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SAGE FINANCIAL GROUP INC

300 BARR HARBOR DRIVE, SUITE 200 5 TOWER BRIDGE, W. CONSHOHOCKEN, PA 19428 • 4843424400

Q1 2026 · Filed 2026-05-07
Market Value
$1.5B
+1.7%
Holdings
108
New Purchases
2
Added To
49
Closed
1
Reduced
33
Top 10 Concentration
76.1%
Turnover
2.8%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
RSP 4.62% 2.20% +2.43% $71M
VWO 4.38% 2.87% +1.50% $67M
IEMG 0.56% 0.03% +0.52% $9M
VEU 3.54% 3.24% +0.31% $54M
IJH 6.39% 6.17% +0.22% $98M
IJR 4.90% 4.71% +0.19% $75M
VNQ 1.67% 1.52% +0.15% $26M
VTV 4.51% 4.46% +0.05% $69M
SCHM 1.98% 1.94% +0.04% $30M
IGF 0.52% 0.48% +0.04% $8M
SCHF 0.05% 0.02% +0.04% $808K
IVV 0.33% 0.30% +0.03% $5M
ESGE 0.08% 0.05% +0.03% $1M
VOE 1.25% 1.22% +0.03% $19M
GLD 0.03% 0.00% +0.03% $436K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SCHX 38.55% 42.45% -3.90% $593M
VUG 3.97% 4.65% -0.69% $61M
BKLN 0.05% 0.37% -0.31% $824K
VOO 3.17% 3.39% -0.22% $49M
VV 2.09% 2.30% -0.21% $32M
SCHG 0.95% 1.12% -0.17% $15M
IWF 0.83% 0.91% -0.08% $13M
VOT 0.62% 0.67% -0.05% $10M
IGSB 0.05% 0.09% -0.04% $719K
VBK 1.27% 1.29% -0.02% $19M
JUST 0.26% 0.28% -0.02% $4M
SHYD 0.07% 0.09% -0.02% $1M
SPY 0.26% 0.28% -0.02% $4M
GSUS 0.00% 0.01% -0.01% $0
VTI 0.19% 0.20% -0.01% $3M

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 99.9%
Technology 0.0%
Healthcare 0.0%
Industrials 0.0%
Consumer Defensive 0.0%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 12 $212M 13.8%
Large Cap 62 $1.3B 83.0%
Mid Cap 21 $40M 2.6%
Small Cap 13 $10M 0.6%

Portfolio Analytics

Avg Market Cap
$136.9B
Median Market Cap
$21.3B
Avg P/E
35.7
Median P/E
36.2
Avg Dividend Yield
0.02%
Avg Beta
0.93
# Stocks
4
# ETFs / Funds
104

