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Dana Franco-Young

Sage Rhino Capital Llc

Assets Managed
$534.612M
Holdings
329
Last Quarter
2026 - Q1
Filed Date
28d ago
Growth Rate
0.93%(2Q avg: 1.63%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Sage Rhino Capital Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 329 positions.

Assets under management

The assets under management (AUM) of Sage Rhino Capital Llc 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 534.612M in assets, with a quarterly growth rate of 0.93% and a 2-quarter average growth rate of 1.63%. The portfolio is managed by Dana Franco-Young, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VO
Vanguard Mid-cap Etf
Recent Activity
Decreased -0.89%
3.73%
$19.906M
69,315 shares@ $287.18 avg price
VB
Vanguard Small-cap Etf
Recent Activity
Decreased -1.1%
3.48%
$18.586M
70,959 shares@ $261.93 avg price
AVUV
Avantis Us Small Cap Value
Recent Activity
Decreased -0.23%
3.28%
$17.494M
158,364 shares@ $110.48 avg price
RSP
Invesco S&p 500 Equal Weight
Recent Activity
Decreased -3.44%
3.28%
$17.493M
91,147 shares@ $191.93 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Increased 1.1%
3.23%
$17.243M
190,467 shares@ $90.53 avg price
IAU
Ishares Gold Trust
Recent Activity
Decreased -35.25%
3.22%
$17.164M
194,691 shares@ $88.17 avg price
GBIL
Goldman Sachs Access Treasur
Recent Activity
Decreased -2.64%
3.06%
$16.308M
162,772 shares@ $100.2 avg price
BND
Vanguard Total Bond Market
Recent Activity
Increased 63.27%
2.15%
$11.484M
155,952 shares@ $73.64 avg price
SDY
Spdr S&p Dividend Etf
Recent Activity
Decreased -1.43%
2.11%
$11.279M
77,288 shares@ $145.94 avg price
AAPL
Apple Inc
Recent Activity
Decreased -0.46%
2.05%
$10.93M
43,067 shares@ $253.8 avg price

1-10 of 329