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 $1.54B across 107 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SCHX ($592.5M, 38.55%), IJH ($98.2M, 6.39%), IJR ($75.3M, 4.90%), RSP ($71.1M, 4.62%), VTV ($69.4M, 4.51%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHX | SCHWAB STRATEGIC TR | $592.5M | 38.55% | 23.1M | Trimmed |
| 2 | IJH | ISHARES TR | $98.2M | 6.39% | 1.5M | Added |
| 3 | IJR | ISHARES TR | $75.3M | 4.90% | 606,023 | Added |
| 4 | RSP | INVESCO EXCHANGE TRADED FD T | $71.1M | 4.62% | 370,387 | Added |
| 5 | VTV | VANGUARD INDEX FDS | $69.4M | 4.51% | 353,628 | Added |
| 6 | VWO | VANGUARD INTL EQUITY INDEX F | $67.3M | 4.38% | 1.2M | Added |
| 7 | VUG | VANGUARD INDEX FDS | $61.0M | 3.97% | 139,571 | Trimmed |
| 8 | VEU | VANGUARD INTL EQUITY INDEX F | $54.4M | 3.54% | 724,907 | Added |
| 9 | VOO | VANGUARD INDEX FDS | $48.7M | 3.17% | 81,521 | Trimmed |
| 10 | VV | VANGUARD INDEX FDS | $32.1M | 2.09% | 107,501 | Trimmed |
| 11 | SCHM | SCHWAB STRATEGIC TR | $30.5M | 1.98% | 984,403 | Added |
| 12 | VNQ | VANGUARD INDEX FDS | $25.7M | 1.67% | 289,964 | Added |
| 13 | SCHV | SCHWAB STRATEGIC TR | $23.6M | 1.53% | 772,170 | Trimmed |
| 14 | SCHA | SCHWAB STRATEGIC TR | $20.5M | 1.33% | 704,058 | Added |
| 15 | VBK | VANGUARD INDEX FDS | $19.5M | 1.27% | 64,479 | Trimmed |
| 16 | VOE | VANGUARD INDEX FDS | $19.2M | 1.25% | 104,091 | Added |
| 17 | VO | VANGUARD INDEX FDS | $18.3M | 1.19% | 63,826 | Added |
| 18 | SCHP | SCHWAB STRATEGIC TR | $16.6M | 1.08% | 623,971 | Added |
| 19 | SLYV | SPDR SERIES TRUST | $15.0M | 0.98% | 159,064 | Trimmed |
| 20 | SCHG | SCHWAB STRATEGIC TR | $14.6M | 0.95% | 502,007 | Trimmed |
| 21 | VB | VANGUARD INDEX FDS | $14.1M | 0.92% | 53,701 | Added |
| 22 | IWF | ISHARES TR | $12.7M | 0.83% | 29,794 | Added |
| 23 | VBR | VANGUARD INDEX FDS | $10.2M | 0.66% | 46,757 | Added |
| 24 | VOT | VANGUARD INDEX FDS | $9.6M | 0.62% | 37,115 | Added |
| 25 | IEMG | ISHARES INC | $8.6M | 0.56% | 122,865 | Added |
Source: SEC Form 13F filings · as of 2026-03-31