Top Holdings (108 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 SCHX 38.55% 23,108,501 $593M $25.64 -$49M -727,975 -3.0%
2 IJH 6.39% 1,454,616 $98M $67.53 $5M +42,182 +3.0%
3 IJR 4.90% 606,023 $75M $124.31 $4M +13,689 +2.3%
4 RSP 4.62% 370,387 $71M $191.92 $38M +197,200 +113.9%
5 VTV 4.51% 353,628 $69M $196.20 $2M +415 +0.1%
6 VWO 4.38% 1,244,435 $67M $54.05 $24M +436,623 +54.0%
7 VUG 3.97% 139,571 $61M $436.79 -$9M -4,596 -3.2%
8 VEU 3.54% 724,907 $54M $75.10 $6M +60,078 +9.0%
9 VOO 3.17% 81,521 $49M $597.55 -$2M -86 -0.1%
10 VV 2.09% 107,501 $32M $298.85 -$3M -3,097 -2.8%
11 SCHM 1.98% 984,403 $30M $30.96 $1M +10,359 +1.1%
12 VNQ 1.67% 289,964 $26M $88.70 $3M +30,606 +11.8%
13 SCHV 1.53% 772,170 $24M $30.50 $407K -9,467 -1.2%
14 SCHA 1.33% 704,058 $20M $29.08 $694K +9,548 +1.4%
15 VBK 1.27% 64,479 $19M $302.25 -$47K -184 -0.3%
16 VOE 1.25% 104,091 $19M $184.28 $760K +228 +0.2%
17 VO 1.19% 63,826 $18M $287.18 $717K +3,138 +5.2%
18 SCHP 1.08% 623,971 $17M $26.61 $212K +5,179 +0.8%
19 SLYV 0.98% 159,064 $15M $94.58 $481K -1,026 -0.6%
20 SCHG 0.95% 502,007 $15M $29.13 -$2M -15,403 -3.0%
21 VB 0.92% 53,701 $14M $261.92 $351K +532 +1.0%
22 IWF 0.83% 29,794 $13M $426.40 -$996K +847 +2.9%
23 VBR 0.66% 46,757 $10M $217.25 $279K +114 +0.2%
24 VOT 0.62% 37,115 $10M $257.35 -$578K +825 +2.3%
25 IEMG 0.56% 122,865 $9M $69.75 $8M +115,199 +1502.7%
26 IGF 0.52% 119,136 $8M $67.00 $804K +2,145 +1.8%
27 ACWX 0.44% 98,757 $7M $68.47 $76K -841 -0.8%
28 MDYV 0.41% 73,323 $6M $85.15 $18K -222 -0.3%
29 IVV 0.33% 7,795 $5M $653.24 $566K +1,188 +18.0%
30 IWD 0.26% 18,547 $4M $213.67 $64K +13 +0.1%
31 SPY 0.26% 6,086 $4M $650.34 -$221K -42 -0.7%
32 JUST 0.26% 42,482 $4M $92.50 -$254K -779 -1.8%
33 EFV 0.24% 48,846 $4M $74.35 $209K +914 +1.9%
34 IWS 0.23% 23,963 $3M $145.74 $112K
35 TIP 0.20% 28,161 $3M $110.36 $95K +747 +2.7%
36 SLYG 0.20% 31,127 $3M $96.62 $198K +1,300 +4.4%
37 VTI 0.19% 9,191 $3M $320.80 -$142K -28 -0.3%
38 ITOT 0.17% 18,108 $3M $142.43 -$114K -4 -0.0%
39 IWB 0.17% 7,163 $3M $356.56 -$126K -13 -0.2%
40 JPST 0.16% 47,511 $2M $50.61 $314K +6,181 +15.0%
41 MUB 0.14% 20,379 $2M $106.15 $227K +2,299 +12.7%
42 ESML 0.14% 45,152 $2M $47.02 $20K -581 -1.3%
43 MDYG 0.13% 20,486 $2M $95.96 $204K +1,426 +7.5%
44 IXUS 0.12% 20,576 $2M $86.64 $41K
45 IWP 0.10% 12,234 $2M $128.12 -$121K -93 -0.8%
46 DSI 0.10% 12,152 $1M $121.19 -$127K -269 -2.2%
47 XJH 0.09% 31,562 $1M $45.37 $49K +590 +1.9%
48 AOR 0.09% 20,677 $1M $64.35 -$31K -270 -1.3%
49 JMST 0.09% 26,048 $1M $50.98 $55K +1,058 +4.2%
