SageView Advisory Group, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
SA SageView Advisory Group, LLC | Institutional Filer | ▲ 2.05% | $2.96B | 2610 |
Current Portfolio Holdings
Showing top 1000 reported positions by value (Total positions in database: 2610)
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | AGG | ISHARES TR | — | 3.6M | $361.9M | 12.24% |
| 2 | VONV | VANGUARD SCOTTSDALE FDS | — | 3.0M | $272.8M | 9.22% |
| 3 | VONG | VANGUARD SCOTTSDALE FDS | — | 2.0M | $246.9M | 8.35% |
| 4 | SCHF | SCHWAB STRATEGIC TR | — | 6.6M | $158.9M | 5.37% |
| 5 | VXF | VANGUARD INDEX FDS | — | 649K | $135.7M | 4.59% |
| 6 | SCHE | SCHWAB STRATEGIC TR | — | 3.4M | $110.0M | 3.72% |
| 7 | IAGG | ISHARES TR | — | 2.2M | $108.6M | 3.67% |
| 8 | REET | ISHARES TR | — | 3.3M | $82.0M | 2.77% |
| 9 | SCHC | SCHWAB STRATEGIC TR | — | 1.8M | $79.9M | 2.70% |
| 10 | AAPL | Apple Inc. | Technology | 191K | $51.9M | 1.75% |
| 11 | SPHY | SPDR SERIES TRUST | — | 1.4M | $34.1M | 1.15% |
| 12 | MUB | ISHARES TR | — | 302K | $32.3M | 1.09% |
| 13 | MSFT | Microsoft Corporation | Technology | 67K | $32.2M | 1.09% |
| 14 | NVDA | NVIDIA Corporation | Technology | 160K | $29.8M | 1.01% |
| 15 | IVV | ISHARES TR | — | 42K | $29.0M | 0.98% |
Showing 1 to 15 of 1000 holdings