SAGE FINANCIAL GROUP INC Q4 2022 Filing
Filed January 31, 2023
Portfolio Value
$820.5B
Holdings
94
Report Date
Q4 2022
Filing Type
13F-HR
All Holdings (94 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SCHXSCHWAB STRATEGIC TR | 8,116,431 | $366K | 0.00% | |
| 2 | VTVVANGUARD INDEX FDS | 341,294 | $47K | 0.00% | |
| 3 | IJHISHARES TR | 163,990 | $39K | 0.00% | |
| 4 | VUGVANGUARD INDEX FDS | 172,500 | $36K | 0.00% | |
| 5 | IJRISHARES TR | 280,073 | $26K | 0.00% | |
| 6 | VEUVANGUARD INTL EQUITY INDEX F | 527,404 | $26K | 0.00% | |
| 7 | VVVANGUARD INDEX FDS | 114,742 | $19K | 0.00% | |
| 8 | SCHVSCHWAB STRATEGIC TR | 273,991 | $18K | 0.00% | |
| 9 | VOOVANGUARD INDEX FDS | 52,867 | $18K | 0.00% | |
| 10 | VOEVANGUARD INDEX FDS | 101,453 | $13K | 0.00% | |
| 11 | IGFISHARES TR | 304,145 | $13K | 0.00% | |
| 12 | SCHPSCHWAB STRATEGIC TR | 255,037 | $13K | 0.00% | |
| 13 | SCHMSCHWAB STRATEGIC TR | 187,188 | $12K | 0.00% | |
| 14 | PFFISHARES TR | 382,311 | $11K | 0.00% | |
| 15 | SLYVSPDR SER TR | 145,057 | $10K | 0.00% | |
| 16 | SCHASCHWAB STRATEGIC TR | 248,871 | $10K | 0.00% | |
| 17 | VBKVANGUARD INDEX FDS | 53,419 | $10K | 0.00% | |
| 18 | VWOVANGUARD INTL EQUITY INDEX F | 223,636 | $8K | 0.00% | |
| 19 | SCHGSCHWAB STRATEGIC TR | 131,850 | $7K | 0.00% | |
| 20 | IWFISHARES TR | 31,628 | $6K | 0.00% | |
| 21 | VBRVANGUARD INDEX FDS | 40,219 | $6K | 0.00% | |
| 22 | IGSBISHARES TR | 127,815 | $6K | 0.00% | |
| 23 | TFISPDR SER TR | 118,865 | $5K | 0.00% | |
| 24 | VOTVANGUARD INDEX FDS | 31,151 | $5K | 0.00% | |
| 25 | MDYVSPDR SER TR | 78,854 | $5K | 0.00% | |
| 26 | VOVANGUARD INDEX FDS | 24,981 | $5K | 0.00% | |
| 27 | IWDISHARES TR | 27,076 | $4K | 0.00% | |
| 28 | IVVISHARES TR | 10,501 | $4K | 0.00% | |
| 29 | ACWXISHARES TR | 83,091 | $3K | 0.00% | |
| 30 | BKLNINVESCO EXCH TRADED FD TR II | 188,483 | $3K | 0.00% | |
| 31 | VNQVANGUARD INDEX FDS | 45,191 | $3K | 0.00% | |
| 32 | VTIVANGUARD INDEX FDS | 10,537 | $2K | 0.00% | |
| 33 | IWSISHARES TR | 26,006 | $2K | 0.00% | |
| 34 | MDYGSPDR SER TR | 17,456 | $1K | 0.00% | |
| 35 | EMBISHARES TR | 21,044 | $1K | 0.00% | |
| 36 | VBVANGUARD INDEX FDS | 8,926 | $1K | 0.00% | |
| 37 | TIPISHARES TR | 16,638 | $1K | 0.00% | |
| 38 | EFVISHARES TR | 35,056 | $1K | 0.00% | |
| 39 | JUSTGOLDMAN SACHS ETF TR | 27,743 | $1K | 0.00% | |
| 40 | SLYGSPDR SER TR | 19,599 | $1K | 0.00% | |
| 41 | IWBISHARES TR | 7,964 | $1K | 0.00% | |
| 42 | AORISHARES TR | 39,691 | $1K | 0.00% | |
| 43 | SCHDSCHWAB STRATEGIC TR | 19,976 | $1K | 0.00% | |
| 44 | JPSTJ P MORGAN EXCHANGE TRADED F | 34,282 | $1K | 0.00% | |
