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SageView Advisory Group

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

Top 5 stock holdings are AGG, VONG, VONV, SCHF, IAGG, and represent 35.93% of SageView Advisory Group's stock portfolio.
Added to shares of these 10 stocks: AGG (+$20M), REET (+$17M), VONV (+$5.2M), SCHF, SCHE, IAGG, VOO, VONG, VIG, SRE.
Started 19 new stock positions in SGOV, SNPS, BWX, BABA, HYD, SLB, FXI, APO, ENPH, CGGR. FBRT, NJUL, BSEP, BSCQ, IYE, EEM, HACK, QQQM, PAUG.
Reduced shares in these 10 stocks: CMDY (-$19M), QQQ (-$6.8M), USMV (-$5.5M), JNK, GOVT, VEA, IVV, SCHZ, IJH, HCA.
Sold out of its positions in EW, EQIX, FTCS, FTNT, GD, GGG, UJAN, UMAR, PFEB, UFEB.
SageView Advisory Group was a net buyer of stock by $13M.
SageView Advisory Group has $1.7B in assets under management (AUM), dropping by -2.81%.
Central Index Key (CIK): 0001914558

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Positions held by SageView Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for SageView Advisory Group

SageView Advisory Group holds 523 positions in its portfolio as reported in the September 2023 quarterly 13F filing

SageView Advisory Group has 523 total positions. Only the first 250 positions are shown.

