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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
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Small
Growth
14
2
2
0
0
0
2
0
0
SAGE FINANCIAL GROUP INC

Time Period2018-12-31

Total Holdings75

Total Value ($x1000)598,752
Activities
New18

Increased27

Unchanged25

Decreased5

Sold Out1

Top 10 Stock Holdingstotal 75.69%
SCHX36.53

JPST8.7

VEU7.64

VTV5.6

VUG4.87

 
EMB3.05

CSJ2.91

VOO2.52

VOE1.99

AUSF1.88

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
SCHX
36.53%
US LRG CAP ETF
JPST
8.7%
ULTRA SHRT INC
VEU
7.64%
ALLWRLD EX US
VTV
5.6%
VALUE ETF
VUG
4.87%
GROWTH ETF
EMB
3.05%
JP MOR EM MK ETF
CSJ
2.91%
1-3 YR CR BD ETF
VOO
2.52%
SHS
VOE
1.99%
MCAP VL IDXVIP
AUSF
1.88%
ADAPTIVE US
SCHC
1.77%
INTL SCEQT ETF
SCHV
1.68%
US LCAP VA ETF
QAI
1.64%
PRN
VBK
1.54%
SML CP GRW ETF
SCHM
1.41%
US MID-CAP ETF
VWO
1.37%
FTSE EMR MKT ETF
TFI
1.25%
NUVN BRCLY MUNI
SLYV
1.17%
S&P 600 SMCP VAL
JMST
0.97%
ULTRA SHRT ETF
VV
0.86%
LARGE CAP ETF
SCHA
0.81%
US SML CAP ETF
IWF
0.8%
RUS 1000 GRW ETF
NEAR
0.75%
SHT MAT BD ETF
IJR
0.74%
CORE S&P SCP ETF
VOT
0.71%
MCAP GR IDXVIP
IJH
0.69%
CORE S&P MCP ETF
SHM
0.6%
NUVN BR SHT MUNI
VBR
0.53%
SM CP VAL ETF
AOR
0.49%
GRWT ALLOCAT ETF
IWD
0.46%
RUS 1000 VAL ETF
SLYG
0.44%
S&P 600 SMCP GRW
SCHG
0.42%
US LCAP GR ETF
IWS
0.38%
RUS MDCP VAL ETF
VO
0.28%
MID CAP ETF
IWP
0.25%
RUS MD CP GR ETF
IWB
0.25%
RUS 1000 ETF
SCHZ
0.24%
US AGGREGATE B
SCHD
0.22%
US DIVIDEND EQ
CWI
0.22%
MSCI ACWI EXUS
WDTI
0.21%
FUTRE STRAT FD
EWX
0.19%
S&P EMKTSC ETF
EFA
0.15%
MSCI EAFE ETF
AMJ
0.14%
PRN
MDYV
0.13%
S&P 400 MDCP VAL
TOT
0.11%
SPONSORED ADR
IXUS
0.11%
CORE MSCITOTAL
EEM
0.07%
MSCI EMG MKT ETF
SCHE
0.06%
EMRG MKTEQ ETF
FM
0.05%
MSCI FRNTR100ETF
JNJ
0.03%
COM
HSY
0.02%
COM
PG
0.01%
COM
HIG
0.01%
COM
CAT
0.01%
COM
T
0.01%
COM
THG
0.01%
COM
ADM
0.01%
COM
BPT
0.01%
PRN
AAPL
0.01%
COM
CB
0.01%
COM
DWDP
0.01%
COM
GE
0.01%
COM
FNB
0.01%
COM
EMR
< 0.01%
COM
F
< 0.01%
COM PAR $0.01
BAC
< 0.01%
COM
C
< 0.01%
COM NEW
PPL
< 0.01%
COM
ALL
< 0.01%
COM
CAC
< 0.01%
COM
DB
< 0.01%
NAMEN AKT
CRD/A
< 0.01%
CL A
NTR
< 0.01%
COM
ATVI
< 0.01%
COM
CHK
< 0.01%
COM
HYMB
0.16%
NUV HGHYLD MUN