SageView Advisory Group, LLC
- SEC CIK
- 0001914558
- 最新申報
- 2026/8/10
2022 年第 4 季持倉
持倉截至 2022/12/31，2023/2/15 申報。只含多頭部位。
- 持股檔數
- 404
- 2022 年第 3 季沒有申報
- 總值
- $12.3 億
- 2022 年第 3 季沒有申報
SageView Advisory Group, LLC 沒有申報 2022 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 1,333,929 | $1.29 億 | 10.5% | – | – | – |
| Vanguard Scottsdale FDS92206C714 | VNG RUS1000VAL | 1,119,887 | $7,456 萬 | 6.1% | – | – | – |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 1,309,536 | $7,218 萬 | 5.9% | – | – | – |
| Schwab International Equity ETF808524805 | ETF | 1,356,954 | $4,371 萬 | 3.6% | – | – | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 585,302 | $4,220 萬 | 3.4% | – | – | – |
| iShares Tr46435G672 | CORE INTL AGGR | 816,556 | $3,883 萬 | 3.2% | – | – | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 1,521,624 | $3,602 萬 | 2.9% | – | – | – |
| Flexshares Tr33939L100 | MORNSTAR USMKT | 215,592 | $3,204 萬 | 2.6% | – | – | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 227,232 | $3,019 萬 | 2.5% | – | – | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 351,203 | $2,165 萬 | 1.8% | – | – | – |
| Schwab International Small-Cap Equity ETF808524888 | ETF | 568,771 | $1,790 萬 | 1.5% | – | – | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 140,319 | $1,599 萬 | 1.3% | – | – | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 85,106 | $1,483 萬 | 1.2% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 37,675 | $1,448 萬 | 1.2% | – | – | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 200,392 | $1,440 萬 | 1.2% | – | – | – |
| AAPLApple Inc. | Stock | 106,443 | $1,383 萬 | 1.1% | – | – | 歷史 |
| Flexshares Tr33939L803 | M STAR DEV MKT | 220,319 | $1,329 萬 | 1.1% | – | – | – |
| iShares Tr464289446 | RUS TOP 200 ETF | 136,936 | $1,232 萬 | 1.0% | – | – | – |
| iShares Tr46432F388 | MSCI USA VALUE | 123,774 | $1,128 萬 | 0.9% | – | – | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 149,241 | $1,123 萬 | 0.9% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 56,130 | $1,073 萬 | 0.9% | – | – | – |
| iShares MSCI Eafe Min Vol Factor ETF46429B689 | ETF | 165,508 | $1,052 萬 | 0.9% | – | – | – |
| Goldman Sachs ETF Tr381430107 | ACTIVEBETA INT | 363,993 | $1,048 萬 | 0.9% | – | – | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 410,720 | $997.2 萬 | 0.8% | – | – | – |
| iShares Tr46434V647 | GLOBAL REIT ETF | 419,482 | $952.6 萬 | 0.8% | – | – | – |
| SPDR Series Trust78468R200 | ST STR RATE ETF | 313,042 | $951.3 萬 | 0.8% | – | – | – |
| iShares U S ETF Tr46431W598 | BLOOMBERG ROLL | 167,937 | $915.4 萬 | 0.7% | – | – | – |
| SPDR Series Trust78468R622 | ST BLOO HIGH ETF | 97,063 | $873.6 萬 | 0.7% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 60,274 | $846.1 萬 | 0.7% | – | – | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 98,683 | $834.8 萬 | 0.7% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 21,733 | $831.1 萬 | 0.7% | – | – | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 22,641 | $795.5 萬 | 0.6% | – | – | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 75,184 | $793.3 萬 | 0.6% | – | – | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 156,400 | $774.0 萬 | 0.6% | – | – | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 163,376 | $763.0 萬 | 0.6% | – | – | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 51,173 | $746.8 萬 | 0.6% | – | – | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 315,054 | $715.8 萬 | 0.6% | – | – | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 151,175 | $706.1 萬 | 0.6% | – | – | – |
| iShares Inc464286533 | MSCI EMERG MRKT | 128,302 | $680.6 萬 | 0.6% | – | – | – |
| iShares Tips Bond ETF464287176 | ETF | 62,535 | $665.6 萬 | 0.5% | – | – | – |
| ADSKAutodesk, Inc. | COM | 35,597 | $665.2 萬 | 0.5% | – | – | 歷史 |
| Vanguard Total International Bond ETF92203J407 | ETF | 132,882 | $630.3 萬 | 0.5% | – | – | – |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 151,465 | $628.9 萬 | 0.5% | – | – | – |
| iShares Tr464288570 | ESG MSCI KLD ETF | 86,898 | $623.8 萬 | 0.5% | – | – | – |
| MSFTMicrosoft Corp | Stock | 25,884 | $620.8 萬 | 0.5% | – | – | 歷史 |
| iShares Tr464288158 | SHRT NAT MUN ETF | 58,672 | $611.8 萬 | 0.5% | – | – | – |
