Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 04-30-2024 | 03-31-2024 | 102 | 1,111,274,205 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | ESG SCRD S&P MID | 51 | $956,498 | 23,284 | 0.00 | 0.00 | 2,452 | 11.77 | 03-31-2024 |
| ISHARES TR | CORE HIGH DV ETF | 52 | $884,028 | 8,021 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 53 | $882,969 | 10,951 | 0.00 | 0.00 | -3,106 | -22.10 | 03-31-2024 |
| ISHARES TR | GRWT ALLOCAT ETF | 54 | $854,424 | 15,348 | 0.00 | 0.00 | -1,388 | -8.29 | 03-31-2024 |
