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John Sion

@Sage Financial Group Inc

Latest period2024 - Q4ReportedManaged Assets$1.242BTotal holdings100
Assets growth rate1.52%Assets growth rate (2-Q avg)3.77%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Sage Financial Group Inc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 100 positions.

Assets under management

The assets under management (AUM) of Sage Financial Group Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 1.242B in assets, with a quarterly growth rate of 1.52% and a 2-quarter average growth rate of 3.77%. The portfolio is managed by John Sion, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SCHX
Schwab Strategic Tr
Recent Activity
Increased 197.66%
46.39%
$576.377M
24.865M shares@ $23.19 avg price
IJH
Ishares Tr
Recent Activity
Increased 1.77%
6.42%
$79.729M
1.28M shares@ $62.32 avg price
VUG
Vanguard Index Fds
Recent Activity
Decreased -3.83%
5.12%
$63.496M
154,703 shares@ $410.44 avg price
IJR
Ishares Tr
Recent Activity
Increased 3.31%
4.78%
$59.276M
514,462 shares@ $115.23 avg price
VTV
Vanguard Index Fds
Recent Activity
Decreased -2.07%
4.68%
$58.059M
342,935 shares@ $169.3 avg price
VOO
Vanguard Index Fds
Recent Activity
Increased 3.29%
2.64%
$32.738M
60,761 shares@ $538.81 avg price
VEU
Vanguard Intl Equity Index F
Recent Activity
Increased 7.99%
2.45%
$30.41M
529,697 shares@ $57.42 avg price
VV
Vanguard Index Fds
Recent Activity
Decreased -0.54%
2.43%
$30.091M
111,573 shares@ $269.7 avg price
SCHM
Schwab Strategic Tr
Recent Activity
Increased 201.18%
1.86%
$23.049M
831,800 shares@ $27.71 avg price
SCHV
Schwab Strategic Tr
Recent Activity
Increased 193.51%
1.67%
$20.701M
794,055 shares@ $26.08 avg price

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