50 AGG 0.08% 12,200 $1M $99.27 $311K +3,189 +35.4%
51 ESGE 0.08% 26,055 $1M $45.47 $492K +10,377 +66.2%
52 SCHE 0.08% 35,263 $1M $32.95 $372K +11,150 +46.2%
53 SHYD 0.07% 48,703 $1M $22.66 -$274K -11,447 -19.0%
54 HDV 0.07% 8,021 $1M $135.73 $113K
55 FNDX 0.07% 36,808 $1M $27.85 $24K
56 EFG 0.07% 9,161 $1M $111.36 $2K +225 +2.5%
57 CWI 0.06% 25,812 $944K $36.59 $19K +41 +0.2%
58 SCHD 0.05% 27,521 $844K $30.68 $84K -184 -0.7%
59 BKLN 0.05% 40,364 $824K $20.41 -$5M -223,220 -84.7%
60 SCHF 0.05% 32,654 $808K $24.75 $563K +22,447 +219.9%
61 EMXC 0.05% 10,034 $789K $78.66 $149K +1,231 +14.0%
62 NULV 0.05% 16,670 $758K $45.50 $9K +33 +0.2%
63 QQQ 0.05% 1,249 $721K $577.24 -$117K -115 -8.4%
64 IGSB 0.05% 13,679 $719K $52.56 -$613K -11,508 -45.7%
65 IJS 0.04% 5,526 $655K $118.45 $26K
66 ESGD 0.04% 6,774 $648K $95.62 $32K +297 +4.6%
67 VCIT 0.04% 7,471 $618K $82.75 -$7K
68 NULG 0.04% 6,656 $605K $90.94 -$121K -768 -10.3%
69 SHV 0.04% 5,457 $602K $110.38 $5K +32 +0.6%
70 VXUS 0.04% 7,783 $600K $77.11 $67K +720 +10.2%
71 EFA 0.04% 6,020 $585K $97.13 $85K +820 +15.8%
72 SUSA 0.04% 4,386 $579K $132.10 -$31K +4 +0.1%
73 IVW 0.04% 5,111 $578K $113.10 -$52K
74 IYR 0.04% 5,911 $559K $94.56 $107K +1,102 +22.9%
75 IAT 0.04% 10,242 $551K $53.84 -$11K +44 +0.4%
76 VYM 0.04% 3,701 $548K $148.08 $24K +47 +1.3%
77 IMCV 0.04% 6,362 $539K $84.79 $13K -30 -0.5%
78 DIA 0.03% 1,082 $501K $463.19 -$19K
79 IWN 0.03% 2,520 $478K $189.59 $11K -54 -2.1%
80 SCHB 0.03% 17,730 $445K $25.10 -$18K +81 +0.5%
81 JNJ 0.03% 1,798 $440K $244.44 $67K
82 GLD 0.03% 1,013 $436K $430.29 +1,013 NEW
83 IJJ 0.03% 3,288 $436K $132.51 -$2K -41 -1.2%
84 USMV 0.03% 4,690 $435K $92.74 -$7K
85 GII 0.03% 5,458 $415K $76.02 $34K
86 IWM 0.03% 1,649 $409K $248.03 $2K -5 -0.3%
87 VIG 0.03% 1,862 $400K $215.06 -$9K
88 SJNK 0.03% 15,652 $391K $24.98 $35K +1,575 +11.2%
89 AOK 0.02% 9,495 $379K $39.89 -$2K
90 DFAX 0.02% 10,263 $349K $33.97 $13K
91 NUSC 0.02% 7,126 $321K $45.06 $3K
92 IJK 0.02% 3,021 $304K $100.62 $11K
93 AIQ 0.02% 6,248 $292K $46.67 -$26K
94 CAT 0.02% 400 $283K $708.46 $54K
95 SMH 0.02% 711 $273K $383.40 $17K
96 IVE 0.02% 1,279 $270K $211.08 -$583 +3 +0.2%
97 ESGU 0.02% 1,875 $265K $141.42 -$25K -75 -3.9%
98 JPIB 0.02% 5,516 $264K $47.82 -$5K
99 BNDW 0.02% 3,774 $258K $68.35 $28K +432 +12.9%
100 IWO 0.02% 763 $239K $313.81 -$7K

New Positions

SymbolValue% Port
GLD $436K 0.03%
HSY $201K 0.01%

Sold Out Positions

SymbolValue% Port
GSUS —%
View SEC EDGAR Filings for SAGE FINANCIAL GROUP INC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms