Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

SAGE RHINO CAPITAL LLC

Quarter ended Q4 2024 · Filed February 6, 2025 · Accession 0001085146-25-000854

Total Value
$458.4M
Positions
271
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (271)

#IssuerTicker / CUSIPSharesValue% of Filing
1INVESCO EXCHANGE TRADED FD TIVZ101,058$17.7M3.86%
2VANGUARD INDEX FDS92290862963,378$16.7M3.65%
3ISHARES GOLD TRIAU304,513$15.1M3.29%
4VANGUARD INDEX FDS92290875162,594$15.0M3.28%
5GOLDMAN SACHS ETF TRNVGLF138,442$13.8M3.02%
6AMERICAN CENTY ETF TR025072877143,021$13.8M3.01%
7ISHARES TR46432F842184,109$12.9M2.82%
8APPLE INCAAPL48,979$12.3M2.68%
9SPDR SER TR78464A76384,478$11.2M2.43%
10TESLA INCTSLA25,849$10.4M2.28%
11ISHARES TR46436E718100,561$10.1M2.20%
12AMERICAN CENTY ETF TR025072349148,787$9.9M2.17%
13AMERICAN CENTY ETF TR02507288599,417$9.6M2.10%
14JANUS DETROIT STR TR47103U845166,947$8.5M1.85%
15VANGUARD INDEX FDS92290876928,927$8.4M1.83%
16INVESCO QQQ TRIVZ14,595$7.5M1.63%
17VANGUARD SCOTTSDALE FDS92206C87090,497$7.3M1.58%
18GOLDMAN SACHS ETF TRNVGLF144,529$7.3M1.58%
19VANGUARD INTL EQUITY INDEX F922042858159,023$7.0M1.53%
20SPDR S&P 500 ETF TRSPY11,839$6.9M1.51%
21VANGUARD WHITEHALL FDS92194640653,584$6.8M1.49%
22VANGUARD BD INDEX FDS92193783592,725$6.7M1.45%
23SELECT SECTOR SPDR TR81369Y70450,542$6.7M1.45%
24AMERICAN CENTY ETF TR025072703107,356$6.6M1.44%
25MICROSOFT CORPMSFT14,719$6.2M1.35%
26VANGUARD WORLD FD92204A50422,225$5.6M1.23%
27VANGUARD CHARLOTTE FDS92203J407110,622$5.4M1.18%
28INVESCO EXCHANGE TRADED FD TIVZ141,278$5.3M1.15%
29COINBASE GLOBAL INCCOIN21,037$5.2M1.14%
30ISHARES INC46434G10387,459$4.6M1.00%
31VANGUARD INTL EQUITY INDEX F92204271836,359$4.2M0.91%
32VANGUARD SCOTTSDALE FDS92206C77188,466$4.0M0.88%
33NVIDIA CORPORATIONNVDA28,097$3.8M0.82%
34AMAZON COM INCAMZN17,135$3.8M0.82%
35J P MORGAN EXCHANGE TRADED F46641Q83774,196$3.7M0.82%
36PIMCO ETF TR72201R83336,303$3.6M0.79%
37VANGUARD WHITEHALL FDS92194688555,383$3.5M0.76%
38ALPHABET INCGOOG17,793$3.4M0.74%
39GOLDMAN SACHS BDC INCGSBD252,335$3.1M0.67%
40VANGUARD BD INDEX FDS92203C30358,223$2.9M0.63%
41VANGUARD MALVERN FDS92202080556,881$2.8M0.60%
42ISHARES TR4642872004,665$2.7M0.60%
43J P MORGAN EXCHANGE TRADED F46654Q10458,547$2.7M0.60%
44PIMCO ETF TR72201R71828,515$2.7M0.59%
45JPMORGAN CHASE & CO.VYLD10,134$2.4M0.53%
46BONDBLOXX ETF TRUST09789C70558,336$2.3M0.51%
47ISHARES TR46428773923,625$2.2M0.48%
48J P MORGAN EXCHANGE TRADED F46641Q15947,696$2.2M0.47%