| 45 | SPYSPDR S&P 500 ETF TR | 3,908 | $1K | 0.00% | |
| 46 | DSIISHARES TR | 19,146 | $1K | 0.00% | |
| 47 | GIISPDR INDEX SHS FDS | 27,935 | $1K | 0.00% | |
| 48 | IWPISHARES TR | 16,888 | $1K | 0.00% | |
| 49 | VXUSVANGUARD STAR FDS | 9,012 | $0 | 0.00% | |
| 50 | EMXCISHARES INC | 10,105 | $0 | 0.00% | |
| 51 | IVWISHARES TR | 5,312 | $0 | 0.00% | |
| 52 | IJJISHARES TR | 2,954 | $0 | 0.00% | |
| 53 | JMSTJ P MORGAN EXCHANGE TRADED F | 15,109 | $0 | 0.00% | |
| 54 | EFGISHARES TR | 5,733 | $0 | 0.00% | |
| 55 | IEMGISHARES INC | 14,349 | $0 | 0.00% | |
| 56 | JNJJOHNSON & JOHNSON | 2,498 | $0 | 0.00% | |
| 57 | NUSCNUSHARES ETF TR | 11,138 | $0 | 0.00% | |
| 58 | SCHZSCHWAB STRATEGIC TR | 14,842 | $0 | 0.00% | |
| 59 | DFAXDIMENSIONAL ETF TRUST | 11,763 | $0 | 0.00% | |
| 60 | IMCVISHARES TR | 6,942 | $0 | 0.00% | |
| 61 | SRLNSSGA ACTIVE ETF TR | 9,790 | $0 | 0.00% | |
| 62 | ESMLISHARES TR | 20,642 | $0 | 0.00% | |
| 63 | MSFTMICROSOFT CORP | 942 | $0 | 0.00% | |
| 64 | HSYHERSHEY CO | 1,082 | $0 | 0.00% | |
| 65 | IWMISHARES TR | 1,820 | $0 | 0.00% | |
| 66 | ESGEISHARES INC | 13,239 | $0 | 0.00% | |
| 67 | NULGNUSHARES ETF TR | 7,093 | $0 | 0.00% | |
| 68 | PGXINVESCO EXCH TRADED FD TR II | 25,500 | $0 | 0.00% | |
| 69 | ESGUISHARES TR | 2,500 | $0 | 0.00% | |
| 70 | IWNISHARES TR | 3,073 | $0 | 0.00% | |
| 71 | NDQINVESCO QQQ TR | 999 | $0 | 0.00% | |
| 72 | SCHESCHWAB STRATEGIC TR | 10,319 | $0 | 0.00% | |
| 73 | IJSISHARES TR | 3,324 | $0 | 0.00% | |
| 74 | VIGVANGUARD SPECIALIZED FUNDS | 3,746 | $0 | 0.00% | |
| 75 | AGGISHARES TR | 4,962 | $0 | 0.00% | |
| 76 | ICLNISHARES TR | 26,213 | $0 | 0.00% | |
| 77 | USMVISHARES TR | 5,612 | $0 | 0.00% | |
| 78 | BYLDISHARES TR | 26,415 | $0 | 0.00% | |
| 79 | SCHBSCHWAB STRATEGIC TR | 5,968 | $0 | 0.00% | |
| 80 | SUSAISHARES TR | 4,307 | $0 | 0.00% | |
| 81 | ESGDISHARES TR | 5,342 | $0 | 0.00% | |
| 82 | VTIPVANGUARD MALVERN FDS | 16,229 | $0 | 0.00% | |
| 83 | IXUSISHARES TR | 9,325 | $0 | 0.00% | |
| 84 | EFAISHARES TR | 5,975 | $0 | 0.00% | |
| 85 | SCHFSCHWAB STRATEGIC TR | 7,277 | $0 | 0.00% | |
| 86 | XJHISHARES TR | 6,348 | $0 | 0.00% | |
| 87 | CWISPDR INDEX SHS FDS | 25,771 | $0 | 0.00% | |
| 88 | VWOBVANGUARD WHITEHALL FDS | 7,800 | $0 | 0.00% | |
| 89 | AAPLAPPLE INC | 1,796 | $0 | 0.00% | |
| 90 | NULVNUSHARES ETF TR | 13,034 | $0 | 0.00% | |
| 91 | HDVISHARES TR | 8,021 | $0 | 0.00% | |
| 92 | DONSPDR DOW JONES INDL AVERAGE | 710 | $0 | 0.00% | |
| 93 | IWOISHARES TR | 1,331 | $0 | 0.00% | |
| 94 | BNDVANGUARD BD INDEX FDS | 6,733 | $0 | 0.00% |