SageView Advisory Group, LLC
CIK 1914558 · Holdings on Dec 31, 2023 · First reported Mar 6, 2024
Top ten holdings
Q4 2023- AGG10.34%
- VONG6.68%
- BUFF6.51%
- VONV6.11%
- SCHF4.17%
- VXF3.20%
- IAGG3.01%
- SCHE2.78%
- UAUG2.07%
- REET1.97%
Share classes counted separately46.84%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- BUFFWeight increased · +6.24 pp0.27% → 6.51%Shares +7.32M (+5848.80%)
- AGGWeight decreased · -2.29 pp12.63% → 10.34%Shares +617.32K (+26.34%)
- UAUGWeight increased · +2.01 pp0.06% → 2.07%Shares +1.80M (+4780.74%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
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 | $291.64M | 10.34% | 2.96M principal (USD) | 12.63% → 10.34%-2.29 pp +617.32K (+26.34%) | Added | ↗▾ |
| 02 | VONGVANGUARD RUSSELL 1000 GROWTHVNG RUS1000GRW View history and evidence | $188.59M | 6.68% | 2.31M shares | 7.51% → 6.68%-0.83 pp +394.31K (+20.58%) | Added | ↗▾ |
| 03 | BUFFINNOVATOR LADDERED ALLOCATIOLADERD ALCTN PWR View history and evidence | $183.58M | 6.51% | 7.44M shares | 0.27% → 6.51%+6.24 pp +7.32M (+5848.80%) | Added | ↗▾ |
| 04 | VONVVANGUARD RUSSELL 1000 VALUEVNG RUS1000VAL View history and evidence | $172.55M | 6.11% | 2.35M shares | 7.37% → 6.11%-1.26 pp +422.82K (+21.92%) | Added | ↗▾ |
| 05 | SCHFSCHWAB INTL EQUITY ETFINTL EQTY ETF View history and evidence | $117.57M | 4.17% | 3.19M shares | 4.69% → 4.17%-0.52 pp +779.82K (+32.32%) | Added | ↗▾ |
| 06 | VXFVANGUARD EXTENDED MARKET ETFEXTEND MKT ETF View history and evidence | $90.17M | 3.20% | 550.05K shares | 3.55% → 3.20%-0.35 pp +117.49K (+27.16%) | Added | ↗▾ |
| 07 | IAGGISHARES INTL AGGREGATE BONDCORE INTL AGGR View history and evidence | $84.84M | 3.01% | 1.71M principal (USD) | 3.73% → 3.01%-0.72 pp +377.64K (+28.26%) | Added | ↗▾ |
| 08 | SCHESCHWAB EMRG MRKTS EQTY ETFEMRG MKTEQ ETF View history and evidence | $78.39M | 2.78% | 3.27M shares | 3.52% → 2.78%-0.74 pp +707.68K (+27.59%) | Added | ↗▾ |
| 09 | UAUGINNOVATOR U.S. EQUITY ULTRAUS EQT ULTRA BF View history and evidence | $58.52M | 2.07% | 1.84M shares | 0.06% → 2.07%+2.01 pp +1.80M (+4780.74%) | Added | ↗▾ |
| 10 | REETISHARES GLOBAL REIT ETFGLOBAL REIT ETF View history and evidence | $55.45M | 1.97% | 2.38M shares | 2.02% → 1.97%-0.05 pp +716.89K (+43.14%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 52
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| 46435U150 ISHARES TR | Non-derivative | -249,429 | -$5.90M | SEC filing ↗ | SEC filing ↗ |
| BDX BECTON DICKINSON AND CO | Non-derivative | -4,225 | -$1.09M | SEC filing ↗ | SEC filing ↗ |
| VNLA JANUS HENDERSON SHORT DURATI | Non-derivative | -20,404 | -$978.77K | SEC filing ↗ | SEC filing ↗ |
3 / 52 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 2023-12-31
Data loaded 2026-09-23 · First reported 2024-03-06
Amendments and versions
{
"amendments_merged": [
{
"action": "REPLACE",
"accession": "0001085146-24-001528",
"cover_total": 2340538274,
"filing_date": "2024-02-16",
"claimed_type": "RESTATEMENT",
"confidential": false,
"positions_added": 0,
"positions_restated": 8,
"positions_cancelled": 8
},
{
"action": "REPLACE",
"accession": "0001085146-24-001564",
"cover_total": 2323071362,
"filing_date": "2024-03-06",
"claimed_type": "RESTATEMENT",
"confidential": false,
"positions_added": 0,
"positions_restated": 32,
"positions_cancelled": 0
}
],
"prior_versions": [
{
"accession": "0001085146-24-001528",
"filing_date": "2024-02-16",
"confidential": false,
"cover_table_value_total_raw": 2340538274
},
{
"accession": "0001085146-24-000981",
"filing_date": "2024-02-09",
"confidential": false,
"cover_table_value_total_raw": 2341426302
}
],
"cover_table_value": 2323071362
}Research all 662 reported holdings.
This page includes 30 of 662 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
＋ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#portfolio-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 30 of 662 current positions (options included); totals and weights use the complete filing.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP.
MCP https://api.akkrudata.ai/mcp
get_institutional_portfolio
{"cik":"1914558","quarter":"2023Q4","page_size":100}
get_institutional_manager_history
{"cik":"1914558","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.