Instuitional Investor - Sage Private Wealth Group, Llc
Fund Profile
Filing Period:
| Fund Name: | Sage Private Wealth Group, Llc |
| Portfolio Value | $132,076,467 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | First Tr Exchange-Traded Fd - SMID RISNG ETF | 584,927 | $19,594,956 | 14.84% | |
| 2. | Wisdomtree Tr | 241,834 | $19,312,446 | 14.62% | |
| 3. | Dbx Etf Tr - XTRACK MSCI EAFE | 415,795 | $18,004,158 | 13.63% | |
| 4. | First Tr Exchange Traded Fd - RBA INDL ETF | 177,835 | $12,130,185 | 9.18% | |
| 5. | Litman Gregory Fds Tr | 419,089 | $10,586,240 | 8.02% |
