§ 13F · FUND PROFILE
SAGE FINANCIAL GROUP INC.
AUM · $1.8B (13F)Positions · 110Turnover · n/a · Q2Filed · Jul 21, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$1M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SCHX | SCHWAB STRATEGIC TR | 23.00M | $677M | 37.5% | ±0% |
| 2 | IJH | ISHARES TR | 1.49M | $115M | 6.4% | +2% |
| 3 | IJR | ISHARES TR | 623K | $92M | 5.1% | +3% |
| 4 | RSP | INVESCO EXCHANGE TRADED FD T | 408K | $87M | 4.8% | +10% |
| 5 | VWO | VANGUARD INTL EQUITY INDEX F | 1.31M | $78M | 4.3% | +5% |
| 6 | VTV | VANGUARD INDEX FDS | 350K | $76M | 4.2% | −1% |
| 7 | VUG | VANGUARD INDEX FDS | 818K | $70M | 3.9% | +486% |
| 8 | VEU | VANGUARD INTL EQUITY INDEX F | 752K | $63M | 3.5% | +4% |
| 9 | VOO | VANGUARD INDEX FDS | 81K | $56M | 3.1% | ±0% |
| 10 | SCHM | SCHWAB STRATEGIC TR | 1.01M | $37M | 2.1% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SAGE SIGNAL
AC read
SAGE FINANCIAL GROUP INC is a Other fund managing $1.8 billion in assets. The fund runs a portfolio of 110 positions.
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