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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 $1,354,621,342
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 24,810,353 $606,365,020 44.76%
2.
Ishares Trust
 IEF 1,323,658 $82,093,281 6.06%
3.
Vanguard Index Fds - GROWTH ETF
 151,378 $66,363,923 4.9%
4.
Vanguard Index Fds - VALUE ETF
 358,853 $63,423,757 4.68%
5.
Ishares Trust
 IEF 551,124 $60,232,337 4.45%
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)