Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SAGE RHINO CAPITAL LLC | 04-26-2024 | 03-31-2024 | 238 | 423,769,915 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 1 | $17,749,166 | 104,795 | 0.00 | 0.00 | -776 | -0.74 | 03-31-2024 |
| VANGUARD INDEX FDS | MID CAP ETF | 2 | $15,976,305 | 63,941 | 0.00 | 0.00 | -209 | -0.33 | 03-31-2024 |
| VANGUARD INDEX FDS | SMALL CP ETF | 3 | $14,100,767 | 61,686 | 0.00 | 0.00 | 115 | 0.19 | 03-31-2024 |
| ISHARES GOLD TR | ISHARES NEW | 4 | $14,053,395 | 334,525 | 0.00 | 0.00 | 2,036 | 0.61 | 03-31-2024 |
