SAGE RHINO CAPITAL LLC

13F Portfolio Filings

Latest 13F report
Q2 2024 - Jul 30, 2024
Value $
$419M
Signature - Title
Dana Franco-Young - Chief Compliance Officer
Location
525 Middlefield Road, Suite 119, Menlo Park, CA
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 251 $419M +$18.4M -$15.6M +$2.87M RSP, VO, IAU, VB, AVUV 13F-HR 7/30/2024, 05:23 PM
Q1 2024 238 $424M +$17.7M -$9.61M +$8.1M RSP, VO, VB, IAU, AVUV 13F-HR 4/26/2024, 12:30 PM
Q4 2023 229 $389M +$10.7M -$11.4M -$697K RSP, VO, AVUV, VB, IAU 13F-HR 2/5/2024, 05:27 PM
Q3 2023 223 $356M +$24.8M -$11.8M +$13.1M RSP, VO, AVUV, VB, IAU 13F-HR 10/26/2023, 05:14 PM
Q2 2023 224 $359M +$14M -$10.9M +$3.05M RSP, VO, AVUV, VB, IAU 13F-HR 7/31/2023, 05:14 PM
Q1 2023 219 $343M +$20M -$7.75M +$12.3M RSP, VO, IAU, AVUV, VB 13F-HR 4/20/2023, 09:40 PM
Q4 2022 211 $315M +$63.8M -$13.2M +$50.6M RSP, VO, VB, IAU, AVUV 13F-HR 1/31/2023, 08:43 PM
Q3 2022 190 $249M +$17.6M -$9.07M +$8.57M RSP, IAU, VO, VB, SDY 13F-HR 10/24/2022, 03:49 PM
Q2 2022 202 $262M +$7.26M -$13.9M -$6.66M RSP, IAU, IEFA, VO, VB 13F-HR 7/28/2022, 05:30 PM
Q1 2022 219 $330M +$12.2M -$9.56M +$2.64M RSP, IAU, IEFA, VO, VB 13F-HR 4/27/2022, 05:19 PM
Q4 2021 226 $357M +$32.8M -$6.32M +$26.5M RSP, VINC, IAU, IEFA, VO 13F-HR 2/3/2022, 09:35 PM
Q3 2021 201 $329M +$8.47M -$14.3M -$5.84M VINC, RSP, IAU, IEFA, VO 13F-HR 10/18/2021, 10:46 AM
Q2 2021 204 $339M +$36.7M -$15.5M +$21.2M VINC, DOCU, RSP, IAU, IEFA 13F-HR 7/26/2021, 06:56 PM
Q1 2021 184 $304M +$50.7M -$11.6M +$39.1M VINC, RSP, DOCU, IAUXXXX, IEFA 13F-HR 5/3/2021, 08:53 PM
Q4 2020 178 $253M +$18.8M -$4.69M +$14.1M DOCU, RSP, IEFA, IAUXXXX, VO 13F-HR 2/2/2021, 07:50 PM
Q3 2020 167 $207M +$17M -$6.59M +$10.4M RSP, IAUXXXX, IEFA, VO, VB 13F-HR 11/4/2020, 09:49 PM
Q2 2020 167 $189M +$23.6M -$6.38M +$17.2M RSP, IAUXXXX, IEFA, VO, SDY 13F-HR 7/29/2020, 09:04 PM
Q1 2020 142 $139M +$15.1M -$18.5M -$3.39M RSP, IAUXXXX, IEFA, VO, SDY 13F-HR 4/29/2020, 02:12 PM
Q4 2019 155 $176M +$8.32M -$8.7M -$377K RSP, IEFA, VO, IAUXXXX, VB 13F-HR 1/31/2020, 07:22 AM
Q3 2019 143 $159M +$10.5M -$4.71M +$5.76M RSP, IEFA, VO, VB, IAUXXXX 13F-HR 10/25/2019, 02:32 PM
Q2 2019 135 $156M +$7.5M -$5.02M +$2.47M RSP, IEFA, VO, VB, DOCU 13F-HR 8/20/2019, 01:26 PM
Q1 2019 127 $151M $0 $0 RSP, IEFA, VO, DOCU, VB 13F-HR 4/18/2019, 12:02 PM