SA

SageView Advisory Group, LLC

13F
SageView Advisory Group, LLC
Last update 2025-05-19 598 Stocks (39 new)
Value $2.35 Bil Turnover 6 %
Countries:
Top Holdings: AGG(14.30%)VONV(9.06%)VONG(7.89%)SCHF(5.74%)IAGG(4.27%)
Summary Stock Picks Current Portfolio
SageView Advisory Group, LLC 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
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
+1.65%
+3.49%
128,152.2
 
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
+12.04%
+8.51%
12,222.9
 
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
+25.05%
+9.00%
27,615.5
 
SCHF
Schwab International Equity ETF
6,800,357
134,511.1
+2.28%
5.740
+0.13%
0.310
+13.00%
+22.65%
50,258.3
 
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
+0.79%
+2.06%
10,577.1
 
SCHE
Schwab Emerging Markets Equity ETF
3,586,105
98,868.9
+3.11%
4.220
+0.13%
1.050
+15.33%
+17.71%
10,676.7
 
VXF
Vanguard Extended Market Index ETF
572,845
98,678.2
+2.63%
4.210
+0.11%
0.510
+21.75%
+6.38%
21,512.8
 
REET
iShares Global REIT ETF
2,663,387
64,613.8
+12.01%
2.760
+0.30%
1.680
+7.20%
+6.72%
3,988.9
 
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
+19.03%
+28.11%
4,741.0
 
AAPL
Apple Inc
188,051
41,771.7
+2.13%
1.780
+0.04%
0.000
+4.80%
-14.28%
3,198,507.1
Hardware

SageView Advisory Group, LLC's Historical Top Holdings Breakdowns

SageView Advisory Group, LLC's Top Stock Picks View Full List
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
$98.35
0.60%
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
$87.34
4.42%
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
$231.12
6.63%
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
$112.30
10.56%
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
$25.26
3.74%
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
$292.56
8.01%
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
$156.85
8.08%
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
$50.95
1.94%
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
$85.97
17.84%
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
$43.98
23.16%
Add 7.84%
1,794,961
130,557

SageView Advisory Group, LLC Total Holding History ($B)

To

SageView Advisory Group, LLC's Asset Allocation

To

SageView Advisory Group, LLC Past Portfolios

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

Top Ranked Articles

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SageView Advisory Group, LLC's Hypothetical Growth since 2025-03-31

SageView Advisory Group, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

SageView Advisory Group, LLC's Holdings Heat Map

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SageView Advisory Group, LLC's Holdings Bubble Chart

SageView Advisory Group, LLC News

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