SAGE RHINO CAPITAL LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
SR SAGE RHINO CAPITAL LLC | Institutional Filer | ▲ 0.90% | $534.5M | 328 |
Current Portfolio Holdings
Showing all 328 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | VO | VANGUARD INDEX FDS | — | 69K | $19.9M | 3.72% |
| 2 | VB | VANGUARD INDEX FDS | — | 71K | $18.6M | 3.48% |
| 3 | AVUV | AMERICAN CENTY ETF TR | — | 158K | $17.5M | 3.27% |
| 4 | RSP | INVESCO EXCHANGE TRADED FD T | — | 91K | $17.5M | 3.27% |
| 5 | IEFA | ISHARES TR | — | 190K | $17.2M | 3.23% |
| 6 | IAU | ISHARES GOLD TR | — | 195K | $17.2M | 3.21% |
| 7 | GBIL | GOLDMAN SACHS ETF TR | — | 163K | $16.3M | 3.05% |
| 8 | BND | VANGUARD BD INDEX FDS | — | 156K | $11.5M | 2.15% |
| 9 | SDY | SPDR SERIES TRUST | — | 77K | $11.3M | 2.11% |
| 10 | AAPL | Apple Inc. | Technology | 43K | $10.9M | 2.04% |
| 11 | AVLV | AMERICAN CENTY ETF TR | — | 127K | $10.3M | 1.92% |
| 12 | VCIT | VANGUARD SCOTTSDALE FDS | — | 121K | $10.0M | 1.88% |
| 13 | VWO | VANGUARD INTL EQUITY INDEX F | — | 186K | $10.0M | 1.88% |
| 14 | VTI | VANGUARD INDEX FDS | — | 31K | $10.0M | 1.86% |
| 15 | TSLA | Tesla, Inc. | Consumer Cyclical | 27K | $9.9M | 1.85% |
Showing 1 to 15 of 328 holdings