SAGE FINANCIAL GROUP INC Q1 2023 Filing
Filed April 18, 2023
Portfolio Value
$882.4B
Holdings
95
Report Date
Q1 2023
Filing Type
13F-HR
All Holdings (95 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SCHXSCHWAB STRATEGIC TR | 8,244,869 | $398K | 0.00% | |
| 2 | IJHISHARES TR | 197,526 | $49K | 0.00% | |
| 3 | VTVVANGUARD INDEX FDS | 345,071 | $47K | 0.00% | |
| 4 | VUGVANGUARD INDEX FDS | 175,165 | $43K | 0.00% | |
| 5 | IJRISHARES TR | 370,170 | $35K | 0.00% | |
| 6 | VEUVANGUARD INTL EQUITY INDEX F | 522,744 | $27K | 0.00% | |
| 7 | VOOVANGUARD INDEX FDS | 59,535 | $22K | 0.00% | |
| 8 | VVVANGUARD INDEX FDS | 108,172 | $20K | 0.00% | |
| 9 | SCHVSCHWAB STRATEGIC TR | 280,439 | $18K | 0.00% | |
| 10 | SCHMSCHWAB STRATEGIC TR | 212,500 | $14K | 0.00% | |
| 11 | VOEVANGUARD INDEX FDS | 107,403 | $14K | 0.00% | |
| 12 | SCHPSCHWAB STRATEGIC TR | 255,270 | $13K | 0.00% | |
| 13 | VBKVANGUARD INDEX FDS | 61,080 | $13K | 0.00% | |
| 14 | SCHASCHWAB STRATEGIC TR | 288,279 | $12K | 0.00% | |
| 15 | SLYVSPDR SER TR | 149,868 | $11K | 0.00% | |
| 16 | SCHGSCHWAB STRATEGIC TR | 134,889 | $8K | 0.00% | |
| 17 | IGFISHARES TR | 169,189 | $8K | 0.00% | |
| 18 | VWOVANGUARD INTL EQUITY INDEX F | 193,405 | $7K | 0.00% | |
| 19 | IWFISHARES TR | 31,463 | $7K | 0.00% | |
| 20 | VBRVANGUARD INDEX FDS | 43,116 | $6K | 0.00% | |
| 21 | VOTVANGUARD INDEX FDS | 35,222 | $6K | 0.00% | |
| 22 | VOVANGUARD INDEX FDS | 28,344 | $5K | 0.00% | |
| 23 | IGSBISHARES TR | 99,817 | $5K | 0.00% | |
| 24 | MDYVSPDR SER TR | 80,987 | $5K | 0.00% | |
| 25 | IVVISHARES TR | 10,634 | $4K | 0.00% | |
| 26 | VNQVANGUARD INDEX FDS | 58,781 | $4K | 0.00% | |
| 27 | TFISPDR SER TR | 102,886 | $4K | 0.00% | |
| 28 | IWDISHARES TR | 27,420 | $4K | 0.00% | |
| 29 | ACWXISHARES TR | 78,855 | $3K | 0.00% | |
| 30 | IWSISHARES TR | 26,010 | $2K | 0.00% | |
| 31 | TIPISHARES TR | 23,005 | $2K | 0.00% | |
| 32 | JPSTJ P MORGAN EXCHANGE TRADED F | 45,370 | $2K | 0.00% | |
| 33 | QAIINDEXIQ ETF TR | 81,440 | $2K | 0.00% | |
| 34 | BKLNINVESCO EXCH TRADED FD TR II | 102,854 | $2K | 0.00% | |
| 35 | VTIVANGUARD INDEX FDS | 10,487 | $2K | 0.00% | |
| 36 | IWPISHARES TR | 18,147 | $1K | 0.00% | |
| 37 | IWBISHARES TR | 7,945 | $1K | 0.00% | |
| 38 | SLYGSPDR SER TR | 21,401 | $1K | 0.00% | |
| 39 | VBVANGUARD INDEX FDS | 10,197 | $1K | 0.00% | |
| 40 | AORISHARES TR | 32,765 | $1K | 0.00% | |
| 41 | MDYGSPDR SER TR | 20,208 | $1K | 0.00% | |
| 42 | ESMLISHARES TR | 33,098 | $1K | 0.00% | |
| 43 | SPYSPDR S&P 500 ETF TR | 3,933 | $1K | 0.00% | |
| 44 | EFVISHARES TR | 28,354 | $1K | 0.00% | |
