SageView Advisory Group, LLC

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Newport Beach, CA
CIK
0001914558
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 509 1,970,443 AGG, VONV, VONG, SCHF 13F-HR 11/14/2024 000117266124005134
Q2 2024 559 2,153,443 AGG, VONG, VONV, SCHF RESTATEMENT 8/14/2024 000108514624004018
Q1 2024 520 1,980,148 EFG, VXUS, VWOB, FNDE 13F-HR 5/8/2024 000108514624002347
Q4 2023 662 2,323,071 AGG, VONG, VONV, SCHF RESTATEMENT 3/6/2024 000108514624001564
Q3 2023 523 1,745,731 AGG, VONG, VONV, SCHF 13F-HR 11/2/2023 000108514623004073
Q2 2023 543 1,796,198 AGG, VONG, VONV, SCHF 13F-HR 8/11/2023 000108514623003279
Q1 2023 458 1,568,675 AGG, VONG, VONV, SCHF 13F-HR 5/1/2023 000108514623002011
Q4 2022 404 1,230,940 AGG, VONV, VONG, SCHF 13F-HR 2/14/2023 000108514623001392
Additional filings from SageView Advisory Group, LLC that have since been restated