SageView Advisory Group, LLC

Q1 2024 13F Holdings Report, Stock Holdings

Signature - Title
Michael Byun - Compliance Officer
Location
Newport Beach, CA
Holdings as of
31 Mar 2024
Value $
$731,109,178
Num holdings
543
Filing time
08 May 2024, 18:14:35 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included EFG, VBR, FNDF, AAPL, and VBK.
Previous filing
Q4 2023 - 06 Mar 2024
Next filing
Q2 2024 - 15 Aug 2024
SEC
View on sec.gov
Our algorithm has found invalid data in this filing
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Michael Byun Compliance Officer Newport Beach, California 08 May 2024