Sage Advisory Services, Ltd.Co. - Portfolio overview

Sage Advisory Services, Ltd.Co. has 49 reported holdings in this dataset, with the latest filing dated 2026-05-07.

Its largest classified asset exposures are funds.

Its largest classified sector exposures are Real Estate and Basic Materials.

Largest reported holdings by portfolio allocation

1. SPYG - SPDR SERIES TRUST, 10.19%
2. IVV - ISHARES TR, 10.14%
3. FLBL - FRANKLIN TEMPLETON ETF TR, 7.86%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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