account_balance
Investment manager · 13F filer · SEC CIK 1914558
SageView Advisory Group, LLC
Reported value$3.05Bas of Jun 30, 2026
Positions615 51 new, 22 sold out
Top 10 weight55.1%AGG alone is 11%
FiledAug 1041 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
AGGiShares Tr
11.5%Trimmed −5%
VONVVanguard Scottsdale FDS
9.6%Trimmed −7%
VONGVanguard Scottsdale FDS
8.1%Trimmed −6%
SCHFSchwab Strategic Tr
5.7%Trimmed −5%
VXFVanguard Index FDS
5.2%Trimmed −5%
SCHESchwab Strategic Tr
3.8%Trimmed −6%
IAGGiShares Tr
3.4%Trimmed −8%
REETiShares Tr
2.9%Trimmed −4%
SCHCSchwab Strategic Tr
2.7%Trimmed −4%
IVViShares Tr
2.3%+113%
AAPLApple Inc.
1.7%
BND1.4%
AGGiShares Tr
11.5%Trimmed −5%
VONVVanguard Scottsdale FDS
9.6%Trimmed −7%
VONGVanguard Scottsdale FDS
8.1%−6%
SCHFSchwab Strategic Tr
5.7%−5%
VXFVanguard Index FDS
5.2%−5%
SCHESchwab Strategic Tr
3.8%
IAGGiShares Tr
3.4%
REETiShares Tr
2.9%
SCHC
IVV
AAPLBND
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
AGG iShares Tr 11.5% Trimmed −5%
VONV Vanguard Scottsdale FDS 9.6% Trimmed −7%
VONG Vanguard Scottsdale FDS 8.1% Trimmed −6%
SCHF Schwab Strategic Tr 5.7% Trimmed −5%
VXF Vanguard Index FDS 5.2% Trimmed −5%
SCHE Schwab Strategic Tr 3.8% Trimmed −6%
IAGG iShares Tr 3.4% Trimmed −8%
REET iShares Tr 2.9% Trimmed −4%
SCHC Schwab Strategic Tr 2.7% Trimmed −4%
IVV iShares Tr 2.3% Added +113%
AAPL Apple Inc. 1.7% HeldBND Vanguard Bd Index FDS 1.4% Added +388%
What changed
Biggest moves since Mar 31, 2026
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