SAGE FINANCIAL GROUP INC 13F Holdings
CIK 0000882119 · W. Conshohocken, PA
As of Sep 30, 2025, SAGE FINANCIAL GROUP INC reported 97 positions worth
CIK 0000882119 · W. Conshohocken, PA
As of Sep 30, 2025, SAGE FINANCIAL GROUP INC reported 97 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| SCHWAB US LARGE-CAP ETF | SCHX | Equity | 25,009,642 | $658.8M | 44.81% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 1,374,471 | $89.7M | 6.10% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 148,664 | $71.3M | 4.85% |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | — | 579,621 | $68.9M | 4.68% |
| VANGUARD VALUE INDEX FUND | VTV | — | 359,325 | $67.0M | 4.56% |
| VANGUARD 500 INDEX FUND | VOO | — | 81,911 | $50.2M | 3.41% |
| VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | VEU | — | 621,621 | $44.4M | 3.02% |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND | VWO | — | 761,237 | $41.2M | 2.81% |
| VANGUARD LARGE-CAP INDEX FUND | VV | — | 113,538 | $35.0M | 2.38% |
| SCHWAB US MID-CAP ETF | SCHM | Equity | 961,762 | $28.5M | 1.94% |
| SCHWAB US LARGE-CAP VALUE | SCHV | Equity | 778,972 | $22.7M | 1.54% |
| VANGUARD REAL ESTATE INDEX FUND | VNQ | — | 237,954 | $21.8M | 1.48% |
| SCHWAB US SMALL-CAP ETF | SCHA | — | 697,967 | 9.5M | 1.32% |
| VANGUARD SMALL-CAP GROWTH INDEX FUND | VBK | — | 64,348 | 9.2M | 1.30% |
| VANGUARD MID-CAP VALUE INDEX FUND | VOE | — | 103,501 | 8.1M | 1.23% |
| VANGUARD MID-CAP INDEX FUND | VO | — | 59,799 | 7.6M | 1.19% |
| SCHWAB US LARGE-CAP GROWTH | SCHG | — | 542,144 | 7.3M | 1.18% |
| SCHWAB US TIPS ETF | SCHP | — | 617,450 | 6.6M | 1.13% |
| STATE STREET(R) SPDR(R) S & P 600(TM) SMALL CAP VALUE ETF | SLYV | — | 158,520 | 4.1M | 0.96% |
| ISHARES RUSSELL 1000 GROWTH ETF | IWF | — | 29,222 | 3.7M | 0.93% |
| VANGUARD SMALL-CAP INDEX FUND | VB | — | 52,352 | 3.3M | 0.91% |
| VANGUARD MID-CAP GROWTH ETF | VOT | — | 35,612 | 0.5M | 0.71% |
| VANGUARD SMALL-CAP VALUE INDEX FUND | VBR | — | 46,268 | $9.7M | 0.66% |
| ISHARES GLOBAL INFRASTRUCTURE ETF | IGF | — | 113,126 | $6.9M | 0.47% |
| ISHARES MSCI ACWI EX US ETF | ACWX | — | 94,336 | $6.1M | 0.42% |