SAGE FINANCIAL GROUP INC

13F Portfolio Filings

Latest 13F report
Q2 2024 - Aug 2, 2024
Value $
$1.15B
Signature - Title
John Sion - CCO
Location
300 Barr Harbor Drive, Suite 200, 5 Tower Bridge, W. Conshohocken, PA
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 101 $1.15B +$35.2M -$8.18M +$27M SCHX, IJH, VUG, VTV, IJR 13F-HR 8/2/2024, 02:04 PM
Q1 2024 102 $1.11B +$69.3M -$15.3M +$53.9M SCHX, IJH, VUG, VTV, IJR 13F-HR 4/30/2024, 09:58 AM
Q4 2023 101 $1.03B +$32.3M -$9.16M +$23.1M SCHX, IJH, VUG, VTV, IJR 13F-HR 1/18/2024, 11:31 AM
Q3 2023 98 $902M +$9.82M -$16M -$6.18M SCHX, IJH, VUG, VTV, IJR 13F-HR 10/12/2023, 11:34 AM
Q2 2023 98 $945M +$18M -$10.9M +$7.12M SCHX, IJH, VUG, VTV, IJR 13F-HR 7/27/2023, 12:00 PM
Q1 2023 95 $882M +$44.6M -$29.5M +$15.1M SCHX, IJH, VTV, VUG, IJR 13F-HR 4/18/2023, 02:51 PM
Q4 2022 94 $821M +$56.1M -$15.8M +$40.3M SCHX, VTV, IJH, VUG, IJR 13F-HR 1/31/2023, 01:38 PM
Q3 2022 88 $730M +$28.6M -$15.1M +$13.5M SCHX, VTV, IJH, VUG, IJR 13F-HR 10/27/2022, 11:25 AM
Q2 2022 88 $757M +$61.2M -$26.1M +$35.1M SCHX, VTV, IJH, VUG, VEU 13F-HR 7/25/2022, 02:36 PM
Q1 2022 75 $859M +$246M -$56.8M +$189M SCHX, VTV, VUG, IJH, IJR 13F-HR 5/2/2022, 12:07 PM
Q4 2021 76 $939M +$70.9M -$6.68M +$64.2M SCHX, VTV, VUG, IJH, VEU 13F-HR 1/24/2022, 11:54 AM
Q3 2021 71 $813M +$12.1M -$5.46M +$6.59M SCHX, VTV, VUG, IJH, IJR 13F-HR 11/8/2021, 12:55 PM
Q2 2021 70 $812M +$7.68M -$9.43M -$1.75M SCHX, VTV, VUG, IJH, VEU 13F-HR 8/16/2021, 09:02 AM
Q1 2021 67 $762M +$5.22M -$18M -$12.8M SCHX, VTV, VUG, IJH, VEU 13F-HR 4/29/2021, 01:07 PM
Q4 2020 70 $729M +$42.5M -$12.1M +$30.4M SCHX, VUG, VTV, IJH, VEU 13F-HR 1/28/2021, 10:45 AM
Q3 2020 68 $611M +$20.6M -$6.23M +$14.4M SCHX, VUG, VTV, VEU, IJH 13F-HR 10/26/2020, 01:10 PM
Q2 2020 70 $555M +$20.5M -$90.9M -$70.4M SCHX, VUG, VTV, VEU, IJH 13F-HR 7/16/2020, 11:15 AM
Q1 2020 68 $530M +$10.6M -$65.5M -$55M SCHX, JPST, VEU, VUG, VTV 13F-HR 4/16/2020, 01:09 PM
Q4 2019 67 $729M +$18.4M -$7.02M +$11.4M SCHX, VEU, JPST, VTV, VUG 13F-HR 1/30/2020, 01:18 PM
Q3 2019 65 $671M +$11.8M -$17M -$5.21M SCHX, VEU, JPST, VTV, VUG 13F-HR 11/4/2019, 09:33 AM
