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 |
|---|---|---|---|---|---|---|---|
| FWRDForward Air Corp | COM | 3,261 | $34.2 萬 | <0.1% | – | – | 歷史 |
| NEENextera Energy Inc | Stock | 4,094 | $34.2 萬 | <0.1% | – | – | 歷史 |
| First Tr Exchange-Traded FD33738D101 | NO AMER ENERGY | 12,943 | $34.5 萬 | <0.1% | – | – | – |
| Innovator ETFs Trust45782C722 | INTRNL DEV JULY | 14,659 | $34.9 萬 | <0.1% | – | – | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 7,140 | $35.6 萬 | <0.1% | – | – | – |
| JBSSSanfilippo John B & Son Inc | COM | 4,388 | $35.7 萬 | <0.1% | – | – | 歷史 |
| SKXSkechers USA Inc | CL A | 8,560 | $35.9 萬 | <0.1% | – | – | 歷史 |
| PNFPPinnacle Financial Partners, Inc. | COM | 4,919 | $36.1 萬 | <0.1% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 2,934 | $36.1 萬 | <0.1% | – | – | 歷史 |
| EMREmerson Electric Co | Stock | 3,785 | $36.4 萬 | <0.1% | – | – | 歷史 |
| SPDR Series Trust78468R721 | STATE STREET SPD | 7,994 | $36.5 萬 | <0.1% | – | – | – |
| DEODiageo PLC | SPON ADR NEW | 2,053 | $36.6 萬 | <0.1% | – | – | 歷史 |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 11,568 | $36.8 萬 | <0.1% | – | – | – |
| BNYBank of New York Mellon Corp | Stock | 8,090 | $36.8 萬 | <0.1% | – | – | 歷史 |
| DEDeere & Co | Stock | 860 | $36.9 萬 | <0.1% | – | – | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 677 | $37.3 萬 | <0.1% | – | – | 歷史 |
| Victory Portfolios II92647N535 | SHORT TRM BD ETF | 7,680 | $37.4 萬 | <0.1% | – | – | – |
| iShares Inc464286509 | MSCI CDA ETF | 11,430 | $37.4 萬 | <0.1% | – | – | – |
| WisdomTree Tr97717W844 | GLOB EX US QU FD | 11,609 | $37.4 萬 | <0.1% | – | – | – |
| iShares Tr464287549 | EXPND TEC SC ETF | 1,343 | $37.6 萬 | <0.1% | – | – | – |
| iShares Tr464287556 | ISHARES BIOTECH | 2,868 | $37.7 萬 | <0.1% | – | – | – |
| EXCExelon Corp | Stock | 8,769 | $37.9 萬 | <0.1% | – | – | 歷史 |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 3,726 | $38.3 萬 | <0.1% | – | – | – |
| PIMCO ETF Tr72201R874 | SHTRM MUN BD ACT | 7,798 | $38.4 萬 | <0.1% | – | – | – |
| CECOCeco Environmental Corp | COM | 33,557 | $39.2 萬 | <0.1% | – | – | 歷史 |
| Invesco Exch Traded FD Tr II46138E370 | S&P 500 HB ETF | 6,307 | $39.3 萬 | <0.1% | – | – | – |
| Schwab Fundamental Emerging Markets Equity ETF808524730 | ETF | 15,945 | $39.5 萬 | <0.1% | – | – | – |
| Innovator ETFs Trust45782C516 | EMRGNG MKT JAN | 14,527 | $39.5 萬 | <0.1% | – | – | – |
| GILDGilead Sciences, Inc. | Stock | 4,618 | $39.6 萬 | <0.1% | – | – | 歷史 |
| Innovator ETFs Trust45782C474 | US SML CP PWR B | 13,284 | $39.7 萬 | <0.1% | – | – | – |
| Vanguard Emerging Markets Government Bond ETF921946885 | ETF | 6,527 | $39.8 萬 | <0.1% | – | – | – |
| Innovator ETFs Trust45782C367 | INTRNL DEV APRL | 16,683 | $39.9 萬 | <0.1% | – | – | – |
| ORCLOracle Corp | Stock | 4,918 | $40.2 萬 | <0.1% | – | – | 歷史 |
