HoldingsChannel.com
All Stocks Held By Sage Financial Group Inc.
As of  06/30/2019
   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
SCHWAB STRATEGIC TR 3,843,577 +78,245 $269,781
     SCHX3,843,577+78,245$269,781
VANGUARD INTL EQUITY INDEX F (VEU) 1,123,040 +117,938 $57,264
     VEU1,123,040+117,938$57,264
JP MORGAN EXCHANGE TRADED FD (JPST) 1,089,254 +16,175 $54,888
     JPST1,089,254+16,175$54,888
VANGUARD INDEX FDS (VTV) 348,416 -100 $38,646
     VTV348,416-100$38,646
VANGUARD INDEX FDS (VUG) 215,134 -2,707 $35,151
     VUG215,134-2,707$35,151
VANGUARD INDEX FDS (VOO) 67,951 UNCH $18,289
     VOO67,951UNCH$18,289
ISHARES TR (EMB) 128,669 -14,275 $14,577
     EMB128,669-14,275$14,577
VANGUARD INDEX FDS (VOE) 124,026 -532 $13,809
     VOE124,026-532$13,809
SCHWAB STRATEGIC TR 376,822 +2,672 $12,299
     SCHC376,822+2,672$12,299
ISHARES TR (IJH) 62,260 +28,692 $12,095
     IJH62,260+28,692$12,095
SCHWAB STRATEGIC TR 214,543 +3,124 $12,044
     SCHV214,543+3,124$12,044
VANGUARD INDEX FDS (VBK) 63,382 -2 $11,802
     VBK63,382-2$11,802
SCHWAB STRATEGIC TR 197,282 +15,475 $11,263
     SCHM197,282+15,475$11,263
VANGUARD INTL EQUITY INDEX F (VWO) 204,297 -3,603 $8,689
     VWO204,297-3,603$8,689
SPDR SERIES TRUST (SLYV) 142,168 +7,004 $8,627
     SLYV142,168+7,004$8,627
ISHARES TR (IGSB) 156,624 +1,277 $8,370
     IGSB156,624+1,277$8,370
ISHARES TR (IJR) 94,795 +10,132 $7,421
     IJR94,795+10,132$7,421
GLOBAL X FDS 555,663 -484,407 $7,190
     MLPX555,663-484,407$7,190
SPDR SERIES TRUST (TFI) 134,669 -502 $6,752
     TFI134,669-502$6,752
VANGUARD INDEX FDS (VV) 47,287 -3,089 $6,370
     VV47,287-3,089$6,370
SCHWAB STRATEGIC TR 83,267 +3,056 $5,952
     SCHA83,267+3,056$5,952
ISHARES TR (IWF) 36,194 +41 $5,695
     IWF36,194+41$5,695
VANGUARD INDEX FDS (VOT) 35,972 -304 $5,371
     VOT35,972-304$5,371
JP MORGAN EXCHANGE TRADED FD (JMST) 79,710 -2,544 $4,019
     JMST79,710-2,544$4,019
SCHWAB STRATEGIC TR 44,430 +3,129 $3,697
     SCHG44,430+3,129$3,697
VANGUARD INDEX FDS (VBR) 27,124 -195 $3,541
     VBR27,124-195$3,541
SPDR SERIES TRUST (SLYG) 54,202 +891 $3,301
     SLYG54,202+891$3,301
ISHARES TR (IWD) 24,800 +26 $3,155
     IWD24,800+26$3,155
ISHARES TR (IWS) 28,924 -48 $2,578
     IWS28,924-48$2,578
ISHARES TR (IWP) 13,718 UNCH $1,956
     IWP13,718UNCH$1,956
VANGUARD INDEX FDS (VO) 11,551 -313 $1,931
     VO11,551-313$1,931
ISHARES TR (AOR) 41,516 +5,042 $1,911
     AOR41,516+5,042$1,911
SPDR SERIES TRUST (MDYV) 33,221 +14,390 $1,707
     MDYV33,221+14,390$1,707
ISHARES TR (IWB) 10,395 -54 $1,692
     IWB10,395-54$1,692
SCHWAB STRATEGIC TR 28,838 -1,799 $1,530
     SCHD28,838-1,799$1,530
SPDR INDEX SHS FDS (CWI) 38,550 UNCH $1,414
     CWI38,550UNCH$1,414
SPDR SERIES TRUST (MDYG) 23,327 +5,466 $1,266
     MDYG23,327+5,466$1,266
SPDR INDEX SHS FDS (EWX) 25,360 -1,541 $1,134
     EWX25,360-1,541$1,134
SPDR SERIES TRUST (SHM) 20,370 -2,260 $997
