SAGE FINANCIAL GROUP INC
107 holdingsFiling period: 2026-03-31Current AUM: $1.74Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SCHX | SCHWAB STRATEGIC TR | 23.11M | $592.5M | $680.3M | 39.07% | -727,975 | 2026-03-31 |
| 2 | IJH | ISHARES TR | 1.45M | $98.2M | $109.5M | 6.29% | +42.2K | 2026-03-31 |
| 3 | IJR | ISHARES TR | 606.0K | $75.3M | $88.2M | 5.06% | +13.7K | 2026-03-31 |
| 4 | RSP | INVESCO EXCHANGE TRADED FD T | 370.4K | $71.1M | $79.6M | 4.57% | +197.2K | 2026-03-31 |
| 5 | VTV | VANGUARD INDEX FDS | 353.6K | $69.4M | $77.8M | 4.47% | +415 | 2026-03-31 |
| 6 | VWO | VANGUARD INTL EQUITY INDEX F | 1.24M | $67.3M | $73.1M | 4.20% | +436.6K | 2026-03-31 |
| 7 | VUG | VANGUARD INDEX FDS | 139.6K | $61.0M | $71.3M | 4.10% | -4,596 | 2026-03-31 |
| 8 | VEU | VANGUARD INTL EQUITY INDEX F | 724.9K | $54.4M | $60.1M | 3.45% | +60.1K | 2026-03-31 |
| 9 | VOO | VANGUARD INDEX FDS | 81.5K | $48.7M | $56.0M | 3.21% | -86 | 2026-03-31 |
| 10 | VV | VANGUARD INDEX FDS | 107.5K | $32.1M | $36.9M | 2.12% | -3,097 | 2026-03-31 |
| 11 | SCHM | SCHWAB STRATEGIC TR | 984.4K | $30.5M | $34.2M | 1.96% | +10.4K | 2026-03-31 |
| 12 | VNQ | VANGUARD INDEX FDS | 290.0K | $25.7M | $28.7M | 1.65% | +30.6K | 2026-03-31 |
| 13 | SCHV | SCHWAB STRATEGIC TR | 772.2K | $23.6M | $26.3M | 1.51% | -9,467 | 2026-03-31 |
| 14 | SCHA | SCHWAB STRATEGIC TR | 704.1K | $20.5M | $23.6M | 1.36% | +9.5K | 2026-03-31 |
| 15 | VBK | VANGUARD INDEX FDS | 64.5K | $19.5M | $22.0M | 1.26% | -184 | 2026-03-31 |
| 16 | VOE | VANGUARD INDEX FDS | 104.1K | $19.2M | $21.3M | 1.22% | +228 | 2026-03-31 |
| 17 | VO | VANGUARD INDEX FDS | 63.8K | $18.3M | $20.7M | 1.19% | +3.1K | 2026-03-31 |
| 18 | SCHP | SCHWAB STRATEGIC TR | 624.0K | $16.6M | $16.3M | 0.93% | +5.2K | 2026-03-31 |
| 19 | SLYV | SPDR SERIES TRUST | 159.1K | $15.0M | $17.3M | 0.99% | -1,026 | 2026-03-31 |
| 20 | SCHG | SCHWAB STRATEGIC TR | 502.0K | $14.6M | $17.2M | 0.99% | -15,403 | 2026-03-31 |
| 21 | VB | VANGUARD INDEX FDS | 53.7K | $14.1M | $15.8M | 0.91% | +532 | 2026-03-31 |
| 22 | IWF | ISHARES TR | 29.8K | $12.7M | $14.1M | 0.81% | +847 | 2026-03-31 |
| 23 | VBR | VANGUARD INDEX FDS | 46.8K | $10.2M | $11.4M | 0.66% | +114 | 2026-03-31 |
| 24 | VOT | VANGUARD INDEX FDS | 37.1K | $9.6M | $11.0M | 0.63% | +825 | 2026-03-31 |
| 25 | IEMG | ISHARES INC | 122.9K | $8.6M | $9.5M | 0.55% | +115.2K | 2026-03-31 |
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