Sage Financial Group Inc Incresed Positions in Q1 2025

Sage Financial Group Inc

  • $1.24 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
381K
+ 125.7%
$42.5 - $46.71 $16.2M - $17.8M
683K $30.9M
VEU
Vanguard Ftse All World Ex Us

ETFs
77.2K
+ 14.58%
$56.51 - $62.98 $4.36M - $4.86M
607K $36.8M
VTV
Vanguard Value ETF

ETFs
11.8K
+ 3.43%
$167.73 - $179.21 $1.97M - $2.11M
355K $61.3M
VNQ
Vanguard Specialized Funds Van

ETFs
32.8K
+ 20.23%
$85.55 - $94.34 $2.8M - $3.09M
195K $17.6M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
137K
+ 16.41%
$25.58 - $29.24 $3.49M - $3.99M
968K $25.4M
SCHP
Schwab Strategic Us Tips ETF

ETFs
48.1K
+ 9.42%
$25.69 - $26.89 $1.24M - $1.29M
559K $15M
GLD
Spdr Gold Trust

ETFs
1.6K
+ 92.72%
$243.19 - $288.14 $390K - $462K
3.33K $960K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
56.5K
+ 10.98%
$102.49 - $119.96 $5.79M - $6.78M
571K $59.7M
SPY
Spdr S&P 500 ETF Trust

ETFs
609
+ 9.7%
$551.42 - $612.93 $336K - $373K
6.89K $3.85M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
5K
+ 42.37%
$25.81 - $28.52 $129K - $143K
16.8K $463K
QQQ
Invesco Qqq Trust, Series 1

ETFs
378
+ 27.47%
$468.34 - $539.52 $177K - $204K
1.75K $822K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
2.11K
+ 16.35%
$50.72 - $50.92 $107K - $108K
15K $764K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
5.85K
+ 32.1%
$21.23 - $23.75 $124K - $139K
24.1K $518K
VO
Vanguard Mid Cap ETF

ETFs
1.12K
+ 3.2%
$251.87 - $277.95 $283K - $312K
36.2K $9.36M
EFG
Msci Eafe Growth ETF

ETFs
685
+ 10.28%
$96.1 - $106.37 $65.8K - $72.9K
7.35K $735K
SJNK
Spdr Bloomberg Short Term High

ETFs
3.43K
+ 11.39%
$25.08 - $25.64 $86K - $87.9K
33.5K $843K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
2.59K
+ 22.79%
$18.36 - $20.51 $47.6K - $53.2K
14K $276K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
208
+ 1.26%
$95.85 - $99.25 $19.9K - $20.6K
16.7K $1.65M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
1.01K
+ 22.33%
$45.92 - $47.58 $46.5K - $48.2K
5.55K $263K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
188
+ 2.93%
$75.32 - $84.77 $14.2K - $15.9K
6.6K $539K
IWM
Ishares Russell 2000 ETF

ETFs
385
+ 22.2%
$198.1 - $229.79 $76.3K - $88.5K
2.12K $422K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
414
+ 2.7%
$32.74 - $36.2 $13.6K - $15K
15.8K $550K
IYR
Ishares Tr

ETFs
200
+ 7.2%
$89.49 - $98.98 $17.9K - $19.8K
2.98K $285K
IEMG
Ishares Inc

ETFs
271
+ 2.65%
N/A
10.5K $562K
BNDW
Vanguard Scottsdale Fds Vangua

ETFs
91
+ 1.36%
$67.41 - $69.37 $6.13K - $6.31K
6.8K $467K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
9
+ 0.08%
$44.41 - $45.98 $400 - $414
10.7K $489K
IVE
Ishares S&P 500 Value ETF

ETFs
3
+ 0.24%
$185.78 - $198.58 $557 - $596
1.27K $241K
FNDX
Schwab Fundamental U S Large C

ETFs
60
+ 0.16%
$23.03 - $25.01 $1.38K - $1.5K
36.7K $867K
MUB
Ishares National Muni Bond ETF

ETFs
2
+ 0.06%
$104.71 - $107.69 $209 - $215
3.36K $354K
ISCV
Ishares Morningstar Small Cap

ETFs
31
+ 0.91%
$58.11 - $66.0 $1.8K - $2.05K
3.44K $204K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
1
+ 0.03%
$69.69 - $79.99 $69.7 - $80
3.3K $235K
IWN
Ishares Russell2000 Val ETF

ETFs
107
+ 3.57%
$149.27 - $169.4 $16K - $18.1K
3.11K $469K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
19
+ 0.44%
$113.22 - $126.36 $2.15K - $2.4K
4.37K $502K
IAT
Ishares Tr

ETFs
48
+ 0.48%
$44.84 - $53.56 $2.15K - $2.57K
9.97K $464K
IJS
Ishares S&P Smallcap 600 Value

ETFs
126
+ 2.5%
$96.3 - $112.23 $12.1K - $14.1K
5.17K $503K
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
750
+ 2.79%
$38.41 - $44.06 $28.8K - $33K
27.7K $1.08M
VB
Vanguard Small Cap ETF

ETFs
1.62K
+ 7.35%
$217.89 - $252.64 $353K - $409K
23.7K $5.25M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
5
+ 0.07%
$77.67 - $90.15 $388 - $451
7.56K $591K
JUST
Goldman Sachs ETF Tr Just Us L

ETFs
936
+ 2.28%
$78.45 - $87.45 $73.4K - $81.9K
42K $3.34M
VBR
Vanguard Small Cap Value ETF

ETFs
2.09K
+ 4.87%
$183.02 - $207.75 $382K - $434K
45K $8.38M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
506
+ 1.13%
$37.84 - $44.02 $19.1K - $22.3K
45.1K $1.73M
IVV
Ishares Core S&P 500 ETF

ETFs
38
+ 0.6%
$554.06 - $615.85 $21.1K - $23.4K
6.35K $3.57M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
329
+ 1.31%
$80.73 - $94.96 $26.6K - $31.2K
25.5K $2.12M
VOT
Vanguard Mid Cap Growth Index

ETFs
198
+ 0.58%
$237.72 - $276.98 $47.1K - $54.8K
34.5K $8.45M
SCHA
Schwab Strategic Tr Us Small C

ETFs
16.9K
+ 2.54%
$23.16 - $27.04 $391K - $457K
681K $16M
VV
Vanguard Large Cap ETF

ETFs
442
+ 0.4%
$253.32 - $282.66 $112K - $125K
112K $28.8M
VBK
Vanguard Small Cap Growth ETF

ETFs
1.73K
+ 2.8%
$247.97 - $296.33 $428K - $511K
63.4K $16M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
623
+ 0.4%
$77.33 - $90.16 $48.2K - $56.2K
156K $12.3M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
71
+ 0.12%
$507.05 - $563.67 $36K - $40K
60.8K $31.3M
Activity Summary
Buys All Purchases 58 New Holdings 5 Increased Positions 53 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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