account_balance

Investment manager · 13F filer · SEC CIK 882119

Sage Financial Group Inc

Reported value$1.81Bas of Sep 30, 2026

Positions116 10 new, 4 sold out

Top 10 weight75.2%SCHX alone is 38%

FiledOct 2727 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

SCHXSchwab Strategic Tr

37.9%

IJHiShares Tr

6.1%Added +4%

RSPInvesco Exchange Traded Fd T

5.2%Added +10%

IJRiShares Tr

4.9%Added +4%

VWOVanguard Intl Equity Index F

4.3%

VTVVanguard Index FDS

4.1%

VUGVanguard Index FDS

4.0%Trimmed −2%

VEUVanguard Intl Equity Index F

3.6%Added +3%

VOOVanguard Index FDS

3.1%

VVVanguard Index FDS

2.1%

SCHMSchwab Strategic Tr

1.9%

VNQ1.6%

SCHXSchwab Strategic Tr

37.9%

IJHiShares Tr

6.1%

RSPInvesco Exchange Traded Fd T

5.2%

IJRiShares Tr

4.9%

VWO4.3%

VTV4.1%

VUG4.0%

VEU3.6%

VOO3.1%

VV2.1%

SCHM

VNQ

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

SCHX Schwab Strategic Tr 37.9% Held

IJH iShares Tr 6.1% Added +4%

RSP Invesco Exchange Traded Fd T 5.2% Added +10%

IJR iShares Tr 4.9% Added +4%

VWO Vanguard Intl Equity Index F 4.3% Held

VTV Vanguard Index FDS 4.1% Held

VUG Vanguard Index FDS 4.0% Trimmed −2%

VEU Vanguard Intl Equity Index F 3.6% Added +3%

VOO Vanguard Index FDS 3.1% Held

VV Vanguard Index FDS 2.1% Held

SCHM Schwab Strategic Tr 1.9% Held

VNQ Vanguard Index FDS 1.6% Added +7%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 27, 2026, compared with the Jul 21, 2026 filing

add_circleNew

VCRM $20.3M
JEPI $1.11M
JEPQ $555K
BTC $510K

arrow_upwardAdded

IEMG +45%
JPST +24%
SLYG +11%
RSP +10%

arrow_downwardTrimmed

VBR −4%
SLYV −3%
IWF −3%
VUG −2%

remove_circleSold out

SMH $466K
VPU $217K
ISCB $203K
IJT $201K

Sage Financial Group Inc

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Where the money is

Biggest moves since Jun 30, 2026

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