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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 38.81% of SageView Advisory Group's stock portfolio.
Added to shares of these 10 stocks: AGG (+$286M), VONG (+$175M), VONV (+$164M), SCHF (+$113M), IAGG (+$88M), SCHE (+$85M), VXF (+$79M), SCHC (+$53M), REET (+$53M), MSFT (+$28M).
Started 307 new stock positions in RSP, MCD, CASH, DFIV, PMAY, VRT, DNL, GEM, MMSI, NXPI.
Reduced shares in these 10 stocks: EFG (-$273M), FNDA (-$161M), VWOB (-$136M), VXUS (-$113M), IDEV (-$103M), VBR (-$85M), FNDE (-$80M), IWF (-$61M), NOW (-$48M), HEFA (-$47M).
Sold out of its positions in AUB, BAM, MODG, CENT, COLM, CR, DASH, FBTC, FBP, FBNC.
SageView Advisory Group was a net seller of stock by $-69M.
SageView Advisory Group has $2.2B in assets under management (AUM), dropping by 10.75%.
Central Index Key (CIK): 0001914558

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Portfolio Holdings for SageView Advisory Group

SageView Advisory Group holds 559 positions in its portfolio as reported in the June 2024 quarterly 13F filing

SageView Advisory Group has 559 total positions. Only the first 250 positions are shown.

Sign up to view all of the SageView Advisory Group June 30, 2024 positions
Download the SageView Advisory Group June 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core Us Aggbd Et (Principal) (AGG)	13.3	$286M	+54604%	2.9M	97.07	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	8.5	$183M	+2127%	1.9M	93.81	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	7.7	$166M	+7560%	2.2M	76.57	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	5.2	$113M	NEW	2.9M	38.42	View chart
Ishares Tr Core Intl Aggr (Principal) (IAGG)	4.1	$88M	NEW	1.8M	49.92	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	4.0	$85M	NEW	3.2M	26.56	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	3.7	$79M	+17868%	470k	168.79	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	2.5	$53M	NEW	1.5M	35.58	View chart
Ishares Tr Global Reit Etf (REET)	2.5	$53M	NEW	2.3M	23.25	View chart
Apple (AAPL)	1.7	$37M	+4%	174k	210.62	View chart
Flexshares Tr Mornstar Usmkt (TILT)	1.5	$32M	-14%	160k	199.85	View chart
Microsoft Corporation (MSFT)	1.3	$28M	NEW	62k	446.95	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.2	$25M	+57%	51k	500.13	View chart
Spdr Ser Tr Portfli High Yld (Principal) (SPHY)	1.0	$22M	NEW	954k	23.23	View chart
Ishares Tr Jpmorgan Usd Emg (Principal) (EMB)	1.0	$21M	NEW	234k	88.48	View chart
Ishares Tr National Mun Etf (Principal) (MUB)	0.9	$19M	+63%	178k	106.55	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.8	$17M	+1106%	234k	72.64	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.7	$16M	NEW	63k	249.62	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.7	$16M	+210%	161k	96.62	View chart
NVIDIA Corporation (NVDA)	0.7	$15M	NEW	124k	123.54	View chart
Amazon (AMZN)	0.6	$14M	+17%	70k	193.25	View chart
Ishares Tr Rus Top 200 Etf (IWL)	0.6	$13M	NEW	100k	133.95	View chart
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)	0.6	$13M	+680%	311k	42.87	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$12M	+835%	46k	267.51	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.6	$12M	+172%	22k	547.22	View chart
Eli Lilly & Co. (LLY)	0.6	$12M	+16%	13k	905.35	View chart
