Sage Investment Advisers LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| VANGUARD INDEX FDS | $18.40M | 13.8% |
| ISHARES GOLD TR | $6.32M | 4.7% |
| Visa Inc | $5.69M | 4.3% |
| INTERNATIONAL BUSINESS MACHINES CORP | $4.10M | 3.1% |
| JPMORGAN CHASE & CO | $3.98M | 3.0% |
| ISHARES TR | $3.97M | 3.0% |
| iShares MSCI UAE ETF | $3.75M | 2.8% |
| VANGUARD BD INDEX FDS | $3.72M | 2.8% |
| VANGUARD BD INDEX FDS | $3.67M | 2.8% |
| CHEVRON CORP | $3.65M | 2.7% |
| VANGUARD STAR FDS | $3.61M | 2.7% |
| SPDR GOLD TR | $3.59M | 2.7% |
| ISHARES TR | $3.45M | 2.6% |
| INVESCO QQQ TR | $3.38M | 2.5% |
| SCHWAB STRATEGIC TR | $2.79M | 2.1% |
| Alphabet Inc. | $2.68M | 2.0% |
| MARTIN MARIETTA MATERIALS INC | $2.54M | 1.9% |
| Apple Inc. | $2.46M | 1.8% |
| VANGUARD SPECIALIZED FUNDS | $2.44M | 1.8% |
| Churchill Downs Inc | $2.31M | 1.7% |
| SCHWAB STRATEGIC TR | $2.25M | 1.7% |
| ISHARES TR | $2.00M | 1.5% |
| Alphabet Inc. | $1.79M | 1.3% |
| The Boeing Company | $1.74M | 1.3% |
| SPDR SERIES TRUST | $1.65M | 1.2% |
| WASTE MANAGEMENT INC | $1.55M | 1.2% |
| MICROSOFT CORP | $1.44M | 1.1% |
| VANGUARD WHITEHALL FDS | $1.39M | 1.0% |
| LOCKHEED MARTIN CORP | $1.37M | 1.0% |
| FedEx Corp | $1.26M | 0.9% |
| SPDR S&P 500 ETF TR | $1.24M | 0.9% |
| ADVANCED MICRO DEVICES INC | $1.13M | 0.8% |
| VANGUARD INDEX FDS | $1.13M | 0.8% |
| ISHARES BITCOIN TRUST ETF | $1.12M | 0.8% |
| DEERE & CO | $1.08M | 0.8% |
| Kratos Defense & Security Solutions Inc | $1.06M | 0.8% |
| JOHNSON & JOHNSON | $1.05M | 0.8% |
| Union Pacific Corp | $997.0K | 0.7% |
| Warren E. Buffett | $947.5K | 0.7% |
| ISHARES TR | $884.8K | 0.7% |
| CSX CORP | $872.2K | 0.7% |
| SELECT SECTOR SPDR TR | $833.4K | 0.6% |
| SPROTT INC | $829.9K | 0.6% |
| Palantir Technologies Inc | $761.7K | 0.6% |
| NVIDIA Corp | $752.2K | 0.6% |
| GRAYSCALE BITCOIN TRUST ETF | $717.8K | 0.5% |
| SELECT SECTOR SPDR TR | $708.1K | 0.5% |
| VANGUARD WORLD FD | $682.7K | 0.5% |
| ESPEY MFG & ELECTRONICS CORPESP | $680.3K | 0.5% |
| NORFOLK SOUTHERN CORP | $645.3K | 0.5% |