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 |
|---|---|---|---|---|---|---|---|
| First Tr Exchng Traded FD VI33740F839 | FT VEST US EQT | 20,172 | $65.9 萬 | 0.1% | – | – | – |
| UNPUnion Pacific Corp | Stock | 3,196 | $66.2 萬 | 0.1% | – | – | 歷史 |
| First Tr Exchange-Traded FD33719L106 | NASDAQ LUX DIGI | 8,970 | $67.2 萬 | 0.1% | – | – | – |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 13,862 | $68.2 萬 | 0.1% | – | – | – |
| Innovator ETFs Trust45782C599 | US SML CP PWR B | 27,255 | $68.8 萬 | 0.1% | – | – | – |
| GLDSPDR Gold Trust | ETF | 4,098 | $69.5 萬 | 0.1% | – | – | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 3,322 | $71.2 萬 | 0.1% | – | – | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 20,927 | $71.6 萬 | 0.1% | – | – | – |
| PFEPfizer Inc | Stock | 14,061 | $72.0 萬 | 0.1% | – | – | 歷史 |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 7,933 | $72.4 萬 | 0.1% | – | – | – |
| iShares Tr46435U853 | BROAD USD HIGH | 20,995 | $72.5 萬 | 0.1% | – | – | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 13,330 | $74.1 萬 | 0.1% | – | – | – |
| ADIAnalog Devices Inc | Stock | 4,529 | $74.3 萬 | 0.1% | – | – | 歷史 |
| First Tr Exchng Traded FD VI33740F854 | FT VEST U.S. | 24,006 | $74.7 萬 | 0.1% | – | – | – |
| iShares Tr464289867 | CORE 60 BALA ETF | 15,862 | $74.8 萬 | 0.1% | – | – | – |
| iShares Tr464287150 | CORE S&P TTL STK | 8,845 | $75.0 萬 | 0.1% | – | – | – |
| COSTCostco Wholesale Corp | Stock | 1,644 | $75.1 萬 | 0.1% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 8,563 | $76.0 萬 | 0.1% | – | – | 歷史 |
| MOAltria Group, Inc. | Stock | 16,627 | $76.0 萬 | 0.1% | – | – | 歷史 |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 9,395 | $76.6 萬 | 0.1% | – | – | – |
| MMM3M Co | Stock | 6,388 | $76.6 萬 | 0.1% | – | – | 歷史 |
| RTXRTX Corp | Stock | 7,687 | $77.6 萬 | 0.1% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 19,746 | $77.8 萬 | 0.1% | – | – | 歷史 |
| iShares Inc46434G889 | EMNG MKTS EQT | 19,262 | $79.1 萬 | 0.1% | – | – | – |
| iShares Tr46434VAX8 | IBONDS DEC23 ETF | 32,072 | $80.3 萬 | 0.1% | – | – | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 9,900 | $80.4 萬 | 0.1% | – | – | – |
| DHRDanaher Corp | Stock | 3,055 | $81.1 萬 | 0.1% | – | – | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 4,677 | $81.6 萬 | 0.1% | – | – | – |
| Innovator U.S. Equity Ultra Buffer ETF - January45782C300 | ETF | 27,540 | $81.8 萬 | 0.1% | – | – | – |
| iShares Tr46429B655 | FLTG RATE NT ETF | 16,450 | $82.8 萬 | 0.1% | – | – | – |
| LHXL3HARRIS Technologies, Inc. | Stock | 3,983 | $82.9 萬 | 0.1% | – | – | 歷史 |
| iShares Russell Top 200 Growth ETF464289438 | ETF | 7,049 | $85.0 萬 | 0.1% | – | – | – |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 38,038 | $85.4 萬 | 0.1% | – | – | – |
| UPSUnited Parcel Service Inc | Stock | 4,970 | $86.4 萬 | 0.1% | – | – | 歷史 |
| CVSCVS Health Corp | Stock | 9,295 | $86.6 萬 | 0.1% | – | – | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 11,861 | $89.2 萬 | 0.1% | – | – | – |
| Schwab US Tips ETF808524870 | ETF | 17,317 | $89.7 萬 | 0.1% | – | – | – |
| AXPAmerican Express Co | Stock | 6,177 | $91.3 萬 | 0.1% | – | – | 歷史 |
| Innovator ETFs Trust45782C631 | INTERNATIONAL DV | 38,579 | $91.7 萬 | 0.1% | – | – | – |
| Innovator ETFs Trust45782C425 | US EQT ULTRA BFR | 35,060 | $92.3 萬 | 0.1% | – | – | – |
| iShares Tr464288588 | MBS ETF | 10,061 | $93.3 萬 | 0.1% | – | – | – |
| QCOMQualcomm Inc | Stock | 8,502 | $93.5 萬 | 0.1% | – | – | 歷史 |
| CSWCSW Industrials, Inc. | COM | 8,086 | $93.7 萬 | 0.1% | – | – | 歷史 |
| CVXChevron Corp | Stock | 5,323 | $95.5 萬 | 0.1% | – | – | 歷史 |
| Schwab Fundamental International Equity ETF808524755 | ETF | 33,072 | $96.1 萬 | 0.1% | – | – | – |
| OGSONE Gas, Inc. | COM | 12,753 | $96.6 萬 | 0.1% | – | – | 歷史 |
| USBUS Bancorp DE | COM NEW | 22,156 | $96.6 萬 | 0.1% | – | – | 歷史 |
| CATCaterpillar Inc | Stock | 4,083 | $97.8 萬 | 0.1% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 8,880 | $98.5 萬 | 0.1% | – | – | 歷史 |
| BACBank of America Corp | Stock | 29,806 | $98.7 萬 | 0.1% | – | – | 歷史 |
| American Centy ETF Tr025072703 | INTL EQT ETF | 18,577 | $98.8 萬 | 0.1% | – | – | – |
