Sage View Advisory Group, LLC ETFs

Sage View Advisory Group, LLC

$2.64 Trillion
Q2 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
GVI Ishares Tr	$0	$293 Million 0.01% of portfolio	2,761	Q2 2024 New
XLF Financial Sector Spdr	$0	$293 Million 0.01% of portfolio	5,521	Q2 2025 Reduced 14.19%
VTIP Vanguard Sht Trm Inflt Prot Fd	$0	$286 Million 0.01% of portfolio	5,714	Q2 2025 Reduced 2.41%
SPMD Spdr Portfolio	$0	$283 Million 0.01% of portfolio	5,035	Q2 2025 Reduced 24.47%
INTF Ishares Tr	$0	$282 Million 0.01% of portfolio	8,228	Q2 2025 Reduced 0.66%
DFAS Dimensional ETF Tr U S Small C	$0	$277 Million 0.01% of portfolio	4,198	Q2 2025 Reduced 12.01%
KNG Ft Cboe Vest S&P 500 Dividend	$0	$277 Million 0.01% of portfolio	5,540	Q2 2025 Reduced 48.32%
IWB Ishares Tr Russell 1000 ETF	$0	$265 Million 0.01% of portfolio	759	Q2 2025 Reduced 1.3%
XLV Select Sector Spdr Fund Health	$0	$265 Million 0.01% of portfolio	1,957	Q2 2025 Reduced 9.19%
DFEV Dimensional ETF Tr Emerging Mk	$0	$246 Million 0.01% of portfolio	8,041	Q2 2025 Reduced 1.97%
ICSH Blackrock Ultra Short Term Bon	$0	$244 Million 0.01% of portfolio	4,814	Q1 2025 Reduced 8.22%
CMF Ishares California Muni Bond E	$0	$239 Million 0.01% of portfolio	4,315	Q2 2025 New
DNL Wiswisdomtree Tr	$0	$238 Million 0.01% of portfolio	5,985	Q2 2024 New
DEHP Dimensional ETF Tr Emerging Mk	$0	$238 Million 0.01% of portfolio	8,386	Q2 2025 Reduced 1.87%
IEUR Ishares Tr Ishares Core Msci E	$0	$236 Million 0.01% of portfolio	3,579	Q2 2025 New
IUSG Ishares Core S&P U.S Growth Et	$0	$230 Million 0.01% of portfolio	1,472	Q2 2025 New
BJAN Innovator U.S. Equity Buffer E	$0	$230 Million 0.01% of portfolio	4,475	Q4 2024 New
FNDF Schwab Fundamental Intl Large	$0	$230 Million 0.01% of portfolio	5,639	Q2 2025 New
IXC Ishares Tr Global Energy ETF	$0	$228 Million 0.01% of portfolio	5,607	Q2 2025 Reduced 25.45%
BIL Spdr Bloomberg 1 3 Month T Bil	$0	$226 Million 0.01% of portfolio	2,467	Q2 2025 New
BJUN Innovator U.S. Equity Buffer E	$0	$225 Million 0.01% of portfolio	5,060	Q2 2025 New
HDV Ishares Core High Dividend ETF	$0	$219 Million 0.01% of portfolio	1,835	Q1 2025 Reduced 2.55%
VMBS Vanguard Mortg Backed Sec ETF	$0	$214 Million 0.01% of portfolio	4,651	Q2 2025 Added 1.0%
VBK Vanguard Small Cap Growth ETF	$0	$213 Million 0.01% of portfolio	744	Q2 2025 Reduced 10.36%
XSLV Invesco ETF Tr Ii S&P Smallcap	$0	$210 Million 0.01% of portfolio	4,606	Q2 2025 Reduced 0.9%
BSEP Innovator U.S. Equity Buffer E	$0	$207 Million 0.01% of portfolio	4,465	Q2 2025 New

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