Sage Financial Group Inc Reduced Holdings in Q1 2025

Sage Financial Group Inc

  • $1.24 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-88K
- 48.98%
$20.7 - $21.15 $1.82M - $1.86M
91.6K $1.9M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-13.1K
- 2.53%
$24.91 - $29.02 $325K - $379K
502K $12.6M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-80
- 0.27%
$360.07 - $417.26 $28.8K - $33.4K
29.3K $10.6M
TIP
Ishares Tr Tips Bd ETF

ETFs
-9.49K
- 25.06%
$106.22 - $111.09 $1.01M - $1.05M
28.4K $3.15M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-9.59K
- 24.23%
$51.52 - $52.37 $494K - $502K
30K $1.57M
VTI
Vanguard Total Stock Market Et

ETFs
-641
- 3.37%
$271.18 - $303.12 $174K - $194K
18.4K $5.05M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-14K
- 13.56%
$51.39 - $57.43 $718K - $803K
89.1K $4.94M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-1.06K
- 1.36%
$75.47 - $84.24 $79.6K - $88.9K
76.4K $5.88M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-2.05K
- 9.79%
$77.91 - $92.26 $159K - $189K
18.8K $1.5M
VOE
Vanguard Mid Cap Value Index F

ETFs
-527
- 0.49%
$156.61 - $168.02 $82.5K - $88.5K
107K $17.1M
IWP
Ishares Russell Mid Cap Growth

ETFs
-324
- 1.99%
$114.9 - $139.6 $37.2K - $45.2K
15.9K $1.87M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-390
- 2.06%
$120.29 - $134.6 $46.9K - $52.5K
18.5K $2.26M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-2.33K
- 21.03%
$54.25 - $57.64 $126K - $134K
8.75K $481K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-1.1K
- 0.94%
$44.81 - $46.22 $49.3K - $50.9K
117K $5.25M
DSI
Ishares Msci Kld 400 Social Et

ETFs
-56
- 0.43%
$101.98 - $115.66 $5.71K - $6.48K
13.1K $1.34M
IWS
Ishares Russell Midcap Value E

ETFs
-133
- 0.52%
$122.59 - $135.24 $16.3K - $18K
25.4K $3.2M
IGF
Ishares Global Infrastructure

ETFs
-6.91K
- 5.63%
$51.96 - $54.84 $359K - $379K
116K $6.33M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-2.27K
- 7.58%
$27.01 - $28.54 $61.3K - $64.8K
27.7K $774K
AAPL
Apple Inc.

Technology
-30
- 3.07%
$209.68 - $247.1 $6.29K - $7.41K
947 $210K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-100
- 3.28%
$81.62 - $96.63 $8.16K - $9.66K
2.95K $245K
IMCV
Ishares Morningstar Mid Cap Va

ETFs
-275
- 3.67%
$71.9 - $77.57 $19.8K - $21.3K
7.21K $534K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-19
- 0.57%
$117.4 - $131.02 $2.23K - $2.49K
3.33K $398K
VIG
Vanguard Dividend Appreciation

ETFs
-5
- 0.27%
N/A
1.85K $336K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-193
- 4.2%
$87.68 - $94.52 $16.9K - $18.2K
4.41K $412K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-177
- 1.55%
$71.17 - $73.66 $12.6K - $13K
11.2K $824K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-275
- 3.48%
$58.01 - $64.46 $16K - $17.7K
7.64K $474K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
-172
- 1.0%
$38.89 - $41.6 $6.69K - $7.16K
17.1K $691K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-55
- 1.03%
$74.85 - $84.89 $4.12K - $4.67K
5.29K $432K
JNJ
Johnson & Johnson

Healthcare
-42
- 2.28%
$142.06 - $167.7 $5.97K - $7.04K
1.8K $298K
IWD
Ishares Russell 1000 Val ETF

ETFs
-67
- 0.29%
$182.82 - $196.21 $12.2K - $13.1K
23.3K $4.39M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-9.96K
- 1.25%
$25.77 - $27.6 $257K - $275K
784K $20.8M
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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