Flexshares Tr M Star Dev Mkt (TLTD)	0.5	$12M	NEW	169k	69.91	View chart
Vanguard Bd Index Fds Short Trm Bond (Principal) (BSV)	0.5	$11M	+5779%	148k	76.70	View chart
Vanguard World Esg Us Corp Bd (Principal) (VCEB)	0.5	$11M	+116%	170k	62.06	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.5	$10M	-5%	318k	32.24	View chart
Meta Platforms Cl A (META)	0.5	$9.8M	-29%	20k	504.23	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.4	$9.4M	-32%	55k	170.76	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$9.1M	+25%	50k	182.15	View chart
Autodesk (ADSK)	0.4	$8.7M		35k	247.45	View chart
JPMorgan Chase & Co. (JPM)	0.4	$8.6M	NEW	43k	202.25	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (Principal) (BND)	0.4	$8.3M	+1168%	115k	72.05	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.4	$8.2M	NEW	98k	83.96	View chart
Vanguard Index Fds Growth Etf (VUG)	0.4	$8.2M	NEW	22k	374.01	View chart
Home Depot (HD)	0.3	$7.1M	NEW	21k	344.23	View chart
Ishares Tr Msci Kld400 Soc (DSI)	0.3	$7.0M	NEW	68k	103.85	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.3	$7.0M	-85%	199k	35.03	View chart
Dimensional Etf Trust Core Fixed Incom (Principal) (DFCF)	0.3	$6.9M		166k	41.54	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$6.5M	NEW	121k	53.53	View chart
Csw Industrials (CSWI)	0.3	$6.5M	+35%	24k	265.31	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$6.3M	NEW	12k	544.23	View chart
Visa Com Cl A (V)	0.3	$6.1M	NEW	23k	262.47	View chart
Ishares Tr Iboxx Hi Yd Etf (Principal) (HYG)	0.3	$5.5M	+216%	71k	77.14	View chart
Ishares Tr Msci Usa Esg Slc (SUSA)	0.3	$5.4M	NEW	48k	112.37	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$5.4M	+556%	33k	160.41	View chart
Innovator Etfs Trust Intrnl Dev Aprl (IAPR)	0.2	$5.2M	+309%	190k	27.28	View chart
UnitedHealth (UNH)	0.2	$5.1M	+2%	10k	509.25	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$5.1M	+2%	24k	218.04	View chart
Sempra Energy (SRE)	0.2	$5.0M	NEW	66k	76.06	View chart
Costco Wholesale Corporation (COST)	0.2	$5.0M	+12%	5.9k	850.04	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$5.0M	+3%	12k	406.80	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$4.9M	-95%	82k	60.30	View chart
Ishares Tr 0-5yr Hi Yl Cp (Principal) (SHYG)	0.2	$4.8M	NEW	115k	42.20	View chart
Ishares Tr Core Msci Total (IXUS)	0.2	$4.8M	+1596%	72k	67.56	View chart
Ishares Tr Ishs 5-10yr Invt (Principal) (IGIB)	0.2	$4.8M	NEW	94k	51.26	View chart
Ishares Tr Shrt Nat Mun Etf (Principal) (SUB)	0.2	$4.8M	+372%	46k	104.55	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.2	$4.7M	+901%	60k	78.78	View chart
Vaneck Etf Trust High Yld Munietf (Principal) (HYD)	0.2	$4.5M	NEW	87k	51.65	View chart
The Trade Desk Com Cl A (TTD)	0.2	$4.5M	+511%	46k	97.67	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.2	$4.5M	+739%	78k	57.27	View chart
Cisco Systems (CSCO)	0.2	$4.4M		92k	47.51	View chart
McDonald's Corporation (MCD)	0.2	$4.4M	NEW	17k	254.84	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$4.4M	NEW	9.1k	479.13	View chart
Exxon Mobil Corporation (XOM)	0.2	$4.3M	+39%	38k	115.12	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$4.3M	NEW	36k	118.60	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.2	$4.2M	-62%	19k	229.56	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (Principal) (VCSH)	0.2	$4.1M	NEW	53k	77.27	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (Principal) (VTEB)	0.2	$4.1M	+122%	81k	50.11	View chart
