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SageView Advisory Group, LLC

SEC CIK
0001914558
Latest filing
Aug 10, 2026

Holdings in Q4 2022

Holdings as of Dec 31, 2022, filed Feb 15, 2023. Long positions only.

Institution overview
Positions
404
No filing for Q3 2022
Portfolio value
$1.23B
No filing for Q3 2022
Filed
Feb 15, 2023
SEC

SageView Advisory Group, LLC did not file a 13F for Q3 2022, so these holdings cannot be compared with the previous quarter and changes are not shown.

Holdings of SageView Advisory Group, LLC in Q4 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
Schwab International Equity ETF808524805ETF1,356,954$43.7M3.6%–––
Vanguard Scottsdale FDS92206C680VNG RUS1000GRW1,309,536$72.2M5.9%–––
Vanguard Scottsdale FDS92206C714VNG RUS1000VAL1,119,887$74.6M6.1%–––
iShares Core U.S. Aggregate Bond ETF464287226ETF1,333,929$129.4M10.5%–––