Sage Financial Group Inc.
Annual return '25
+15.5%
SPY '25
+17.7%
Alpha
-2.2ptsvs SPY
Invested
$228K
Holdings
107
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SCHX
SCHWAB STRATEGIC TR
Q1 2026: Sold 3.0% (23.84M → 23.11M shares)
38.5%
02
$IJH
ISHARES TR
Q1 2026: Increased +3.0% (1.41M → 1.45M shares)
6.4%
03
$IJR
ISHARES TR
Q1 2026: Increased +2.3% (592.3k → 606.0k shares)
4.9%
04
$RSP
INVESCO EXCHANGE TRADED FD T
Q1 2026: Increased +113.9% (173.2k → 370.4k shares)
4.6%
05
$VTV
VANGUARD INDEX FDS
Q4 2025: New position (353.2k shares)
4.5%
06
$VWO
VANGUARD INTL EQUITY INDEX F
Q1 2026: Increased +54.0% (807.8k → 1.24M shares)
4.4%
07
$VUG
VANGUARD INDEX FDS
Q1 2026: Sold 3.2% (144.2k → 139.6k shares)
4.0%
08
$VEU
VANGUARD INTL EQUITY INDEX F
Q1 2026: Increased +9.0% (664.8k → 724.9k shares)
3.5%
09
$VOO
VANGUARD INDEX FDS
Q4 2025: New position (81.6k shares)
3.2%
10
$VV
VANGUARD INDEX FDS
Q1 2026: Sold 2.8% (110.6k → 107.5k shares)
2.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:37 UTC.