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  Name: SAGE ADVISORY SERVICES, LTD.CO.
  City: AUSTIN
  State: TX
  Zip: 78735
   
Achive data
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $366,269,000
  Total Value Change : $-7,043,000
  Securities Held Change : -4
   
All Securities Held : 48
  New Positions : 1
  Closed Positions : 5
  Increased Positions : 15
  Unchanged Positions : 6
  Decreased Positions : 26

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Holdings Found : 5     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (VGLT)1 Year Chart         VGLT Vanguard Long-Term Governm 52 Closed $57.84 $0 0 0% -230,000 -3,740 0    N/A
   (LMBS)1 Year Chart         LMBS First Trust Low Duration Mo... 51 Closed $0.00 $0 0 0% -1,945,000 -40,254 0    N/A
   (SPLV)1 Year Chart         SPLV Powershares S&Amp;P 500 Low... 50 Closed $65.67 $0 0 0% -12,197,000 -194,649 0    N/A
   (BSV)1 Year Chart         BSV Vanguard Short-Term Bond 49 Closed $76.51 $0 0 0% -2,475,000 -32,137 0    Closed - End Fund - E...
   (VMBS)1 Year Chart         VMBS Vanguard Mortgage-Backed S 53 Closed $45.44 $0 0 0% -733,000 -15,820 0    Closed - End Fund - Debt
      5 Records Found
  1    
Page 1 of 1
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