| WMBWilliams Companies, Inc. | COM | 12,369 | $40.7 萬 | <0.1% | – | – | 歷史 |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 8,113 | $41.0 萬 | <0.1% | – | – | – |
| IBMInternational Business Machines Corp | Stock | 2,970 | $41.9 萬 | <0.1% | – | – | 歷史 |
| Innovator ETFs Trust45782C375 | US EQT ULTRA BF | 14,945 | $42.1 萬 | <0.1% | – | – | – |
| NOWServiceNow, Inc. | Stock | 1,086 | $42.2 萬 | <0.1% | – | – | 歷史 |
| WPCW. P. Carey Inc. | COM | 5,398 | $42.2 萬 | <0.1% | – | – | 歷史 |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 4,704 | $42.3 萬 | <0.1% | – | – | – |
| PAYXPaychex Inc | Stock | 3,675 | $42.5 萬 | <0.1% | – | – | 歷史 |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 4,340 | $42.8 萬 | <0.1% | – | – | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 9,540 | $42.9 萬 | <0.1% | – | – | – |
| AMTAmerican Tower Corp | REIT | 2,026 | $42.9 萬 | <0.1% | – | – | 歷史 |
| FSKFS KKR Capital Corp | COM | 24,526 | $42.9 萬 | <0.1% | – | – | 歷史 |
| OMCLOmnicell, Inc. | COM | 8,573 | $43.2 萬 | <0.1% | – | – | 歷史 |
| iShares Tr464288273 | EAFE SML CP ETF | 7,717 | $43.6 萬 | <0.1% | – | – | – |
| Innovator ETFs Trust45782C573 | US EQTY PWR BUF | 14,599 | $44.1 萬 | <0.1% | – | – | – |
| Innovator U.S. Equity Buffer ETF - October45782C771 | ETF | 13,880 | $44.1 萬 | <0.1% | – | – | – |
| Pacer FDS Tr69374H709 | GLOBL CASH ETF | 14,067 | $44.6 萬 | <0.1% | – | – | – |
| ORIOld Republic International Corp | COM | 18,550 | $44.8 萬 | <0.1% | – | – | 歷史 |
| ETF Ser Solutions26922A289 | DEFIANCE CONNECT | 15,071 | $45.0 萬 | <0.1% | – | – | – |
| DUKDuke Energy CORP | Stock | 4,375 | $45.1 萬 | <0.1% | – | – | 歷史 |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 5,896 | $45.8 萬 | <0.1% | – | – | – |
| TGTTarget Corp | Stock | 3,077 | $45.9 萬 | <0.1% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 3,170 | $46.3 萬 | <0.1% | – | – | 歷史 |
| SPDR Series Trust78468R887 | ST STR R2K LOWV | 4,335 | $46.7 萬 | <0.1% | – | – | – |
| BABoeing Co | Stock | 2,475 | $47.2 萬 | <0.1% | – | – | 歷史 |
| MMPMagellan Midstream Partners, L.P. | COM UNIT RP LP | 9,401 | $47.2 萬 | <0.1% | – | – | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 10,473 | $47.3 萬 | <0.1% | – | – | – |
| iShares Core S&P US Value ETF464287663 | ETF | 6,790 | $48.0 萬 | <0.1% | – | – | – |
| SNOWSnowflake Inc. | Stock | 3,355 | $48.2 萬 | <0.1% | – | – | 歷史 |
| New York Life Investments Et45409B800 | MERGE ARBIT ETF | 15,263 | $48.4 萬 | <0.1% | – | – | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 5,866 | $49.7 萬 | <0.1% | – | – | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 5,177 | $50.2 萬 | <0.1% | – | – | – |
| iShares Tr464288356 | CALIF MUN BD ETF | 9,033 | $50.7 萬 | <0.1% | – | – | – |