| iShares Tr46435U150 | IBONDS 23 TRM HG | 255,660 | $600.0 萬 | 0.5% | – | – | – |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 92,274 | $589.6 萬 | 0.5% | – | – | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 42,701 | $580.1 萬 | 0.5% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 28,283 | $519.1 萬 | 0.4% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 24,294 | $517.7 萬 | 0.4% | – | – | – |
| iShares Tr464288802 | ESG OPTIMIZED | 60,591 | $498.8 萬 | 0.4% | – | – | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 73,652 | $484.2 萬 | 0.4% | – | – | – |
| SRESempra | Stock | 30,860 | $476.9 萬 | 0.4% | – | – | 歷史 |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 81,600 | $472.3 萬 | 0.4% | – | – | – |
| Schwab Fundamental U.S. Small Company ETF808524763 | ETF | 96,952 | $453.0 萬 | 0.4% | – | – | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 98,125 | $447.9 萬 | 0.4% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 18,453 | $446.4 萬 | 0.4% | – | – | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 56,762 | $440.0 萬 | 0.4% | – | – | – |
| Vanguard World FD921910840 | MEGA CAP VAL ETF | 40,332 | $414.8 萬 | 0.3% | – | – | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 53,926 | $400.8 萬 | 0.3% | – | – | – |
| Vanguard World FD921910816 | MEGA GRWTH IND | 21,809 | $375.3 萬 | 0.3% | – | – | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 70,071 | $362.4 萬 | 0.3% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 83,270 | $349.5 萬 | 0.3% | – | – | – |
| Goldman Sachs ETF Tr381430206 | ACTIVEBETA EME | 120,936 | $342.4 萬 | 0.3% | – | – | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 20,592 | $327.0 萬 | 0.3% | – | – | – |
| CSCOCisco Systems, Inc. | Stock | 65,644 | $312.7 萬 | 0.3% | – | – | 歷史 |
| Invesco Exch Traded FD Tr II46138G102 | S&P SMLCP LOW | 69,794 | $311.7 萬 | 0.3% | – | – | – |
| Nushares ETF Tr67092P607 | NUVEEN ESG SMLCP | 90,417 | $309.0 萬 | 0.3% | – | – | – |
| iShares Broad Usd Investment Grade Corporate Bond ETF464288620 | ETF | 62,277 | $305.8 萬 | 0.2% | – | – | – |
| PIMCO ETF Tr72201R866 | INTER MUN BD ACT | 58,284 | $299.5 萬 | 0.2% | – | – | – |
| HDHome Depot, Inc. | Stock | 9,360 | $295.7 萬 | 0.2% | – | – | 歷史 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 27,958 | $294.8 萬 | 0.2% | – | – | – |
| LLYEli Lilly & Co | Stock | 7,967 | $291.4 萬 | 0.2% | – | – | 歷史 |
| Innovator ETFs Trust45783Y814 | LADERD ALCTN PWR | 83,195 | $286.2 萬 | 0.2% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 20,270 | $271.8 萬 | 0.2% | – | – | 歷史 |
| Dimensional ETF Trust25434V799 | INTL CORE EQUITY | 115,772 | $258.7 萬 | 0.2% | – | – | – |
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 55,335 | $255.0 萬 | 0.2% | – | – | – |
| Vericity, Inc.92347D100 | COM | 327,782 | $245.8 萬 | 0.2% | – | – | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 19,560 | $243.4 萬 | 0.2% | – | – | – |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 53,953 | $242.9 萬 | 0.2% | – | – | – |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 51,588 | $242.4 萬 | 0.2% | – | – | – |
| iShares Tr464288638 | ISHS 5-10YR INVT | 48,663 | $240.9 萬 | 0.2% | – | – | – |
| OKEONEOK Inc | COM | 36,245 | $238.1 萬 | 0.2% | – | – | 歷史 |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 51,476 | $234.3 萬 | 0.2% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 24,543 | $232.3 萬 | 0.2% | – | – | – |
| AMZNAmazon Com Inc | Stock | 27,649 | $232.3 萬 | 0.2% | – | – | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 75,555 | $230.7 萬 | 0.2% | – | – | – |
| iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0 | ETF | 96,346 | $225.0 萬 | 0.2% | – | – | – |
| MCDMcDonalds Corp | Stock | 8,517 | $224.4 萬 | 0.2% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 7,173 | $221.6 萬 | 0.2% | – | – | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 20,250 | $219.1 萬 | 0.2% | – | – | – |
| iShares Tr46434V274 | INTL EQTY FACTOR | 88,846 | $218.6 萬 | 0.2% | – | – | – |
| American Centy ETF Tr025072885 | US EQT ETF | 32,080 | $218.2 萬 | 0.2% | – | – | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 21,870 | $214.8 萬 | 0.2% | – | – | – |
| PEPPepsiCo Inc | Stock | 11,876 | $214.6 萬 | 0.2% | – | – | 歷史 |
| Innovator U.S. Equity Power Buffer ETF - October45782C797 | ETF | 67,645 | $203.4 萬 | 0.2% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 18,419 | $203.2 萬 | 0.2% | – | – | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 7,532 | $200.6 萬 | 0.2% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 13,193 | $200.3 萬 | 0.2% | – | – | – |