49VANGUARD WORLD FD92204A80111,287$2.1M0.46%
50ALPHABET INCGOOG10,806$2.0M0.45%
51ISHARES TR46435G67240,509$2.0M0.44%
52VANGUARD MUN BD FDS92290774637,602$1.9M0.41%
53DIMENSIONAL ETF TRUST25434V65872,353$1.8M0.40%
54NETFLIX INCNFLX2,019$1.8M0.39%
55VANGUARD INTL EQUITY INDEX F92204277531,045$1.8M0.39%
56PIMCO ETF TR72201R78318,848$1.8M0.39%
57ELI LILLY & COLLY2,129$1.6M0.36%
58META PLATFORMS INCMETA2,801$1.6M0.36%
59DOCUSIGN INCDOCU18,112$1.6M0.36%
60ORACLE CORPORCL-PD9,126$1.5M0.33%
61TERRENO RLTY CORP88146M10124,744$1.5M0.32%
62ISHARES TR4642876556,603$1.5M0.32%
63BROADCOM INCAVGO6,283$1.5M0.32%
64SPDR INDEX SHS FDS78463X54128,525$1.4M0.31%
65WELLS FARGO CO NEW94974610119,869$1.4M0.30%
66BERKSHIRE HATHAWAY INC DELBRK-A2$1.4M0.30%
67FLEX LTDFLEX35,378$1.4M0.30%
68CALIFORNIA RES CORPCRC25,641$1.3M0.29%
69BLACKSTONE INCBX7,661$1.3M0.29%
70PROCTER AND GAMBLE CO7427181097,718$1.3M0.28%
71AMERICAN EXPRESS COAXP4,356$1.3M0.28%
72VANGUARD INDEX FDS9229086526,791$1.3M0.28%
73COSTCO WHSL CORP NEW22160K1051,371$1.3M0.27%
74AIRBNB INCABNB9,347$1.2M0.27%
75BLACKROCK INCBLK1,193$1.2M0.27%
76PALANTIR TECHNOLOGIES INCPLTR16,162$1.2M0.27%
77KKR & CO INCKKRT7,970$1.2M0.26%
78CAMECO CORPCCJ22,523$1.2M0.25%
79ROSS STORES INCROST7,486$1.1M0.25%
80VISA INCV3,407$1.1M0.23%
81AMERICAN CENTY ETF TR02507260418,143$1.1M0.23%
82SALESFORCE INCCRM3,154$1.1M0.23%
83MERCK & CO INCMRK10,490$1.0M0.23%
84BERKSHIRE HATHAWAY INC DELBRK-A2,301$1.0M0.23%
85NOVO-NORDISK A SNONOF12,091$1.0M0.23%
86MORGAN STANLEYMS-PQ8,237$1.0M0.23%
87CISCO SYS INCCSCO17,460$1.0M0.23%
88SCHWAB CHARLES CORPSCHW-PJ13,884$1.0M0.22%
89JOHNSON & JOHNSONJNJ6,772$979,3670.21%
90AES CORPAES75,331$969,5150.21%
91ASML HOLDING N VASMLF1,369$948,8270.21%
92VANGUARD SPECIALIZED FUNDS9219088444,622$905,1260.20%
93SAP SESAPGF3,491$859,5190.19%
94EXXON MOBIL CORPXOM7,871$846,6830.18%
95SPDR SER TR78464A35910,832$843,7410.18%
96SHELL PLCRYDAF13,427$841,1950.18%
97DIMENSIONAL ETF TRUST25434V88033,675$837,1610.18%
98PIMCO ETF TR72201R87416,274$811,0970.18%
99TOYOTA MOTOR CORPTOYOF4,131$803,9340.18%
100ISHARES TR4642876142,000$803,1600.18%
101TAIWAN SEMICONDUCTOR MFG LTD8740391003,939$777,9130.17%
102ASTRAZENECA PLCAZN11,864$777,3290.17%
103NOVARTIS AGNVSEF7,847$763,5920.17%
104ISHARES TR46428868723,870$750,4830.16%
105DOORDASH INCDASH4,312$723,3380.16%
106AERCAP HOLDINGS NVAER7,538$721,3870.16%
107TWILIO INCTWLO6,606$713,9760.16%
108HOME DEPOT INCHD1,750$680,7330.15%
