SageView Advisory Group, LLC
CIK 1914558 · Holdings on Sep 30, 2024 · First reported Nov 14, 2024
Top ten holdings
Q3 2024- AGG14.26%
- VONV8.47%
- VONG7.86%
- SCHF5.39%
- VXF4.38%
- SCHE4.21%
- IAGG4.20%
- REET2.60%
- SCHC2.47%
- AAPL1.72%
Share classes counted separately55.56%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- AGGWeight increased · +0.96 pp13.30% → 14.26%Shares -175.29K (-5.94%)
- VONVWeight increased · +0.77 pp7.70% → 8.47%Shares -161.29K (-7.45%)
- VXFWeight increased · +0.69 pp3.69% → 4.38%Shares +4.40K (+0.94%)
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 | $280.96M | 14.26% | 2.77M shares | 13.30% → 14.26%+0.96 pp -175.29K (-5.94%) | Reduced | ↗▾ |
| 02 | VONVVANGUARD RUSSELL 1000 VALUEVNG RUS1000VAL View history and evidence | $166.91M | 8.47% | 2.00M shares | 7.70% → 8.47%+0.77 pp -161.29K (-7.45%) | Reduced | ↗▾ |
| 03 | VONGVANGUARD RUSSELL 1000 GROWTHVNG RUS1000GRW View history and evidence | $154.92M | 7.86% | 1.61M shares | 8.49% → 7.86%-0.63 pp -343.88K (-17.64%) | Reduced | ↗▾ |
| 04 | SCHFSCHWAB INTL EQUITY ETFINTL EQTY ETF View history and evidence | $106.13M | 5.39% | 2.58M shares | 5.24% → 5.39%+0.15 pp -355.55K (-12.11%) | Reduced | ↗▾ |
| 05 | VXFVANGUARD EXTENDED MARKET ETFEXTEND MKT ETF View history and evidence | $86.38M | 4.38% | 474.65K shares | 3.69% → 4.38%+0.69 pp +4.40K (+0.94%) | Added | ↗▾ |
| 06 | SCHESCHWAB EMRG MRKTS EQTY ETFEMRG MKTEQ ETF View history and evidence | $82.97M | 4.21% | 2.84M shares | 3.96% → 4.21%+0.25 pp -365.70K (-11.40%) | Reduced | ↗▾ |
| 07 | IAGGISHARES INTL AGGREGATE BONDCORE INTL AGGR View history and evidence | $82.81M | 4.20% | 1.60M shares | 4.09% → 4.20%+0.11 pp -165.52K (-9.39%) | Reduced | ↗▾ |
| 08 | REETISHARES GLOBAL REIT ETFGLOBAL REIT ETF View history and evidence | $51.16M | 2.60% | 1.92M shares | 2.47% → 2.60%+0.13 pp -371.96K (-16.25%) | Reduced | ↗▾ |
| 09 | SCHCSCHWAB INTL SMALL-CAP EQUITYINTL SCEQT ETF View history and evidence | $48.59M | 2.47% | 1.26M shares | 2.48% → 2.47%-0.01 pp -237.91K (-15.87%) | Reduced | ↗▾ |
| 10 | AAPLAPPLE INC View history and evidence | $33.85M | 1.72% | 145.29K shares | 1.70% → 1.72%+0.02 pp -28.87K (-16.58%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 84
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| FNDF SCHWAB FNDMN INTL LRG CO ETF | Non-derivative | -199,084 | -$6.97M | SEC filing ↗ | SEC filing ↗ |
| AVDV AVANTIS INTL S/C VALUE ETF | Non-derivative | -57,632 | -$3.74M | SEC filing ↗ | SEC filing ↗ |
| IQLT ISHARES MSCI INTERNATIONAL Q | Non-derivative | -62,767 | -$2.45M | SEC filing ↗ | SEC filing ↗ |
3 / 84 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 2024-09-30
Data loaded 2026-09-23 · First reported 2024-11-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 1970443868
}Research all 509 reported holdings.
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