Q2 2019 70 $675M +$22.2M -$11.1M +$11.1M SCHX, VEU, JPST, VTV, VUG 13F-HR 7/24/2019, 11:53 AM
Q1 2019 76 $646M +$32.6M -$47.4M -$14.8M SCHX, JPST, VEU, VTV, VUG 13F-HR 4/25/2019, 09:05 AM
Q4 2018 75 $599M +$164M -$4.61M +$160M SCHX, JPST, VEU, VTV, VUG 13F-HR 1/28/2019, 01:11 PM
Q3 2018 58 $508M +$20.9M -$4.99M +$15.9M SCHX, VEU, VTV, VUG, VOO 13F-HR 10/22/2018, 11:58 AM
Q2 2018 55 $466M +$7.17M -$2.82M +$4.35M SCHX, VEU, VTV, VUG, VOE 13F-HR 7/26/2018, 09:47 AM
Q1 2018 55 $453M +$4.49M -$61.3M -$56.8M SCHX, VEU, VTV, VUG, VOE 13F-HR 4/26/2018, 10:39 AM
Q4 2017 60 $515M +$72.8M -$36.8M +$35.9M SCHX, VEU, VTV, VUG, QAI 13F-HR 2/5/2018, 10:10 AM
Q3 2017 56 $456M +$8.9M -$1.45M +$7.45M SCHX, AMJ, VEU, VTV, VUG 13F-HR 11/1/2017, 11:51 AM
Q2 2017 56 $435M +$20.4M -$180K +$20.3M SCHX, AMJ, VEU, VTV, VUG 13F-HR 7/27/2017, 11:42 AM
Q1 2017 54 $408M +$12.2M -$14.4M -$2.17M SCHX, AMJ, VEU, VTV, VUG 13F-HR 4/24/2017, 11:53 AM
Q4 2016 47 $390M +$42M -$7.61M +$34.4M SCHX, AMJ, VEU, VTV, VUG 13F-HR 1/26/2017, 10:18 AM
Q3 2016 45 $348M +$21.8M -$79.6K +$21.8M SCHX, AMJ, VTV, VUG, EMB 13F-HR 10/27/2016, 02:13 PM
Q2 2016 43 $316M +$19.8M -$801K +$19M SCHX, AMJ, VTV, VUG, EMB Restatement 8/4/2016, 02:15 PM
Q1 2016 46 $286M +$14M -$35.8M -$21.8M SCHX, AMJ, VUG, VTV, EMB 13F-HR 5/9/2016, 09:45 AM
Q4 2015 61 $307M +$48.8M -$34.1M +$14.6M SCHX, AMJ, VWO, EMB, VUG 13F-HR 1/28/2016, 01:17 PM
Q3 2015 43 $281M +$74.4M -$1.38M +$73M SCHX, AMJ, VUG, EMB, VTV 13F-HR 11/5/2015, 09:51 AM
Q2 2015 42 $213M +$5.29M -$1.8M +$3.49M SCHX, VUG, VTV, IWF, VV 13F-HR 8/13/2015, 10:36 AM
Q1 2015 38 $210M +$7.04M -$63.2M -$56.2M SCHX, VUG, VTV, IWF, VV 13F-HR 5/11/2015, 03:19 PM
Q4 2014 44 $263M +$57.6M -$4.57M +$53.1M SCHX, EMB, VUG, VTV, SCHE 13F-HR 1/22/2015, 11:56 AM
Q3 2014 35 $202M +$1.99M -$7.02M -$5.02M SCHX, VUG, VTV, VV, IWF 13F-HR 10/16/2014, 12:53 PM
Q2 2014 37 $206M +$24.3M -$1.76M +$22.5M SCHX, VUG, VTV, BOND, VV 13F-HR 7/31/2014, 02:00 PM
Q1 2014 36 $176M +$7.3M -$41.9M -$34.6M SCHX, VUG, VTV, VV, IWF 13F-HR 4/28/2014, 04:33 PM
Q4 2013 37 $207M $0 $0 SCHX, EBND, VUG, VTV, HYMB 13F-HR 1/23/2014, 02:19 PM