     SHM20,370-2,260$997
SCHWAB STRATEGIC TR 18,084 -532 $958
     SCHZ18,084-532$958
ISHARES TR (EFA) 14,139 -168 $929
     EFA14,139-168$929
ISHARES TR (IXUS) 12,000 UNCH $704
     IXUS12,000UNCH$704
TOTAL S A 12,265 UNCH $684
     TOT12,265UNCH$684
JPMORGAN CHASE & CO 23,490 -15,365 $590
     AMJ23,490-15,365$590
ISHARES US ETF TR (NEAR) 11,562 -3,450 $582
     NEAR11,562-3,450$582
ISHARES TR (EEM) 10,751 UNCH $461
     EEM10,751UNCH$461
SCHWAB STRATEGIC TR 15,853 -69 $416
     SCHE15,853-69$416
ISHARES INC (FM) 11,641 UNCH $345
     FM11,641UNCH$345
ISHARES TR (ESML) 10,936 UNCH $295
     ESML10,936UNCH$295
JOHNSON & JOHNSON 1,598 UNCH $223
     JNJ1,598UNCH$223
HERSHEY CO 965 UNCH $129
     HSY965UNCH$129
PROCTER AND GAMBLE CO 763 UNCH $84
     PG763UNCH$84
AT&T INC 1,700 UNCH $57
     T1,700UNCH$57
CATERPILLAR INC DEL 400 UNCH $55
     CAT400UNCH$55
HANOVER INS GROUP INC 400 UNCH $51
     THG400UNCH$51
GENERAL ELECTRIC CO 3,972 UNCH $42
     GE3,972UNCH$42
ARCHER DANIELS MIDLAND CO 918 UNCH $37
     ADM918UNCH$37
CHUBB LIMITED 248 UNCH $37
     CB248UNCH$37
FNB CORP PA 3,000 UNCH $35
     FNB3,000UNCH$35
CITIGROUP INC 450 UNCH $32
     C450UNCH$32
EMERSON ELEC CO 484 UNCH $32
     EMR484UNCH$32
BANK AMER CORP 1,058 +5 $31
     BAC1,058+5$31
BP PRUDHOE BAY RTY TR 1,616 +24 $25
     BPT1,616+24$25
APPLE INC 123 -80 $24
     AAPL123-80$24
PPL CORP 500 UNCH $16
     PPL500UNCH$16
DUPONT DE NEMOURS INC 187 +187 $14
     DD187+187$14
ALLSTATE CORP 132 UNCH $13
     ALL132UNCH$13
DOW INC 187 +187 $9
     DOW187+187$9
CRAWFORD & CO      $8
     CRD.A750UNCH$8
CORTEVA INC 187 +187 $6
     CTVA187+187$6
WABTEC CORP 21 +0 $2
     WAB21UNCH$2
ACTIVISION BLIZZARD INC $0 (exited)
     ATVI0-51$0
CAMDEN NATL CORP $0 (exited)
     CAC0-263$0
CHESAPEAKE ENERGY CORP $0 (exited)
     CHK0-1,000$0
DEUTSCHE BANK AG $0 (exited)
     DB0-3,000$0
DOWDUPONT INC $0 (exited)
     DWDP0-561$0
FORD MTR CO DEL $0 (exited)
     F0-3,496$0
NUTRIEN LTD $0 (exited)
     NTR0-102$0
BANCO SANTANDER SA 0 -181,561 $0 (exited)
     SAN0-181,561$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
DD +187+$14
DOW +187+$9
CTVA +187+$6
EntityShares/Amount
Change
Position Value
Change
SAN -181,561-$841
F -3,496-$31
DWDP -561-$30
DB -3,000-$24
CAC -263-$11
NTR -102-$5
CHK -1,000-$3
ATVI -51-$2
EntityShares/Amount
Change
Position Value
Change
VEU +117,938+$6,858
SCHX +78,245+$15,207
IJH +28,692+$5,737
JPST +16,175+$912
SCHM +15,475+$1,193
MDYV +14,390+$758
IJR +10,132+$889
SLYV +7,004+$477
MDYG +5,466+$327
AOR +5,042+$281
EntityShares/Amount
Change
Position Value
Change
MLPX -484,407-$6,529
AMJ -15,365-$401
EMB -14,275-$1,155
VWO -3,603-$147
NEAR -3,450-$172
VV -3,089-$169
VUG -2,707+$1,076
JMST -2,544-$120
SHM -2,260-$100
Size ($ in 1000's)
At 06/30/2019: $675,100
At 03/31/2019: $646,008

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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