Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
SAGE FINANCIAL GROUP INC (CIK 882119) reported $1.81B across 110 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SCHX ($677.0M, 37.50%), IJH ($114.8M, 6.36%), IJR ($92.3M, 5.11%), RSP ($86.7M, 4.80%), VWO ($78.0M, 4.32%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHX | SCHWAB STRATEGIC TR | $677.0M | 37.50% | 23.0M | Trimmed |
| 2 | IJH | ISHARES TR | $114.8M | 6.36% | 1.5M | Added |
| 3 | IJR | ISHARES TR | $92.3M | 5.11% | 622,538 | Added |
| 4 | RSP | INVESCO EXCHANGE TRADED FD T | $86.7M | 4.80% | 407,650 | Added |
| 5 | VWO | VANGUARD INTL EQUITY INDEX F | $78.0M | 4.32% | 1.3M | Added |
| 6 | VTV | VANGUARD INDEX FDS | $76.2M | 4.22% | 349,814 | Trimmed |
| 7 | VUG | VANGUARD INDEX FDS | $70.5M | 3.90% | 817,902 | Added |
| 8 | VEU | VANGUARD INTL EQUITY INDEX F | $63.0M | 3.49% | 752,152 | Added |
| 9 | VOO | VANGUARD INDEX FDS | $55.8M | 3.09% | 81,282 | Trimmed |
| 10 | SCHM | SCHWAB STRATEGIC TR | $37.1M | 2.05% | 1.0M | Added |
| 11 | VV | VANGUARD INDEX FDS | $36.5M | 2.02% | 106,130 | Trimmed |
| 12 | VNQ | VANGUARD INDEX FDS | $29.5M | 1.63% | 305,846 | Added |
| 13 | SCHV | SCHWAB STRATEGIC TR | $27.0M | 1.50% | 776,729 | Added |
| 14 | SCHA | SCHWAB STRATEGIC TR | $25.7M | 1.42% | 711,360 | Added |
| 15 | AAPL | APPLE INC | $25.2M | 1.40% | 87,236 | Added |
| 16 | VBK | VANGUARD INDEX FDS | $23.8M | 1.32% | 64,985 | Added |
| 17 | VO | VANGUARD INDEX FDS | $21.1M | 1.17% | 262,271 | Added |
| 18 | VOE | VANGUARD INDEX FDS | $20.4M | 1.13% | 103,488 | Trimmed |
| 19 | SCHP | SCHWAB STRATEGIC TR | $17.4M | 0.96% | 656,690 | Added |
| 20 | SCHG | SCHWAB STRATEGIC TR | $16.8M | 0.93% | 495,236 | Trimmed |
| 21 | SLYV | SPDR SERIES TRUST | $16.7M | 0.92% | 152,819 | Trimmed |
| 22 | VB | VANGUARD INDEX FDS | $16.2M | 0.90% | 53,537 | Trimmed |
| 23 | IWF | ISHARES TR | $14.7M | 0.82% | 118,651 | Added |
| 24 | IEMG | ISHARES INC | $13.2M | 0.73% | 159,308 | Added |
| 25 | VOT | VANGUARD INDEX FDS | $11.6M | 0.64% | 37,754 | Added |
Source: SEC Form 13F filings · as of 2026-06-30