Investment Insights: Sage Financial Group's Q4 2022 vs. Q1 2023 Holdings Compared

Sage Financial Group, Inc., a leading investment firm, recently released its Q4 2022 and Q1 2023 13F filings, revealing changes in its holdings between the two quarters. The 13F filings provide a glimpse into the portfolio of the company and its investment strategy.

During the comparison, we observed a few significant changes in some of the company's holdings. In this blog post, we will analyze these changes and provide an insight into Sage Financial Group's investment strategy.

Firstly, one of the notable changes in the company's holdings was in the Schwab Strategic Trust (SCHX). The company's Q1 2023 holdings increased by 1.6% from Q4 2022, with an additional 128,438 shares and a value of $32,348,000.

Secondly, the iShares Trust (IJH) also experienced a significant increment of 20,536 shares, an increase of 12.5% compared to the Q4 2022 holdings. The Q1 2023 holdings had a value of $49,413,000.

However, some of the company's holdings saw a decrease in the Q1 2023 portfolio when compared to Q4 2022. The Vanguard Index Funds (VTV), which was the largest holding in Q4 2022, suffered a decline of 0.5%, with holdings currently worth $47,657,000.

Another important mention is the decline of the iShares Trust (IGF) by 42.1% from the Q4 2022 holdings. Similarly, the Vanguard International Equity Index Funds (VWO), saw a decline of 10.4% in Q1 2023, a drop of 8717 shares, and a decrease in value by $904,000.

It is noteworthy to mention that the investment firm's total 13F holdings had a value of $2.77 billion in Q1 2023, an increase of $180 million compared to the prior quarter. This increase was mainly due to the notable increment in Schwab Strategic Trust (SCHX) and iShares Trust (IJH) holdings.

In conclusion, Sage Financial Group's Q4 2022 vs. Q1 2023 13F holdings comparison shows that the company's investment strategy is ever-evolving, with some of its stock holdings increasing while others decrease. Despite fluctuations, the investment firm's portfolio remains diversified, with holdings in various funds, including iShares Trust and Vanguard Index Funds. It is also essential to mention that 13F filings aren't a complete representation of a company's overall portfolio, and investment firms may have holdings in non-publicly traded securities or other investments not included in the 13F filings.