SageView Advisory Group, LLC
- SEC CIK
- 0001914558
- Latest filing
- Aug 10, 2026
Holdings in Q1 2024
Holdings as of Mar 31, 2024, filed May 9, 2024. Long positions only; changes compare share counts with Q4 2023.
- Positions
- 520
- −142 vs. Q4 2023
- Portfolio value
- $1.72B
- −$599.2M (−25.8%) vs. Q4 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ADNTAdient plc | Stock | 40,673 | $1.34M | 0.1% | +4,195+11.5% | Added | History |
| DEDeere & Co | Stock | 3,312 | $1.36M | 0.1% | −152−4.4% | Reduced | History |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 14,386 | $1.37M | 0.1% | – | – | – |
| iShares S&P 500 Value ETF464287408 | ETF | 7,033 | $1.37M | 0.1% | +365+5.5% | Added | – |
| Invesco Exch Traded FD Tr II46138G706 | SOLAR ETF | 20,924 | $1.38M | 0.1% | +20,924 | New | – |
| SPDR Series Trust78464A383 | ST STR BACKE ETF | 45,071 | $1.39M | 0.1% | +45,071 | New | – |
| CINFCincinnati Financial Corp | COM | 11,217 | $1.39M | 0.1% | −696−5.8% | Reduced | History |
| iShares Tr46436E759 | ESG EAFE ETF | 30,411 | $1.43M | 0.1% | +30,411 | New | – |
| Innovator ETFs Trust45782C581 | US EQTY BUF NOV | 46,580 | $1.43M | 0.1% | +46,580 | New | – |
| Innovator ETFs Trust45783Y814 | LADERD ALCTN PWR | 39,825 | $1.45M | 0.1% | −7,404,506−99.5% | Reduced | – |
| Dimensional ETF Trust25434V856 | INFLATION PROTE | 35,127 | $1.45M | 0.1% | – | – | – |
| UNHUnitedHealth Group Inc | Stock | 9,820 | $1.46M | 0.1% | −1,153−10.5% | Reduced | History |
| SFStifel Financial Corp | COM | 16,006 | $1.46M | 0.1% | +16,006 | New | History |
| GOOGAlphabet Inc. | Stock | 9,665 | $1.47M | 0.1% | −2,963−23.5% | Reduced | History |
| iShares Tr46436E767 | ESG MSCI USA ETF | 60,866 | $1.49M | 0.1% | +60,866 | New | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 18,343 | $1.50M | 0.1% | −23,028−55.7% | Reduced | – |
| AVGOBroadcom Inc. | Stock | 1,140 | $1.51M | 0.1% | −1,132−49.8% | Reduced | History |
| NUENucor Corp | COM | 3,158 | $1.51M | 0.1% | +942+42.5% | Added | History |
| Vanguard S&P 500 ETF922908363 | ETF | 32,016 | $1.57M | 0.1% | −41,226−56.3% | Reduced | – |
| MOAltria Group, Inc. | Stock | 36,231 | $1.58M | 0.1% | −3,039−7.7% | Reduced | History |
| BLKBlackRock, Inc. | COM | 1,956 | $1.63M | 0.1% | −40−2.0% | Reduced | History |
| iShares Tr464287622 | RUS 1000 ETF | 15,086 | $1.63M | 0.1% | +15,086 | New | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 18,300 | $1.65M | 0.1% | – | – | – |
| NVSNovartis AG | ADR | 6,996 | $1.67M | 0.1% | +3,929+128.1% | Added | History |
| Vanguard World FD921910725 | ESG INTL STK ETF | 9,292 | $1.70M | 0.1% | −47,719−83.7% | Reduced | – |
| CMCSAComcast Corp | Stock | 39,162 | $1.70M | 0.1% | −11,279−22.4% | Reduced | History |
| Dimensional ETF Trust25434V815 | US SMALL CAP ETF | 56,625 | $1.70M | 0.1% | −821−1.4% | Reduced | – |
| VMIValmont Industries Inc | COM | 38,445 | $1.72M | 0.1% | +38,445 | New | History |
| Innovator ETFs Trust45783Y756 | LADDERED ALC BFR | 61,135 | $1.73M | 0.1% | −53,409−46.6% | Reduced | – |
| BACBank of America Corp | Stock | 45,793 | $1.74M | 0.1% | −5,895−11.4% | Reduced | History |
| KOCoca Cola Co | Stock | 28,906 | $1.77M | 0.1% | −5,071−14.9% | Reduced | History |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 24,764 | $1.78M | 0.1% | – | – | – |
