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What Sage Financial Group Inc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.5BPositions
107Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| SCHX Schwab U.S. Large-Cap ETF | 592.5M | 38.5% | 23.1M | 30.21 | +19.6% |
| IJH iShares Core S&P Mid-Cap ETF | 98.2M | 6.4% | 1.5M | 76.77 | +20.8% |
| IJR iShares Core S&P Small-Cap ETF | 75.3M | 4.9% | 606.0K | 147.31 | +29.0% |
| RSP Invesco S&P 500 Equal Weight ETF | 71.1M | 4.6% | 370.4K | 221.67 | +18.8% |
| VTV Vanguard Morningstar Value ETF | 69.4M | 4.5% | 353.6K | 226.40 | +24.6% |
| VWO Vanguard FTSE Emerging Markets ETF | 67.3M | 4.4% | 1.2M | 60.45 | +17.7% |
| VUG Vanguard Morningstar Growth ETF | 61.0M | 4.0% | 139.6K | 87.50 | +15.9% |
| VEU Vanguard FTSE All World Ex US ETF | 54.4M | 3.5% | 724.9K | 85.69 | +23.3% |
| VOO Vanguard S&P 500 ETF | 48.7M | 3.2% | 81.5K | 703.71 | +20.0% |
| VV Vanguard Morningstar Large-Cap ETF | 32.1M | 2.1% | 107.5K | 352.60 | +19.8% |
| SCHM Schwab U.S. Mid Cap ETF | 30.5M | 2.0% | 984.4K | 36.16 | +25.4% |
| VNQ Vanguard Real Estate ETF | 25.7M | 1.7% | 290.0K | 98.50 | +8.6% |
| SCHV Schwab U.S. Large-Cap Value ETF | 23.6M | 1.5% | 772.2K | 34.94 | +22.7% |
| SCHA Schwab U.S. Small-Cap ETF | 20.5M | 1.3% | 704.1K | 34.83 | +32.4% |
| VBK Vanguard Morningstar Small-Cap Growth ETF | 19.5M | 1.3% | 64.5K | 358.65 | +26.5% |
| VOE Vanguard Morningstar Mid-Cap Value ETF | 19.2M | 1.2% | 104.1K | 208.64 | +21.9% |
| VO Vanguard Morningstar Mid-Cap ETF | 18.3M | 1.2% | 63.8K | 82.97 | +15.9% |
| SCHP Schwab U.S. TIPS ETF | 16.6M | 1.1% | 624.0K | 25.96 | -2.7% |
| SLYV State Street SPDR S&P 600 Small Cap Value ETF | 15.0M | 1.0% | 159.1K | 110.42 | +30.5% |
| SCHG Schwab U.S. Large-Cap Growth ETF | 14.6M | 1.0% | 502.0K | 35.32 | +17.3% |
| VB Vanguard Morningstar Small-Cap ETF | 14.1M | 0.9% | 53.7K | 304.76 | +24.4% |
| IWF iShares Russell 1000 Growth Fund | 12.7M | 0.8% | 29.8K | 122.39 | +11.2% |
| VBR Vanguard Morningstar Small-Cap Value ETF | 10.2M | 0.7% | 46.8K | 249.18 | +22.7% |
| VOT Vanguard Morningstar Mid-Cap Growth ETF | 9.6M | 0.6% | 37.1K | 305.46 | +7.4% |
| IEMG iShares Core MSCI Emerging Markets ETF | 8.6M | 0.6% | 122.9K | 81.57 | +31.9% |
| IGF iShares Global Infrastructure ETF | 8.0M | 0.5% | 119.1K | 65.41 | +6.7% |
| ACWX iShares MSCI ACWI ex U.S. ETF | 6.8M | 0.4% | 98.8K | 77.94 | +23.9% |
| MDYV State Street SPDR S&P 400 Mid Cap Value ETF | 6.2M | 0.4% | 73.3K | 95.71 | +17.2% |
| IVV iShares Core S&P 500 ETF | 5.1M | 0.3% | 7.8K | 769.31 | +20.0% |
| IWD iShares Russell 1000 Value ETF | 4.0M | 0.3% | 18.5K | 257.29 | +29.2% |
| SPY SPDR S&P 500 ETF TRUST | 4.0M | 0.3% | 6.1K | 765.72 | +20.0% |
| JUST Goldman Sachs JUST U.S. Large Cap Equity ETF | 3.9M | 0.3% | 42.5K | 110.18 | +21.5% |
| EFV iShares MSCI EAFE Value ETF | 3.6M | 0.2% | 48.8K | 82.23 | +21.4% |
| IWS iShares Russell Mid-Cap Value ETF | 3.5M | 0.2% | 24.0K | 171.98 | +26.3% |
| TIP iShares TIPS Bond ETF | 3.1M | 0.2% | 28.2K | 107.13 | -2.7% |
| SLYG State Street SPDR S&P 600 Small Cap Growth ETF | 3.0M | 0.2% | 31.1K | 116.01 | +27.1% |
| VTI Vanguard Morningstar Total Stock Market ETF | 2.9M | 0.2% | 9.2K | 378.24 | +20.5% |
| ITOT iShares Core S&P Total U.S. Stock Market ETF | 2.6M | 0.2% | 18.1K | 167.97 | +20.5% |
| IWB iShares Russell 1000 ETF | 2.6M | 0.2% | 7.2K | 419.69 | +19.8% |
| JPST JPMorgan Ultra-Short Income ETF | 2.4M | 0.2% | 47.5K | 50.53 | -0.3% |
| MUB iShares National Muni Bond ETF | 2.2M | 0.1% | 20.4K | 105.34 | +1.2% |
| ESML iShares ESG Aware MSCI USA Small-Cap ETF | 2.1M | 0.1% | 45.2K | 55.83 | +30.2% |
| MDYG State Street SPDR S&P 400 Mid Cap Growth ETF | 2.0M | 0.1% | 20.5K | 110.20 | +24.2% |
| IXUS iShares Core MSCI Total International Stock ET | 1.8M | 0.1% | 20.6K | 97.94 | +22.5% |
| IWP iShares Russell Midcap Growth ETF | 1.6M | 0.1% | 12.2K | 143.66 | +2.9% |
| DSI iShares ESG MSCI KLD 400 ETF | 1.5M | 0.1% | 12.2K | 146.62 | +21.9% |
| XJH iShares ESG Select Screened S&P Mid-Cap ETF | 1.4M | 0.1% | 31.6K | 51.85 | +21.6% |
| AOR iShares Core 60/40 Balanced Allocation ETF | 1.3M | 0.1% | 20.7K | 69.85 | +11.8% |
| JMST JPMorgan Ultra-Short Municipal Income ETF | 1.3M | 0.1% | 26.0K | 50.92 | -0.1% |
| AGG iShares Core U.S. Aggregate Bond ETF | 1.2M | 0.1% | 12.2K | 97.35 | -1.7% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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