab U.S. Tips ETF
2025-03-31
Add
Add
+0.10%
●
25.69 ($26.29) 26.89
$26.58
1.10%
Add 9.42%
558,699
48,087

SAGE FINANCIAL GROUP INC Total Holding History ($B)

To

SAGE FINANCIAL GROUP INC's Asset Allocation

To

SAGE FINANCIAL GROUP INC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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SAGE FINANCIAL GROUP INC's Hypothetical Growth since 2025-03-31

SAGE FINANCIAL GROUP INC's Yearly Returns

Year Portfolio % % Excess Gain %

SAGE FINANCIAL GROUP INC's Holdings Heat Map

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SAGE FINANCIAL GROUP INC's Holdings Bubble Chart

SAGE FINANCIAL GROUP INC News

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