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Vertical Cap Income Fund shs ben int shares owned by SageView Advisory Group

Quarter-by-quarter ownership of Vertical Cap Income Fund shs ben int (CCIF) shares owned by SageView Advisory Group from 13F filings

Historical chart of SageView Advisory Group investment in Vertical Cap Income Fund shs ben int

Tip: Access up to 7 years of quarterly data

All positions including Vertical Cap Income Fund shs ben int held by SageView Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vertical Cap Income Fund shs ben int by SageView Advisory Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $96k 12k 7.82

More positions owned by SageView Advisory Group

Ishares Tr Core Us Aggbd Et (Principal) (AGG)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ishares Tr Core Intl Aggr (Principal) (IAGG)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Ishares Tr Global Reit Etf (REET)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Apple (AAPL)
Flexshares Tr Mornstar Usmkt (TILT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Ishares Tr National Mun Etf (Principal) (MUB)
Ishares Tr Jpmorgan Usd Emg (Principal) (EMB)

View all positions for SageView Advisory Group

Top funds holding Vertical Cap Income Fund shs ben int

Thomas J. Herzfeld Advisors
Cambridge Investment Research Advisors
Brooklyn Capital Management
Relative Value Partners
Access Financial Services
Almitas Capital
Riverbrige Partners
Townsquare Capital
Advisor Group Holdings
Sea Otter Advisors
Melfa Wealth Management
Centaurus Financial
HighTower Advisors
Koshinski Asset Management
SageView Advisory Group

View all funds holding Vertical Cap Income Fund shs ben int