| TAT&T Inc. | Stock | 28,130 | $51.8 萬 | <0.1% | – | – | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 1,680 | $51.8 萬 | <0.1% | – | – | 歷史 |
| First Tr Exchange-Traded FD33739Q705 | FT VEST S&P 500 | 10,248 | $52.4 萬 | <0.1% | – | – | – |
| Bank of Amer Corp060505682 | 7.25%CNV PFD L | 452 | $52.4 萬 | <0.1% | – | – | – |
| Dimensional ETF Trust25434V781 | INTL SMALL CAP V | 23,676 | $52.6 萬 | <0.1% | – | – | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 5,563 | $53.3 萬 | <0.1% | – | – | – |
| Dimensional ETF Trust25434V765 | INTL HIGH PROFIT | 24,311 | $53.6 萬 | <0.1% | – | – | – |
| GEGeneral Electric Co | Stock | 6,470 | $54.2 萬 | <0.1% | – | – | 歷史 |
| Innovator U.S. Equity Power Buffer ETF - September45782C656 | ETF | 18,602 | $54.4 萬 | <0.1% | – | – | – |
| BCPCBalchem Corp | COM | 4,461 | $54.5 萬 | <0.1% | – | – | 歷史 |
| SBUXStarbucks Corp | Stock | 5,538 | $54.9 萬 | <0.1% | – | – | 歷史 |
| Global X FDS37954Y483 | NASDAQ 100 COVER | 34,689 | $55.2 萬 | <0.1% | – | – | – |
| KOCoca Cola Co | Stock | 8,827 | $56.1 萬 | <0.1% | – | – | 歷史 |
| LOWLowes Companies Inc | Stock | 2,849 | $56.8 萬 | <0.1% | – | – | 歷史 |
| Janus Detroit STR Tr47103U886 | HENDRSN SHRT ETF | 12,097 | $57.3 萬 | <0.1% | – | – | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 9,864 | $57.7 萬 | <0.1% | – | – | – |
| SPDR Series Trust78464A664 | ST LON TREAS ETF | 19,954 | $57.9 萬 | <0.1% | – | – | – |
| ABAlliancebernstein Holding L.P. | UNIT LTD PARTN | 17,194 | $59.1 萬 | <0.1% | – | – | 歷史 |
| INTCIntel Corp | Stock | 22,405 | $59.2 萬 | <0.1% | – | – | 歷史 |
| Innovator ETFs Trust45782C342 | US SML CP PWR ET | 23,449 | $59.3 萬 | <0.1% | – | – | – |
| CMCSAComcast Corp | Stock | 16,990 | $59.4 萬 | <0.1% | – | – | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 6,896 | $60.3 萬 | <0.1% | – | – | – |
| Innovator ETFs Trust45782C524 | INTRNL DEV JAN | 22,857 | $61.1 萬 | <0.1% | – | – | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 3,062 | $61.4 萬 | <0.1% | – | – | – |
| iShares Semiconductor ETF464287523 | ETF | 1,766 | $61.4 萬 | <0.1% | – | – | – |
| Ssga Active ETF Tr78467V848 | ST STR TOTAL ETF | 15,379 | $61.6 萬 | 0.1% | – | – | – |
| HONHoneywell International Inc | COM | 2,877 | $61.6 萬 | 0.1% | – | – | 歷史 |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 9,337 | $63.8 萬 | 0.1% | – | – | – |
| iShares MSCI Eafe ETF464287465 | ETF | 9,738 | $63.9 萬 | 0.1% | – | – | – |
| BXBlackstone Inc. | COM | 8,671 | $64.3 萬 | 0.1% | – | – | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 2,020 | $64.5 萬 | 0.1% | – | – | – |
| Innovator U.S. Equity Ultra Buffer ETF - October45782C821 | ETF | 23,666 | $64.6 萬 | 0.1% | – | – | – |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 10,070 | $64.8 萬 | 0.1% | – | – | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 8,675 | $65.5 萬 | 0.1% | – | – | – |