Sage Financial Group Inc.
Annual return '25
+15.5%
SPY '25
+17.7%
Alpha
-2.2ptsvs SPY
Invested
$1.5B
Holdings
107
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SCHX
SCHWAB STRATEGIC TR
Held since at least Q1 2024
38.5%
02
$IJH
ISHARES TR
Q4 2025: New position (12.4k shares)
6.4%
03
$IJR
ISHARES TR
Q4 2025: New position (3.8k shares)
4.9%
04
$RSP
INVESCO EXCHANGE TRADED FD T
Held since at least Q1 2024
4.6%
05
$VTV
VANGUARD INDEX FDS
Q4 2025: New position (82 shares)
4.5%
06
$VWO
VANGUARD INTL EQUITY INDEX F
Q4 2025: New position (447 shares)
4.4%
07
$VUG
VANGUARD INDEX FDS
Q4 2025: New position (129 shares)
4.0%
08
$VEU
VANGUARD INTL EQUITY INDEX F
Q4 2025: New position (140 shares)
3.5%
09
$VOO
VANGUARD INDEX FDS
Q1 2026: Increased +0.6% (1.51M → 1.51M shares)
3.2%
10
$VV
VANGUARD INDEX FDS
Q4 2025: New position (5.7k shares)
2.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:30 UTC.