Universe · entity
SAGE RHINO CAPITAL LLC
Institutional manager (13F) · CIK 1771605
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $380M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | VANGUARD INDEX FDS | $20M | 69,315 |
| 2 | VANGUARD INDEX FDS | $19M | 70,959 |
| 3 | AMERICAN CENTY ETF TR | $17M | 158,364 |
| 4 | INVESCO EXCHANGE TRADED FD T | $17M | 91,147 |
| 5 | ISHARES TR | $17M | 190,467 |
| 6 | ISHARES GOLD TR | $17M | 194,691 |
| 7 | GOLDMAN SACHS ETF TR | $16M | 162,772 |
| 8 | VANGUARD BD INDEX FDS | $11M | 155,952 |
| 9 | SPDR SERIES TRUST | $11M | 77,288 |
| 10 | APPLE INC | $11M | 43,067 |
| 11 | AMERICAN CENTY ETF TR | $10M | 127,213 |
| 12 | VANGUARD SCOTTSDALE FDS | $10M | 121,405 |
| 13 | VANGUARD INTL EQUITY INDEX F | $10M | 185,696 |
| 14 | VANGUARD INDEX FDS | $10M | 31,055 |
| 15 | TESLA INC | $10M | 26,638 |
| 16 | AMERICAN CENTY ETF TR | $9M | 111,146 |
| 17 | GOLDMAN SACHS ETF TR | $8M | 164,558 |
| 18 | AMERICAN CENTY ETF TR | $8M | 73,804 |
| 19 | SELECT SECTOR SPDR TR | $8M | 50,161 |
| 20 | VANGUARD WHITEHALL FDS | $8M | 51,859 |
| 21 | VANGUARD CHARLOTTE FDS | $7M | 147,501 |
| 22 | VANGUARD INSTL INDEX FD | $7M | 91,525 |
| 23 | JANUS DETROIT STR TR | $7M | 130,935 |
| 24 | ISHARES INC | $6M | 91,415 |
| 25 | ALPHABET INC | $6M | 20,836 |
| 26 | VANGUARD INTL EQUITY INDEX F | $6M | 39,197 |
| 27 | VANGUARD WORLD FD | $6M | 20,979 |
| 28 | STATE STR SPDR S&P 500 ETF T | $6M | 8,766 |
| 29 | MICROSOFT CORP | $6M | 15,331 |
| 30 | INVESCO EXCHANGE TRADED FD T | $6M | 122,599 |
| 31 | AMAZON COM INC | $5M | 25,204 |
| 32 | NVIDIA CORPORATION | $5M | 28,612 |
| 33 | VANGUARD WHITEHALL FDS | $5M | 72,782 |
| 34 | VANGUARD BD INDEX FDS | $5M | 93,497 |
| 35 | ISHARES TR | $4M | 42,523 |
| 36 | VANGUARD SCOTTSDALE FDS | $4M | 87,651 |
| 37 | VANGUARD SCOTTSDALE FDS | $4M | 51,241 |
| 38 | ALPHABET INC | $3M | 11,674 |
| 39 | VANGUARD MALVERN FDS | $3M | 67,191 |
| 40 | ISHARES TR | $3M | 31,706 |
| 41 | COINBASE GLOBAL INC | $3M | 17,059 |
| 42 | PIMCO ETF TR | $3M | 29,434 |
| 43 | JPMORGAN CHASE & CO | $3M | 9,802 |
| 44 | PIMCO ETF TR | $3M | 29,679 |
| 45 | VANGUARD MALVERN FDS | $3M | 35,053 |
| 46 | DIMENSIONAL ETF TRUST | $3M | 99,972 |
| 47 | ISHARES TR | $3M | 52,330 |
| 48 | J P MORGAN EXCHANGE TRADED F | $2M | 54,248 |
| 49 | J P MORGAN EXCHANGE TRADED F | $2M | 49,108 |
| 50 | ISHARES TR | $2M | 3,767 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.