SageView Advisory Group, LLC
CIK 1914558 · Holdings on Sep 30, 2023 · First reported Nov 3, 2023
Top ten holdings
Q3 2023- AGG12.63%
- VONG7.51%
- VONV7.37%
- SCHF4.69%
- IAGG3.73%
- VXF3.55%
- SCHE3.52%
- SCHC2.15%
- REET2.02%
- TILT1.91%
Share classes counted separately49.08%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | AGGISHARES CORE U.S. AGGREGATECORE US AGGBD ET View history and evidence | $220.40M | 12.63% | 2.34M shares | — | ↗▾ | |
| 02 | VONGVANGUARD RUSSELL 1000 GROWTHVNG RUS1000GRW View history and evidence | $131.15M | 7.51% | 1.92M shares | — | ↗▾ | |
| 03 | VONVVANGUARD RUSSELL 1000 VALUEVNG RUS1000VAL View history and evidence | $128.60M | 7.37% | 1.93M shares | — | ↗▾ | |
| 04 | SCHFSCHWAB INTL EQUITY ETFINTL EQTY ETF View history and evidence | $81.93M | 4.69% | 2.41M shares | — | ↗▾ | |
| 05 | IAGGISHARES INTL AGGREGATE BONDCORE INTL AGGR View history and evidence | $65.18M | 3.73% | 1.34M shares | — | ↗▾ | |
| 06 | VXFVANGUARD EXTENDED MARKET ETFEXTEND MKT ETF View history and evidence | $62.00M | 3.55% | 432.56K shares | — | ↗▾ | |
| 07 | SCHESCHWAB EMRG MRKTS EQTY ETFEMRG MKTEQ ETF View history and evidence | $61.41M | 3.52% | 2.57M shares | — | ↗▾ | |
| 08 | SCHCSCHWAB INTL SMALL-CAP EQUITYINTL SCEQT ETF View history and evidence | $37.52M | 2.15% | 1.16M shares | — | ↗▾ | |
| 09 | REETISHARES GLOBAL REIT ETFGLOBAL REIT ETF View history and evidence | $35.18M | 2.02% | 1.66M shares | — | ↗▾ | |
| 10 | TILTNT MSTAR US FTILT ETFMORNSTAR USMKT View history and evidence | $33.43M | 1.91% | 205.23K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 39
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| QQQ INVESCO QQQ TRUST SERIES 1 | Non-derivative | — | — | SEC filing ↗ | |
| RTX RTX CORP | Non-derivative | — | — | SEC filing ↗ | |
| SPTS SS SPDR P ST TERM TSY ETF | Non-derivative | — | — | SEC filing ↗ |
3 / 39 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1914558 · Period 2023-09-30
Data loaded 2026-09-23 · First reported 2023-11-03
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 1745731282
}Research all 523 reported holdings.
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