HoldingsChannel.com
Sage Financial Group Inc. Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
SCHWAB STRATEGIC TR 3,942,402 +98,825 $279,635
     SCHX3,942,402+98,825$279,635
VANGUARD INTL EQUITY INDEX F (VEU) 1,119,189 -3,851 $55,848
     VEU1,119,189-3,851$55,848
JP MORGAN EXCHANGE TRADED FD (JPST) 1,103,201 +13,947 $55,629
     JPST1,103,201+13,947$55,629
VANGUARD INDEX FDS (VTV) 343,074 -5,342 $38,294
     VTV343,074-5,342$38,294
VANGUARD INDEX FDS (VUG) 205,514 -9,620 $34,173
     VUG205,514-9,620$34,173
VANGUARD INDEX FDS (VOO) 67,951 UNCH $18,523
     VOO67,951UNCH$18,523
ISHARES TR (EMB) 125,548 -3,121 $14,231
     EMB125,548-3,121$14,231
VANGUARD INDEX FDS (VOE) 123,464 -562 $13,951
     VOE123,464-562$13,951
ISHARES TR (IJH) 68,671 +6,411 $13,269
     IJH68,671+6,411$13,269
SCHWAB STRATEGIC TR 372,628 -4,194 $11,850
     SCHC372,628-4,194$11,850
VANGUARD INDEX FDS (VBK) 63,682 +300 $11,593
     VBK63,682+300$11,593
SCHWAB STRATEGIC TR 202,443 -12,100 $11,485
     SCHV202,443-12,100$11,485
SCHWAB STRATEGIC TR 193,082 -4,200 $10,917
     SCHM193,082-4,200$10,917
SPDR SERIES TRUST (SLYV) 146,286 +4,118 $8,961
     SLYV146,286+4,118$8,961
ISHARES TR (IGSB) 151,786 -4,838 $8,146
     IGSB151,786-4,838$8,146
ISHARES TR (IJR) 101,058 +6,263 $7,866
     IJR101,058+6,263$7,866
SPDR SERIES TRUST (TFI) 134,669 UNCH $6,826
     TFI134,669UNCH$6,826
VANGUARD INDEX FDS (VV) 50,006 +2,719 $6,817
     VV50,006+2,719$6,817
SCHWAB STRATEGIC TR 82,992 -275 $5,787
     SCHA82,992-275$5,787
ISHARES TR (IWF) 36,097 -97 $5,762
     IWF36,097-97$5,762
VANGUARD INTL EQUITY INDEX F (VWO) 132,552 -71,745 $5,337
     VWO132,552-71,745$5,337
VANGUARD INDEX FDS (VOT) 34,528 -1,444 $5,114
     VOT34,528-1,444$5,114
JP MORGAN EXCHANGE TRADED FD (JMST) 83,357 +3,647 $4,202
     JMST83,357+3,647$4,202
SCHWAB STRATEGIC TR 43,782 -648 $3,678
     SCHG43,782-648$3,678
VANGUARD INDEX FDS (VBR) 26,548 -576 $3,421
     VBR26,548-576$3,421
SPDR SERIES TRUST (SLYG) 54,642 +440 $3,256
     SLYG54,642+440$3,256
ISHARES TR (IWD) 24,622 -178 $3,158
     IWD24,622-178$3,158
ISHARES TR (IWS) 28,850 -74 $2,588
     IWS28,850-74$2,588
ISHARES TR (AOR) 49,125 +7,609 $2,263
     AOR49,125+7,609$2,263
VANGUARD INDEX FDS (VO) 12,253 +702 $2,054
     VO12,253+702$2,054
ISHARES TR (IWP) 13,718 UNCH $1,939
     IWP13,718UNCH$1,939
SPDR SERIES TRUST (MDYV) 34,821 +1,600 $1,787
     MDYV34,821+1,600$1,787
ISHARES TR (IWB) 10,396 +1 $1,711
     IWB10,396+1$1,711
SCHWAB STRATEGIC TR 28,423 -415 $1,557
     SCHD28,423-415$1,557
SPDR INDEX SHS FDS (CWI) 57,822 +19,272 $1,390
     CWI57,822+19,272$1,390
SPDR SERIES TRUST (MDYG) 23,327 UNCH $1,253
     MDYG23,327UNCH$1,253
SPDR SERIES TRUST (SHM) 20,370 UNCH $998
     SHM20,370UNCH$998
SCHWAB STRATEGIC TR 18,124 +40 $976
     SCHZ18,124+40$976
ISHARES TR (EFA) 14,139 UNCH $922
     EFA14,139UNCH$922
SPDR INDEX SHS FDS (EWX) 21,060 -4,300 $915
     EWX21,060-4,300$915
ISHARES TR (IXUS) 12,000 UNCH $693
     IXUS12,000UNCH$693
TOTAL S A 12,265 UNCH $638
     TOT12,265UNCH$638
SCHWAB STRATEGIC TR 14,025 +14,025 $447
     SCHF14,025+14,025$447
ISHARES TR (ESML) 10,936 UNCH $292
     ESML10,936UNCH$292
SCHWAB STRATEGIC TR 11,451 -4,402 $288
     SCHE11,451-4,402$288
JOHNSON & JOHNSON 1,598 UNCH $208
     JNJ1,598UNCH$208
HERSHEY CO 965 UNCH $150
     HSY965UNCH$150
PROCTER & GAMBLE CO 763 UNCH $95
     PG763UNCH$95
AT&T INC 1,700 UNCH $64
     T1,700UNCH$64
HANOVER INS GROUP INC 400 UNCH $54
     THG400UNCH$54

See Full List: All Stocks Held By Sage Financial Group Inc.
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Sage Financial Group Inc.

Size ($ in 1000's)
At 09/30/2019: $671,323
At 06/30/2019: $675,100

Sage Financial Group Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Sage Financial Group Inc. 13F filings. Link to 13F filings: SEC filings

Sage Financial Group Inc. Top Holdings 13F Filings | www.HoldingsChannel.com

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