HoldingsChannel.com
All Stocks Held By Sage Financial Group Inc.
As of  03/31/2020
   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
SCHWAB STRATEGIC TR 3,685,467 -232,945 $225,735
     SCHX3,685,467-232,945$225,735
J P MORGAN EXCHANGE TRADED F (JPST) 1,187,880 +47,179 $59,002
     JPST1,187,880+47,179$59,002
VANGUARD INTL EQUITY INDEX F (VEU) 858,463 -248,486 $35,214
     VEU858,463-248,486$35,214
VANGUARD INDEX FDS (VUG) 180,462 -16,819 $28,277
     VUG180,462-16,819$28,277
VANGUARD INDEX FDS (VTV) 301,109 -37,817 $26,817
     VTV301,109-37,817$26,817
ISHARES TR (IJH) 91,841 +14,832 $13,212
     IJH91,841+14,832$13,212
ISHARES TR (EMB) 118,572 -11,275 $11,464
     EMB118,572-11,275$11,464
ISHARES TR (IJR) 168,019 +52,718 $9,428
     IJR168,019+52,718$9,428
SCHWAB STRATEGIC TR 205,117 +1,242 $9,081
     SCHV205,117+1,242$9,081
VANGUARD INDEX FDS (VOE) 110,247 -12,766 $8,962
     VOE110,247-12,766$8,962
VANGUARD INDEX FDS (VOO) 35,432 -32,503 $8,391
     VOO35,432-32,503$8,391
VANGUARD INDEX FDS (VBK) 51,013 -12,269 $7,667
     VBK51,013-12,269$7,667
SCHWAB STRATEGIC TR 163,280 -30,263 $6,884
     SCHM163,280-30,263$6,884
VANGUARD INDEX FDS (VV) 57,469 +7,673 $6,806
     VV57,469+7,673$6,806
SPDR SER TR (TFI) 133,626 +984 $6,681
     TFI133,626+984$6,681
SCHWAB STRATEGIC TR 255,707 -114,624 $6,239
     SCHC255,707-114,624$6,239
ISHARES TR (IGSB) 113,121 -264,833 $5,923
     IGSB113,121-264,833$5,923
SPDR SER TR (SLYV) 134,243 -13,858 $5,485
     SLYV134,243-13,858$5,485
ISHARES TR (IWF) 36,134 +37 $5,444
     IWF36,134+37$5,444
VANGUARD INDEX FDS (VOT) 36,524 +157 $4,627
     VOT36,524+157$4,627
VANGUARD INTL EQUITY INDEX F (VWO) 120,271 -9,067 $4,035
     VWO120,271-9,067$4,035
SCHWAB STRATEGIC TR 77,964 -5,225 $4,017
     SCHA77,964-5,225$4,017
SCHWAB STRATEGIC TR 42,746 -1,061 $3,405
     SCHG42,746-1,061$3,405
J P MORGAN EXCHANGE TRADED F (JMST) 66,001 -17,930 $3,328
     JMST66,001-17,930$3,328
ISHARES TR (AOR) 59,815 +7,556 $2,475
     AOR59,815+7,556$2,475
ISHARES TR (IWD) 24,634 +172 $2,443
     IWD24,634+172$2,443
SPDR SER TR (SLYG) 41,827 -13,440 $1,932
     SLYG41,827-13,440$1,932
VANGUARD INDEX FDS (VBR) 19,979 -6,179 $1,774
     VBR19,979-6,179$1,774
ISHARES TR (IWP) 13,282 -263 $1,615
     IWP13,282-263$1,615
VANGUARD INDEX FDS (VO) 11,868 -409 $1,562
     VO11,868-409$1,562
ISHARES TR (IWS) 24,269 -4,473 $1,555
     IWS24,269-4,473$1,555
SPDR SER TR (MDYV) 43,489 +10,543 $1,533
     MDYV43,489+10,543$1,533
ISHARES TR (ACWX) 32,105 +32,105 $1,209
     ACWX32,105+32,105$1,209
SCHWAB STRATEGIC TR 26,609 -1,764 $1,197
     SCHD26,609-1,764$1,197
SPDR INDEX SHS FDS (CWI) 54,711 -3,111 $1,079
     CWI54,711-3,111$1,079
SCHWAB STRATEGIC TR 18,616 +209 $1,010
