Instuitional Investor - Sage Private Wealth Group, Llc
Fund Profile
Filing Period:
Fund Name: | Sage Private Wealth Group, Llc |
Portfolio Value | $133,206,167 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | First Tr Exchange-Traded Fd | 573,402 | $20,556,474 | 15.43% | |
2. | Wisdomtree Tr | 243,275 | $19,688,341 | 14.78% | |
3. | Dbx Etf Tr | 407,069 | $16,852,647 | 12.65% | |
4. | First Tr Exchange-Traded Fd | 175,273 | $13,503,115 | 10.13% | |
5. | Litman Gregory Fds Tr | 417,169 | $10,913,051 | 8.19% |