| iShares Tr46434V456 | MSCI INTL QUALTY | 25,280 | $1.79M | 0.1% | −31,091−55.2% | Reduced | – |
| TAT&T Inc. | Stock | 102,198 | $1.80M | 0.1% | −20,251−16.5% | Reduced | History |
| Dimensional ETF Trust25434V823 | US REAL ESTA ETF | 80,530 | $1.80M | 0.1% | +291+0.4% | Added | – |
| Dimensional ETF Trust25434V831 | US HIGH PROF ETF | 57,914 | $1.83M | 0.1% | −1,739−2.9% | Reduced | – |
| iShares Core S&P US Value ETF464287663 | ETF | 16,743 | $1.85M | 0.1% | +13,143+365.1% | Added | – |
| AMTAmerican Tower Corp | REIT | 9,404 | $1.86M | 0.1% | −2,213−19.0% | Reduced | History |
| Schwab US Dividend Equity ETF808524797 | ETF | 33,319 | $1.90M | 0.1% | +27,804+504.2% | Added | – |
| IFFInternational Flavors & Fragrances Inc | COM | 10,145 | $1.94M | 0.1% | +10,145 | New | History |
| AXPAmerican Express Co | Stock | 8,663 | $1.97M | 0.1% | −2,261−20.7% | Reduced | History |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 32,930 | $2.01M | 0.1% | +26,336+399.4% | Added | – |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 21,994 | $2.02M | 0.1% | +21,994 | New | – |
| ASMLASML Holding NV | ADR | 2,136 | $2.07M | 0.1% | −402−15.8% | Reduced | History |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 44,514 | $2.11M | 0.1% | – | – | – |
| VICIVici Properties Inc. | COM | 50,417 | $2.12M | 0.1% | +50,417 | New | History |
| KALUKaiser Aluminum Corp | COM PAR $0.01 | 14,146 | $2.24M | 0.1% | +14,146 | New | History |
| FNFFidelity National Financial, Inc. | COM SHS | 49,415 | $2.24M | 0.1% | +37,747+323.5% | Added | History |
| Vanguard Scottsdale FDS92206C714 | VNG RUS1000VAL | 28,254 | $2.27M | 0.1% | −2,323,827−98.8% | Reduced | – |
| CVXChevron Corp | Stock | 15,359 | $2.42M | 0.1% | −7,488−32.8% | Reduced | History |
| AMGNAmgen Inc | Stock | 8,951 | $2.55M | 0.1% | −701−7.3% | Reduced | History |
| TDToronto Dominion Bank | Stock | 15,640 | $2.55M | 0.1% | +15,640 | New | History |
| Schwab U.S. REIT ETF808524847 | ETF | 56,123 | $2.58M | 0.1% | +56,123 | New | – |
| JPINuveen Preferred Securities & Income Opportunities Fund | COM | 117,921 | $2.59M | 0.2% | +117,921 | New | History |
| Vanguard World FD921910733 | ESG US STK ETF | 51,749 | $2.60M | 0.2% | −68,531−57.0% | Reduced | – |
| ProShares Tr74348A566 | MERGER ETF | 16,088 | $2.61M | 0.2% | −1,249−7.2% | Reduced | – |
| American Centy ETF Tr025072885 | US EQT ETF | 29,495 | $2.64M | 0.2% | −39−0.1% | Reduced | – |
| ABBVAbbVie Inc. | Stock | 14,530 | $2.65M | 0.2% | −7,768−34.8% | Reduced | History |
| ADBEAdobe Inc. | Stock | 5,320 | $2.68M | 0.2% | −1,089−17.0% | Reduced | History |
| WFRDWeatherford International plc | ORD SHS | 44,882 | $2.70M | 0.2% | +44,882 | New | History |
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 58,735 | $2.76M | 0.2% | – | – | – |
| PIPRPiper Sandler Companies | COM | 55,269 | $2.90M | 0.2% | +55,269 | New | History |
| CTASCintas Corp | Stock | 4,327 | $2.97M | 0.2% | −179−4.0% | Reduced | History |
| XOMExxonMobil Holdings Corp | COM | 26,818 | $3.12M | 0.2% | −9,617−26.4% | Reduced | History |
| Dimensional ETF Trust25434V799 | INTL CORE EQUITY | 117,418 | $3.14M | 0.2% | −1,304−1.1% | Reduced | – |
| INVAInnoviva, Inc. | COM | 102,012 | $3.18M | 0.2% | +102,012 | New | History |
