SAGE FINANCIAL GROUP INC
110 holdingsFiling period: 2026-06-30Current AUM: $1.80Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SCHX | SCHWAB STRATEGIC TR | 23.00M | $677.0M | $686.6M | 38.14% | -106,449 | 2026-06-30 |
| 2 | IJH | ISHARES TR | 1.49M | $114.8M | $109.0M | 6.05% | +33.6K | 2026-06-30 |
| 3 | IJR | ISHARES TR | 622.5K | $92.3M | $87.2M | 4.84% | +16.5K | 2026-06-30 |
| 4 | RSP | INVESCO EXCHANGE TRADED FD T | 407.6K | $86.7M | $87.2M | 4.85% | +37.3K | 2026-06-30 |
| 5 | VWO | VANGUARD INTL EQUITY INDEX F | 1.31M | $78.0M | $77.4M | 4.30% | +62.2K | 2026-06-30 |
| 6 | VTV | VANGUARD INDEX FDS | 349.8K | $76.2M | $77.9M | 4.33% | -3,814 | 2026-06-30 |
| 7 | VUG | VANGUARD INDEX FDS | 817.9K | $70.5M | $71.2M | 3.96% | +678.3K | 2026-06-30 |
| 8 | VEU | VANGUARD INTL EQUITY INDEX F | 752.2K | $63.0M | $63.0M | 3.50% | +27.2K | 2026-06-30 |
| 9 | VOO | VANGUARD INDEX FDS | 81.3K | $55.8M | $56.6M | 3.14% | -239 | 2026-06-30 |
| 10 | SCHM | SCHWAB STRATEGIC TR | 1.01M | $37.1M | $34.9M | 1.94% | +20.8K | 2026-06-30 |
| 11 | VV | VANGUARD INDEX FDS | 106.1K | $36.5M | $37.1M | 2.06% | -1,371 | 2026-06-30 |
| 12 | VNQ | VANGUARD INDEX FDS | 305.8K | $29.5M | $28.8M | 1.60% | +15.9K | 2026-06-30 |
| 13 | SCHV | SCHWAB STRATEGIC TR | 776.7K | $27.0M | $26.5M | 1.47% | +4.6K | 2026-06-30 |
| 14 | SCHA | SCHWAB STRATEGIC TR | 711.4K | $25.7M | $23.6M | 1.31% | +7.3K | 2026-06-30 |
| 15 | AAPL | APPLE INC | 87.2K | $25.2M | $28.9M | 1.61% | +86.3K | 2026-06-30 |
| 16 | VBK | VANGUARD INDEX FDS | 65.0K | $23.8M | $21.8M | 1.21% | +506 | 2026-06-30 |
| 17 | VO | VANGUARD INDEX FDS | 262.3K | $21.1M | $21.0M | 1.17% | +198.4K | 2026-06-30 |
| 18 | VOE | VANGUARD INDEX FDS | 103.5K | $20.4M | $21.1M | 1.17% | -603 | 2026-06-30 |
| 19 | SCHP | SCHWAB STRATEGIC TR | 656.7K | $17.4M | $16.8M | 0.93% | +32.7K | 2026-06-30 |
| 20 | SCHG | SCHWAB STRATEGIC TR | 495.2K | $16.8M | $17.3M | 0.96% | -6,771 | 2026-06-30 |
| 21 | SLYV | SPDR SERIES TRUST | 152.8K | $16.7M | $16.3M | 0.91% | -6,245 | 2026-06-30 |
| 22 | VB | VANGUARD INDEX FDS | 53.5K | $16.2M | $15.6M | 0.87% | -164 | 2026-06-30 |
| 23 | IWF | ISHARES TR | 118.7K | $14.7M | $14.3M | 0.79% | +88.9K | 2026-06-30 |
| 24 | IEMG | ISHARES INC | 159.3K | $13.2M | $12.8M | 0.71% | +36.4K | 2026-06-30 |
| 25 | VOT | VANGUARD INDEX FDS | 37.8K | $11.6M | $10.9M | 0.61% | +639 | 2026-06-30 |
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