- New Purchases: PFF, ICLN, RBS,
- Added Positions: SCHA, VBR, IJR, VO, VV, ACWX, VTV, AOR, VOO, IWS, VOT, VBK, IWD, KMI,
- Reduced Positions: JPST, VEU, EMB, SCHC, TFI, SLYG, VUG, CWI, MDYG, IGSB, SCHV, IWP, SHM, VOE, SCHM, SCHD, SLYV, IWF, VWO, SCHZ, SCHF, SCHG,
- Sold Out: EWX,
For the details of SAGE FINANCIAL GROUP INC's stock buys and sells, go to https://www.gurufocus.com/guru/sage+financial+group+inc/current-portfolio/portfolio
These are the top 5 holdings of SAGE FINANCIAL GROUP INC- Schwab U.S. Large-Cap (SCHX) - 3,717,795 shares, 49.98% of the total portfolio. Shares added by 0.88%
- Vanguard Growth (VUG) - 174,108 shares, 6.38% of the total portfolio. Shares reduced by 3.52%
- Vanguard Value (VTV) - 313,449 shares, 5.66% of the total portfolio. Shares added by 4.10%
- Vanguard FTSE All World Ex US (VEU) - 447,301 shares, 3.86% of the total portfolio. Shares reduced by 47.9%
- iShares Core S&P Mid-Cap (IJH) - 92,467 shares, 2.98% of the total portfolio. Shares added by 0.68%
Sage Financial Group Inc initiated holding in iShares U.S. Preferred Stock. The purchase prices were between $30.01 and $35.86, with an estimated average price of $34.03. The stock is now traded at around $35.10. The impact to a portfolio due to this purchase was 0.09%. The holding were 14,591 shares as of .
New Purchase: iShares S&P Global Clean Energy Index Fund (ICLN)Sage Financial Group Inc initiated holding in iShares S&P Global Clean Energy Index Fund. The purchase prices were between $9.19 and $12.96, with an estimated average price of $11.22. The stock is now traded at around $13.97. The impact to a portfolio due to this purchase was 0.03%. The holding were 13,789 shares as of .
New Purchase: The Royal Bank of Scotland Group PLC (RBS)Sage Financial Group Inc initiated holding in The Royal Bank of Scotland Group PLC. The purchase prices were between $2.47 and $3.67, with an estimated average price of $2.88. The stock is now traded at around $3.10. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 3,000 shares as of .
Added: Schwab U.S. Small-Cap (SCHA)Sage Financial Group Inc added to a holding in Schwab U.S. Small-Cap by 49.29%. The purchase prices were between $47.17 and $70.43, with an estimated average price of $59.73. The stock is now traded at around $66.60. The impact to a portfolio due to this purchase was 0.46%. The holding were 116,392 shares as of .
Added: Vanguard Small-Cap Value (VBR)Sage Financial Group Inc added to a holding in Vanguard Small-Cap Value by 100.36%. The purchase prices were between $81.16 and $120.46, with an estimated average price of $100.14. The stock is now traded at around $109.04. The impact to a portfolio due to this purchase was 0.39%. The holding were 40,029 shares as of .
Added: Vanguard Mid-Cap (VO)Sage Financial Group Inc added to a holding in Vanguard Mid-Cap by 80.84%. The purchase prices were between $124.34 and $175.42, with an estimated average price of $152.79. The stock is now traded at around $169.43. The impact to a portfolio due to this purchase was 0.29%. The holding were 21,462 shares as of .
Added: iShares MSCI ACWI Ex US Index Fund (ACWX)Sage Financial Group Inc added to a holding in iShares MSCI ACWI Ex US Index Fund by 108.43%. The purchase prices were between $35.85 and $45.47, with an estimated average price of $40.79. The stock is now traded at around $45.13. The impact to a portfolio due to this purchase was 0.27%. The holding were 66,917 shares as of .
Added: iShares Core Growth Allocation (AOR)Sage Financial Group Inc added to a holding in iShares Core Growth Allocation by 26.45%. The purchase prices were between $40 and $47.19, with an estimated average price of $44.08. The stock is now traded at around $47.28. The impact to a portfolio due to this purchase was 0.13%. The holding were 75,639 shares as of .
Added: iShares Russell Mid-cap Value (IWS)Sage Financial Group Inc added to a holding in iShares Russell Mid-cap Value by 31.13%. The purchase prices were between $59.62 and $85.09, with an estimated average price of $72.38. The stock is now traded at around $79.10. The impact to a portfolio due to this purchase was 0.1%. The holding were 31,823 shares as of .
Sold Out: SPDR S&P Emerging Markets Small Cap (EWX)Sage Financial Group Inc sold out a holding in SPDR S&P Emerging Markets Small Cap. The sale prices were between $31.84 and $41.17, with an estimated average price of $37.12.
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