StockDriftsStockDriftsTop 50 Sageview Advisory Group, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AGG | ISHARES TR | 12.26% | 3.62M | $361.9M | +8.01%(+268.61K) | $97.91(+1.75%) | 2025-12-31 | |
| VONV | VANGUARD SCOTTSDALE FDS | 9.24% | 2.96M | $272.8M | +7.01%(+193.59K) | $79.65(+23.42%) | 2025-12-31 | |
| VONG | VANGUARD SCOTTSDALE FDS | 8.36% | 2.03M | $246.9M | -3.77%(-79.46K) | $91.66(+31.62%) | 2025-12-31 | |
| SCHF | SCHWAB STRATEGIC TR | 5.39% | 6.61M | $158.9M | -8.02%(-576.83K) | $17.38(+52.46%) | 2025-12-31 | |
| VXF | VANGUARD INDEX FDS | 4.6% | 648.8K | $135.7M | +4.62%(+28.66K) | $176.43(+25.28%) | 2025-12-31 | |
| SCHE | SCHWAB STRATEGIC TR | 3.73% | 3.36M | $110.0M | -9.47%(-351.35K) | $24.77(+42.78%) | 2025-12-31 | |
| IAGG | ISHARES TR | 3.68% | 2.17M | $108.6M | +8.88%(+177.11K) | $49.08(+1.79%) | 2025-12-31 | |
| REET | ISHARES TR | 2.78% | 3.28M | $82.0M | +8.11%(+246.33K) | $23.41(+14.93%) | 2025-12-31 | |
| SCHC | SCHWAB STRATEGIC TR | 2.71% | 1.75M | $79.9M | -8.41%(-161.15K) | $33.62(+48.96%) | 2025-12-31 | |
| AAPL | APPLE INC | 1.76% | 190.8K | $51.9M | -4.91%(-9.85K) | $176.58(+50.88%) | 2025-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.54% | +38.78% |
| Top 20 Holdings Unweighted | +12.82% | +43.60% |
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