SAGE FINANCIAL GROUP INC Portfolio Holdings
Q3 2025•97 long positions•$1.5B portfolio value
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Holding102 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $658.8M 44.81% | +$5.2M Bought | — 25.0M shares | 24.8M → 25.0M +$5.2M | +0.8% | — — | Q4 2013 Held for 11y 11m | |
ETF ETF | $89.7M 6.1% | +$3.3M Bought | — 1.4M shares | 1.3M → 1.4M +$3.3M | +3.84% | — — | Q3 2018 Held for 7y 2m | |
ETF ETF | $71.3M 4.85% | -$1.3M Sold | — 148.7K shares | 151.4K → 148.7K −$1.3M | -1.79% | — — | Q4 2013 Held for 11y 11m | |
ETF ETF | $68.9M 4.68% | +$3.4M Bought | — 579.6K shares | 551.1K → 579.6K +$3.4M | +5.17% | — — | Q2 2018 Held for 7y 5m | |
ETF ETF | $67.0M 4.56% | +$88.0K Bought | — 359.3K shares | 358.9K → 359.3K +$88.0K | +0.13% | — — | Q4 2013 Held for 11y 11m | |
ETF ETF | $50.2M 3.41% | -$7.3K Sold | — 81.9K shares | 81.9K → 81.9K −$7.3K | -0.01% | — — | Q4 2015 Held for 9y 11m | |
ETF ETF | $44.4M 3.02% | +$102.7K Bought | — 621.6K shares | 620.2K → 621.6K +$102.7K | +0.23% | — — | Q1 2015 Held for 10y 8m | |
ETF ETF | $41.2M 2.81% | +$3.0M Bought | — 761.2K shares | 706.8K → 761.2K +$3.0M | +7.71% | — — | Q2 2015 Held for 10y 5m | |
ETF ETF | $35.0M 2.38% | -$230.6K Sold | — 113.5K shares | 114.3K → 113.5K −$230.6K | -0.66% | — — | Q4 2013 Held for 11y 11m | |
ETF ETF | $28.5M 1.94% | +$343.7K Bought | — 961.8K shares | 950.2K → 961.8K +$343.7K | +1.22% | — — | Q4 2013 Held for 11y 11m | |
ETF ETF | $22.7M 1.54% | +$107.9K Bought | — 779.0K shares | 775.3K → 779.0K +$107.9K | +0.48% | — — | Q1 2016 Held for 9y 8m | |
ETF ETF | $21.8M 1.48% | +$2.6M Bought | — 238.0K shares | 209.2K → 238.0K +$2.6M | +13.74% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $19.5M 1.32% | +$201.4K Bought | — 698.0K shares | 690.8K → 698.0K +$201.4K | +1.04% | — — | Q4 2014 Held for 10y 11m | |
ETF ETF | $19.2M 1.3% | +$147.0K Bought | — 64.3K shares | 63.9K → 64.3K +$147.0K | +0.77% | — — | Q4 2015 Held for 9y 11m | |
ETF ETF | $18.1M 1.23% | -$170.6K Sold | — 103.5K shares | 104.5K → 103.5K −$170.6K | -0.94% | — — | Q1 2015 Held for 10y 8m | |
ETF ETF | $17.6M 1.19% | +$734.4K Bought | — 59.8K shares | 57.3K → 59.8K +$734.4K | +4.36% | — — | Q3 2016 Held for 9y 2m | |
ETF ETF | $17.3M 1.18% | -$126.0K Sold | — 542.1K shares | 546.1K → 542.1K −$126.0K | -0.72% | — — | Q2 2017 Held for 8y 5m | |
ETF ETF | $16.6M 1.13% | +$563.3K Bought | — 617.5K shares | 596.5K → 617.5K +$563.3K | +3.5% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $14.1M 0.956% | +$61.1K Bought | — 158.5K shares | 157.8K → 158.5K +$61.1K | +0.44% | — — | Q4 2018 Held for 6y 11m | |
ETF ETF | $13.7M 0.931% | -$39.8K Sold | — 29.2K shares | 29.3K → 29.2K −$39.8K | -0.29% | — — | Q4 2013 Held for 11y 11m | |
ETF ETF | $13.3M 0.905% | +$247.9K Bought | — 52.4K shares | 51.4K → 52.4K +$247.9K | +1.9% | — — | Q2 2022 Held for 3y 5m | |
Unknown Unknown | $10.5M 0.712% | +$198.3K Bought | — 35.6K shares | 34.9K → 35.6K +$198.3K | +1.93% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $9.7M 0.657% | +$102.1K Bought | — 46.3K shares | 45.8K → 46.3K +$102.1K | +1.07% | — — | Q4 2014 Held for 10y 11m | |