Sign up to view all of the SageView Advisory Group Sept. 30, 2023 positions
Download the SageView Advisory Group September 2023 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core Us Aggbd Et (AGG)	12.6	$220M	+9%	2.3M	94.04	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	7.5	$131M	+2%	1.9M	68.44	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	7.4	$129M	+4%	1.9M	66.66	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	4.7	$82M	+4%	2.4M	33.96	View chart
Ishares Tr Core Intl Aggr (IAGG)	3.7	$65M	+6%	1.3M	48.78	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	3.6	$62M		433k	143.33	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	3.5	$61M	+6%	2.6M	23.94	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	2.1	$38M		1.2M	32.25	View chart
Ishares Tr Global Reit Etf (REET)	2.0	$35M	+95%	1.7M	21.17	View chart
Flexshares Tr Mornstar Usmkt (TILT)	1.9	$33M		205k	162.88	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.5	$26M	+5%	396k	64.35	View chart
Apple (AAPL)	1.4	$25M	+2%	146k	171.21	View chart
Ishares Tr Msci Usa Min Vol (USMV)	1.1	$20M	-21%	273k	72.38	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.0	$18M	+24%	45k	392.70	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.9	$16M	-2%	81k	195.69	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.9	$15M	+4%	184k	82.52	View chart
Ishares Tr National Mun Etf (MUB)	0.9	$15M		146k	102.54	View chart
Microsoft Corporation (MSFT)	0.8	$15M		46k	315.75	View chart
Spdr Ser Tr Bloomberg High Y (JNK)	0.8	$14M	-20%	159k	90.40	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.8	$14M	-13%	32k	429.43	View chart
Vanguard Index Fds Value Etf (VTV)	0.8	$14M	+2%	100k	137.93	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.8	$14M		182k	75.17	View chart
Ishares Tr Rus Top 200 Etf (IWL)	0.8	$13M		130k	103.37	View chart
Flexshares Tr M Star Dev Mkt (TLTD)	0.8	$13M		212k	62.55	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.6	$11M		410k	26.20	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.6	$11M		25k	427.48	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$10M		48k	212.41	View chart
Ishares Core Msci Emkt (IEMG)	0.6	$10M	+6%	213k	47.59	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.5	$9.0M		68k	131.79	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.5	$8.7M	-2%	108k	80.97	View chart
Vanguard Index Fds Growth Etf (VUG)	0.5	$8.5M	-3%	31k	272.31	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.4	$7.7M	+56%	50k	155.38	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.4	$7.7M		159k	48.11	View chart
Spdr Ser Tr Bloomberg Invt (FLRN)	0.4	$7.6M		246k	30.72	View chart
Autodesk (ADSK)	0.4	$7.2M		35k	206.91	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.4	$7.1M		102k	69.78	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.4	$7.0M	-3%	68k	102.86	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.4	$6.5M		161k	40.37	View chart
Ishares Tr Msci Kld400 Soc (DSI)	0.4	$6.4M	-2%	78k	81.41	View chart
Home Depot (HD)	0.3	$6.0M		20k	302.16	View chart
Ishares Tr Ibonds 23 Trm Hg (IBHC)	0.3	$5.9M		249k	23.64	View chart
Amazon (AMZN)	0.3	$5.7M	+2%	45k	127.12	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.3	$5.4M		74k	73.72	View chart
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA)	0.3	$5.2M	+4%	107k	48.49	View chart
Eli Lilly & Co. (LLY)	0.3	$5.1M		9.4k	537.16	View chart
Ishares Tr Msci Usa Esg Slc (SUSA)	0.3	$5.0M	-4%	55k	89.97	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.3	$4.9M	-22%	112k	44.23	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$4.8M	-2%	26k	189.14	View chart
JPMorgan Chase & Co. (JPM)	0.3	$4.8M		33k	145.02	View chart
Cisco Systems (CSCO)	0.3	$4.7M	+11%	88k	53.76	View chart
Innovator Etfs Tr Laderd Alctn Pwr (BUFF)	0.3	$4.7M	+21%	125k	37.50	View chart
Ishares Tr Core Msci Total (IXUS)	0.3	$4.6M	-10%	78k	59.99	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.3	$4.6M	+9%	36k	128.74	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.3	$4.6M		67k	69.13	View chart
Sempra Energy (SRE)	0.3	$4.5M	+95%	66k	68.03	View chart
UnitedHealth (UNH)	0.3	$4.4M	+4%	8.7k	504.18	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$4.3M	-4%	81k	53.52	View chart
Ishares Tr Core High Dv Etf (HDV)	0.2	$4.3M	+13%	44k	98.89	View chart
NVIDIA Corporation (NVDA)	0.2	$4.3M	+93%	9.9k	434.99	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$4.3M	-23%	17k	249.35	View chart
