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SageView Advisory Group, LLC13F | |
SageView Advisory Group, LLC | |
Last update 2025-05-19 | 598 Stocks (39 new) |
Value $2.35 Bil | Turnover 6 % |
SageView Advisory Group, LLC Top Holdings of 2025-03-31
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
AGG |
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
| 3,391,240 | 335,461.5 | +7.86% | 14.300 | +1.04% | 0.270 | +2.12% | +3.52% | 128,191.3 | ||
VONV |
Vanguard Russell 1000 Value Index Fund
Vanguard Russell 1000 Value Index Fund
| 2,574,673 | 212,513.5 | +8.67% | 9.060 | +0.72% | 1.820 | +13.77% | +6.79% | 12,028.4 | ||
VONG |
Vanguard Russell 1000 Growth Index Fund
Vanguard Russell 1000 Growth Index Fund
| 1,992,989 | 184,929.4 | +7.49% | 7.890 | +0.55% | 0.790 | +31.19% | +8.79% | 27,561.4 | ||
SCHF | Schwab International Equity ETF | 6,800,357 | 134,511.1 | +2.28% | 5.740 | +0.13% | 0.310 | +13.17% | +20.14% | 48,907.2 | ||
IAGG |
iShares International Aggregate Bond Fund
iShares International Aggregate Bond Fund
| 2,003,974 | 100,178.7 | +5.28% | 4.270 | +0.21% | 1.390 | +1.09% | +2.24% | 10,595.7 | ||
SCHE | Schwab Emerging Markets Equity ETF | 3,586,105 | 98,868.9 | +3.11% | 4.220 | +0.13% | 1.050 | +16.93% | +16.36% | 10,554.0 | ||
VXF | Vanguard Extended Market Index ETF | 572,845 | 98,678.2 | +2.63% | 4.210 | +0.11% | 0.510 | +25.15% | +4.53% | 21,139.0 | ||
REET | iShares Global REIT ETF | 2,663,387 | 64,613.8 | +12.01% | 2.760 | +0.30% | 1.680 | +7.63% | +5.16% | 3,930.4 | ||
SCHC |
Schwab International Small-Cap Equity ETF
Schwab International Small-Cap Equity ETF
| 1,794,961 | 64,403.2 | +7.84% | 2.750 | +0.20% | 1.660 | +18.47% | +25.89% | 4,648.3 | ||
AAPL | Apple Inc | 188,051 | 41,771.7 | +2.13% | 1.780 | +0.04% | 0.000 | +10.15% | -14.95% | 3,173,564.3 | Hardware |
SageView Advisory Group, LLC's Historical Top Holdings Breakdowns
SageView Advisory Group, LLC's Top Stock Picks
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Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
---|---|---|---|---|---|---|---|---|---|---|---|
AGG |
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
| 2025-03-31 | Add Add | +1.04% | 95.85 ($97.76) 99.25 | $98.38 | 0.63% | Add 7.86% | 3,391,240 | 247,247 | |
VONV |
Vanguard Russell 1000 Value Index Fund
Vanguard Russell 1000 Value Index Fund
| 2025-03-31 | Add Add | +0.72% | 80.21 ($83.64) 86.14 | $85.95 | 2.76% | Add 8.67% | 2,574,673 | 205,329 | |
TILT |
FlexShares Morningstar US Market Factors Tilt Index Fund
FlexShares Morningstar US Market Factors Tilt Index Fund
| 2025-03-31 | Reduce Reduce | -0.56% | 202.06 ($216.75) 225.8 | $228.09 | 5.23% | Reduce -42.45% | 81,562 | -60,163 | |
VONG |
Vanguard Russell 1000 Growth Index Fund
Vanguard Russell 1000 Growth Index Fund
| 2025-03-31 | Add Add | +0.55% | 92.71 ($101.57) 107.38 | $112.08 | 10.35% | Add 7.49% | 1,992,989 | 138,827 | |
REET | iShares Global REIT ETF | 2025-03-31 | Add Add | +0.30% | 23.24 ($24.35) 25.13 | $24.89 | 2.22% | Add 12.01% | 2,663,387 | 285,627 | |
VV | Vanguard Large Cap ETF | 2025-03-31 | Reduce Reduce | -0.28% | 253.32 ($270.87) 282.66 | $290.51 | 7.25% | Reduce -38.83% | 37,351 | -23,708 | |
IWL | iShares Russell Top 200 ETF | 2025-03-31 | Reduce Reduce | -0.23% | 135.83 ($145.12) 151.73 | $155.92 | 7.44% | Reduce -43.29% | 48,074 | -36,700 | |
IAGG |
iShares International Aggregate Bond Fund
iShares International Aggregate Bond Fund
| 2025-03-31 | Add Add | +0.21% | 49.42 ($49.98) 50.43 | $51.04 | 2.12% | Add 5.28% | 2,003,974 | 100,548 | |
TLTD |
FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
| 2025-03-31 | Reduce Reduce | -0.20% | 67.85 ($72.96) 77.32 | $83.65 | 14.66% | Reduce -43.87% | 86,259 | -67,425 | |
SCHC |
Schwab International Small-Cap Equity ETF
Schwab International Small-Cap Equity ETF
| 2025-03-31 | Add Add | +0.20% | 33.57 ($35.71) 37.22 | $43.12 | 20.75% | Add 7.84% | 1,794,961 | 130,557 |
SageView Advisory Group, LLC Total Holding History ($B)
SageView Advisory Group, LLC's Asset Allocation
SageView Advisory Group, LLC Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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SageView Advisory Group, LLC's Hypothetical Growth since 2025-03-31
SageView Advisory Group, LLC's Yearly Returns
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