CIK 1914558
SageView Advisory Group, LLC
Institutional 13F holdings & portfolio
Holdings
598
Portfolio Value
$1M+
Latest Report
Mar 31, 2025
Report Periods
1
Holdings
13F filings as of Mar 31, 2025 · Showing 1–50 of 598
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AGG | ISHARES TR | 3.4M | $1M+ | SH |
| VONV | VANGUARD SCOTTSDALE FDS | 2.6M | $1M+ | SH |
| VONG | VANGUARD SCOTTSDALE FDS | 2.0M | $1M+ | SH |
| SCHF | SCHWAB STRATEGIC TR | 6.8M | $1M+ | SH |
| IAGG | ISHARES TR | 2.0M | $1M+ | SH |
| SCHE | SCHWAB STRATEGIC TR | 3.6M | $1M+ | SH |
| VXF | VANGUARD INDEX FDS | 573K | $1M+ | SH |
| REET | ISHARES TR | 2.7M | $1M+ | SH |
| SCHC | SCHWAB STRATEGIC TR | 1.8M | $1M+ | SH |
| AAPL | APPLE INC | 188K | $1M+ | SH |
| MUB | ISHARES TR | 266K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 68K | $1M+ | SH |
| SPHY | SPDR SER TR | 1.1M | $1M+ | SH |
| IVV | ISHARES TR | 45K | $1M+ | SH |
| EMB | ISHARES TR | 245K | $1M+ | SH |
| TILT | FLEXSHARES TR | 82K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO | 98K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 151K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 29K | $1M+ | SH |
| IEFA | ISHARES TR | 187K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 51K | $1M+ | SH |
| AMZN | AMAZON COM INC | 72K | $1M+ | SH |
| ESGV | VANGUARD WORLD FD | 138K | $1M+ | SH |
| VCEB | VANGUARD WORLD FD | 198K | $1M+ | SH |
| IJH | ISHARES TR | 199K | $1M+ | SH |
| META | META PLATFORMS INC | 20K | $1M+ | SH |
| BND | VANGUARD BD INDEX FDS | 148K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 44K | $1M+ | SH |
| DFAC | DIMENSIONAL ETF TRUST | 304K | $1M+ | SH |
| VV | VANGUARD INDEX FDS | 37K | $1M+ | SH |
| LLY | ELI LILLY & CO | 11K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 17K | $1M+ | SH |
| ADSK | AUTODESK INC | 34K | $1M+ | SH |
| GOOGL | ALPHABET INC | 54K | $1M+ | SH |
| SUB | ISHARES TR | 78K | $1M+ | SH |
| USMV | ISHARES TR | 81K | $1M+ | SH |
| HD | HOME DEPOT INC | 21K | $1M+ | SH |
| DFCF | DIMENSIONAL ETF TRUST | 177K | $1M+ | SH |
| V | VISA INC | 21K | $1M+ | SH |
| VSGX | VANGUARD WORLD FD | 114K | $1M+ | SH |
| IWL | ISHARES TR | 48K | $1M+ | SH |
| VB | VANGUARD INDEX FDS | 29K | $1M+ | SH |
| TLTD | FLEXSHARES TR | 86K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 11K | $1M+ | SH |
| VXUS | VANGUARD STAR FDS | 93K | $1M+ | SH |
| CSWI | CSW INDUSTRIALS INC | 19K | $1M+ | SH |
| CSCO | CISCO SYS INC | 88K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 46K | $1M+ | SH |
| BUFF | INNOVATOR ETFS TRUST | 121K | $1M+ | SH |
| MCD | MCDONALDS CORP | 17K | $1M+ | SH |