SAGE RHINO CAPITAL LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 6, 2025
Value $
$458M
Signature - Title
Dana Franco-Young - Chief Compliance Officer
Location
Menlo Park, CA
Summary
This page shows a list of all the recent 13F filings made by SAGE RHINO CAPITAL LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. SAGE RHINO CAPITAL LLC reported 271 stock holdings with total value $458M as of Q4 2024. Top holdings included RSP, VO, IAU, VB, and GBIL.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 271 $458M +$33.9M -$26M +$7.84M RSP, VO, IAU, VB, GBIL 13F-HR 2/6/2025, 09:31 AM
Q3 2024 278 $452M +$17.2M -$8.19M +$9.06M RSP, VO, IAU, VB, AVUV 13F-HR 11/1/2024, 12:40 PM
Q2 2024 251 $419M +$18.4M -$15.6M +$2.87M RSP, VO, IAU, VB, AVUV 13F-HR 7/30/2024, 05:23 PM
Q1 2024 237 $424M +$17.7M -$9.61M +$8.1M RSP, VO, VB, IAU, AVUV 13F-HR 4/26/2024, 12:30 PM
Q4 2023 229 $389M +$10.7M -$11.4M -$697K RSP, VO, AVUV, VB, IAU 13F-HR 2/5/2024, 05:27 PM
Q3 2023 223 $356M +$24.8M -$7.56M +$17.3M RSP, VO, AVUV, VB, IAU 13F-HR 10/26/2023, 05:14 PM
Q2 2023 224 $359M +$14M -$8.98M +$5.01M RSP, VO, AVUV, VB, IAU 13F-HR 7/31/2023, 05:14 PM
Q1 2023 219 $343M +$20M -$4.48M +$15.6M RSP, VO, IAU, AVUV, VB 13F-HR 4/20/2023, 09:40 PM
Q4 2022 211 $315M +$63.8M -$11.1M +$52.6M RSP, VO, VB, IAU, AVUV 13F-HR 1/31/2023, 07:43 PM
Q3 2022 190 $249M +$17.6M -$6.27M +$11.4M RSP, IAU, VO, VB, SDY 13F-HR 10/24/2022, 03:49 PM
Q2 2022 202 $262M +$7.26M -$7.16M +$98.6K RSP, IAU, IEFA, VO, VB 13F-HR 7/28/2022, 05:30 PM
Q1 2022 219 $330M +$12.2M -$5.86M +$6.34M RSP, IAU, IEFA, VO, VB 13F-HR 4/27/2022, 05:19 PM
Q4 2021 227 $357M +$33.3M -$4.75M +$28.6M RSP, VINC, IAU, IEFA, VO 13F-HR 2/3/2022, 08:35 PM
Q3 2021 201 $329M +$8.47M -$14.3M -$5.84M VINC, RSP, IAU, IEFA, VO 13F-HR 10/18/2021, 10:46 AM
Q2 2021 204 $339M +$36.7M -$15.5M +$21.2M VINC, DOCU, RSP, IAU, IEFA 13F-HR 7/26/2021, 06:56 PM
Q1 2021 184 $304M +$50.7M -$11.6M +$39.1M VINC, RSP, DOCU, IAUXXXX, IEFA 13F-HR 5/3/2021, 08:53 PM
Q4 2020 178 $253M +$18.8M -$3.66M +$15.1M DOCU, RSP, IEFA, IAUXXXX, VO 13F-HR 2/2/2021, 06:50 PM
Q3 2020 167 $207M +$17M -$5.52M +$11.5M RSP, IAUXXXX, IEFA, VO, VB 13F-HR 11/4/2020, 08:49 PM
Q2 2020 167 $189M +$23.6M -$5.59M +$18M RSP, IAUXXXX, IEFA, VO, SDY 13F-HR 7/29/2020, 09:04 PM
Q1 2020 142 $139M +$15.1M -$8.14M +$6.95M RSP, IAUXXXX, IEFA, VO, SDY 13F-HR 4/29/2020, 02:12 PM
Q4 2019 154 $175M +$8.32M -$6.94M +$1.39M RSP, IEFA, VO, IAUXXXX, VB 13F-HR 1/31/2020, 06:22 AM
Q3 2019 143 $159M +$10.5M -$3.79M +$6.67M RSP, IEFA, VO, VB, IAUXXXX 13F-HR 10/25/2019, 02:32 PM
Q2 2019 135 $156M +$7.5M -$4.36M +$3.14M RSP, IEFA, VO, VB, DOCU 13F-HR 8/20/2019, 01:26 PM
Q1 2019 127 $151M RSP, IEFA, VO, DOCU, VB 13F-HR 4/18/2019, 12:02 PM