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SAGE FINANCIAL GROUP INC

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

Q2 2025 · Filed 2025-07-22
Market Value
$1.4B
+9.4%
Holdings
107
+2
New Purchases
5
Added To
38
Closed
6
Reduced
44
Top 10 Concentration
78.3%
Turnover
10.3%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
VOO 3.44% 2.52% +0.91% $47M
VB 0.90% 0.42% +0.48% $12M
VO 1.18% 0.76% +0.43% $16M
VUG 4.90% 4.68% +0.22% $66M
SCHG 1.18% 1.01% +0.16% $16M
MUB 0.14% 0.03% +0.11% $2M
VEU 3.08% 2.97% +0.10% $42M
VWO 2.58% 2.50% +0.08% $35M
VV 2.41% 2.33% +0.08% $33M
IWF 0.92% 0.86% +0.06% $12M
VOT 0.73% 0.68% +0.05% $10M
AOR 0.10% 0.06% +0.03% $1M
SHV 0.03% 0.00% +0.03% $353K
SMH 0.02% 0.00% +0.02% $279K
VBK 1.31% 1.29% +0.02% $18M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SCHX 44.76% 45.20% -0.43% $606M
TFI 0.04% 0.42% -0.39% $522K
IJR 4.45% 4.82% -0.38% $60M
VTV 4.68% 4.95% -0.27% $63M
IJH 6.06% 6.23% -0.17% $82M
VOE 1.27% 1.38% -0.12% $17M
SCHV 1.58% 1.68% -0.10% $21M
IWD 0.27% 0.35% -0.09% $4M
SCHM 1.97% 2.05% -0.08% $27M
AGG 0.06% 0.13% -0.07% $860K
BND 0.00% 0.07% -0.07% $0
SLYV 0.93% 0.99% -0.06% $13M
GLD 0.02% 0.08% -0.06% $278K
VNQ 1.38% 1.42% -0.05% $19M
BKLN 0.11% 0.15% -0.04% $1M

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 $207M 15.3%
Large Cap 61 $1.1B 81.5%
Mid Cap 24 $36M 2.7%
Small Cap 10 $7M 0.5%

Portfolio Analytics

Avg Market Cap
$136.7B
Median Market Cap
$20.0B
Avg P/E
32.1
Median P/E
32.1
Avg Dividend Yield
0.01%
Avg Beta
0.94
# Stocks
2
# ETFs / Funds
105