| 45 | JUSTGOLDMAN SACHS ETF TR | 29,501 | $1K | 0.00% | |
| 46 | SCHDSCHWAB STRATEGIC TR | 19,511 | $1K | 0.00% | |
| 47 | EMBISHARES TR | 19,705 | $1K | 0.00% | |
| 48 | DSIISHARES TR | 16,489 | $1K | 0.00% | |
| 49 | IXUSISHARES TR | 8,685 | $0 | 0.00% | |
| 50 | CWISPDR INDEX SHS FDS | 25,771 | $0 | 0.00% | |
| 51 | USRTISHARES TR | 5,220 | $0 | 0.00% | |
| 52 | SCHBSCHWAB STRATEGIC TR | 5,449 | $0 | 0.00% | |
| 53 | VIGVANGUARD SPECIALIZED FUNDS | 3,366 | $0 | 0.00% | |
| 54 | DFAXDIMENSIONAL ETF TRUST | 11,763 | $0 | 0.00% | |
| 55 | NULVNUSHARES ETF TR | 18,630 | $0 | 0.00% | |
| 56 | ESGDISHARES TR | 4,499 | $0 | 0.00% | |
| 57 | SUSAISHARES TR | 4,320 | $0 | 0.00% | |
| 58 | NDQINVESCO QQQ TR | 877 | $0 | 0.00% | |
| 59 | IWNISHARES TR | 3,206 | $0 | 0.00% | |
| 60 | SYSBISHARES TR | 7,103 | $0 | 0.00% | |
| 61 | ESGUISHARES TR | 2,606 | $0 | 0.00% | |
| 62 | BONDPIMCO ETF TR | 2,606 | $0 | 0.00% | |
| 63 | NULGNUSHARES ETF TR | 8,573 | $0 | 0.00% | |
| 64 | HSYHERSHEY CO | 965 | $0 | 0.00% | |
| 65 | GQ9SPDR GOLD TR | 1,614 | $0 | 0.00% | |
| 66 | JMSTJ P MORGAN EXCHANGE TRADED F | 13,070 | $0 | 0.00% | |
| 67 | IJJISHARES TR | 3,211 | $0 | 0.00% | |
| 68 | IWOISHARES TR | 1,556 | $0 | 0.00% | |
| 69 | VWOBVANGUARD WHITEHALL FDS | 5,000 | $0 | 0.00% | |
| 70 | EFAISHARES TR | 5,987 | $0 | 0.00% | |
| 71 | SCHFSCHWAB STRATEGIC TR | 7,316 | $0 | 0.00% | |
| 72 | HDVISHARES TR | 8,021 | $0 | 0.00% | |
| 73 | DONSPDR DOW JONES INDL AVERAGE | 710 | $0 | 0.00% | |
| 74 | BNDVANGUARD BD INDEX FDS | 8,358 | $0 | 0.00% | |
| 75 | VXUSVANGUARD STAR FDS | 8,512 | $0 | 0.00% | |
| 76 | IVWISHARES TR | 5,312 | $0 | 0.00% | |
| 77 | EFGISHARES TR | 5,559 | $0 | 0.00% | |
| 78 | IEMGISHARES INC | 12,493 | $0 | 0.00% | |
| 79 | JNJJOHNSON & JOHNSON | 1,840 | $0 | 0.00% | |
| 80 | IWMISHARES TR | 1,820 | $0 | 0.00% | |
| 81 | ESGEISHARES INC | 13,678 | $0 | 0.00% | |
| 82 | IJKISHARES TR | 2,903 | $0 | 0.00% | |
| 83 | SCHESCHWAB STRATEGIC TR | 9,152 | $0 | 0.00% | |
| 84 | IJSISHARES TR | 3,969 | $0 | 0.00% | |
| 85 | AGGISHARES TR | 6,477 | $0 | 0.00% | |
| 86 | ICLNISHARES TR | 29,912 | $0 | 0.00% | |
| 87 | USMVISHARES TR | 5,685 | $0 | 0.00% | |
| 88 | BYLDISHARES TR | 22,415 | $0 | 0.00% | |
| 89 | GIISPDR INDEX SHS FDS | 8,870 | $0 | 0.00% | |
| 90 | VTIPVANGUARD MALVERN FDS | 11,417 | $0 | 0.00% | |
| 91 | XJHISHARES TR | 10,754 | $0 | 0.00% | |
| 92 | EMXCISHARES INC | 8,505 | $0 | 0.00% | |
| 93 | NUSCNUSHARES ETF TR | 11,138 | $0 | 0.00% | |
| 94 | SCHZSCHWAB STRATEGIC TR | 13,051 | $0 | 0.00% | |
| 95 | IMCVISHARES TR | 7,625 | $0 | 0.00% |