Sage Advisory Services, Ltd.Co. Top Holdings and 13F Report (2024) About Sage Advisory Services, Ltd.Co.Investment ActivitySage Advisory Services, Ltd.Co. has $356.16 million in total holdings as of September 30, 2024.Sage Advisory Services, Ltd.Co. owns shares of 46 different stocks, but just 14 companies or ETFs make up 80% of its holdings.This quarter, Sage Advisory Services, Ltd.Co. has purchased 46 new stocks and bought additional shares in 0 stocks.Sage Advisory Services, Ltd.Co. sold shares of 0 stocks and completely divested from 0 stocks this quarter.Largest Holdings iShares Core MSCI EAFE ETF $30,605,000iShares MSCI USA Quality Factor ETF $30,164,000JPMorgan US Quality Factor ETF $29,371,000iShares Core S&P 500 ETF $27,734,000iShares MBS ETF $27,289,000 Sector Allocation Over TimeMap of 500 Largest Holdings ofSage Advisory Services, Ltd.Co. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIEFAiShares Core MSCI EAFE ETF$30,605,0000.0%421,3268.6%ETFQUALiShares MSCI USA Quality Factor ETF$30,164,0000.0%176,6478.5%ETFJQUAJPMorgan US Quality Factor ETF$29,371,0000.0%554,6918.2%ETFIVViShares Core S&P 500 ETF$27,734,0000.0%50,6817.8%ETFMBBiShares MBS ETF$27,289,0000.0%297,2287.7%ETFCOWZPacer US Cash Cows 100 ETF$26,152,0000.0%479,9457.3%ETFDSTLDistillate U.S. Fundamental Stability & Value ETF$26,139,0000.0%508,6387.3%ETFSHYGiShares 0-5 Year High Yield Corporate Bond ETF$14,986,0000.0%355,1254.2%ETFIEMGiShares Core MSCI Emerging Markets ETF$14,615,0000.0%273,0324.1%ETFOMFLInvesco Russell 1000 Dynamic Multifactor ETF$14,247,0000.0%271,4304.0%ETFBBJPJPMorgan BetaBuilders Japan ETF$11,816,0000.0%209,3913.3%ETFEWCiShares MSCI Canada ETF$11,650,0000.0%314,0973.3%ETFUSHYiShares Broad USD High Yield Corporate Bond ETF$10,960,0000.0%302,0993.1%ETFJPSTJPMorgan Ultra-Short Income ETF$9,223,0000.0%182,7502.6%ETFEEMAiShares MSCI Emerging Markets Asia ETF$7,724,0000.0%106,5692.2%ManufacturingIQLTiShares MSCI Intl Quality Factor ETF$7,175,0000.0%183,7472.0%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$6,962,0000.0%135,8672.0%ManufacturingICOWPacer Developed Markets International Cash Cows 100 ETF$6,773,0000.0%223,0961.9%ETFPSKSPDR ICE Preferred Securities ETF$6,612,0000.0%194,8821.9%ETFGSYInvesco Ultra Short Duration ETF$4,740,0000.0%94,9821.3%ETFHYMBSPDR Nuveen Bloomberg High Yield Municipal Bond ETF$4,657,0000.0%183,0451.3%ETFEMLCVanEck J.P. Morgan EM Local Currency Bond ETF$4,438,0000.0%186,6131.2%ETFIEFiShares 7-10 Year Treasury Bond ETF$3,574,0000.0%38,1651.0%ETFTLTiShares 20+ Year Treasury Bond ETF$1,826,0000.0%19,9000.5%ETFSJNKSPDR Bloomberg Short Term High Yield Bond ETF$1,650,0000.0%66,0720.5%ETFIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$1,619,0000.0%31,5760.5%ManufacturingJNKSPDR Bloomberg High Yield Bond ETF$1,449,0000.0%15,3720.4%FinanceSHViShares Short Treasury Bond ETF$1,335,0000.0%12,0780.4%ETFESGDiShares ESG Aware MSCI EAFE ETF$1,038,0000.0%13,1780.3%ManufacturingNEARiShares Short Duration Bond Active ETF$1,026,0000.0%20,3830.3%ETFACWIiShares MSCI ACWI ETF$994,0000.0%8,8410.3%ManufacturingJMBSJanus Henderson Mortgage-Backed Securities ETF$950,0000.0%21,2740.3%ETFHYEMVanEck Emerging Markets High Yield Bond ETF$848,0000.0%44,3100.2%ETFEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$688,0000.0%7,7770.2%ETFESGVVanguard ESG US Stock ETF$667,0000.0%6,9040.2%ETFVOTETCW Transform 500 ETF$606,0000.0%9,5350.2%ETFJEPIJPMorgan Equity Premium Income ETF$564,0000.0%9,9590.2%ETFTUASimplify Short Term Treasury Futures Strategy ETF$472,0000.0%22,1210.1%ETFIGLBiShares 10+ Year Investment Grade Corporate Bond ETF$447,0000.0%8,9340.1%ETFESGEiShares ESG Aware MSCI EM ETF$429,0000.0%12,7920.1%ManufacturingESGUiShares ESG Aware MSCI USA ETF$412,0000.0%3,4550.1%ManufacturingEFIVSPDR S&P 500 ESG ETF$410,0000.0%7,7270.1%ETFNULVNuveen ESG Large-Cap Value ETF$373,0000.0%9,8690.1%ETFUSMViShares MSCI USA Min Vol Factor ETF$288,0000.0%3,4360.1%ETFNUSCNuveen ESG Small-Cap ETF$234,0000.0%5,9490.1%ETFEFAViShares MSCI EAFE Min Vol Factor ETF$224,0000.0%3,2230.1%ETFShowing largest 100 holdings. View all holdings. 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