Meta Platforms Cl A (META)	0.2	$4.2M	+2%	14k	300.21	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.2	$4.2M	+10%	102k	41.03	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$4.1M	+2%	32k	130.86	View chart
Visa Com Cl A (V)	0.2	$4.1M	+7%	18k	230.01	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.2	$4.1M	-10%	136k	30.03	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.2	$4.1M		56k	72.31	View chart
Ishares Tr Blackrock Ultra (ICSH)	0.2	$4.0M		79k	50.38	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$4.0M		11k	350.31	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.2	$3.5M		77k	45.74	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$3.5M	-37%	81k	43.72	View chart
Select Sector Spdr Tr Technology (XLK)	0.2	$3.5M	+5%	22k	163.93	View chart
McDonald's Corporation (MCD)	0.2	$3.3M		13k	263.44	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$3.3M	-15%	32k	103.32	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.2	$3.2M	-5%	67k	48.65	View chart
Innovator Etfs Tr Us Eqt Pwr Buf (PAPR)	0.2	$3.2M		106k	30.61	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$3.2M	-12%	23k	139.70	View chart
Pepsi (PEP)	0.2	$3.1M		18k	169.50	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.2	$3.1M	+13%	132k	23.34	View chart
The Trade Desk Com Cl A (TTD)	0.2	$3.1M		39k	78.15	View chart
Exxon Mobil Corporation (XOM)	0.2	$2.9M	+2%	25k	117.51	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.2	$2.9M	-22%	45k	65.22	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.2	$2.9M		58k	50.07	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.2	$2.8M		82k	34.82	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.2	$2.8M		120k	23.35	View chart
Walt Disney Company (DIS)	0.2	$2.7M	+25%	34k	81.05	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.2	$2.7M		58k	46.38	View chart
Costco Wholesale Corporation (COST)	0.2	$2.7M		4.7k	564.98	View chart
Select Sector Spdr Tr Indl (XLI)	0.2	$2.6M		26k	101.38	View chart
Ishares Tr Select Divid Etf (DVY)	0.2	$2.6M		25k	107.64	View chart
Oneok (OKE)	0.2	$2.6M	+14%	42k	63.43	View chart
Procter & Gamble Company (PG)	0.2	$2.6M	-9%	18k	145.62	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.1	$2.6M	-14%	60k	43.56	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$2.6M	+6%	34k	75.84	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$2.6M	+8%	77k	33.17	View chart
Mastercard Incorporated Cl A (MA)	0.1	$2.5M		6.4k	395.89	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$2.5M	+9%	28k	90.39	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$2.5M	-2%	42k	58.79	View chart
Tesla Motors (TSLA)	0.1	$2.5M	+38%	9.9k	250.23	View chart
Innovator Etfs Tr Intrnl Dev Aprl (IAPR)	0.1	$2.4M		101k	24.15	View chart
Wal-Mart Stores (WMT)	0.1	$2.3M		15k	159.93	View chart
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)	0.1	$2.3M		51k	46.23	View chart
Innovator Etfs Tr Us Sml Cp Pwr Et (KAPR)	0.1	$2.3M		87k	26.75	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.1	$2.2M		30k	73.26	View chart
Synopsys (SNPS)	0.1	$2.2M	NEW	4.7k	458.97	View chart
Ishares Tr Msci Usa Value (VLUE)	0.1	$2.2M	-19%	24k	90.72	View chart
Amgen (AMGN)	0.1	$2.1M	+40%	8.0k	268.94	View chart
Adobe Systems Incorporated (ADBE)	0.1	$2.1M	+10%	4.1k	509.84	View chart
Nushares Etf Tr Nuveen Esg Us (NUBD)	0.1	$2.0M	+4%	96k	21.10	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$2.0M	-5%	28k	72.72	View chart
Chevron Corporation (CVX)	0.1	$2.0M	-10%	12k	168.62	View chart
Lockheed Martin Corporation (LMT)	0.1	$2.0M	-5%	4.9k	408.97	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.1	$2.0M	-31%	37k	53.35	View chart
First Tr Exchange-traded Ft Cboe Vest S&p (KNG)	0.1	$2.0M	+181%	40k	49.36	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$2.0M	-7%	41k	47.83	View chart
Innovator Etfs Tr Intrnl Dev July (IJUL)	0.1	$2.0M	+147%	78k	25.46	View chart
Abbvie (ABBV)	0.1	$1.9M		13k	149.06	View chart
Merck & Co (MRK)	0.1	$1.9M	-11%	18k	102.95	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$1.9M	-22%	20k	94.33	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$1.8M	-6%	24k	75.98	View chart
Ishares Tr Ibonds Dec25 Etf (IBDQ)	0.1	$1.8M		75k	24.37	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$1.8M	-6%	17k	103.72	View chart
Ishares Tr Ibonds Dec24 Etf (IBDP)	0.1	$1.8M	-3%	71k	24.73	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$1.7M		12k	141.69	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.1	$1.7M	+25%	34k	50.26	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$1.7M		16k	107.14	View chart
