Sage Advisory Services

Latest statistics and disclosures from Sage Advisory Services's latest quarterly 13F-HR filing:

Companies in the Sage Advisory Services portfolio as of June 2017 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
SPDR S&P; 500 ETF (SPY) 14.72 524481 -4% 241.76
Ishares Core Msci Eafe Etf core msci eafe 13.44 1.90M -5% 60.88
iShares Lehman MBS Bond Fund (MBB) 10.00 806796 +20% 106.72
iShares Barclays Inter Crd Bd Fund ETF) (CIU) 8.02 629585 +51% 109.75
iShares S&P; 500 Index (IVV) 7.49 265170 NEW 243.38
SPDR S&P; MidCap 400 ETF (MDY) 7.05 191068 +112% 317.66
Vanguard Emerging Markets ETF (VWO) 6.19 1.31M +77% 40.82
iShares S&P; SmallCap 600 Index (IJR) 4.72 580006 NEW 70.14
iShares 10+ Year Credit Bond Fund ETF (CLY) 4.04 563945 +17% 61.64
iShares MSCI EMU Index (EZU) 3.12 666444 -15% 40.32
SPDR Barclays Capital Intl Tresy Bd ETF (BWX) 3.09 965217 NEW 27.61
Ishares Tr hdg msci eafe 2.52 763623 NEW 28.39
iShares S&P; US Pref Stock Idx Fnd (PFF) 2.46 540695 +3% 39.16
iShares MSCI EAFE Index Fund (EFA) 2.30 304285 -78% 65.16
Vanguard Short-Term Bond ETF (BSV) 2.22 239290 79.83
Pimco Etf Tr 0-5 high yield 2.11 179666 NEW 101.33
iShares Lehman 7-10 Yr Treas. Bond (IEF) 1.65 133684 +194% 106.61
iShares Barclays 1-3 Year Cred Bd Fd ETF (CSJ) 1.64 134309 +20% 105.31
Vanguard Total Stock Market ETF (VTI) 0.87 60050 NEW 124.45
Jpm Em Local Currency Bond Etf 0.53 240008 NEW 18.88
Vanguard Long Term Corporate Bond ETF (VCLT) 0.48 43888 +38% 93.31
Powershares Senior Loan Portfo mf 0.34 125145 -83% 23.12
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) 0.21 20462 +38% 87.53
iShares Lehman Short Treasury Bond (SHV) 0.16 12487 NEW 110.35
Vanguard Lg Term Govt Bd ETF (VGLT) 0.15 16841 +38% 77.13
iShares Lehman Aggregate Bond (AGG) 0.08 6242 -38% 109.42
iShares S&P; Natl AMTFr Mncpl Bd Fd (MUB) 0.08 6568 NEW 110.08
iShares Barclays 20+ Yr Treas.Bond (TLT) 0.05 3396 -96% 125.15
Technology SPDR (XLK) 0.04 5705 NEW 54.69
iShares iBoxx $ High Yid Corp Bond (HYG) 0.04 4159 NEW 88.24
Vanguard European ETF (VGK) 0.04 6570 NEW 55.10
PowerShares Emerging Markets Sovere (PCY) 0.04 12515 NEW 29.24
Ishares High Dividend Equity F 0.04 4174 NEW 83.13
Ishares Tr msci eafe esg 0.03 4625 NEW 62.70
Financial Select Sector SPDR (XLF) 0.02 8600 NEW 24.65
iShares Dow Jones EPAC Sel Div Ind (IDV) 0.02 6511 NEW 32.71
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Past 13F-HR SEC Filings by Sage Advisory Services

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