| First Tr Exchange-Traded FD336920103 | US EQTY OPPT ETF | 71,526 | $3.31M | 0.2% | +71,526 | New | – |
| Vanguard Information Technology ETF92204A702 | ETF | 27,410 | $3.32M | 0.2% | +22,786+492.8% | Added | – |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 55,683 | $3.38M | 0.2% | +49,409+787.5% | Added | – |
| Innovator ETFs Trust45782C524 | INTRNL DEV JAN | 125,342 | $3.40M | 0.2% | +103,141+464.6% | Added | – |
| DISWalt Disney Co | Stock | 28,172 | $3.45M | 0.2% | −2,300−7.5% | Reduced | History |
| Goldman Sachs ETF Tr381430503 | ACTIVEBETA US LG | 101,866 | $3.49M | 0.2% | +89,724+739.0% | Added | – |
| iShares Tr464289883 | CORE 30 70 ETF | 70,682 | $3.57M | 0.2% | +70,682 | New | – |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 48,856 | $3.68M | 0.2% | +46,526+1,996.8% | Added | – |
| METAMeta Platforms, Inc. | Stock | 27,460 | $3.71M | 0.2% | +7,674+38.8% | Added | History |
| VSATViasat Inc | COM | 328,119 | $3.72M | 0.2% | +328,119 | New | History |
| COSTCostco Wholesale Corp | Stock | 5,252 | $3.85M | 0.2% | −1,010−16.1% | Reduced | History |
| iShares Tr464288653 | 10-20 YR TRS ETF | 97,063 | $4.13M | 0.2% | +97,063 | New | – |
| CSWCSW Industrials, Inc. | COM | 17,902 | $4.20M | 0.2% | 00.0% | Unchanged | History |
| VECOVeeco Instruments Inc | COM | 77,343 | $4.44M | 0.3% | +77,343 | New | History |
| iShares Core MSCI Europe ETF46434V738 | ETF | 40,378 | $4.45M | 0.3% | +40,378 | New | – |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 87,485 | $4.47M | 0.3% | −2,223,054−96.2% | Reduced | – |
| CSCOCisco Systems, Inc. | Stock | 90,894 | $4.54M | 0.3% | −18,964−17.3% | Reduced | History |
| MDTMedtronic plc | Stock | 16,829 | $4.56M | 0.3% | +9,523+130.3% | Added | History |
| OUNZVanEck Merk Gold ETF | GOLD SHS | 87,932 | $4.60M | 0.3% | +87,932 | New | History |
| NOWServiceNow, Inc. | Stock | 64,609 | $4.64M | 0.3% | +61,695+2,117.2% | Added | History |
| Vanguard World FD921910691 | ESG US CORP BD | 78,547 | $4.74M | 0.3% | – | – | – |
| iShares Tr464287150 | CORE S&P TTL STK | 70,384 | $4.78M | 0.3% | +57,049+427.8% | Added | – |
| BRK.BBerkshire Hathaway Inc | Stock | 11,749 | $4.94M | 0.3% | −1,242−9.6% | Reduced | History |
| iShares Tr464288562 | RESIDENTIAL MULT | 32,329 | $5.31M | 0.3% | +32,329 | New | – |
| iShares Tr46435G524 | INTL DIV GRWTH | 71,428 | $5.55M | 0.3% | +71,428 | New | – |
| iShares Esg Aware US Aggregate Bond ETF46435U549 | ETF | 69,726 | $5.57M | 0.3% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 39,722 | $6.00M | 0.3% | −9,171−18.8% | Reduced | History |
| iShares Tr46432F388 | MSCI USA VALUE | 58,475 | $6.38M | 0.4% | +41,374+241.9% | Added | – |
| iShares Tr464287721 | U.S. TECH ETF | 63,184 | $6.62M | 0.4% | +63,184 | New | – |
| iShares Inc46434G889 | EMNG MKTS EQT | 130,532 | $6.74M | 0.4% | +124,688+2,133.6% | Added | – |
| Vanguard Real Estate ETF922908553 | ETF | 94,118 | $6.84M | 0.4% | +68,255+263.9% | Added | – |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 165,399 | $6.94M | 0.4% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 22,869 | $7.87M | 0.5% | −4,653−16.9% | Reduced | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 81,599 | $8.23M | 0.5% | +29,694+57.2% | Added | – |
Sold out since Q4 2023 (378)
Positions held at the end of Q4 2023 that are gone from this filing.
