SAGE FINANCIAL GROUP INC

13F filer, CIK 882119, W. CONSHOHOCKEN, PA

SAGE FINANCIAL GROUP INC reported $1,224,004,840 across 104 holdings for the quarter ended 2024-09-30, in a 13F-HR filed 2024-10-29. Its ten largest share positions make up 78.63% of the portfolio.

Filed 2024-10-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC13F-HR 0000882119-24-000007

Period: 2024-09-30
Reported value: $1.22B
Holdings: 104
Top 10 weight: 78.63%
New: 3
Sold out: 0

Largest buys vs the previous quarter

Security	Shares change	Approx. value
IJHadded	+21,893	$1.36M
IJRadded	+11,308	$1.32M
VNQadded	+6,018	$586K
VTVadded	+3,042	$531K
EFVadded	+6,530	$376K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
VUGreduced	-8,231	-$3.16M
BKLNreduced	-99,655	-$2.09M
SCHXreduced	-24,503	-$1.66M
TFIreduced	-30,672	-$1.44M
TIPreduced	-5,071	-$560K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2024

Share positions as resolved from 13F-HR 0000882119-24-000007, largest first. % of portfolio is the value over $1,224,004,840, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
SCHXSCHWAB STRATEGIC TR	8,353,812	$567M	46.31%	-24,503	Timeline
IJHISHARES TR	1,257,398	$78.4M	6.4%	+21,893	Timeline
VUGVANGUARD INDEX FDS	160,865	$61.8M	5.05%	-8,231	Timeline
VTVVANGUARD INDEX FDS	350,195	$61.1M	4.99%	+3,042	Timeline
IJRISHARES TR	498,022	$58.2M	4.76%	+11,308	Timeline
VOOVANGUARD INDEX FDS	58,827	$31M	2.54%	+679	Timeline
VEUVANGUARD INTL EQUITY INDEX F	490,514	$30.9M	2.52%	-1,140	Timeline
VVVANGUARD INDEX FDS	112,182	$29.5M	2.41%	-253	Timeline
SCHMSCHWAB STRATEGIC TR	276,182	$22.9M	1.87%	+3,144	Timeline
SCHVSCHWAB STRATEGIC TR	270,545	$21.7M	1.78%	-3,243	Timeline
VOEVANGUARD INDEX FDS	108,148	$18.1M	1.48%	-223	Timeline
SCHASCHWAB STRATEGIC TR	340,620	$17.5M	1.43%	+569	Timeline
VBKVANGUARD INDEX FDS	61,650	$16.5M	1.35%	+111	Timeline
SCHGSCHWAB STRATEGIC TR	136,017	$14.2M	1.16%	-1,191	Timeline
SCHPSCHWAB STRATEGIC TR	262,171	$14.1M	1.15%	+6,562	Timeline
SLYVSPDR SERIES TRUST	157,314	$13.7M	1.12%	-472	Timeline
VNQVANGUARD INDEX FDS	132,793	$12.9M	1.06%	+6,018	Timeline
VWOVANGUARD INTL EQUITY INDEX F	234,535	$11.2M	0.92%	-1,127	Timeline
IWFISHARES TR	29,211	$11M	0.9%	-28	Timeline
VOVANGUARD INDEX FDS	33,834	$8.93M	0.73%	+92	Timeline
VBRVANGUARD INDEX FDS	42,288	$8.49M	0.69%	+1	Timeline
VOTVANGUARD INDEX FDS	34,705	$8.45M	0.69%	-117	Timeline
MDYVSPDR SERIES TRUST	79,111	$6.29M	0.51%	-803	Timeline
TFISPDR SERIES TRUST	117,632	$5.51M	0.45%	-30,672	Timeline
VBVANGUARD INDEX FDS	21,308	$5.05M	0.41%	+227	Timeline
VTIVANGUARD INDEX FDS	16,603	$4.7M	0.38%	-20	Timeline
IGFISHARES TR	82,345	$4.48M	0.37%	+4,126	Timeline
IWDISHARES TR	23,426	$4.45M	0.36%	-133	Timeline
ACWXISHARES TR	68,207	$3.9M	0.32%	+231	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	6,791	$3.9M	0.32%	+48	Timeline
IWSISHARES TR	25,923	$3.43M	0.28%	+125	Timeline
IVVISHARES TR	5,923	$3.42M	0.28%	-71	Timeline
JUSTGOLDMAN SACHS ETF TR	41,110	$3.37M	0.28%	+819	Timeline
TIPISHARES TR	30,331	$3.35M	0.27%	-5,071	Timeline
IEIISHARES TR	20,128	$2.41M	0.2%	+159	Timeline
SLYGSPDR SERIES TRUST	24,893	$2.32M	0.19%	+426	Timeline
IWBISHARES TR	7,367	$2.32M	0.19%	-39	Timeline
ITOTISHARES TR	18,296	$2.3M	0.19%	+1	Timeline
BKLNINVESCO EXCH TRADED FD TR II	98,058	$2.06M	0.17%	-99,655	Timeline
IWPISHARES TR	16,684	$1.96M	0.16%	+11	Timeline
MDYGSPDR SERIES TRUST	21,711	$1.9M	0.16%	+165	Timeline