| iShares MSCI Acwi Ex U.S. ETF464288240 | ETF | 21,730 | $98.9 萬 | 0.1% | – | – | – |
| WMTWalmart Inc. | Stock | 7,035 | $99.7 萬 | 0.1% | – | – | 歷史 |
| Innovator ETFs Trust45782C805 | US EQT ULTRA BF | 40,215 | $99.8 萬 | 0.1% | – | – | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 34,674 | $102.9 萬 | 0.1% | – | – | – |
| BMYBristol Myers Squibb Co | Stock | 15,008 | $108.0 萬 | 0.1% | – | – | 歷史 |
| Vanguard Scottsdale FDS92206C565 | TOTAL WLD BD ETF | 16,178 | $108.5 萬 | 0.1% | – | – | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 7,734 | $109.2 萬 | 0.1% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 12,422 | $109.6 萬 | 0.1% | – | – | 歷史 |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 18,331 | $110.6 萬 | 0.1% | – | – | – |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 25,343 | $111.5 萬 | 0.1% | – | – | – |
| iShares S&P 500 Value ETF464287408 | ETF | 7,774 | $112.8 萬 | 0.1% | – | – | – |
| ABTAbbott Laboratories | Stock | 10,321 | $113.3 萬 | 0.1% | – | – | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 22,706 | $113.5 萬 | 0.1% | – | – | – |
| DISWalt Disney Co | Stock | 13,219 | $114.8 萬 | 0.1% | – | – | 歷史 |
| ADNTAdient plc | Stock | 33,165 | $115.0 萬 | 0.1% | – | – | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 4,886 | $116.7 萬 | 0.1% | – | – | 歷史 |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 30,275 | $117.7 萬 | 0.1% | – | – | – |
| LMTLockheed Martin Corp | Stock | 2,425 | $118.0 萬 | 0.1% | – | – | 歷史 |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 20,641 | $120.7 萬 | 0.1% | – | – | – |
| Invesco Exch Traded FD Tr II46138E362 | S&P500 HDL VOL | 28,176 | $123.5 萬 | 0.1% | – | – | – |
| EPDEnterprise Products Partners L.P. | Stock | 51,469 | $124.1 萬 | 0.1% | – | – | 歷史 |
| iShares Tr46435G193 | ESG AWRE USD ETF | 55,873 | $124.6 萬 | 0.1% | – | – | – |
| Dimensional ETF Trust25434V856 | INFLATION PROTE | 32,443 | $133.5 萬 | 0.1% | – | – | – |
| Dimensional ETF Trust25434V815 | US SMALL CAP ETF | 54,512 | $135.0 萬 | 0.1% | – | – | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 10,857 | $135.8 萬 | 0.1% | – | – | – |
| Vanguard Real Estate ETF922908553 | ETF | 16,987 | $140.1 萬 | 0.1% | – | – | – |
| iShares Tr46435G243 | ESG AWRE 1 5 YR | 58,975 | $140.2 萬 | 0.1% | – | – | – |
| Dimensional ETF Trust25434V831 | US HIGH PROF ETF | 58,498 | $140.5 萬 | 0.1% | – | – | – |
| AMGNAmgen Inc | Stock | 5,350 | $140.5 萬 | 0.1% | – | – | 歷史 |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 7,821 | $140.6 萬 | 0.1% | – | – | – |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 9,327 | $144.7 萬 | 0.1% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 7,165 | $146.0 萬 | 0.1% | – | – | – |
| Victory Portfolios II92647N865 | VCSHS US LRG CAP | 25,078 | $147.7 萬 | 0.1% | – | – | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 10,987 | $148.6 萬 | 0.1% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 12,500 | $150.4 萬 | 0.1% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 8,569 | $151.4 萬 | 0.1% | – | – | 歷史 |
| SPDR Series Trust78464A656 | ST STR TIPS ETF | 59,345 | $152.9 萬 | 0.1% | – | – | – |
| Dimensional ETF Trust25434V823 | US REAL ESTA ETF | 72,351 | $153.0 萬 | 0.1% | – | – | – |
| iShares Inc46434G863 | ESG AWR MSCI EM | 51,618 | $155.2 萬 | 0.1% | – | – | – |
| PMPhilip Morris International Inc. | Stock | 15,482 | $156.7 萬 | 0.1% | – | – | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 23,316 | $157.3 萬 | 0.1% | – | – | – |
| iShares Tr46434VBG4 | IBONDS DEC24 ETF | 64,571 | $157.7 萬 | 0.1% | – | – | – |
| PGProcter & Gamble Co | Stock | 10,638 | $161.2 萬 | 0.1% | – | – | 歷史 |
| iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1 | ETF | 66,765 | $162.4 萬 | 0.1% | – | – | – |
| UNHUnitedHealth Group Inc | Stock | 3,080 | $163.3 萬 | 0.1% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 10,126 | $163.7 萬 | 0.1% | – | – | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 43,979 | $171.4 萬 | 0.1% | – | – | – |
| Goldman Sachs ETF Tr381430503 | ACTIVEBETA US LG | 22,549 | $171.7 萬 | 0.1% | – | – | – |
| TTDTrade Desk, Inc. | Stock | 39,160 | $175.6 萬 | 0.1% | – | – | 歷史 |