     SCHZ18,616+209$1,010
SPDR SER TR (MDYG) 23,412 -238 $1,003
     MDYG23,412-238$1,003
SPDR SER TR (SHM) 20,520 UNCH $1,003
     SHM20,520UNCH$1,003
ISHARES TR (IXUS) 12,000 UNCH $564
     IXUS12,000UNCH$564
TOTAL S.A. 12,265 UNCH $457
     TOT12,265UNCH$457
SPDR INDEX SHS FDS (EWX) 12,045 -10,508 $399
     EWX12,045-10,508$399
SCHWAB STRATEGIC TR 14,072 +16 $364
     SCHF14,072+16$364
ISHARES TR (ESML) 13,723 +2,787 $274
     ESML13,723+2,787$274
JOHNSON & JOHNSON 1,598 UNCH $210
     JNJ1,598UNCH$210
HERSHEY CO 965 UNCH $128
     HSY965UNCH$128
PROCTER & GAMBLE CO 763 UNCH $84
     PG763UNCH$84
AT&T INC 1,700 +1,700 $50
     T1,700+1,700$50
CATERPILLAR INC DEL 400 UNCH $46
     CAT400UNCH$46
HANOVER INS GROUP INC 400 UNCH $36
     THG400UNCH$36
ARCHER DANIELS MIDLAND CO 918 UNCH $32
     ADM918UNCH$32
GENERAL ELECTRIC CO 3,972 +3,972 $32
     GE3,972+3,972$32
APPLE INC 123 UNCH $31
     AAPL123UNCH$31
DEUTSCHE BANK A G 4,814 +1,814 $31
     DB4,814+1,814$31
CHUBB LIMITED 248 UNCH $28
     CB248UNCH$28
BK OF AMERICA CORP 1,080 +9 $23
     BAC1,080+9$23
EMERSON ELEC CO 484 UNCH $23
     EMR484UNCH$23
F N B CORP 3,000 UNCH $22
     FNB3,000UNCH$22
CITIGROUP INC 450 UNCH $19
     C450UNCH$19
ALLSTATE CORP 132 UNCH $12
     ALL132UNCH$12
PPL CORP 500 UNCH $12
     PPL500UNCH$12
CAMDEN NATL CORP 270 +2 $8
     CAC270+2$8
DUPONT DE NEMOURS INC 187 UNCH $6
     DD187UNCH$6
CRAWFORD & CO      $5
     CRD.A750+750$5
DOW INC 187 UNCH $5
     DOW187UNCH$5
CORTEVA INC 187 UNCH $4
     CTVA187UNCH$4
ACTIVISION BLIZZARD INC 51 UNCH $3
     ATVI51UNCH$3
KINDER MORGAN INC DEL 241 +3 $3
     KMI241+3$3
NUTRIEN LTD 102 UNCH $3
     NTR102UNCH$3
CHESAPEAKE ENERGY CORP 1,000 +0 $0
     CHK1,000UNCH$0
ISHARES TR $0 (exited)
     EFA0-14,082$0
SCHWAB STRATEGIC TR 0 -11,534 $0 (exited)
     SCHE0-11,534$0

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

EntityShares/Amount
Change
Position Value
Change
ACWX +32,105+$1,209
T +1,700+$50
GE +3,972+$32
CRD +750+$5
EntityShares/Amount
Change
Position Value
Change
EFA -14,082-$978
SCHE -11,534-$316
EntityShares/Amount
Change
Position Value
Change
IJR +52,718-$240
JPST +47,179+$1,476
IJH +14,832-$2,638
MDYV +10,543-$272
VV +7,673-$556
AOR +7,556-$25
ESML +2,787-$42
DB +1,814+$8
SCHV +1,242-$3,176
TFI +984-$28
EntityShares/Amount
Change
Position Value
Change
IGSB -264,833-$14,347
VEU -248,486-$24,284
SCHX -232,945-$75,238
SCHC -114,624-$6,593
VTV -37,817-$13,803
VOO -32,503-$11,704
SCHM -30,263-$4,758
JMST -17,930-$909
VUG -16,819-$7,662
Size ($ in 1000's)
At 03/31/2020: $530,428
At 12/31/2019: $729,310

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

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