SageView Advisory Group, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| ISHARES TR | $361.94M | 12.2% |
| VANGUARD SCOTTSDALE FDS | $272.82M | 9.2% |
| VANGUARD SCOTTSDALE FDS | $246.86M | 8.3% |
| SCHWAB STRATEGIC TR | $158.95M | 5.4% |
| VANGUARD INDEX FDS | $135.68M | 4.6% |
| SCHWAB STRATEGIC TR | $110.01M | 3.7% |
| ISHARES TR | $108.55M | 3.7% |
| ISHARES TR | $81.95M | 2.8% |
| SCHWAB STRATEGIC TR | $79.86M | 2.7% |
| Apple Inc. | $51.88M | 1.8% |
| SPDR SERIES TRUST | $34.15M | 1.2% |
| ISHARES TR | $32.34M | 1.1% |
| MICROSOFT CORP | $32.21M | 1.1% |
| NVIDIA Corp | $29.79M | 1.0% |
| ISHARES TR | $29.05M | 1.0% |
| ISHARES TR | $25.47M | 0.9% |
| VANGUARD INDEX FDS | $18.77M | 0.6% |
| T ROWE PRICE ETF INC | $18.57M | 0.6% |
| Alphabet Inc. | $18.35M | 0.6% |
| ISHARES TR | $16.52M | 0.6% |
| Amazon.com Inc | $16.48M | 0.6% |
| FLEXSHARES TR | $16.27M | 0.6% |
| PROCTER & GAMBLE Co | $14.45M | 0.5% |
| ISHARES TR | $14.17M | 0.5% |
| Meta Platforms Inc | $14.14M | 0.5% |
| VANGUARD MUN BD FDS | $13.52M | 0.5% |
| iShares MSCI UAE ETF | $13.21M | 0.4% |
| JPMORGAN CHASE & CO | $13.15M | 0.4% |
| ELI LILLY & Co | $12.43M | 0.4% |
| VANGUARD WORLD FD | $11.90M | 0.4% |
| DIMENSIONAL ETF TRUST | $11.60M | 0.4% |
| VANGUARD WORLD FD | $11.08M | 0.4% |
| VANGUARD INDEX FDS | $10.38M | 0.4% |
| INNOVATOR ETFS TRUST | $10.26M | 0.3% |
| INNOVATOR ETFS TRUST | $9.96M | 0.3% |
| iShares MSCI UAE ETF | $9.79M | 0.3% |
| Broadcom Inc. | $9.67M | 0.3% |
| EXXON MOBIL CORP | $9.65M | 0.3% |
| INNOVATOR ETFS TRUST | $9.62M | 0.3% |
| INNOVATOR ETFS TRUST | $9.60M | 0.3% |
| CISCO SYSTEMS, INC. | $9.39M | 0.3% |
| Autodesk, Inc. | $9.11M | 0.3% |
| VANGUARD WORLD FD | $8.63M | 0.3% |
| VANGUARD INDEX FDS | $8.24M | 0.3% |
| DIMENSIONAL ETF TRUST | $7.82M | 0.3% |
| MCDONALD'S CORP | $7.76M | 0.3% |
| AbbVie Inc. | $7.68M | 0.3% |
| INNOVATOR ETFS TRUST | $7.50M | 0.3% |
| INNOVATOR ETFS TRUST | $7.49M | 0.3% |
| INNOVATOR ETFS TRUST | $7.48M | 0.3% |