Adobe Systems Incorporated (ADBE)	0.2	$4.0M	+34%	7.1k	555.50	View chart
Pepsi (PEP)	0.2	$3.9M	NEW	24k	164.93	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.2	$3.7M	NEW	58k	64.95	View chart
Merck & Co (MRK)	0.2	$3.7M	NEW	30k	123.80	View chart
Vanguard Bd Index Fds Intermed Term (Principal) (BIV)	0.2	$3.3M	+141%	44k	74.89	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.2	$3.3M	NEW	7.0k	468.72	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.2	$3.3M	+367%	97k	33.65	View chart
Wal-Mart Stores (WMT)	0.2	$3.3M	NEW	48k	67.71	View chart
Broadcom (AVGO)	0.2	$3.2M	+76%	2.0k	1605.19	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.2	$3.2M	NEW	71k	45.71	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$3.2M	+260%	55k	58.52	View chart
Amgen (AMGN)	0.1	$3.2M	+14%	10k	312.45	View chart
Abbvie (ABBV)	0.1	$3.2M	+27%	19k	171.52	View chart
Synopsys (SNPS)	0.1	$3.2M	NEW	5.3k	595.06	View chart
Quanta Services (PWR)	0.1	$3.1M	NEW	12k	254.09	View chart
Innovator Etfs Trust Us Sml Cp Pwr Et (KAPR)	0.1	$3.1M	+232%	102k	30.80	View chart
Trane Technologies SHS (TT)	0.1	$3.1M	NEW	9.4k	328.92	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.1	$3.1M		117k	26.29	View chart
Cintas Corporation (CTAS)	0.1	$3.1M		4.4k	700.26	View chart
Walt Disney Company (DIS)	0.1	$3.0M	+7%	30k	99.29	View chart
Chevron Corporation (CVX)	0.1	$3.0M	+23%	19k	156.42	View chart
Procter & Gamble Company (PG)	0.1	$2.9M	NEW	18k	164.92	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$2.9M	NEW	15k	194.87	View chart
Metropcs Communications (TMUS)	0.1	$2.9M	NEW	16k	176.18	View chart
Pimco Etf Tr Inter Mun Bd Act (Principal) (MUNI)	0.1	$2.9M	NEW	55k	52.06	View chart
Tesla Motors (TSLA)	0.1	$2.8M	NEW	14k	197.88	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.1	$2.8M	NEW	71k	39.34	View chart
Dimensional Etf Trust Short Duration F (Principal) (DFSD)	0.1	$2.8M		59k	47.00	View chart
Mastercard Incorporated Cl A (MA)	0.1	$2.7M	NEW	6.1k	441.14	View chart
Netflix (NFLX)	0.1	$2.6M	NEW	3.9k	674.80	View chart
Aon Shs Cl A (AON)	0.1	$2.6M	NEW	8.9k	293.58	View chart
Johnson & Johnson (JNJ)	0.1	$2.6M	NEW	18k	146.16	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.1	$2.6M	-2%	29k	90.19	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.1	$2.6M	+17%	2.5k	1022.64	View chart
American Express Company (AXP)	0.1	$2.5M	+26%	11k	231.55	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$2.5M	+787%	51k	49.42	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.1	$2.5M	+148%	63k	39.05	View chart
Nushares Etf Tr Nuveen Esg Us (Principal) (NUBD)	0.1	$2.4M	NEW	111k	21.82	View chart
Servicenow (NOW)	0.1	$2.4M	-95%	3.0k	786.67	View chart
Palo Alto Networks (PANW)	0.1	$2.3M	NEW	6.7k	339.01	View chart
TJX Companies (TJX)	0.1	$2.3M	NEW	21k	110.10	View chart
Vanguard Scottsdale Fds Int-term Corp (Principal) (VCIT)	0.1	$2.2M	+2%	27k	79.93	View chart
American Tower Reit (AMT)	0.1	$2.2M	+19%	11k	194.38	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$2.2M	NEW	15k	150.43	View chart
salesforce (CRM)	0.1	$2.2M	+175%	8.4k	257.11	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$2.1M	+422%	17k	120.74	View chart