Metropcs Communications (TMUS)	0.1	$1.7M	+33%	12k	140.05	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$1.7M		24k	70.76	View chart
Goldman Sachs Etf Tr Equal Weight Us (GSEW)	0.1	$1.7M	-8%	28k	59.73	View chart
Cintas Corporation (CTAS)	0.1	$1.6M	+13%	3.4k	481.01	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.1	$1.6M	+2%	24k	68.81	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.1	$1.6M	+6%	29k	55.65	View chart
Thermo Fisher Scientific (TMO)	0.1	$1.6M		3.2k	506.13	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$1.6M		12k	131.85	View chart
Vanguard World Fds Health Car Etf (VHT)	0.1	$1.6M		6.7k	235.10	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$1.6M		52k	30.15	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.1	$1.6M		61k	25.69	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.1	$1.6M	+4%	80k	19.52	View chart
Ishares Tr Core Total Usd (IUSB)	0.1	$1.5M	+10%	35k	43.71	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.1	$1.5M		45k	34.07	View chart
Johnson & Johnson (JNJ)	0.1	$1.5M		9.8k	155.75	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$1.5M	-12%	32k	47.28	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)	0.1	$1.5M	+267%	47k	31.82	View chart
TJX Companies (TJX)	0.1	$1.5M	+19%	17k	88.88	View chart
Spdr Ser Tr Portfli High Yld (SPHY)	0.1	$1.5M	+38%	66k	22.42	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$1.5M	-22%	23k	63.49	View chart
American Tower Reit (AMT)	0.1	$1.5M	+87%	9.0k	164.45	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$1.5M	-9%	22k	67.68	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$1.5M		30k	49.53	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.1	$1.5M		58k	25.34	View chart
Pfizer (PFE)	0.1	$1.5M	+48%	44k	33.17	View chart
Rockwell Automation (ROK)	0.1	$1.5M		5.1k	285.89	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$1.5M	-2%	19k	75.66	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$1.4M		47k	31.01	View chart
Danaher Corporation (DHR)	0.1	$1.4M		5.8k	248.11	View chart
At&t (T)	0.1	$1.4M	+2%	96k	15.02	View chart
International Business Machines (IBM)	0.1	$1.4M	-8%	10k	140.30	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$1.4M		47k	30.28	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$1.4M		4.6k	307.14	View chart
Gilead Sciences (GILD)	0.1	$1.4M		19k	74.94	View chart
Select Sector Spdr Tr Sbi Materials (XLB)	0.1	$1.4M	+4%	18k	78.55	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.1	$1.4M	+5%	59k	23.77	View chart
Csw Industrials (CSWI)	0.1	$1.4M		8.0k	175.24	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$1.4M	-4%	6.7k	208.24	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$1.4M	-9%	5.2k	266.01	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.1	$1.4M	-17%	12k	115.01	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$1.4M	-10%	35k	39.21	View chart
Philip Morris International (PM)	0.1	$1.4M	-10%	15k	92.58	View chart
Coca-Cola Company (KO)	0.1	$1.4M	-15%	24k	55.94	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	0.1	$1.4M	+2%	34k	39.77	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$1.4M		21k	64.46	View chart
Trane Technologies SHS (TT)	0.1	$1.3M	+19%	6.6k	202.90	View chart
Adient Ord Shs (ADNT)	0.1	$1.3M		37k	36.70	View chart
Emerson Electric (EMR)	0.1	$1.3M	-16%	14k	96.57	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$1.3M	-5%	7.8k	171.45	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$1.3M	-39%	19k	69.25	View chart
Williams Companies (WMB)	0.1	$1.3M	-12%	38k	33.69	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.1	$1.3M	+4%	58k	21.76	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$1.2M		25k	49.83	View chart
Linde SHS (LIN)	0.1	$1.2M	+74%	3.3k	372.30	View chart
CVS Caremark Corporation (CVS)	0.1	$1.2M	+7%	18k	69.82	View chart
Duke Energy Corp Com New (DUK)	0.1	$1.2M	-15%	14k	88.30	View chart
Us Bancorp Del Com New (USB)	0.1	$1.2M	+18%	37k	33.06	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.1	$1.2M	-23%	24k	49.49	View chart
Select Sector Spdr Tr Communication (XLC)	0.1	$1.2M	+4%	18k	65.57	View chart
Uber Technologies (UBER)	0.1	$1.2M	+3%	25k	45.99	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.1	$1.2M	-17%	14k	84.23	View chart
Oracle Corporation (ORCL)	0.1	$1.1M	+89%	11k	105.93	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$1.1M	+29%	2.4k	473.62	View chart
Altria (MO)	0.1	$1.1M	-8%	27k	42.05	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$1.1M		6.4k	176.73	View chart