The largest 100 of 378 by value last quarter.
| Security | Class | Shares in Q4 2023 | Value in Q4 2023 | % of portfolio in Q4 2023 | History |
|---|---|---|---|---|---|
| Schwab International Equity ETF808524805 | ETF | 3,192,306 | $117.6M | 5.1% | – |
| iShares Tr46435G672 | CORE INTL AGGR | – | $84.8M | 3.7% | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 3,273,046 | $78.4M | 3.4% | – |
| iShares Tr46434V647 | GLOBAL REIT ETF | 2,378,756 | $55.4M | 2.4% | – |
| Schwab International Small-Cap Equity ETF808524888 | ETF | 1,621,136 | $55.3M | 2.4% | – |
| MSFTMicrosoft Corp | Stock | 68,524 | $28.0M | 1.2% | History |
| iShares Tr464288281 | JPMORGAN USD EMG | – | $21.1M | 0.9% | – |
| SPDR Series Trust78468R622 | ST BLOO HIGH ETF | – | $21.0M | 0.9% | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 70,933 | $16.0M | 0.7% | – |
| iShares Tr464289446 | RUS TOP 200 ETF | 112,318 | $13.4M | 0.6% | – |
| Flexshares Tr33939L803 | M STAR DEV MKT | 191,146 | $13.0M | 0.6% | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 25,373 | $10.8M | 0.5% | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 132,880 | $10.7M | 0.5% | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 21,393 | $10.5M | 0.5% | History |
| NVDANVIDIA Corp | Stock | 16,493 | $10.4M | 0.4% | History |
| Vanguard Morningstar Growth ETF922908736 | ETF | 31,091 | $10.1M | 0.4% | – |
| HDHome Depot, Inc. | Stock | 25,312 | $9.04M | 0.4% | History |
| iShares Tr464288570 | ESG MSCI KLD ETF | 84,925 | $8.03M | 0.3% | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | – | $7.64M | 0.3% | – |
| JPMJPMorgan Chase & Co | Stock | 42,994 | $7.58M | 0.3% | History |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 153,075 | $7.45M | 0.3% | – |
| VVisa Inc. | Stock | 25,137 | $6.97M | 0.3% | History |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 94,630 | $6.82M | 0.3% | – |
| iShares Tr464288802 | ESG OPTIMIZED | 60,633 | $6.25M | 0.3% | – |
| MCDMcDonalds Corp | Stock | 19,032 | $5.61M | 0.2% | History |
| VanEck ETF Trust92189H409 | HIGH YLD MUNIETF | – | $5.18M | 0.2% | – |
| SRESempra | Stock | 70,431 | $5.07M | 0.2% | History |
| iShares Tr46434V407 | 0-5YR HI YL CP | – | $4.45M | 0.2% | – |
| MRKMerck & Co., Inc. | Stock | 35,032 | $4.26M | 0.2% | History |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 62,447 | $3.85M | 0.2% | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | – | $3.84M | 0.2% | – |
| PEPPepsiCo Inc | Stock | 21,799 | $3.70M | 0.2% | History |
| SPDR Series Trust78468R606 | ST PORT HIGH ETF | – | $3.68M | 0.2% | – |
| TSLATesla, Inc. | Stock | 19,170 | $3.67M | 0.2% | History |
| PGProcter & Gamble Co | Stock | 23,298 | $3.67M | 0.2% | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 33,734 | $3.60M | 0.2% | – |
| MAMastercard Inc | Stock | 8,000 | $3.56M | 0.2% | History |
| First Tr Exchange-Traded FD33738D309 | SENIOR LN FD | 76,983 | $3.53M | 0.2% | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 30,699 | $3.49M | 0.2% | – |
| Nushares ETF Tr67092P607 | NUVEEN ESG SMLCP | 89,937 | $3.48M | 0.1% | – |
| iShares Tr464288638 | ISHS 5-10YR INVT | – | $3.40M | 0.1% | – |
| WMTWalmart Inc. | Stock | 20,282 | $3.36M | 0.1% | History |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 91,424 | $3.29M | 0.1% | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 18,291 | $3.09M | 0.1% | – |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | – | $3.08M | 0.1% | – |
| JNJJohnson & Johnson | Stock | 19,359 | $3.07M | 0.1% | History |
| PIMCO ETF Tr72201R866 | INTER MUN BD ACT | – | $2.89M | 0.1% | – |
| VRTXVertex Pharmaceuticals Inc | Stock | 6,362 | $2.84M | 0.1% | History |
| SNPSSynopsys Inc | COM | 5,137 | $2.79M | 0.1% | History |
