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Investment manager · 13F filer · SEC CIK 1534378
Sage Advisory Services, Ltd.Co.
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Reported value$186Mas of Sep 30, 2026
Positions42 1 new, 5 sold out
Top 10 weight67.1%IVV alone is 16%
FiledOct 2929 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
15.5%Trimmed −7%
SPYGSPDR Series Trust
11.1%Trimmed −27%
CARYAngel Oak Funds Trust
8.5%Added +187%
SPDWSPDR Index SHS FDS
7.1%Trimmed −10%
PSKSPDR Series Trust
5.5%Trimmed −4%
IEFAiShares Tr
4.9%Added +75%
FLBLFranklin Templeton ETF Tr
4.2%Trimmed −51%
JAAAJanus Detroit STR Tr
4.2%Added +97%
JMBSJanus Detroit STR Tr
3.5%−40%
IEMGiShares Inc
2.6%
JBBBJanus Detroit STR Tr
2.6%+1662%
IHFiShares Tr
2.5%
IVViShares Tr
15.5%Trimmed −7%
SPYGSPDR Series Trust
11.1%Trimmed −27%
CARYAngel Oak Funds Trust
8.5%+187%
SPDWSPDR Index SHS FDS
7.1%−10%
PSKSPDR Series Trust
5.5%−4%
IEFAiShares Tr
4.9%
FLBLFranklin Templeton ETF Tr
4.2%
JAAAJanus Detroit STR Tr
4.2%
JMBS3.5%
IEMG
JBBB
IHF2.5%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr 15.5% Trimmed −7%
SPYG SPDR Series Trust 11.1% Trimmed −27%
CARY Angel Oak Funds Trust 8.5% Added +187%
SPDW SPDR Index SHS FDS 7.1% Trimmed −10%
PSK SPDR Series Trust 5.5% Trimmed −4%
IEFA iShares Tr 4.9% Added +75%
FLBL Franklin Templeton ETF Tr 4.2% Trimmed −51%
JAAA Janus Detroit STR Tr 4.2% Added +97%
JMBS Janus Detroit STR Tr 3.5% Trimmed −40%
IEMG iShares Inc 2.6% Trimmed −42%
JBBB Janus Detroit STR Tr 2.6% Added +1662%
IHF iShares Tr 2.5% Trimmed −14%
What changed
Biggest moves since Jun 30, 2026
add_circleNew
- EUSA $2.74M
arrow_upwardAdded
- JBBB +1662%
- CARY +187%
- SRLN +131%
- JAAA +97%
arrow_downwardTrimmed
- USHY −85%
- IEF −73%
- FLBL −51%
- HYLB −49%
remove_circleSold out
- XLY $3.05M
- REM $229K
- IGIB $228K
- FBP $204K
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