Verizon Communications (VZ)	0.1	$1.1M	-17%	35k	32.41	View chart
Bank of America Corporation (BAC)	0.1	$1.1M		41k	27.38	View chart
Innovator Etfs Tr Us Eqty Pwr Buf (PJUL)	0.1	$1.1M	+67%	33k	33.70	View chart
Anheuser Busch Inbev Sa Sponsored Adr (BUD)	0.1	$1.1M	+4%	20k	55.30	View chart
Qualcomm (QCOM)	0.1	$1.1M		10k	111.06	View chart
Abbott Laboratories (ABT)	0.1	$1.1M		11k	96.85	View chart
Innovator Etfs Tr Us Eqt Ultra Bf (UJUL)	0.1	$1.1M	+134%	39k	28.23	View chart
Fs Kkr Capital Corp (FSK)	0.1	$1.1M	+4%	56k	19.69	View chart
American Electric Power Company (AEP)	0.1	$1.1M	-17%	15k	75.22	View chart
Becton, Dickinson and (BDX)	0.1	$1.1M	+12%	4.2k	258.53	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.1	$1.1M		7.1k	153.83	View chart
Innovator Etfs Tr Us Eqt Ultra Bf (UAUG)	0.1	$1.1M	+247%	38k	28.66	View chart
EOG Resources (EOG)	0.1	$1.1M	+22%	8.5k	126.77	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.1	$1.1M		1.8k	588.78	View chart
MetLife (MET)	0.1	$1.0M	-17%	17k	62.91	View chart
Roper Industries (ROP)	0.1	$1.0M		2.1k	484.36	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.1	$1.0M	+13%	6.4k	160.98	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.1	$1.0M	+77%	21k	50.18	View chart
Indexiq Etf Tr Iq Mrgr Arb Etf (MNA)	0.1	$1.0M	-17%	32k	31.59	View chart
Innovator Etfs Tr Us Sml Cp Pwr B (KJUL)	0.1	$998k	+122%	40k	25.02	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$990k	-68%	45k	22.04	View chart
Nxp Semiconductors N V (NXPI)	0.1	$983k		4.9k	199.93	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	0.1	$979k	-26%	20k	47.97	View chart
Ishares Tr Core Msci Intl (IDEV)	0.1	$967k		17k	58.28	View chart
Enterprise Products Partners (EPD)	0.1	$961k	+5%	35k	27.37	View chart
Goldman Sachs Etf Tr Activebeta Eme (GEM)	0.1	$958k	-23%	33k	28.66	View chart
Global X Fds Us Pfd Etf (PFFD)	0.1	$949k	-7%	51k	18.81	View chart
Innovator Etfs Tr Emrgng Mkt April (EAPR)	0.1	$940k		39k	24.06	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.1	$927k	-4%	16k	58.93	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.1	$927k	-5%	19k	50.04	View chart
Caterpillar (CAT)	0.1	$926k		3.4k	273.02	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.1	$923k		40k	23.31	View chart
salesforce (CRM)	0.1	$917k	+84%	4.5k	202.78	View chart
Ares Capital Corporation (ARCC)	0.1	$915k	-17%	47k	19.47	View chart
Comcast Corp Cl A (CMCSA)	0.1	$914k	-36%	21k	44.34	View chart
S&p Global (SPGI)	0.1	$902k	+4%	2.5k	365.42	View chart
Ishares Tr Ibonds 24 Trm Hg (IBHD)	0.1	$899k	+44%	39k	23.20	View chart
Hartford Financial Services (HIG)	0.1	$897k	-25%	13k	70.91	View chart
Zoetis Cl A (ZTS)	0.1	$885k	+40%	5.1k	173.98	View chart
Ishares Tr Short Treas Bd (SHV)	0.1	$877k	-39%	7.9k	110.47	View chart
United Parcel Service CL B (UPS)	0.0	$872k		5.6k	155.87	View chart
Intel Corporation (INTC)	0.0	$871k		25k	35.55	View chart
Nextera Energy (NEE)	0.0	$864k		15k	57.29	View chart
Ishares Tr Eafe Value Etf (EFV)	0.0	$859k		18k	48.93	View chart
Innovator Etfs Tr Us Eqty Pwr Bf (PAUG)	0.0	$856k	NEW	28k	31.05	View chart
Marathon Petroleum Corp (MPC)	0.0	$852k	-20%	5.6k	151.33	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$843k	-14%	5.3k	159.56	View chart
Bristol Myers Squibb (BMY)	0.0	$829k	-19%	14k	58.04	View chart
Ishares Tr Ibonds Dec23 Etf (IBDO)	0.0	$825k		33k	25.36	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.0	$815k	+15%	8.9k	91.82	View chart
Ishares U S Etf Tr Bloomberg Roll (CMDY)	0.0	$813k	-95%	16k	51.51	View chart
General Mills (GIS)	0.0	$806k	-17%	13k	63.99	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.0	$801k	+28%	2.3k	347.74	View chart
Spdr Ser Tr Bbg Conv Sec Etf (CWB)	0.0	$795k	-7%	12k	67.80	View chart
Lyondellbasell Industries N Shs - A - (LYB)	0.0	$791k	-14%	8.4k	94.70	View chart
Genuine Parts Company (GPC)	0.0	$790k	-14%	5.5k	144.57	View chart
Cincinnati Financial Corporation (CINF)	0.0	$776k	-25%	7.6k	102.28	View chart
L3harris Technologies (LHX)	0.0	$768k		4.4k	174.10	View chart
Ishares Tr Intl Eqty Factor (INTF)	0.0	$766k	-33%	30k	25.85	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.0	$762k		10k	75.15	View chart

Past Filings by SageView Advisory Group

SEC 13F filings are viewable for SageView Advisory Group going back to 2022

SageView Advisory Group 2023 Q3 filed Nov. 3, 2023
SageView Advisory Group 2023 Q2 filed Aug. 11, 2023
SageView Advisory Group 2023 Q1 filed May 2, 2023
SageView Advisory Group 2022 Q4 filed Feb. 15, 2023

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