| Nushares ETF Tr67092P870 | NUVEEN ESG US | – | $2.70M | 0.1% | – |
| TMUST-Mobile US, Inc. | Stock | 16,372 | $2.65M | 0.1% | History |
| VZVerizon Communications Inc | Stock | 61,643 | $2.62M | 0.1% | History |
| SPDR Series Trust78468R200 | ST STR RATE ETF | – | $2.60M | 0.1% | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | – | $2.54M | 0.1% | – |
| LMTLockheed Martin Corp | Stock | 5,760 | $2.49M | 0.1% | History |
| IBMInternational Business Machines Corp | Stock | 12,114 | $2.28M | 0.1% | History |
| TTTrane Technologies plc | SHS | 8,670 | $2.23M | 0.1% | History |
| PMPhilip Morris International Inc. | Stock | 24,260 | $2.23M | 0.1% | History |
| PWRQuanta Services, Inc. | COM | 11,069 | $2.18M | 0.1% | History |
| PANWPalo Alto Networks Inc | Stock | 6,216 | $2.15M | 0.1% | History |
| CFBCrossfirst Bankshares, Inc. | COM | 140,352 | $2.07M | 0.1% | History |
| USBUS Bancorp DE | COM NEW | 47,478 | $2.06M | 0.1% | History |
| TJXTJX Companies Inc | Stock | 21,247 | $2.06M | 0.1% | History |
| TMOThermo Fisher Scientific Inc. | Stock | 3,532 | $2.00M | 0.1% | History |
| GLDSPDR Gold Trust | ETF | 10,583 | $2.00M | 0.1% | History |
| iShares MSCI Eafe Min Vol Factor ETF46429B689 | ETF | 28,228 | $1.95M | 0.1% | – |
| SBUXStarbucks Corp | Stock | 20,617 | $1.94M | 0.1% | History |
| LOWLowes Companies Inc | Stock | 8,980 | $1.93M | 0.1% | History |
| SCHWSchwab Charles Corp | Stock | 29,148 | $1.88M | 0.1% | History |
| FSKFS KKR Capital Corp | COM | 90,425 | $1.87M | 0.1% | History |
| Vanguard Health Care ETF92204A504 | ETF | 7,274 | $1.87M | 0.1% | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 11,599 | $1.84M | 0.1% | – |
| LINLinde PLC | Stock | 4,472 | $1.82M | 0.1% | History |
| Schwab Strategic Tr808524649 | MUN BD ETF | – | $1.79M | 0.1% | – |
| NFLXNetflix Inc | Stock | 3,136 | $1.77M | 0.1% | History |
| UBERUber Technologies, Inc | Stock | 26,355 | $1.76M | 0.1% | History |
| SNOWSnowflake Inc. | Stock | 8,424 | $1.74M | 0.1% | History |
| iShares Tr46435G243 | ESG AWRE 1 5 YR | – | $1.72M | 0.1% | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | – | $1.72M | 0.1% | – |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 20,104 | $1.71M | 0.1% | – |
| NOCNorthrop Grumman Corp | Stock | 3,827 | $1.70M | 0.1% | History |
| HONHoneywell International Inc | COM | 8,063 | $1.66M | 0.1% | History |
| GILDGilead Sciences, Inc. | Stock | 20,719 | $1.63M | 0.1% | History |
| SPGIS&P Global Inc. | Stock | 3,573 | $1.62M | 0.1% | History |
| WMBWilliams Companies, Inc. | COM | 45,506 | $1.60M | 0.1% | History |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 11,244 | $1.58M | 0.1% | – |
| ROKRockwell Automation, Inc | Stock | 5,136 | $1.58M | 0.1% | History |
| NEENextera Energy Inc | Stock | 26,471 | $1.57M | 0.1% | History |
| TXNTexas Instruments Inc | Stock | 9,681 | $1.57M | 0.1% | History |
| PLDPrologis, Inc. | REIT | 12,208 | $1.54M | 0.1% | History |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 23,791 | $1.51M | 0.1% | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 26,815 | $1.48M | 0.1% | – |
| ORCLOracle Corp | Stock | 12,812 | $1.46M | 0.1% | History |
| PGRProgressive Corp | Stock | 8,006 | $1.44M | 0.1% | History |
| PNCPNC Financial Services Group, Inc. | Stock | 9,030 | $1.39M | 0.1% | History |
| Schwab U.S. Broad Market ETF808524102 | ETF | 24,117 | $1.38M | 0.1% | – |
| NXPINXP Semiconductors N.V. | COM | 6,259 | $1.35M | 0.1% | History |
| PAYXPaychex Inc | Stock | 10,968 | $1.34M | 0.1% | History |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 37,340 | $1.26M | 0.1% | – |
| PFEPfizer Inc | Stock | 45,186 | $1.22M | 0.1% | History |