Fidelity Merrimack Str Tr Total Bd Etf (Principal) (FBND)	0.1	$2.1M	NEW	46k	44.93	View chart
Linde SHS (LIN)	0.1	$2.1M	NEW	4.7k	438.82	View chart
Schwab Strategic Tr Us Aggregate B (Principal) (SCHZ)	0.1	$2.0M	NEW	44k	45.58	View chart
Philip Morris International (PM)	0.1	$2.0M	NEW	20k	101.33	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$2.0M	NEW	32k	62.87	View chart
Nextera Energy (NEE)	0.1	$2.0M	NEW	28k	70.81	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$2.0M	NEW	19k	106.66	View chart
Lockheed Martin Corporation (LMT)	0.1	$2.0M	NEW	4.2k	467.12	View chart
Bank of America Corporation (BAC)	0.1	$2.0M	+8%	50k	39.77	View chart
Thermo Fisher Scientific (TMO)	0.1	$2.0M	NEW	3.5k	552.97	View chart
Verizon Communications (VZ)	0.1	$1.9M	NEW	47k	41.24	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$1.9M	-75%	23k	83.76	View chart
Innovator Etfs Trust Us Eqt Ultra Bfr (UFEB)	0.1	$1.9M	+246%	59k	31.66	View chart
Intuitive Surgical Com New (ISRG)	0.1	$1.8M	+837%	4.1k	444.85	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.1	$1.8M		57k	31.99	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$1.8M	+2%	9.9k	183.42	View chart
Charles Schwab Corporation (SCHW)	0.1	$1.8M	NEW	25k	73.69	View chart
Lowe's Companies (LOW)	0.1	$1.8M	NEW	8.3k	220.47	View chart
Eaton Corp SHS (ETN)	0.1	$1.8M	+56%	5.8k	313.55	View chart
Texas Instruments Incorporated (TXN)	0.1	$1.8M	NEW	9.3k	194.53	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.1	$1.8M		81k	22.10	View chart
Progressive Corporation (PGR)	0.1	$1.8M	NEW	8.5k	207.72	View chart
At&t (T)	0.1	$1.7M	-11%	90k	19.11	View chart
Coca-Cola Company (KO)	0.1	$1.7M	-6%	27k	63.65	View chart
Raytheon Technologies Corp (RTX)	0.1	$1.7M	+2849%	17k	100.39	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.1	$1.7M	-98%	30k	54.92	View chart
Nxp Semiconductors N V (NXPI)	0.1	$1.7M	NEW	6.1k	269.08	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (Principal) (JPST)	0.1	$1.6M	NEW	33k	50.47	View chart
Vanguard Malvern Fds Strm Infproidx (Principal) (VTIP)	0.1	$1.6M	-33%	34k	48.54	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.1	$1.6M		57k	28.78	View chart
Oracle Corporation (ORCL)	0.1	$1.6M	NEW	11k	141.20	View chart
Northrop Grumman Corporation (NOC)	0.1	$1.6M	NEW	3.7k	435.91	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.1	$1.6M	NEW	23k	69.35	View chart
Vanguard Scottsdale Fds Short Term Treas (Principal) (VGSH)	0.1	$1.6M	+804%	28k	57.99	View chart
Dimensional Etf Trust Emerging Mkts Hi (DEHP)	0.1	$1.6M	+633%	61k	26.02	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJUN)	0.1	$1.6M	NEW	50k	32.00	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$1.6M	-81%	13k	118.78	View chart
Spdr Ser Tr Bloomberg High Y (Principal) (JNK)	0.1	$1.6M	NEW	17k	94.27	View chart
Spdr Ser Tr Nuveen Blmbrg Sh (Principal) (SHM)	0.1	$1.6M	+131%	33k	47.19	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$1.6M	NEW	18k	86.61	View chart
Altria (MO)	0.1	$1.6M	-5%	34k	45.55	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$1.6M	-95%	6.4k	242.09	View chart
Vanguard Charlotte Fds Total Int Bd Etf (Principal) (BNDX)	0.1	$1.5M	+3118%	32k	48.67	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.1	$1.5M	+178%	7.1k	214.53	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAPR)	0.1	$1.5M	NEW	52k	29.04	View chart
