SAGE FINANCIAL GROUP INC
CIK: 0000882119SEC EDGAR →
Portfolio Value
$1.5B
Holdings
106
As of
Q4 2025
New Positions
1
Closed Positions
5
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | 23,836,476 | $641.4M | 42.45% |
| 2 | ISHARES TR | 1,412,434 | $93.2M | 6.17% |
| 3 | ISHARES TR | 592,334 | $71.2M | 4.71% |
| 4 | VANGUARD INDEX FDS | 144,167 | $70.3M | 4.65% |
| 5 | VANGUARD INDEX FDS | 353,213 | $67.5M | 4.46% |
| 6 | VANGUARD INDEX FDS | 81,607 | $51.2M | 3.39% |
| 7 | VANGUARD INTL EQUITY INDEX F | 664,829 | $48.9M | 3.24% |
| 8 | VANGUARD INTL EQUITY INDEX F | 807,812 | $43.4M | 2.87% |
| 9 | VANGUARD INDEX FDS | 110,598 | $34.8M | 2.30% |
| 10 | INVESCO EXCHANGE TRADED FD T | 173,187 | $33.2M | 2.20% |
Quarterly Changes
New Positions (11)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 101 | $1.5B | 99.9% |
| Unknown | 2 | $1.0M | 0.1% |
| Healthcare | 1 | $372K | 0.0% |
| Technology | 1 | $257K | 0.0% |
| Industrials | 1 | $229K | 0.0% |