Sage Financial Group Inc Q2 2023 vs. Q3 2023 13F Holdings Comparison

Introduction:

As the investment landscape continues to evolve, it is crucial for financial groups and investors to stay updated on the changing market trends. One of the ways to gain insight into these trends is through 13F filings, which provide information on the holdings of institutional investment managers. In this article, we will analyze the Q2 2023 compared to Q3 2023 13F holdings of Sage Financial Group Inc, and explore the changes in their portfolio.

SCHWAB STRATEGIC TR - Adapting to Market Conditions:

Sage Financial Group Inc has shown a slight decrease in their holdings of SCHWAB STRATEGIC TR. In Q2 2023, they held 8,278,358 shares, which reduced to 8,113,379 shares in Q3 2023, representing a 5.3% decline. Similarly, the value of their holdings decreased from $433,537,000 to $410,536,000. This move could indicate a strategic adjustment to their portfolio in response to market conditions.

ISHARES TR - Shifting Positions:

The holdings of ISHARES TR also experienced some changes for Sage Financial Group Inc. In Q2 2023, they held 212,632 shares, which increased to 218,906 shares in Q3 2023, showing a slight uptick of 1.8%. The value of these holdings, however, decreased from $55,599,000 to $54,584,000, indicating a potential shift in their allocation strategy within the ISHARES TR space.

VANGUARD INDEX FDS - Maintaining Stability:

Sage Financial Group Inc has shown relatively stable holdings in VANGUARD INDEX FDS. The number of shares held remained relatively unchanged, with a slight decrease from 174,035 to 170,743 (-5.6%) between Q2 2023 and Q3 2023. The value of these holdings also declined from $49,245,000 to $46,494,000, further highlighting the stability of their VANGUARD INDEX FDS position.

VANGUARD INTL EQUITY INDEX F - A Balanced Approach:

Within the VANGUARD INTL EQUITY INDEX F, Sage Financial Group Inc maintained a balanced approach. The number of shares held in Q2 2023 was 513,350, which remained relatively stable at 512,996 in Q3 2023 (-0.1% change). Similarly, the value of these holdings decreased slightly from $27,931,000 to $26,609,000 (-4.7%). This suggests that Sage Financial Group Inc is holding a consistent position within the international equity index.

Conclusion:

The analysis of Sage Financial Group Inc's Q2 2023 compared to Q3 2023 13F holdings reveals some interesting trends. While there have been slight changes in their holdings across different funds, these changes seem to align with market conditions and the need for portfolio adjustments. As the investment landscape continues to evolve, it will be essential for financial groups and investors to monitor these trends and make informed decisions based on the available data. By staying updated, investors can adapt their portfolios to optimize returns and navigate through changing market dynamics.