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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
14
1
2
0
0
0
2
1
0
SAGE FINANCIAL GROUP INC

Time Period2019-03-31

Total Holdings76

Total Value ($x1000)646,008
Activities
New5

Increased28

Unchanged25

Decreased18

Sold Out4

Top 10 Stock Holdingstotal 77.89%
SCHX39.41

JPST8.36

VEU7.8

VTV5.81

VUG5.27

 
VOO2.73

EMB2.44

MLPX2.12

VOE2.08

SCHC1.87

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
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SCHX
39.41%
US LRG CAP ETF
JPST
8.36%
ULTRA SHRT INC
VEU
7.8%
ALLWRLD EX US
VTV
5.81%
VALUE ETF
VUG
5.27%
GROWTH ETF
VOO
2.73%
SHS
EMB
2.44%
JP MOR EM MK ETF
MLPX
2.12%
GLB X MLP ENRG I
VOE
2.08%
MCAP VL IDXVIP
SCHC
1.87%
INTL SCEQT ETF
SCHV
1.79%
US LCAP VA ETF
VBK
1.76%
SML CP GRW ETF
SCHM
1.56%
US MID-CAP ETF
VWO
1.37%
FTSE EMR MKT ETF
CSJ
1.27%
1-3 YR CR BD ETF
SLYV
1.26%
S&P 600 SMCP VAL
TFI
1.03%
NUVN BRCLY MUNI
VV
1.01%
LARGE CAP ETF
IJR
1.01%
CORE S&P SCP ETF
IJH
0.98%
CORE S&P MCP ETF
SCHA
0.87%
US SML CAP ETF
IWF
0.85%
RUS 1000 GRW ETF
VOT
0.8%
MCAP GR IDXVIP
JMST
0.64%
ULTRA SHRT ETF
VBR
0.54%
SM CP VAL ETF
SCHG
0.51%
US LCAP GR ETF
SLYG
0.49%
S&P 600 SMCP GRW
IWD
0.47%
RUS 1000 VAL ETF
IWS
0.39%
RUS MDCP VAL ETF
VO
0.3%
MID CAP ETF
IWP
0.29%
RUS MD CP GR ETF
IWB
0.25%
RUS 1000 ETF
AOR
0.25%
GRWT ALLOCAT ETF
SCHD
0.25%
US DIVIDEND EQ
CWI
0.22%
MSCI ACWI EXUS
EWX
0.19%
S&P EMKTSC ETF
SHM
0.17%
NUVN BR SHT MUNI
AMJ
0.15%
PRN
SCHZ
0.15%
US AGGREGATE B
MDYV
0.15%
S&P 400 MDCP VAL
MDYG
0.15%
S&P 400 MDCP GRW
EFA
0.14%
MSCI EAFE ETF
SAN
0.13%
ADR
NEAR
0.12%
SHT MAT BD ETF
IXUS
0.11%
CORE MSCITOTAL
TOT
0.11%
SPONSORED ADR
EEM
0.07%
MSCI EMG MKT ETF
SCHE
0.06%
EMRG MKTEQ ETF
FM
0.05%
MSCI FRNTR100ETF
ESML
0.04%
MSCI USA SMALL
JNJ
0.03%
COM
HSY
0.02%
COM
PG
0.01%
COM
CAT
0.01%
COM
T
0.01%
COM
THG
0.01%
COM
BPT
0.01%
PRN
ADM
0.01%
COM
GE
0.01%
COM
AAPL
0.01%
COM
CB
0.01%
COM
EMR
0.01%
COM
FNB
< 0.01%
COM
F
< 0.01%
COM PAR $0.01
DWDP
< 0.01%
COM
BAC
< 0.01%
COM
C
< 0.01%
COM NEW
DB
< 0.01%
NAMEN AKT
PPL
< 0.01%
COM
ALL
< 0.01%
COM
CAC
< 0.01%
COM
CRD/A
< 0.01%
CL A
NTR
< 0.01%
COM
CHK
< 0.01%
COM
ATVI
< 0.01%
COM
WAB
< 0.01%
COM
AUSF
1.88%
ADAPTIVE US
QAI
1.64%
PRN
WDTI
0.21%
FUTRE STRAT FD
HIG
0.01%
COM