Thursday, December 1 2022

SAGE FINANCIAL GROUP INC recently filed its 13F report for the second quarter of 2022, which ended on 2022-06-30.

The 13F report details the stocks that were in a guru’s stock portfolio at the end of the quarter, although investors should note that these filings are limited in scope, containing only an overview of long stock positions. listed in the United States and American certificates of deposit at the end of the quarter. They are not required to include international holdings, short positions or other types of investments. Yet even this limited repository can provide valuable information.

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According to the latest 13F report, the guru’s stock portfolio contained 88 stocks valued at a total of $757.00 million. The main titles were SCHX (46.44%), VTV (5.73%) and IJH (4.62%).

According to data from GuruFocus, these were SAGE FINANCIAL GROUP INC’s top five deals of the quarter.

iShares U.S. Preferred Shares

During the quarter, SAGE FINANCIAL GROUP INC purchased 269,911 shares of NAS:PFF for a total holding of 324,475. The transaction had an impact of 1.17% on the equity portfolio. During the quarter, the stock traded at an average price of $33.61.

On 7/25/2022, iShares US preferred stock traded at a price of $33.95 per share and a market capitalization of $15.64 billion. The stock has returned -9.46% over the past year.

The data is insufficient to calculate the financial strength and profitability of the title.

iShares MSCI ACWI Ex US Index Fund

SAGE FINANCIAL GROUP INC reduced its investment in NAS:ACWX by 120,904 shares. The transaction had an impact of 0.73% on the equity portfolio. During the quarter, the stock traded at an average price of $47.83.

On 7/25/2022, iShares MSCI ACWI Ex US Index Fund traded at a price of $45.43 per share and a market capitalization of $4.04 billion. The stock has returned -17.25% over the past year.

The data is insufficient to calculate the financial strength and profitability of the stock.

In terms of valuation, iShares MSCI ACWI Ex US Index Fund has a price-to-earnings ratio of 12.20 and a price-to-book ratio of 1.58.

Vanguard FTSE Emerging Markets ETF

During the quarter, SAGE FINANCIAL GROUP INC purchased 130,933 shares of ARCA:VWO for a total holding of 305,923. The transaction had an impact of 0.72% on the equity portfolio. During the quarter, the stock traded at an average price of $42.94.

On 7/25/2022, the Vanguard FTSE Emerging Markets ETF traded at a price of $40.97 per share and a market capitalization of $70.16 billion. The stock has returned -18.81% over the past year.

The data is insufficient to calculate the financial strength and profitability of the title.

In terms of valuation, Vanguard FTSE Emerging Markets ETF has a price-to-earnings ratio of 11.14 and a price-to-book ratio of 1.68.

ETF American Advice Schwab

SAGE FINANCIAL GROUP INC reduced its investment in ARCA:SCHP by 78,709 shares. The transaction had an impact of 0.56% on the equity portfolio. During the quarter, the stock traded at an average price of $57.54.

On 7/25/2022, the Schwab US Tips ETF traded at a price of $56.57 per share and a market capitalization of $16.10 billion. The stock has returned -5.63% over the past year.

The data is insufficient to calculate the financial strength and profitability of the stock.

Schwab International Small-Cap Equity ETF

SAGE FINANCIAL GROUP INC reduced its stake in ARCA:SCHC by 121,324 shares. The transaction had an impact of 0.54% on the equity portfolio. During the quarter, the stock traded at an average price of $34.69.

On 7/25/2022, the Schwab International Small-Cap Equity ETF traded at a price of $32.36 per share and a market capitalization of $3.38 billion. The stock has returned -20.99% over the past year.

The data is insufficient to calculate the financial strength and profitability of the title.

In terms of valuation, Schwab International Small-Cap Equity ETF has a price-to-earnings ratio of 9.77 and a price-to-book ratio of 1.22.

Please note that figures and facts quoted are at the time of writing this article and may not reflect the latest business data or company announcements.

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