SF

SAGE FINANCIAL GROUP INC

13F
SAGE FINANCIAL GROUP INC
Last update 2025-04-22 102 Stocks (5 new)
Value $1.24 Bil Turnover 5 %
Countries:
Top Holdings: SCHX(45.20%)IJH(6.23%)VTV(4.95%)IJR(4.82%)VUG(4.68%)
Summary Stock Picks Current Portfolio
SAGE FINANCIAL GROUP INC 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
SCHX 		Schwab U.S. Large-Cap ETF
25,345,106
559,619.9
+1.93%
45.200
+0.86%
1.110
-9.82%
-6.13%
49,687.9
 
IJH 		iShares Core S&P Mid-Cap ETF
1,321,033
77,082.3
+3.24%
6.230
+0.20%
0.090
-13.47%
-9.18%
86,402.8
 
VTV 		Vanguard Value ETF
354,706
61,271.9
+3.43%
4.950
+0.16%
0.040
-7.05%
-2.69%
139,772.6
 
IJR 		iShares Core S&P Small-Cap ETF
570,963
59,705.6
+10.98%
4.820
+0.48%
0.080
-16.15%
-13.35%
74,258.2
 
VUG 		Vanguard Growth ETF
156,187
57,917.3
+0.96%
4.680
+0.04%
0.040
-11.21%
-8.27%
166,248.1
 
VEU 		Vanguard FTSE All-World ex-US ETF
606,927
36,816.2
+14.58%
2.970
+0.38%
0.090
+3.91%
+7.75%
41,168.7
 
VOO 		Vanguard S&P 500 ETF
60,832
31,262.2
+0.12%
2.520
0%
0.000
-9.46%
-6.07%
650,637.7
 
VWO 		Vanguard FTSE Emerging Markets ETF
683,460
30,933.4
+125.70%
2.500
+1.39%
0.040
+0.65%
+1.88%
83,301.9
 
VV 		Vanguard Large Cap ETF
112,015
28,791.3
+0.40%
2.330
+0.01%
0.070
-9.53%
-5.96%
42,660.2
 
SCHM 		Schwab U.S. Mid-Cap ETF
968,327
25,370.2
+16.41%
2.050
+0.29%
0.230
-13.01%
-8.34%
10,541.0
 

SAGE FINANCIAL GROUP INC's Historical Top Holdings Breakdowns

SAGE FINANCIAL GROUP INC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VWO 		Vanguard FTSE Emerging Markets ETF2025-03-31Add
+1.39%
●
42.5 ($45.01) 46.71
$44.87
-0.31%
Add 125.7%
683,460
380,639
SCHX 		Schwab U.S. Large-Cap ETF2025-03-31Add
+0.86%
●
21.75 ($23.28) 24.28
$21.76
-6.53%
Add 1.93%
25,345,106
479,820
IJR 		iShares Core S&P Small-Cap ETF2025-03-31Add
+0.48%
●
102.49 ($112.84) 119.96
$99.84
-11.52%
Add 10.98%
570,963
56,501
VEU 		Vanguard FTSE All-World ex-US ETF2025-03-31Add
+0.38%
●
56.51 ($60.25) 62.98
$61.86
2.67%
Add 14.58%
606,927
77,230
SCHM 		Schwab U.S. Mid-Cap ETF2025-03-31Add
+0.29%
●
25.58 ($27.85) 29.24
$25.40
-8.80%
Add 16.41%
968,327
136,527
VNQ 		Vanguard Real Estate Index Fund ETF2025-03-31Add
+0.24%
●
85.55 ($90.76) 94.34
$87.01
-4.13%
Add 20.23%
194,788
32,770
IJH 		iShares Core S&P Mid-Cap ETF2025-03-31Add
+0.20%
●
57.21 ($62.1) 65.8
$56.59
-8.87%
Add 3.24%
1,321,033
41,478
VTV 		Vanguard Value ETF2025-03-31Add
+0.16%
●
167.73 ($174.39) 179.21
$164.75
-5.53%
Add 3.43%
354,706
11,771
BKLN 		Invesco Senior Loan ETF2025-03-31Reduce
-0.15%
●
20.7 ($20.97) 21.15
$20.69
-1.34%
Reduce -48.98%
91,647
-87,984
SCHP 		Schwab U.S. Tips ETF2025-03-31Add
+0.10%
●
25.69 ($26.29) 26.89
$26.64
1.33%
Add 9.42%
558,699
48,087

SAGE FINANCIAL GROUP INC Total Holding History ($B)

To

SAGE FINANCIAL GROUP INC's Asset Allocation

To

SAGE FINANCIAL GROUP INC Past Portfolios

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

Top Ranked Articles

  • 1

SAGE FINANCIAL GROUP INC's Hypothetical Growth since 2025-03-31

SAGE FINANCIAL GROUP INC's Yearly Returns

Year Portfolio % % Excess Gain %

SAGE FINANCIAL GROUP INC's Holdings Heat Map

Size field:

SAGE FINANCIAL GROUP INC's Holdings Bubble Chart

SAGE FINANCIAL GROUP INC News

  • 1

Discussions on SAGE FINANCIAL GROUP INC

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.