Sage Financial Group Inc Q3 2023 vs. Q4 2023 13F Holdings Comparison

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Sage Financial Group Inc, a prominent financial institution, has released its Q3 2023 and Q4 2023 13F holdings comparison report. This report highlights the changes in the company's holdings during this period and provides valuable insights into its investment strategy. Let's dive into the details and analyze the key takeaways from this report.

1. SCHWAB STRATEGIC TR:

- In Q3 2023, Sage Financial Group Inc held 8,113,379 shares of SCHWAB STRATEGIC TR, while in Q4 2023, the number decreased slightly to 8,082,210 shares.

- The value of these shares also changed, with a value of $410,536,000 in Q3 2023 and $455,836,000 in Q4 2023.

- Overall, there was a minimal 11% decrease in holdings.

2. ISHARES TR:

- Sage Financial Group Inc had holdings in various ISHARES TR funds.

- For example, in Q3 2023, the company held 218,906 shares of ISHARES TR, which increased to 220,395 shares in Q4 2023.

- The value of these shares also increased from $54,584,000 to $61,082,000 during this period.

- This represents an 11.9% increase in holdings.

3. VANGUARD INDEX FDS:

- Another significant holding for Sage Financial Group Inc was VANGUARD INDEX FDS.

- In Q3 2023, they held 170,743 shares, which decreased slightly to 168,086 shares in Q4 2023.

- The value of these shares also decreased from $46,494,000 to $52,254,000.

- Overall, there was a 12.4% decrease in holdings.

4. Other Holdings:

- The report highlights several other holdings by Sage Financial Group Inc, including VANGUARD INTL EQUITY INDEX F, SPDR SER TR, INVESCO EXCH TRADED FD TR II, J P MORGAN EXCHANGE TRADED F, and more.

- These holdings experienced various changes, both in the number of shares held and the value of these shares.

The Q3 2023 vs. Q4 2023 13F holdings comparison report from Sage Financial Group Inc demonstrates the dynamic nature of the financial market. It showcases the company's decision-making process and its ability to adapt to market conditions. Understanding these changes can provide valuable insights for both current and potential investors.

It's important to note that the 13F filings help market participants understand the investment strategies of certain institutions. By analyzing these reports, investors can make more informed decisions regarding their own portfolios. However, it's crucial to remember that this report reflects past actions and may not necessarily represent future investment strategies.

As always, it's recommended to consult with a financial advisor or conduct thorough research before making any investment decisions. The market is constantly evolving, and staying informed is key to success in the ever-changing financial landscape.

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Note: The content provided in this blog post is for informational purposes only and should not be considered financial or investment advice. Always conduct your own research and consult with a qualified professional before making any investment decisions.