SageView Advisory Group, LLC
CIK 1914558 · Holdings on Mar 31, 2024 · First reported May 9, 2024
Top ten holdings
Q1 2024- EFG13.79%
- VXUS8.58%
- VWOB8.43%
- FNDE5.36%
- VBR4.16%
- IDEV4.00%
- FNDA3.77%
- FNDF2.45%
- HEFA2.40%
- TLTE1.73%
Share classes counted separately54.67%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- EFGWeight increased · +13.77 pp0.02% → 13.79%Shares +2.78M (+56912.29%)
- VWOBWeight increased · +8.42 pp0.01% → 8.43%Shares +2.12M (+52562.53%)
- VXUSWeight increased · +8.36 pp0.22% → 8.58%Shares +1.85M (+1745.85%)
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 | EFGISHARES MSCI EAFE GROWTH ETFEAFE GRWTH ETF View history and evidence | $273.10M | 13.79% | 2.79M shares | 0.02% → 13.79%+13.77 pp +2.78M (+56912.29%) | Added | ↗▾ |
| 02 | VXUSVANGUARD TOTAL INTL STOCKVG TL INTL STK F View history and evidence | $169.93M | 8.58% | 1.96M shares | 0.22% → 8.58%+8.36 pp +1.85M (+1745.85%) | Added | ↗▾ |
| 03 | VWOBVANGUARD EMERG MKTS GOV BNDEM MK GOV BD ETF View history and evidence | $167.01M | 8.43% | 2.12M shares | 0.01% → 8.43%+8.42 pp +2.12M (+52562.53%) | Added | ↗▾ |
| 04 | FNDESCHWAB FNDMNTL EM MRK EQ ETFSCHWB FDT EMK LG View history and evidence | $106.14M | 5.36% | 2.72M shares | 0.01% → 5.36%+5.35 pp +2.70M (+17329.43%) | Added | ↗▾ |
| 05 | VBRVNGRD MRNGST SL-CP VAL ETF-USM CP VAL ETF View history and evidence | $82.43M | 4.16% | 470.29K shares | 0.03% → 4.16%+4.13 pp +465.85K (+10480.25%) | Added | ↗▾ |
| 06 | IDEVISHARES CORE MSCI DEV MKTSCORE MSCI INTL View history and evidence | $79.30M | 4.00% | 1.59M shares | 0.04% → 4.00%+3.96 pp +1.57M (+9537.53%) | Added | ↗▾ |
| 07 | FNDASCHWAB FNDMNTL US SM CO ETFSCHWAB FDT US SC View history and evidence | $74.59M | 3.77% | 2.95M shares | 0.08% → 3.77%+3.69 pp +2.91M (+7131.36%) | Added | ↗▾ |
| 08 | FNDFSCHWAB FNDMN INTL LRG CO ETFSCHWB FDT INT LG View history and evidence | $48.51M | 2.45% | 1.35M shares | 0.27% → 2.45%+2.18 pp +1.12M (+487.16%) | Added | ↗▾ |
| 09 | HEFAISHA CURR HEDGED MSCI EAFEHDG MSCI EAFE View history and evidence | $47.44M | 2.40% | 2.00M shares | Prior unavailable +2.00M | New | ↗▾ |
| 10 | TLTENT EMG MKTS FTILT ETFMSTAR EMKT FAC View history and evidence | $34.30M | 1.73% | 172.91K shares | Prior unavailable +172.91K | New | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 378
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| SCHF SCHWAB INTL EQUITY ETF | Non-derivative | -3,192,306 | -$117.57M | SEC filing ↗ | SEC filing ↗ |
| IAGG ISHARES INTL AGGREGATE BOND | Non-derivative | -1,713,810 | -$84.84M | SEC filing ↗ | SEC filing ↗ |
| SCHE SCHWAB EMRG MRKTS EQTY ETF | Non-derivative | -3,273,046 | -$78.39M | SEC filing ↗ | SEC filing ↗ |
3 / 378 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 2024-03-31
Data loaded 2026-09-23 · First reported 2024-05-09
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 1980148154
}Research all 520 reported holdings.
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