ETF ETF | $6.9M 0.47% | +$328.9K Bought | — 113.1K shares | 107.7K → 113.1K +$328.9K | +4.99% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $6.1M 0.417% | +$419.0K Bought | — 94.3K shares | 87.9K → 94.3K +$419.0K | +7.33% | — — | Q1 2020 Held for 5y 8m | |
ETF ETF | $6.1M 0.416% | -$236.0K Sold | — 73.3K shares | 76.1K → 73.3K −$236.0K | -3.72% | — — | Q4 2018 Held for 6y 11m | |
ETF ETF | $4.4M 0.302% | +$84.3K Bought | — 6.6K shares | 6.5K → 6.6K +$84.3K | +1.94% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $4.2M 0.285% | -$1.8M Sold | — 12.7K shares | 18.2K → 12.7K −$1.8M | -29.98% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $4.1M 0.277% | -$37.3K Sold | — 6.1K shares | 6.2K → 6.1K −$37.3K | -0.91% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $4.0M 0.271% | +$21.4K Bought | — 42.5K shares | 42.3K → 42.5K +$21.4K | +0.54% | — — | Q2 2021 Held for 4y 5m | |
ETF ETF | $3.8M 0.258% | +$3.1K Bought | — 18.7K shares | 18.6K → 18.7K +$3.1K | +0.08% | — — | Q4 2013 Held for 11y 11m | |
ETF ETF | $3.5M 0.235% | -$4.5K Sold | — 24.7K shares | 24.8K → 24.7K −$4.5K | -0.13% | — — | Q4 2013 Held for 11y 11m | |
ETF ETF | $3.1M 0.214% | +$373.9K Bought | — 46.4K shares | 40.9K → 46.4K +$373.9K | +13.48% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $3.0M 0.207% | -$40.6K Sold | — 27.4K shares | 27.8K → 27.4K −$40.6K | -1.31% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $2.8M 0.187% | +$58.3K Bought | — 18.9K shares | 18.5K → 18.9K +$58.3K | +2.16% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $2.6M 0.178% | -$42.4K Sold | — 7.2K shares | 7.3K → 7.2K −$42.4K | -1.59% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $2.5M 0.173% | +$16.9K Bought | — 27.0K shares | 26.8K → 27.0K +$16.9K | +0.67% | — — | Q4 2018 Held for 6y 11m | |
ETF ETF | $2.4M 0.166% | +$178.8K Bought | — 48.2K shares | 44.7K → 48.2K +$178.8K | +7.88% | — — | Q3 2018 Held for 7y 2m | |
ETF ETF | $2.1M 0.145% | +$193.9K Bought | — 20.1K shares | 18.3K → 20.1K +$193.9K | +9.97% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $2.1M 0.141% | +$11.2K Bought | — 46.1K shares | 45.9K → 46.1K +$11.2K | +0.54% | — — | Q1 2019 Held for 6y 8m | |
ETF ETF | $1.8M 0.12% | — | — 12.4K shares | — | — | — — | Q4 2018 Held for 6y 11m | |
ETF ETF | $1.7M 0.117% | +$37.2K Bought | — 18.9K shares | 18.5K → 18.9K +$37.2K | +2.2% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $1.7M 0.116% | +$3.6K Bought | — 20.6K shares | 20.5K → 20.6K +$3.6K | +0.21% | — — | Q4 2018 Held for 6y 11m | |
ETF ETF | $1.6M 0.109% | +$125.9 Bought | — 12.7K shares | 12.7K → 12.7K +$125.9 | +0.01% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $1.3M 0.091% | +$15.5K Bought | — 30.4K shares | 30.0K → 30.4K +$15.5K | +1.18% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.3M 0.09% | -$23.8K Sold | — 20.6K shares | 21.0K → 20.6K −$23.8K | -1.76% | — — | Q4 2018 Held for 6y 11m | |
ETF ETF | $1.3M 0.089% | -$175.3K Sold | — 62.7K shares | 71.1K → 62.7K −$175.3K | -11.78% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $1.3M 0.088% | -$40.4K Sold | — 24.4K shares | 25.2K → 24.4K −$40.4K | -3.02% | — — | Q4 2018 Held for 6y 11m | |
ETF ETF | $1.2M 0.08% | +$158.2K Bought | — 23.1K shares | 20.0K → 23.1K +$158.2K | +15.51% | — — | Q4 2018 Held for 6y 11m | |
ETF ETF | $1.0M 0.07% | +$208.5K Bought | — 9.0K shares | 7.2K → 9.0K +$208.5K | +25.59% | — — | Q4 2021 Held for 3y 11m |
