HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 ISHARES TR (IVV) |
82,830 | -8,730 | $43,546 |
| IVV | 82,830 | -8,730 | $43,546 |
| ISHARES TR (IEFA) |
422,866 | +106,105 | $31,385 |
| IEFA | 422,866 | +106,105 | $31,385 |
| ISHARES TR (MBB) |
293,029 | +67,732 | $27,082 |
| MBB | 293,029 | +67,732 | $27,082 |
| J P MORGAN EXCHANGE TRADED F (JQUA) |
502,374 | -37,229 | $26,561 |
| JQUA | 502,374 | -37,229 | $26,561 |
| ISHARES TR (QUAL) |
147,904 | +147,904 | $24,308 |
| QUAL | 147,904 | +147,904 | $24,308 |
| PACER FDS TR |
399,759 | +94,245 | $23,230 |
| COWZ | 399,759 | +94,245 | $23,230 |
| ETF SER SOLUTIONS (DSTL) |
405,474 | +130,835 | $21,859 |
| DSTL | 405,474 | +130,835 | $21,859 |
| ISHARES TR (SHYG) |
390,365 | +93,383 | $16,610 |
| SHYG | 390,365 | +93,383 | $16,610 |
| INVESCO EXCH TRD SLF IDX FD |
265,539 | +121,162 | $14,666 |
| OMFL | 265,539 | +121,162 | $14,666 |
| ISHARES INC (IEMG) |
279,358 | -8,510 | $14,415 |
| IEMG | 279,358 | -8,510 | $14,415 |
| J P MORGAN EXCHANGE TRADED F (BBJP) |
206,784 | -25,065 | $12,107 |
| BBJP | 206,784 | -25,065 | $12,107 |
| ISHARES INC (EWC) |
316,254 | -24,746 | $12,106 |
| EWC | 316,254 | -24,746 | $12,106 |
| ISHARES TR (USHY) |
306,723 | +19,256 | $11,223 |
| USHY | 306,723 | +19,256 | $11,223 |
| J P MORGAN EXCHANGE TRADED F (JPST) |
185,122 | -121,750 | $9,339 |
| JPST | 185,122 | -121,750 | $9,339 |
| SPDR SER TR (HYMB) |
318,465 | -1,740 | $8,181 |
| HYMB | 318,465 | -1,740 | $8,181 |
| ISHARES TR (IGSB) |
152,617 | -29,143 | $7,826 |
| IGSB | 152,617 | -29,143 | $7,826 |
| ISHARES INC (EEMA) |
108,129 | -2,882 | $7,365 |
| EEMA | 108,129 | -2,882 | $7,365 |
| ISHARES TR (EWU) |
214,420 | -9,155 | $7,335 |
| EWU | 214,420 | -9,155 | $7,335 |
| ISHARES INC (EWA) |
296,088 | -15,207 | $7,302 |
| EWA | 296,088 | -15,207 | $7,302 |
| INVESCO ACTIVELY MANAGED ETF (GSY) |
95,753 | -27,385 | $4,777 |
| GSY | 95,753 | -27,385 | $4,777 |
| VANECK ETF TRUST (EMLC) |
185,035 | +3,265 | $4,535 |
| EMLC | 185,035 | +3,265 | $4,535 |
| ISHARES TR (IEF) |
37,701 | -118 | $3,569 |
| IEF | 37,701 | -118 | $3,569 |
| SPDR SER TR (SJNK) |
113,858 | UNCH | $2,871 |
| SJNK | 113,858 | UNCH | $2,871 |
| SPDR SER TR (PSK) |
78,815 | -6,980 | $2,748 |
| PSK | 78,815 | -6,980 | $2,748 |
| SPDR SER TR (JNK) |
27,350 | UNCH | $2,604 |
| JNK | 27,350 | UNCH | $2,604 |
| SPDR S&P 500 ETF TR (SPY) |
4,635 | -1,380 | $2,424 |
| SPY | 4,635 | -1,380 | $2,424 |
| ISHARES TR (TLT) |
19,360 | +1,205 | $1,832 |
| TLT | 19,360 | +1,205 | $1,832 |
| ISHARES TR (IGIB) |
30,877 | -3,884 | $1,593 |
| IGIB | 30,877 | -3,884 | $1,593 |
| ISHARES TR (SHV) |
12,078 | UNCH | $1,335 |
| SHV | 12,078 | UNCH | $1,335 |
| ISHARES TR (ESGD) |
15,368 | +193 | $1,228 |
| ESGD | 15,368 | +193 | $1,228 |
| ISHARES U S ETF TR (NEAR) |
21,136 | -43,435 | $1,067 |
| NEAR | 21,136 | -43,435 | $1,067 |
| ISHARES TR (ACWI) |
8,841 | -1,450 | $974 |
| ACWI | 8,841 | -1,450 | $974 |
| VANECK ETF TRUST (HYEM) |
44,310 | UNCH | $845 |
| HYEM | 44,310 | UNCH | $845 |
| J P MORGAN EXCHANGE TRADED F (JEPI) |
13,730 | -406,030 | $794 |
| JEPI | 13,730 | -406,030 | $794 |
| VANGUARD WORLD FD (ESGV) |
8,094 | +4 | $754 |
| ESGV | 8,094 | +4 | $754 |
| TCW TRANSFORM ETF TRUST (VOTE) |
11,476 | +2,048 | $703 |
| VOTE | 11,476 | +2,048 | $703 |
| INVESCO EXCH TRADED FD TR II (PCY) |
28,705 | UNCH | $587 |
| PCY | 28,705 | UNCH | $587 |
| ISHARES INC (ESGE) |
14,882 | +786 | $480 |
| ESGE | 14,882 | +786 | $480 |
| JANUS DETROIT STR TR |
10,544 | -466 | $476 |
| JMBS | 10,544 | -466 | $476 |
| ISHARES TR (ESGU) |
4,055 | +6 | $466 |
| ESGU | 4,055 | +6 | $466 |
| ISHARES TR (EMB) |
5,167 | -343 | $463 |
| EMB | 5,167 | -343 | $463 |
| ISHARES TR (IGLB) |
8,911 | -604 | $459 |
| IGLB | 8,911 | -604 | $459 |
| SPDR SER TR (EFIV) |
9,048 | +12 | $458 |
| EFIV | 9,048 | +12 | $458 |
| NUSHARES ETF TR (NULV) |
11,514 | UNCH | $447 |
| NULV | 11,514 | UNCH | $447 |
| SIMPLIFY EXCHANGE TRADED FUN (TUA) |
20,375 | -879 | $446 |
| TUA | 20,375 | -879 | $446 |
| ISHARES TR (USMV) |
4,012 | -158,241 | $335 |
| USMV | 4,012 | -158,241 | $335 |
| NUSHARES ETF TR (NUSC) |
6,909 | -140 | $287 |
| NUSC | 6,909 | -140 | $287 |
See Full List: All Stocks Held By Sage Advisory Services Ltd.Co.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Sage Advisory Services Ltd.Co.
|
Size ($ in 1000's)
At 03/31/2024: $366,269 At 12/31/2023: $373,312 Sage Advisory Services Ltd.Co. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Sage Advisory Services Ltd.Co. 13F filings. Link to 13F filings: SEC filings |