Comcast Corp Cl A (CMCSA)	0.1	$1.5M		39k	39.16	View chart
Ishares Tr Msci Usa Value (VLUE)	0.1	$1.5M	-75%	15k	103.46	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$1.5M	+830%	45k	33.53	View chart
Vericity (VERY)	0.1	$1.5M	NEW	130k	11.43	View chart
Air Products & Chemicals (APD)	0.1	$1.5M	+15%	5.7k	258.04	View chart
S&p Global (SPGI)	0.1	$1.5M	NEW	3.3k	445.93	View chart
Analog Devices (ADI)	0.1	$1.4M	+38%	6.3k	228.25	View chart
Dimensional Etf Trust Inflation Prote (Principal) (DFIP)	0.1	$1.4M		35k	40.83	View chart
Us Bancorp Del Com New (USB)	0.1	$1.4M	NEW	36k	39.70	View chart
International Business Machines (IBM)	0.1	$1.4M	NEW	8.2k	172.96	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$1.4M	+1304%	18k	81.08	View chart
Abbott Laboratories (ABT)	0.1	$1.4M	+44%	13k	103.91	View chart
Pfizer (PFE)	0.1	$1.4M	NEW	49k	27.98	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$1.4M		7.5k	182.56	View chart
Advanced Micro Devices (AMD)	0.1	$1.4M	+56%	8.4k	162.21	View chart
EOG Resources (EOG)	0.1	$1.4M	+13%	11k	125.88	View chart
Cigna Corp (CI)	0.1	$1.4M	NEW	4.1k	330.57	View chart
United Parcel Service CL B (UPS)	0.1	$1.4M	+475%	9.9k	136.85	View chart
Duke Energy Corp Com New (DUK)	0.1	$1.3M	+4%	14k	99.60	View chart
Spdr Ser Tr Bloomberg Invt (Principal) (FLRN)	0.1	$1.3M	NEW	43k	30.85	View chart
Innovator Etfs Trust Emrgng Mkt April (EAPR)	0.1	$1.3M	+219%	50k	25.86	View chart
Paychex (PAYX)	0.1	$1.3M	NEW	11k	118.56	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$1.3M	NEW	20k	64.95	View chart
Novo-nordisk A S Adr (NVO)	0.1	$1.3M	NEW	8.9k	142.74	View chart
Ishares Tr Esg Awre Usd Etf (Principal) (SUSC)	0.1	$1.3M	+532%	55k	22.72	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$1.2M	+11%	12k	100.84	View chart
Deere & Company (DE)	0.1	$1.2M		3.3k	373.67	View chart
ConocoPhillips (COP)	0.1	$1.2M	+93%	11k	114.38	View chart
Williams Companies (WMB)	0.1	$1.2M	NEW	29k	42.50	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$1.2M	-98%	3.3k	364.55	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$1.2M	+146%	38k	31.55	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.1	$1.2M	-2%	19k	62.26	View chart
Applied Materials (AMAT)	0.1	$1.2M	+28%	5.1k	236.01	View chart
Ishares Tr Esg Awre 1 5 Yr (Principal) (SUSB)	0.1	$1.2M	NEW	49k	24.49	View chart
Wells Fargo & Company (WFC)	0.1	$1.2M	NEW	20k	59.39	View chart
Starbucks Corporation (SBUX)	0.1	$1.2M	NEW	15k	77.85	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$1.2M	NEW	20k	57.61	View chart
Honeywell International (HON)	0.1	$1.2M	NEW	5.5k	213.56	View chart
Anheuser Busch Inbev Sa Sponsored Adr (BUD)	0.1	$1.2M	-7%	20k	58.15	View chart
Ge Aerospace Com New (GE)	0.1	$1.2M	+652%	7.3k	158.97	View chart
Morgan Stanley Com New (MS)	0.1	$1.1M	+1900%	12k	97.19	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$1.1M	+39%	26k	43.76	View chart
BlackRock (BLK)	0.1	$1.1M	-27%	1.4k	787.15	View chart
Qualcomm (QCOM)	0.1	$1.1M	NEW	5.4k	199.17	View chart
Cincinnati Financial Corporation (CINF)	0.0	$1.1M	-19%	9.1k	118.09	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.0	$1.1M	NEW	8.9k	119.31	View chart
Parker-Hannifin Corporation (PH)	0.0	$1.1M	NEW	2.1k	505.83	View chart
