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Collaborative Investmnt Ser shares owned by SageView Advisory Group

Quarter-by-quarter ownership of Collaborative Investmnt Ser (RDFI) shares owned by SageView Advisory Group from 13F filings

Historical chart of SageView Advisory Group investment in Collaborative Investmnt Ser

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All positions including Collaborative Investmnt Ser held by SageView Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Collaborative Investmnt Ser by SageView Advisory Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $340k 15k 22.89

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 Collaborative Investmnt Ser

SageView Advisory Group
Gts Securities
Advisor Group Holdings
UBS Group
Global Retirement Partners
SOA Wealth Advisors
Wells Fargo & Company

View all funds holding Collaborative Investmnt Ser