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Home > Institutional Investor > Sage Financial Group Inc > Profile

Instuitional Investor - Sage Financial Group Inc

Fund Profile
Filing Period:
Fund Name: Sage Financial Group Inc
Portfolio Value $1,242,496,490
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 24,865,286 $576,377,337 46.38%
2.
Ishares Trust
 IEF 1,279,555 $79,729,076 6.41%
3.
Vanguard Index Fds - GROWTH ETF
 154,703 $63,496,171 5.11%
4.
Ishares Trust
 IEF 514,462 $59,276,347 4.77%
5.
Vanguard Index Fds - VALUE ETF
 342,935 $58,058,853 4.67%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)