SAGE RHINO CAPITAL LLC

Est. AUM

$534.6M

13F long equity, this entity only

Positions

330

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	MID CAP ETF	$19.9M	69315	3.72%	SOLE
2	VANGUARD INDEX FDS	SMALL CP ETF	$18.6M	70959	3.48%	SOLE
3	AMERICAN CENTY ETF TR	US SML CP VALU	$17.5M	158364	3.27%	SOLE
4	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$17.5M	91147	3.27%	SOLE
5	ISHARES TR	CORE MSCI EAFE	$17.2M	190467	3.23%	SOLE
6	ISHARES GOLD TR	ISHARES NEW	$17.2M	194691	3.21%	SOLE
7	GOLDMAN SACHS ETF TR	ACCES TREASURY	$16.3M	162772	3.05%	SOLE
8	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$11.5M	155952	2.15%	SOLE
9	SPDR SERIES TRUST	STATE STREET SPD	$11.3M	77288	2.11%	SOLE
10	APPLE INC	COM	$10.9M	43067	2.04%	SOLE
11	AMERICAN CENTY ETF TR	US LARGE CAP VLU	$10.3M	127213	1.92%	SOLE
12	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$10.0M	121405	1.88%	SOLE
13	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$10.0M	185696	1.88%	SOLE
14	VANGUARD INDEX FDS	TOTAL STK MKT	$10.0M	31055	1.86%	SOLE
15	TESLA INC	COM	$9.9M	26638	1.85%	SOLE
16	AMERICAN CENTY ETF TR	INTL EQT ETF	$9.4M	111146	1.76%	SOLE
17	GOLDMAN SACHS ETF TR	ULTRA SHORT BOND	$8.3M	164558	1.56%	SOLE
18	AMERICAN CENTY ETF TR	US EQT ETF	$8.2M	73804	1.53%	SOLE
19	SELECT SECTOR SPDR TR	STATE STREET IND	$8.1M	50161	1.52%	SOLE
20	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$7.7M	51859	1.44%	SOLE
21	VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$7.1M	147501	1.33%	SOLE
22	VANGUARD INSTL INDEX FD	0-3 MO TREAS BIL	$6.9M	91525	1.30%	SOLE
23	JANUS DETROIT STR TR	HENDRSON AAA CL	$6.6M	130935	1.23%	SOLE
24	ISHARES INC	CORE MSCI EMKT	$6.4M	91415	1.19%	SOLE
25	ALPHABET INC	CAP STK CL C	$6.0M	20836	1.12%	SOLE
26	VANGUARD INTL EQUITY INDEX F	FTSE SMCAP ETF	$5.7M	39197	1.07%	SOLE
27	VANGUARD WORLD FD	HEALTH CAR ETF	$5.7M	20979	1.07%	SOLE
28	STATE STR SPDR S&P 500 ETF T	TR UNIT	$5.7M	8766	1.07%	SOLE
29	MICROSOFT CORP	COM	$5.7M	15331	1.06%	SOLE
30	INVESCO EXCHANGE TRADED FD T	S&P500 EQL TEC	$5.5M	122599	1.04%	SOLE
31	AMAZON COM INC	COM	$5.2M	25204	0.98%	SOLE
32	NVIDIA CORPORATION	COM	$5.0M	28612	0.93%	SOLE
33	VANGUARD WHITEHALL FDS	EM MK GOV BD ETF	$4.8M	72782	0.89%	SOLE
34	VANGUARD BD INDEX FDS	VANGUARD ULTRA	$4.7M	93497	0.87%	SOLE
35	ISHARES TR	0-3 MNTH TREASRY	$4.3M	42523	0.80%	SOLE
36	VANGUARD SCOTTSDALE FDS	MTG-BKD SECS ETF	$4.1M	87651	0.77%	SOLE
37	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$4.1M	51241	0.76%	SOLE
38	ALPHABET INC	CAP STK CL A	$3.4M	11674	0.63%	SOLE
39	VANGUARD MALVERN FDS	STRM INFPROIDX	$3.4M	67191	0.63%	SOLE
40	ISHARES TR	U.S. REAL ES ETF	$3.0M	31706	0.56%	SOLE
41	COINBASE GLOBAL INC	COM CL A	$3.0M	17059	0.56%	SOLE
42	PIMCO ETF TR	ENHAN SHRT MA AC	$3.0M	29434	0.55%	SOLE
43	JPMORGAN CHASE & CO	COM	$2.9M	9802	0.54%	SOLE
44	PIMCO ETF TR	ENHNCD LW DUR AC	$2.8M	29679	0.53%	SOLE
45	VANGUARD MALVERN FDS	CORE-PLUS BD ETF	$2.7M	35053	0.51%	SOLE
46	DIMENSIONAL ETF TRUST	GLOBAL REAL EST	$2.7M	99972	0.50%	SOLE
47	ISHARES TR	CORE INTL AGGR	$2.6M	52330	0.49%	SOLE
48	J P MORGAN EXCHANGE TRADED F	INCOME ETF	$2.5M	54248	0.47%	SOLE
49	J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$2.5M	49108	0.46%	SOLE
50	ISHARES TR	CORE S&P500 ETF	$2.5M	3767	0.46%	SOLE

1–50 of 330

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.