ESMLISHARES TR	45,395	$1.9M	0.16%	+2,014	Timeline
IGSBISHARES TR	35,425	$1.87M	0.15%	+1,655	Timeline
DSIISHARES TR	17,096	$1.86M	0.15%	-303	Timeline
JPSTJ P MORGAN EXCHANGE TRADED F	36,518	$1.85M	0.15%	+5,112	Timeline
EFVISHARES TR	30,546	$1.76M	0.14%	+6,530	Timeline
AGGISHARES TR	15,778	$1.6M	0.13%	+1,163	Timeline
EMBISHARES TR	15,941	$1.49M	0.12%	-3,853	Timeline
IXUSISHARES TR	20,428	$1.48M	0.12%	0	Timeline
XJHISHARES TR	25,273	$1.07M	0.09%	+641	Timeline
HDVISHARES TR	8,021	$943K	0.08%	0	Timeline
FNDXSCHWAB STRATEGIC TR	12,326	$885K	0.07%	+32	Timeline
SCHDSCHWAB STRATEGIC TR	10,092	$853K	0.07%	-624	Timeline
AORISHARES TR	13,921	$825K	0.07%	-45	Timeline
BNDVANGUARD BD INDEX FDS	10,691	$803K	0.07%	+168	Timeline
CWISPDR INDEX SHS FDS	25,771	$784K	0.06%	0	Timeline
NULVNUSHARES ETF TR	18,118	$756K	0.06%	-714	Timeline
EFGISHARES TR	6,881	$741K	0.06%	-94	Timeline
QQQINVESCO QQQ TR	1,393	$680K	0.06%	+3	Timeline
NULGNUSHARES ETF TR	7,913	$654K	0.05%	-62	Timeline
JMSTJ P MORGAN EXCHANGE TRADED F	12,242	$624K	0.05%	+15	Timeline
IEMGISHARES INC	10,197	$585K	0.05%	-95	Timeline
IMCVISHARES TR	7,486	$574K	0.05%	0	Timeline
GIISPDR INDEX SHS FDS	8,858	$546K	0.04%	+13	Timeline
IVWISHARES TR	5,562	$533K	0.04%	0	Timeline
ESGDISHARES TR	6,292	$530K	0.04%	+21	Timeline
SUSAISHARES TR	4,349	$523K	0.04%	+6	Timeline
EFAISHARES TR	6,239	$522K	0.04%	+355	Timeline
IWNISHARES TR	3,069	$512K	0.04%	-137	Timeline
IWMISHARES TR	2,303	$509K	0.04%	0	Timeline
FBNDFIDELITY MERRIMACK STR TR	10,693	$500K	0.04%	+13	Timeline
IJSISHARES TR	4,427	$477K	0.04%	0	Timeline
IATISHARES TR	9,854	$468K	0.04%	+80	Timeline
ESGEISHARES INC	12,818	$467K	0.04%	+220	Timeline
VXUSVANGUARD STAR FDS	7,091	$459K	0.04%	-143	Timeline
SCHBSCHWAB STRATEGIC TR	6,363	$423K	0.03%	-404	Timeline
USMVISHARES TR	4,598	$420K	0.03%	0	Timeline
BNDWVANGUARD SCOTTSDALE FDS	5,877	$415K	0.03%	+36	Timeline
EMXCISHARES INC	6,579	$402K	0.03%	-50	Timeline
GLDSPDR GOLD TR	1,614	$392K	0.03%	0	Timeline
IJJISHARES TR	3,072	$380K	0.03%	-33	Timeline
VIGVANGUARD SPECIALIZED FUNDS	1,858	$368K	0.03%	-25	Timeline
MUBISHARES TR	3,142	$341K	0.03%	+2	Timeline
IWOISHARES TR	1,191	$338K	0.03%	+5	Timeline
VWOBVANGUARD WHITEHALL FDS	5,000	$332K	0.03%	0	Timeline
DIASTATE STR SPDR DOW JONES IND	750	$317K	0.03%	0	Timeline
NUSCNUSHARES ETF TR	7,126	$305K	0.02%	+148	Timeline
JNJJOHNSON & JOHNSON	1,840	$298K	0.02%	0	Timeline
IYRISHARES TR	2,840	$289K	0.02%	0	Timeline
SCHESCHWAB STRATEGIC TR	9,913	$289K	0.02%	-186	Timeline
NVDANVIDIA CORPORATION	2,360	$287K	0.02%	-240	Timeline
ESGUISHARES TR	2,225	$281K	0.02%	-75	Timeline
IJKISHARES TR	3,049	$280K	0.02%	0	Timeline
DFAXDIMENSIONAL ETF TRUST	10,263	$277K	0.02%	-1,500	Timeline
JPIBJ P MORGAN EXCHANGE TRADED F	5,453	$265K	0.02%	0	Timeline
SCHFSCHWAB STRATEGIC TR	6,089	$250K	0.02%	-321	Timeline
IVEISHARES TR	1,259	$248K	0.02%	+4	Timeline
IMCGISHARES TR	3,296	$241K	0.02%	0	Timeline
ICLNISHARES TR	16,004	$235K	0.02%	-1,440	Timeline
AAPLAPPLE INC	977	$228K	0.02%	0	Timeline
EAGGISHARES TR	4,533	$220K	0.02%	new	Timeline
ISCVISHARES TR	3,413	$217K	0.02%	new	Timeline
MSFTMICROSOFT CORP	487	$210K	0.02%	-40	Timeline
EWXSPDR INDEX SHS FDS	3,287	$205K	0.02%	new	Timeline

How Q3 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0000882119-24-000007	base		2024-10-29	acceptance time not in the bulk data set	2026-10-07 18:26:56 UTC