Sage Advisory Services

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

Portfolio Holdings for Sage Advisory Services

Companies in the Sage Advisory Services portfolio as of the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Ishares Msci Usa Quality Facto invalid (QUAL) 13.78 441.74k +29% 80.99
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 8.66 451.28k +10% 49.82
Technology SPDR (XLK) 6.94 224.03k -2% 80.37
iShares S&P 500 Index (IVV) 6.43 64.63k +798% 258.44
Ishares Tr msci usavalfct (VLUE) 5.96 246.20k +15% 62.83
Northern Lts Fd Tr Iv fund (GUDB) 4.45 237.96k 48.50
SPDR S&P Emerging Asia Pacific (GMF) 4.29 132.06k +79% 84.42
Ishares Inc core msci emkt (IEMG) 4.10 262.90k +24% 40.53
Vanguard REIT ETF (VNQ) 3.58 133.05k +881% 69.84
Ishares Tr 0-5yr hi yl cp (SHYG) 3.58 227.38k -16% 40.88
Ishares Inc emkts asia idx (EEMA) 3.08 140.54k NEW 56.95
Ishares Tr fltg rate nt (FLOT) 3.07 163.16k NEW 48.77
Vaneck Vectors Etf Tr (HYEM) 2.85 371.21k NEW 19.95
Janus Short Duration (VNLA) 2.69 141.88k NEW 49.18
Financial Select Sector SPDR (XLF) 2.34 292.29k NEW 20.78
Janus Detroit Str Tr fund (JMBS) 2.07 103.52k NEW 52.02
Health Care SPDR (XLV) 2.01 58.79k NEW 88.57
J P Morgan Exchange Traded F ultra shrt (JPST) 1.85 96.80k -28% 49.66
Industrial SPDR (XLI) 1.80 79.36k NEW 59.01
Ishares U S Etf Tr Short Matur sht mat bd etf (NEAR) 1.63 87.53k NEW 48.49
iShares iBoxx $ High Yid Corp Bond (HYG) 1.51 50.92k -37% 77.14
iShares Lehman MBS Bond Fund (MBB) 1.47 34.51k -27% 110.44
SPDR Wells Fargo Prfd Stk ETF (PSK) 1.35 89.14k NEW 39.29
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) 1.30 34.65k -25% 97.37
Market Vectors Etf High Yield Muni Index etf (HYD) 1.19 58.90k -56% 52.59
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) 1.16 57.62k +321% 52.33
iShares 10+ Year Credit Bond Fund ETF (IGLB) 1.13 46.36k +179% 63.38
Schwab Strategic Tr us dividend eq (SCHD) 0.95 54.90k 44.98
Vanguard Long-Term Bond ETF (BLV) 0.75 18.21k -36% 106.38
iShares Russell 2000 Growth Index (IWO) 0.62 10.10k 158.22
iShares S&P Natl AMTFr Mncpl Bd Fd (MUB) 0.54 12.48k 113.07
Spdr Ser Tr sp500 high div (SPYD) 0.39 41.31k NEW 24.59
Invesco Qqq Trust Series 1 (QQQ) 0.38 5.16k 190.31
SPDR Barclays Capital Convertible SecETF (CWB) 0.36 19.29k -26% 47.80
iShares Barclays Inter Crd Bd Fund ETF) (IGIB) 0.30 14.21k +2% 54.90
Vaneck Vectors J.p. Morgan Em Local Currency Bond Etf etf (EMLC) 0.27 24.20k +114% 28.48
Invesco Emerging Markets S etf (PCY) 0.16 17.49k -68% 23.95
Ishares Inc emrgmkt dividx (DVYE) 0.15 13.62k NEW 28.18
Ishares Tr msci eafe esg (ESGD) 0.15 7.42k 53.14
Dbx Etf Tr deutsche usd etf (HYLB) 0.14 8.19k NEW 44.07
Nushares Etf Tr a (NULV) 0.12 12.39k 24.46
Dbx Etf Tr Xtrckr msci us (USSG) 0.10 10.50k 23.71
Pimco Etf Tr 0-5 high yield (HYS) 0.09 2.61k -93% 85.69
Legg Mason Etf Invt Tr clearbrideg lr (LRGE) 0.09 7.57k 32.10
iShares Lehman 7-10 Yr Treas. Bond (IEF) 0.08 1.79k -66% 121.43
Ishares Inc msci em esg se (ESGE) 0.08 7.97k 27.37

Past Filings by Sage Advisory Services

View past SEC 13F filings by Sage Advisory Services

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