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Lattice Strategies Tr dev mk x us st shares owned by SageView Advisory Group

Quarter-by-quarter ownership of Lattice Strategies Tr dev mk x us st (RODM) shares owned by SageView Advisory Group from 13F filings

Historical chart of SageView Advisory Group investment in Lattice Strategies Tr dev mk x us st

Tip: Access up to 7 years of quarterly data

All positions including Lattice Strategies Tr dev mk x us st held by SageView Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lattice Strategies Tr dev mk x us st by SageView Advisory Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $748k 770 971.60

More positions owned by SageView Advisory Group

Ishares Tr Eafe Grwth Etf (EFG)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core Msci Intl (IDEV)
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE)
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Ishares Tr Hdg Msci Eafe (HEFA)
Vanguard Index Fds Mid Cap Etf (VO)
Flexshares Tr Mstar Emkt Fac (TLTE)
Apple (AAPL)
Mission Produce (AVO)
Ishares Tr Mortge Rel Etf (REM)
Ishares Tr Rus 1000 Grw Etf (IWF)

View all positions for SageView Advisory Group

Top funds holding Lattice Strategies Tr dev mk x us st

HPM Partners
Morgan Stanley
Hartford Funds Management
Bank of America Corporation
Foster & Motley
UBS Group
Raymond James Financial Services Advisors
Trilogy Capital
Raymond James & Associates
Baystate Wealth Management
Mariner Wealth Advisors
LPL Financial
WCG Wealth Advisors
Arden Trust
Steward Partners Investment Advisory

View all funds holding Lattice Strategies Tr dev mk x us st