SageView Advisory Group, LLC Q1 2025 Filing
Filed May 19, 2025
Portfolio Value
$2.3B
Holdings
598
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (598 positions)
| Stock | Value |
|---|---|
AGGISHARES TR | $335.5M |
VONVVANGUARD SCOTTSDALE FDS | $212.5M |
VONGVANGUARD SCOTTSDALE FDS | $184.9M |
SCHFSCHWAB STRATEGIC TR | $134.5M |
IAGGISHARES TR | $100.2M |
SCHESCHWAB STRATEGIC TR | $98.9M |
VXFVANGUARD INDEX FDS | $98.7M |
REETISHARES TR | $64.6M |
SCHCSCHWAB STRATEGIC TR | $64.4M |
AAPLAPPLE INC | $41.8M |
MUBISHARES TR | $28.0M |
MSFTMICROSOFT CORP | $25.6M |
SPHYSPDR SER TR | $25.2M |
IVVISHARES TR | $25.1M |
EMBISHARES TR | $22.2M |
TILTFLEXSHARES TR | $16.8M |
PGPROCTER AND GAMBLE CO | $16.8M |
NVDANVIDIA CORPORATION | $16.4M |
VOOVANGUARD INDEX FDS | $15.0M |
AQLTISHARES TR | $14.1M |
VTIVANGUARD INDEX FDS | $14.0M |
AMZNAMAZON COM INC | $13.7M |
ESGVVANGUARD WORLD FD | $13.5M |
VCEBVANGUARD WORLD FD | $12.4M |
IJHISHARES TR | $11.6M |
METAMETA PLATFORMS INC | $11.3M |
BNDVANGUARD BD INDEX FDS | $10.8M |
JPMJPMORGAN CHASE & CO. | $10.8M |
DFACDIMENSIONAL ETF TRUST | $10.0M |
VVVANGUARD INDEX FDS | $9.6M |
LLYELI LILLY & CO | $9.2M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $9.0M |
ADSKAUTODESK INC | $8.9M |
GOOGLALPHABET INC | $8.3M |
SUBISHARES TR | $8.3M |
USMVISHARES TR | $7.6M |
HDHOME DEPOT INC | $7.5M |
DFCFDIMENSIONAL ETF TRUST | $7.4M |
VVISA INC | $7.3M |
VSGXVANGUARD WORLD FD | $6.7M |
AQLTISHARES TR | $6.6M |
VBVANGUARD INDEX FDS | $6.5M |
TLTDFLEXSHARES TR | $6.5M |
SPYSPDR S&P 500 ETF TR | $6.1M |
VXUSVANGUARD STAR FDS | $5.8M |
CSWCSW INDUSTRIALS INC | $5.6M |
CSCOCISCO SYS INC | $5.5M |
XOMEXXON MOBIL CORP | $5.4M |
BUFFINNOVATOR ETFS TRUST | $5.3M |
MCDMCDONALDS CORP | $5.3M |
UNHUNITEDHEALTH GROUP INC | $5.2M |
COSTCOSTCO WHSL CORP NEW | $5.0M |
QUALISHARES TR | $5.0M |
IEMGISHARES INC | $4.8M |
VYMVANGUARD WHITEHALL FDS | $4.8M |
IJRISHARES TR | $4.6M |
SHYGISHARES TR | $4.6M |
VUGVANGUARD INDEX FDS | $4.4M |
VOTVANGUARD INDEX FDS | $4.4M |
SRESEMPRA | $4.4M |
TMUST-MOBILE US INC | $4.3M |
VTEBVANGUARD MUN BD FDS | $4.3M |
DSIISHARES TR | $4.3M |
IGIBISHARES TR | $4.2M |
AVGOBROADCOM INC | $4.0M |
WMTWALMART INC | $4.0M |
4I1PHILIP MORRIS INTL INC | $3.9M |
NDQINVESCO QQQ TR | $3.9M |
ABBVABBVIE INC | $3.9M |
FASTFASTENAL CO | $3.8M |
VCITVANGUARD SCOTTSDALE FDS | $3.8M |
HYDVANECK ETF TRUST | $3.8M |
EMXCISHARES INC | $3.7M |
TSLATESLA INC | $3.6M |
VTVVANGUARD INDEX FDS | $3.6M |
HYGISHARES TR | $3.6M |
JNJJOHNSON & JOHNSON | $3.6M |
EAGGISHARES TR | $3.6M |
SUSAISHARES TR | $3.5M |
BSVVANGUARD BD INDEX FDS | $3.5M |
NFLXNETFLIX INC | $3.5M |
TTTRANE TECHNOLOGIES PLC | $3.4M |
DFICDIMENSIONAL ETF TRUST | $3.3M |
GSIEGOLDMAN SACHS ETF TR | $3.3M |
BACBANK AMERICA CORP | $3.2M |
DISDISNEY WALT CO | $3.1M |
VEAVANGUARD TAX-MANAGED FDS | $3.1M |
CITCINTAS CORP | $3.1M |
MAMASTERCARD INCORPORATED | $3.1M |
POCTINNOVATOR ETFS TRUST | $3.0M |
DFSDDIMENSIONAL ETF TRUST | $3.0M |
SCHBSCHWAB STRATEGIC TR | $3.0M |
ESGDISHARES TR | $2.9M |
MUNIPIMCO ETF TR | $2.9M |
FTSLFIRST TR EXCHANGE-TRADED FD | $2.9M |
AVUSAMERICAN CENTY ETF TR | $2.8M |
TAT&T INC | $2.8M |
PNOVINNOVATOR ETFS TRUST | $2.7M |
AMGNAMGEN INC | $2.7M |
PDECINNOVATOR ETFS TRUST | $2.7M |
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