§ 13F · FUND PROFILE
SAGE RHINO CAPITAL LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $473.1T (13F)Positions · 282Turnover · — · Q4Filed · Jan 30, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$11.9T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 30, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IAU | ISHARES GOLD TR | 301K | $24.4T | 4.6% | −7% |
| 2 | VO | VANGUARD INDEX FDS | 70K | $20.3T | 3.8% | +2% |
| 3 | VB | VANGUARD INDEX FDS | 72K | $18.5T | 3.5% | +1% |
| 4 | RSP | INVESCO EXCHANGE TRADED FD T | 94K | $18.1T | 3.4% | ±0% |
| 5 | IEFA | ISHARES TR | 188K | $16.9T | 3.2% | ±0% |
| 6 | GBIL | GOLDMAN SACHS ETF TR | 167K | $16.7T | 3.2% | −18% |
| 7 | AVUV | AMERICAN CENTY ETF TR | 159K | $16.2T | 3.1% | +1% |
| 8 | AAPL | APPLE INC | 43K | $11.8T | 2.2% | −7% |
| 9 | TSLA | TESLA INC | 26K | $11.7T | 2.2% | ±0% |
| 10 | SDY | SPDR SERIES TRUST | 78K | $10.9T | 2.1% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SAGE SIGNAL
AC read
SAGE RHINO CAPITAL LLC is a Other fund managing $473143.3 trillion in assets. The fund runs a broad portfolio of 282 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed