StockDriftsStockDriftsTop 50 Sage Financial Group Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHX | SCHWAB STRATEGIC TR | 38.55% | 23.11M | $592.5M | -3.05%(-727.98K) | $9.60(+206.21%) | 2026-03-31 | |
| IJH | ISHARES TR | 6.39% | 1.45M | $98.2M | +2.99%(+42.18K) | $48.26(+57.67%) | 2026-03-31 | |
| IJR | ISHARES TR | 4.9% | 606.0K | $75.3M | +2.31%(+13.69K) | $95.46(+53.45%) | 2026-03-31 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 4.62% | 370.4K | $71.1M | +113.87%(+197.20K) | $191.22(+12.39%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 4.51% | 353.6K | $69.4M | +0.12%(+415) | $63.81(+243.47%) | 2026-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 4.38% | 1.24M | $67.3M | +54.05%(+436.62K) | $48.66(+21.32%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 3.97% | 139.6K | $61.0M | -3.19%(-4.60K) | $21.17(+303.97%) | 2026-03-31 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 3.54% | 724.9K | $54.4M | +9.04%(+60.08K) | $55.50(+49.52%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 3.17% | 81.5K | $48.7M | -0.11%(-86) | $342.73(+99.82%) | 2026-03-31 | |
| VV | VANGUARD INDEX FDS | 2.09% | 107.5K | $32.1M | -2.80%(-3.10K) | $155.85(+120.06%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.56% | +54.32% |
| Top 20 Holdings Unweighted | +12.54% | +42.52% |
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