Top Holdings (107 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 SCHX 44.76% 24,810,353 $606M $24.44 $47M -534,753 -2.1%
2 IJH 6.06% 1,323,658 $82M $62.02 $5M +2,625 +0.2%
3 VUG 4.90% 151,378 $66M $438.40 $8M -4,809 -3.1%
4 VTV 4.68% 358,853 $63M $176.74 $2M +4,147 +1.2%
5 IJR 4.45% 551,124 $60M $109.29 $527K -19,839 -3.5%
6 VOO 3.44% 81,923 $47M $568.03 $15M +21,091 +34.7%
7 VEU 3.08% 620,182 $42M $67.22 $5M +13,255 +2.2%
8 VWO 2.58% 706,750 $35M $49.46 $4M +23,290 +3.4%
9 VV 2.41% 114,287 $33M $285.30 $4M +2,272 +2.0%
10 SCHM 1.97% 950,167 $27M $28.05 $1M -18,160 -1.9%
11 SCHV 1.58% 775,264 $21M $27.67 $610K -8,830 -1.1%
12 VNQ 1.38% 209,201 $19M $89.06 $995K +14,413 +7.4%
13 VBK 1.31% 63,854 $18M $276.94 $2M +479 +0.8%
14 SCHA 1.29% 690,750 $17M $25.30 $2M +9,339 +1.4%
15 VOE 1.27% 104,478 $17M $164.46 $42K -2,292 -2.1%
16 VO 1.18% 57,299 $16M $279.83 $7M +21,107 +58.3%
17 SCHG 1.18% 546,092 $16M $29.21 $3M +44,264 +8.8%
18 SCHP 1.17% 596,547 $16M $26.68 $892K +37,848 +6.8%
19 SLYV 0.93% 157,831 $13M $79.76 $331K +1,487 +0.9%
20 IWF 0.92% 29,307 $12M $424.58 $2M -39 -0.1%
21 VB 0.90% 51,377 $12M $236.98 $7M +27,721 +117.2%
22 VOT 0.73% 34,937 $10M $284.39 $1M +405 +1.2%
23 VBR 0.66% 45,779 $9M $195.01 $551K +813 +1.8%
24 IGF 0.47% 107,745 $6M $59.20 $53K -7,959 -6.9%
25 MDYV 0.45% 76,149 $6M $79.43 $164K -225 -0.3%
26 VTI 0.41% 18,207 $6M $303.94 $481K -177 -1.0%
27 ACWX 0.40% 87,891 $5M $60.94 $414K -1,233 -1.4%
28 IVV 0.30% 6,504 $4M $620.90 $473K +158 +2.5%
29 SPY 0.28% 6,174 $4M $617.84 -$39K -714 -10.4%
30 JUST 0.27% 42,290 $4M $87.93 $380K +309 +0.7%
31 IWD 0.27% 18,648 $4M $194.23 -$764K -4,663 -20.0%
32 IWS 0.24% 24,760 $3M $132.14 $68K -670 -2.6%
33 TIP 0.23% 27,779 $3M $110.04 -$97K -608 -2.1%
34 EFV 0.19% 40,883 $3M $63.48 $220K +585 +1.4%
35 ITOT 0.18% 18,521 $3M $135.04 $241K -4 -0.0%
36 IWB 0.18% 7,292 $2M $339.57 $216K -75 -1.0%
37 SLYG 0.18% 26,789 $2M $88.75 $258K +1,256 +4.9%
38 JPST 0.17% 44,708 $2M $50.68 $72K +1,386 +3.2%
39 MUB 0.14% 18,262 $2M $104.48 $2M +14,904 +443.8%
40 ESML 0.14% 45,855 $2M $41.33 $162K +721 +1.6%
41 IWP 0.13% 12,420 $2M $138.68 -$150K -3,515 -22.1%
42 MDYG 0.12% 18,459 $2M $86.87 $106K -383 -2.0%
43 IXUS 0.12% 20,530 $2M $77.31 $154K +1
44 BKLN 0.11% 71,107 $1M $20.92 -$410K -20,540 -22.4%
45 DSI 0.11% 12,731 $1M $116.16 $142K -325 -2.5%
46 IGSB 0.10% 25,178 $1M $52.76 -$242K -4,818 -16.1%
47 AOR 0.10% 20,996 $1M $61.57 $538K +7,890 +60.2%
48 XJH 0.09% 30,014 $1M $41.50 $165K +2,358 +8.5%
49 JMST 0.08% 19,977 $1M $50.92 $252K +4,937 +32.8%
50 HDV 0.07% 8,021 $940K $117.17 -$32K
51 FNDX 0.07% 36,225 $889K $24.54 $22K -510 -1.4%
52 AGG 0.06% 8,667 $860K $99.20 -$791K -8,019 -48.1%
53 CWI 0.06% 25,771 $842K $32.66 $79K
54 EFG 0.06% 7,155 $801K $112.00 $66K -196 -2.7%
55 SCHD 0.05% 27,724 $735K $26.50 -$40K +16 +0.1%
56 QQQ 0.05% 1,313 $724K $551.68 -$98K -441 -25.1%
57 NULV 0.05% 17,077 $716K $41.92 $24K +2 +0.0%
58 NULG 0.05% 7,559 $710K $93.95 $118K
59 SCHE 0.05% 23,237 $700K $30.14 $237K +6,426 +38.2%
60 ESGE 0.05% 15,681 $614K $39.17 $63K -83 -0.5%
61 IVW 0.05% 5,562 $612K $110.09 $96K
62 ESGD 0.04% 6,591 $588K $89.22 $49K -8 -0.1%
63 SUSA 0.04% 4,375 $555K $126.75 $52K +3 +0.1%
64 EMXC 0.04% 8,674 $548K $63.14 $66K -75 -0.9%
65 TFI 0.04% 11,678 $522K $44.67 -$5M -104,897 -90.0%
66 IMCV 0.04% 6,780 $515K $75.98 -$20K -431 -6.0%
67 IJS 0.04% 5,169 $514K $99.49 $10K
68 VXUS 0.04% 7,291 $504K $69.09 $30K -346 -4.5%
69 IAT 0.04% 10,042 $498K $49.55 $33K +71 +0.7%
70 FBND 0.04% 10,727 $491K $45.75 $1K +7 +0.1%
71 EFA 0.03% 5,279 $472K $89.39 $40K -11 -0.2%
72 VYM 0.03% 3,508 $468K $133.30 $18K +20 +0.6%
73 IWN 0.03% 2,858 $451K $157.76 -$18K -250 -8.0%
74 USMV 0.03% 4,690 $440K $93.87 $28K +285 +6.5%
75 SCHB 0.03% 17,782 $424K $23.83 -$94K -6,278 -26.1%
76 IJJ 0.03% 3,314 $410K $123.59 $11K -15 -0.5%
77 IEMG 0.03% 6,521 $391K $60.03 -$174K -3,963 -37.8%
78 VIG 0.03% 1,848 $378K $204.67 $20K
79 GII 0.03% 5,458 $367K $67.33 -$182K -3,400 -38.4%
80 IWM 0.03% 1,688 $364K $215.79 -$58K -431 -20.3%
81 SJNK 0.03% 14,023 $357K $25.48 -$486K -19,499 -58.2%
82 SHV 0.03% 3,200 $353K $110.42 +3,200 NEW
83 DIA 0.02% 750 $330K $440.65 $16K
84 IYR 0.02% 3,204 $304K $94.77 $18K +226 +7.6%
85 DFAX 0.02% 10,263 $301K $29.37 $33K
86 ESGU 0.02% 2,225 $301K $135.30 $30K
87 NUSC 0.02% 7,126 $290K $40.74 $17K
88 SMH 0.02% 1,000 $279K $278.88 +1,000 NEW
89 GLD 0.02% 911 $278K $304.83 -$683K -2,423 -72.7%
90 JNJ 0.02% 1,798 $275K $152.75 -$24K
91 AIQ 0.02% 6,248 $273K $43.69 $46K
92 IJK 0.02% 2,949 $268K $90.98 $23K
93 JPIB 0.02% 5,516 $268K $48.62 $4K
94 EAGG 0.02% 5,610 $267K $47.54 $3K +65 +1.2%
95 IVE 0.02% 1,269 $248K $195.44 $7K +3 +0.2%
96 SCHF 0.02% 10,525 $233K $22.10 -$44K -3,448 -24.7%
97 IMCG 0.02% 2,790 $224K $80.23 -$12K -507 -15.4%
98 IWO 0.02% 763 $218K $285.86 +763 NEW
99 EWX 0.02% 3,305 $205K $62.03 +3,305 NEW
100 VPU 0.02% 1,161 $205K $176.51 +1,161 NEW

New Positions

SymbolValue% Port
SHV $353K 0.03%
SMH $279K 0.02%
IWO $218K 0.02%
EWX $205K 0.02%
VPU $205K 0.02%

Sold Out Positions

SymbolValue% Port
BNDW —%
AAPL —%
BND —%
SCHZ —%
VDC —%
ISCV —%
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