Sage-Financial-Group

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "EMXC",
  "MUB",
  null,
  null,
  "IVW",
  "IJH",
  null,
  null,
  null,
  "IWS",
  null,
  "IJR",
  "EFG",
  "IWD",
  null,
  "IWF",
  null,
  "IEMG",
  "IJK",
  "IVV",
  "IYR",
  "AAPL",
  "SPY",
  "FNDX",
  null,
  "SCHX",
  null,
  "GLD",
  null,
  null,
  "VNQ",
  "VO",
  "VV",
  "VOE",
  null,
  "VWO",
  null,
  "VIG",
  "IWN",
  null,
  "VYM",
  "IWP",
  null,
  null,
  "SCHB",
  "IVE",
  null,
  "ESGD",
  null,
  null,
  null,
  "VEU",
  "VUG",
  "VXUS",
  null,
  "VBK",
  "BND",
  "VBR",
  "VOT",
  "VB",
  "VOO",
  "VTV",
  null,
  null,
  "SCHD",
  "SCHG",
  null,
  "SCHF",
  "SCHA",
  null,
  null,
  null,
  "DIA",
  null,
  "IXUS",
  null,
  "ESGU",
  "DFAX",
  null,
  "IJJ",
  "EFA",
  "USMV",
  "IWB",
  "QQQ",
  "IWM",
  "JNJ",
  "ITOT",
  "VTI"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-22
Total Holdings: 102
Total Value: 1238190618
Accession Number: 0000882119-25-000005
Form Type: 13F-HR
CIK: sage-financial-group
Manager Name: Sage-Financial-Group

Data Enrichment

56% identified

57 identified45 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

102 positions • $1.2B total value

SEC FilingSEC DataHachi Filing

Manager:

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464288703

Shares:3.4K

Value:$204.2K

% of Portfolio:0.0% ($204.2K/$1.2B)

464288224

Shares:13.5K

Value:$154.4K

% of Portfolio:0.0% ($154.4K/$1.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip464288703)✕	3.4K	QoQ +0.90% (-31) YoY +0.90% (-31)	All Managers (Combined)	$204.2K	0.0% ($204.2K/$1.2B)	QoQ -5.63% (-$12.2K) YoY -2.22% (-$4.6K)
(cusip464288224)✕	13.5K	QoQ NEW(+13.5K) YoY -42.24% (-9.9K)	All Managers (Combined)	$154.4K	0.0% ($154.4K/$1.2B)	QoQ NEW(+$154.4K) YoY -52.82% (-$172.9K)