HoldingsChannel.com
Sage Financial Group Inc. Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
SCHWAB STRATEGIC TR 3,918,412 -23,990 $300,973
     SCHX3,918,412-23,990$300,973
VANGUARD INTL EQUITY INDEX F (VEU) 1,106,949 -12,240 $59,498
     VEU1,106,949-12,240$59,498
JP MORGAN EXCHANGE TRADED FD (JPST) 1,140,701 +37,500 $57,526
     JPST1,140,701+37,500$57,526
VANGUARD INDEX FDS (VTV) 338,926 -4,148 $40,620
     VTV338,926-4,148$40,620
VANGUARD INDEX FDS (VUG) 197,281 -8,233 $35,939
     VUG197,281-8,233$35,939
ISHARES TR (IGSB) 377,954 +226,168 $20,270
     IGSB377,954+226,168$20,270
VANGUARD INDEX FDS (VOO) 67,935 -16 $20,095
     VOO67,935-16$20,095
ISHARES TR (IJH) 77,009 +8,338 $15,850
     IJH77,009+8,338$15,850
ISHARES TR (EMB) 129,847 +4,299 $14,875
     EMB129,847+4,299$14,875
VANGUARD INDEX FDS (VOE) 123,013 -451 $14,662
     VOE123,013-451$14,662
SCHWAB STRATEGIC TR 370,331 -2,297 $12,832
     SCHC370,331-2,297$12,832
VANGUARD INDEX FDS (VBK) 63,282 -400 $12,574
     VBK63,282-400$12,574
SCHWAB STRATEGIC TR 203,875 +1,432 $12,257
     SCHV203,875+1,432$12,257
SCHWAB STRATEGIC TR 193,543 +461 $11,642
     SCHM193,543+461$11,642
SPDR SERIES TRUST (SLYV) 148,101 +1,815 $9,732
     SLYV148,101+1,815$9,732
ISHARES TR (IJR) 115,301 +14,243 $9,668
     IJR115,301+14,243$9,668
VANGUARD INDEX FDS (VV) 49,796 -210 $7,362
     VV49,796-210$7,362
SPDR SERIES TRUST (TFI) 132,642 -2,027 $6,709
     TFI132,642-2,027$6,709
ISHARES TR (IWF) 36,097 UNCH $6,350
     IWF36,097UNCH$6,350
SCHWAB STRATEGIC TR 83,189 +197 $6,292
     SCHA83,189+197$6,292
VANGUARD INDEX FDS (VOT) 36,367 +1,839 $5,774
     VOT36,367+1,839$5,774
VANGUARD INTL EQUITY INDEX F (VWO) 129,338 -3,214 $5,752
     VWO129,338-3,214$5,752
JP MORGAN EXCHANGE TRADED FD (JMST) 83,931 +574 $4,237
     JMST83,931+574$4,237
SCHWAB STRATEGIC TR 43,807 +25 $4,070
     SCHG43,807+25$4,070
VANGUARD INDEX FDS (VBR) 26,158 -390 $3,585
     VBR26,158-390$3,585
SPDR SERIES TRUST (SLYG) 55,267 +625 $3,566
     SLYG55,267+625$3,566
ISHARES TR (IWD) 24,462 -160 $3,339
     IWD24,462-160$3,339
ISHARES TR (IWS) 28,742 -108 $2,724
     IWS28,742-108$2,724
ISHARES TR (AOR) 52,259 +3,134 $2,500
     AOR52,259+3,134$2,500
VANGUARD INDEX FDS (VO) 12,277 +24 $2,187
     VO12,277+24$2,187
ISHARES TR (IWP) 13,545 -173 $2,067
     IWP13,545-173$2,067
SPDR SERIES TRUST (MDYV) 32,946 -1,875 $1,805
     MDYV32,946-1,875$1,805
SCHWAB STRATEGIC TR 28,373 -50 $1,643
     SCHD28,373-50$1,643
SPDR INDEX SHS FDS (CWI) 57,822 UNCH $1,490
     CWI57,822UNCH$1,490
SPDR SERIES TRUST (MDYG) 23,650 +323 $1,350
     MDYG23,650+323$1,350
SPDR INDEX SHS FDS (EWX) 22,553 +1,493 $1,039
     EWX22,553+1,493$1,039
SPDR SERIES TRUST (SHM) 20,520 +150 $1,008
     SHM20,520+150$1,008
SCHWAB STRATEGIC TR 18,407 +283 $983
     SCHZ18,407+283$983
ISHARES TR (EFA) 14,082 -57 $978
     EFA14,082-57$978
ISHARES TR (IXUS) 12,000 UNCH $743
     IXUS12,000UNCH$743
TOTAL S A 12,265 UNCH $678
     TOT12,265UNCH$678
SCHWAB STRATEGIC TR 14,056 +31 $473
     SCHF14,056+31$473
ISHARES TR (ESML) 10,936 UNCH $316
     ESML10,936UNCH$316
SCHWAB STRATEGIC TR 11,534 +83 $316
     SCHE11,534+83$316
JOHNSON & JOHNSON 1,598 UNCH $233
     JNJ1,598UNCH$233
HERSHEY CO 965 UNCH $142
     HSY965UNCH$142
PROCTER & GAMBLE CO 763 UNCH $95
     PG763UNCH$95
CATERPILLAR INC DEL 400 UNCH $59
     CAT400UNCH$59
HANOVER INS GROUP INC 400 UNCH $55
     THG400UNCH$55
ARCHER DANIELS MIDLAND CO 918 +918 $43
     ADM918+918$43

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 12/31/2019: $729,310
At 09/30/2019: $671,323

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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