SageView Advisory Group, LLC: 13F holdings
CIK 19145582026Q2
| Positions | 615 |
|---|---|
| Reported value | $3.1bn |
| Filed | 2026-08-10 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| AGG ISHARES TR | 3,533,005 | $349.7m | 11.5% |
| VONV VANGUARD SCOTTSDALE FDS | 2,764,707 | $293.9m | 9.6% |
| VONG VANGUARD SCOTTSDALE FDS | 1,931,426 | $246.9m | 8.1% |
| SCHF SCHWAB STRATEGIC TR | 6,255,699 | $173.3m | 5.7% |
| VXF VANGUARD INDEX FDS | 638,507 | $157.2m | 5.2% |
| SCHE SCHWAB STRATEGIC TR | 3,169,433 | $114.9m | 3.8% |
| IAGG ISHARES TR | 2,023,152 | $102.4m | 3.4% |
| REET ISHARES TR | 3,241,966 | $89.5m | 2.9% |
| SCHC SCHWAB STRATEGIC TR | 1,703,083 | $82.0m | 2.7% |
| IVV ISHARES TR | 93,564 | $70.1m | 2.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1914558")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.