Snowflake Cl A (SNOW)	0.0	$1.1M	NEW	7.8k	135.09	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJAN)	0.0	$1.1M	NEW	29k	37.11	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$1.1M	NEW	6.4k	164.27	View chart
Capital One Financial (COF)	0.0	$1.1M	+261%	7.6k	138.45	View chart
Dominion Resources (D)	0.0	$1.1M	+4%	21k	49.00	View chart
Ishares Tr Esg Awr Us Agrgt (Principal) (EAGG)	0.0	$1.0M	-67%	22k	46.61	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.0	$1.0M		39k	26.73	View chart
Zoetis Cl A (ZTS)	0.0	$1.0M	NEW	6.0k	173.36	View chart
Adient Ord Shs (ADNT)	0.0	$1.0M		41k	24.71	View chart
Norfolk Southern (NSC)	0.0	$1.0M	NEW	4.7k	214.69	View chart
Ishares Tr Core Msci Intl (IDEV)	0.0	$988k	-99%	15k	65.64	View chart
L3harris Technologies (LHX)	0.0	$986k	NEW	4.4k	224.59	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$984k	+72%	3.2k	303.45	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAUG)	0.0	$983k	+33%	29k	33.65	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.0	$981k	-90%	9.2k	106.95	View chart
Marsh & McLennan Companies (MMC)	0.0	$976k	NEW	4.6k	210.74	View chart
Ishares Tr Core Total Usd (Principal) (IUSB)	0.0	$975k	+476%	22k	45.22	View chart
Lam Research Corporation (LRCX)	0.0	$957k	NEW	899.00	1064.94	View chart
McKesson Corporation (MCK)	0.0	$952k	NEW	1.6k	584.13	View chart
Prologis (PLD)	0.0	$948k	NEW	8.4k	112.31	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$942k	-98%	5.2k	182.51	View chart
Textron (TXT)	0.0	$928k	NEW	11k	85.86	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$922k	NEW	5.3k	173.82	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$922k	NEW	4.3k	215.02	View chart
Bank of New York Mellon Corporation (BK)	0.0	$904k		15k	59.89	View chart
Vanguard World Extended Dur (EDV)	0.0	$903k	NEW	12k	73.41	View chart
MetLife (MET)	0.0	$901k	+166%	13k	70.19	View chart
Booking Holdings (BKNG)	0.0	$900k	+60%	227.00	3964.91	View chart
Union Pacific Corporation (UNP)	0.0	$898k	NEW	4.0k	226.28	View chart
CVS Caremark Corporation (CVS)	0.0	$895k	+4%	15k	59.06	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)	0.0	$883k	NEW	23k	37.95	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$880k	-31%	4.8k	182.01	View chart
American Water Works (AWK)	0.0	$879k	+9%	6.8k	129.17	View chart
Airbnb Com Cl A (ABNB)	0.0	$879k	+93%	5.8k	151.63	View chart
Citigroup Com New (C)	0.0	$878k	+45%	14k	63.46	View chart
Innovator Etfs Trust International Dv (IOCT)	0.0	$874k	+585%	30k	29.29	View chart
Fidelity National Information Services (FIS)	0.0	$860k		11k	75.36	View chart
Boeing Company (BA)	0.0	$840k	+64%	4.6k	182.02	View chart
Uber Technologies (UBER)	0.0	$839k	NEW	12k	72.68	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.0	$833k	NEW	9.5k	88.11	View chart

Past Filings by SageView Advisory Group

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

SageView Advisory Group 2024 Q2 restated filed Aug. 15, 2024
SageView Advisory Group 2024 Q2 filed Aug. 12, 2024
SageView Advisory Group 2024 Q1 filed May 9, 2024
SageView Advisory Group 2023 Q4 restated filed March 6, 2024
SageView Advisory Group 2023 Q4 restated filed Feb. 16, 2024
SageView Advisory Group 2023 Q4 filed Feb. 9, 2024
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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