Sign In
test

John Sion

Sage Financial Group Inc

Assets Managed
$1.537B
Holdings
107
Last Quarter
2026 - Q1
Filed Date
1mo 17d ago
Growth Rate
1.72%(2Q avg: 2.26%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Sage Financial Group Inc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 107 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 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.537B in assets, with a quarterly growth rate of 1.72% and a 2-quarter average growth rate of 2.26%. The portfolio is managed by John Sion, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SCHX
Schwab Us Large-cap Etf
Recent Activity
Decreased -3.05%
38.55%
$592.502M
23.109M shares@ $25.65 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Increased 2.99%
6.4%
$98.23M
1.455M shares@ $67.54 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
Increased 2.32%
4.91%
$75.335M
606,023 shares@ $124.31 avg price
RSP
Invesco S&p 500 Equal Weight
Recent Activity
Increased 113.87%
4.63%
$71.085M
370,387 shares@ $191.93 avg price
VTV
Vanguard Value Etf
Recent Activity
Increased 0.12%
4.52%
$69.382M
353,628 shares@ $196.21 avg price
VWO
Vanguard Ftse Emerging Marke
Recent Activity
Increased 54.06%
4.38%
$67.262M
1.244M shares@ $54.05 avg price
VUG
Vanguard Growth Etf
Recent Activity
Decreased -3.18%
3.97%
$60.963M
139,571 shares@ $436.79 avg price
VEU
Vanguard Ftse All-world Ex-u
Recent Activity
Increased 9.04%
3.55%
$54.441M
724,907 shares@ $75.11 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Decreased -0.1%
3.17%
$48.713M
81,521 shares@ $597.55 avg price
VV
Vanguard Large-cap Etf
Recent Activity
Decreased -2.8%
2.1%
$32.127M
107,501 shares@ $298.86 avg price

1-10 of 107