SageGuard Financial Group as of Sept. 30, 2021
Portfolio Holdings for SageGuard Financial Group
SageGuard Financial Group holds 15 positions in its portfolio as reported in the September 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 18.1 | $1.2M | 23k | 50.45 | |
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 13.9 | $888k | 25k | 36.20 | |
| Spdr Ser Tr Portfolio Agrgte (SPAB) | 8.6 | $547k | 18k | 29.87 | |
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 6.0 | $381k | 9.0k | 42.53 | |
| Select Sector Spdr Tr Technology (XLK) | 5.7 | $363k | 2.4k | 149.26 | |
| Select Sector Spdr Tr Communication (XLC) | 5.6 | $354k | 4.4k | 80.04 | |
| Caterpillar (CAT) | 5.2 | $333k | 1.7k | 192.15 | |
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 5.2 | $331k | 3.5k | 94.33 | |
| Microsoft Corporation (MSFT) | 5.2 | $330k | 1.2k | 281.57 | |
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 4.8 | $309k | 6.0k | 51.24 | |
| Amazon (AMZN) | 4.8 | $309k | 94.00 | 3287.23 | |
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 4.8 | $306k | 4.8k | 64.11 | |
| Schwab Strategic Tr Us Tips Etf (SCHP) | 4.7 | $297k | 4.7k | 62.58 | |
| Spdr Ser Tr Portfolio Ln Tsr (SPTL) | 4.2 | $269k | 6.5k | 41.26 | |
| Spdr Ser Tr Portfolio S&p400 (SPMD) | 3.2 | $201k | 4.4k | 46.06 |
