SAGE FINANCIAL GROUP INC - Portfolio overview

SAGE FINANCIAL GROUP INC has 108 reported holdings in this dataset, with the latest filing dated 2026-05-07.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Healthcare and Industrials.

Largest reported holdings by portfolio allocation

1. SCHX - SCHWAB STRATEGIC TR, 38.53%
2. IJH - ISHARES TR, 6.39%
3. IJR - ISHARES TR, 4.90%

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

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