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 RHINO CAPITAL LLC (CIK 1771605) reported $534.6M across 325 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VO ($19.9M, 3.72%), VB ($18.6M, 3.48%), RSP ($17.5M, 3.27%), AVUV ($17.5M, 3.27%), IEFA ($17.2M, 3.23%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VO | VANGUARD INDEX FDS | $19.9M | 3.72% | 69,315 | Trimmed |
| 2 | VB | VANGUARD INDEX FDS | $18.6M | 3.48% | 70,959 | Trimmed |
| 3 | RSP | INVESCO EXCHANGE TRADED FD T | $17.5M | 3.27% | 91,147 | Trimmed |
| 4 | AVUV | AMERICAN CENTY ETF TR | $17.5M | 3.27% | 158,364 | Trimmed |
| 5 | IEFA | ISHARES TR | $17.2M | 3.23% | 190,467 | Added |
| 6 | IAU | ISHARES GOLD TR | $17.2M | 3.21% | 194,691 | Trimmed |
| 7 | GBIL | GOLDMAN SACHS ETF TR | $16.3M | 3.05% | 162,772 | Trimmed |
| 8 | BND | VANGUARD BD INDEX FDS | $11.5M | 2.15% | 155,952 | Added |
| 9 | SDY | SPDR SERIES TRUST | $11.3M | 2.11% | 77,288 | Trimmed |
| 10 | AAPL | APPLE INC | $10.9M | 2.04% | 43,067 | Trimmed |
| 11 | AVLV | AMERICAN CENTY ETF TR | $10.3M | 1.92% | 127,213 | Trimmed |
| 12 | VCIT | VANGUARD SCOTTSDALE FDS | $10.0M | 1.88% | 121,405 | Added |
| 13 | VWO | VANGUARD INTL EQUITY INDEX F | $10.0M | 1.88% | 185,696 | Added |
| 14 | VTI | VANGUARD INDEX FDS | $10.0M | 1.86% | 31,055 | Added |
| 15 | TSLA | TESLA INC | $9.9M | 1.85% | 26,638 | Added |
| 16 | AVDE | AMERICAN CENTY ETF TR | $9.4M | 1.76% | 111,146 | Added |
| 17 | GSST | GOLDMAN SACHS ETF TR | $8.3M | 1.56% | 164,558 | Trimmed |
| 18 | AVUS | AMERICAN CENTY ETF TR | $8.2M | 1.53% | 73,804 | Trimmed |
| 19 | XLI | SELECT SECTOR SPDR TR | $8.1M | 1.52% | 50,161 | Added |
| 20 | VYM | VANGUARD WHITEHALL FDS | $7.7M | 1.44% | 51,859 | Trimmed |
| 21 | BNDX | VANGUARD CHARLOTTE FDS | $7.1M | 1.33% | 147,501 | Added |
| 22 | VBIL | VANGUARD INSTL INDEX FD | $6.9M | 1.30% | 91,525 | Added |
| 23 | JAAA | JANUS DETROIT STR TR | $6.6M | 1.23% | 130,935 | Trimmed |
| 24 | IEMG | ISHARES INC | $6.4M | 1.19% | 91,415 | Added |
| 25 | GOOG | ALPHABET INC | $6.0M | 1.12% | 20,836 | Added |
Source: SEC Form 13F filings · as of 2026-03-31