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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 $1,238,190,618
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 25,345,106 $559,619,944 45.2%
2.
Ishares Trust
 IEF 1,321,033 $77,082,291 6.23%
3.
Vanguard Index Fds - VALUE ETF
 354,706 $61,271,950 4.95%
4.
Ishares Trust
 IEF 570,963 $59,705,628 4.82%
5.
Vanguard Index Fds - GROWTH ETF
 156,187 $57,917,325 4.68%
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)