109CLOVER HEALTH INVESTMENTS COCLOV211,640$666,6660.15%
110PIMCO ETF TR72201R7757,350$664,5870.14%
111VANGUARD TAX-MANAGED FDS92194385813,519$646,4580.14%
112DIMENSIONAL ETF TRUST25434V70818,330$634,0320.14%
113AMGEN INCAMGN2,423$631,5310.14%
114BOOKING HOLDINGS INCBKNG126$626,0210.14%
115HSBC HLDGS PLCHBCYF12,549$620,6740.14%
116BOEING COBA-PA3,455$611,5350.13%
117CF INDS HLDGS INC1252691006,909$589,4760.13%
118MASTERBRAND INCMBC38,284$559,3290.12%
119MASTERCARD INCORPORATEDMA1,056$556,0580.12%
120EPAM SYS INCEPAM2,365$552,9840.12%
121VERRA MOBILITY CORPVRRM22,567$545,6700.12%
122UNITEDHEALTH GROUP INCUNH1,071$541,7760.12%
123INVESCO EXCHANGE TRADED FD TIVZ13,045$538,2370.12%
124WARNER MUSIC GROUP CORPWMG17,225$533,9790.12%
125SUMITOMO MITSUI FINL GROUP I86562M20936,422$527,7550.12%
126WALMART INCWMT5,820$525,8370.11%
127SONY GROUP CORPSNEJF24,829$525,3820.11%
128ZOETIS INCZTS3,223$525,1230.11%
129ISHARES TR4642875078,400$523,4040.11%
130CHEVRON CORP NEWCVX3,598$521,1340.11%
131UNILEVER PLCUNLYF9,122$517,2170.11%
132SCHWAB STRATEGIC TR80852460719,954$516,0090.11%
133QUALCOMM INCQCOM3,331$511,7080.11%
134GOLDMAN SACHS PHYSICAL GOLD38150K10319,672$510,1930.11%
135WORKIVA INCWK4,569$500,3060.11%
136BHP GROUP LTDBHPLF10,223$499,1890.11%
137ISHARES TR4642878044,249$489,5700.11%
138BARRICK GOLD CORP06790110831,470$487,7850.11%
139VANGUARD SCOTTSDALE FDS92206C4096,231$486,0800.11%
140NEWMONT CORPNEMCL12,830$477,5330.10%
141UBS GROUP AGUBS15,461$468,7780.10%
142MITSUBISHI UFJ FINL GROUP IN60682210439,992$468,7060.10%
143ISHARES TR4642874656,198$468,6060.10%
144EATON VANCE TAX MNGED BUY WRETN31,000$465,0000.10%
145SPDR GOLD TRGLD1,860$450,3620.10%
146VINCERX PHARMA INCVNCE1,703,413$447,6570.10%
147SANOFISNYNF8,622$415,8390.09%
148ABBVIE INCABBV2,317$411,7310.09%
149CLEVELAND-CLIFFS INC NEWCLF43,175$405,8450.09%
150SCHWAB STRATEGIC TR80852410217,808$404,2430.09%
151TOTALENERGIES SETTE7,071$385,3700.08%
152V F CORPVFC17,702$379,8850.08%
153DIMENSIONAL ETF TRUST25434V5005,769$375,4640.08%
154ISHARES TR4642874812,924$370,6170.08%
155PHILIP MORRIS INTL INC7181721092,981$358,7630.08%
156THERMO FISHER SCIENTIFIC INCTMO687$357,3980.08%
157BANCO BILBAO VIZCAYA ARGENTABBVXF36,063$350,5320.08%
158GE AEROSPACE3696043012,099$350,0920.08%
159BATH & BODY WORKS INCBBWI8,901$345,0920.08%
160ALASKA AIR GROUP INCALK5,326$344,8590.08%
161COCA COLA COKO5,492$341,9150.07%
162ABBOTT LABSABLZF2,976$336,6150.07%
163EXPAND ENERGY CORPORATIONEXE3,307$329,2120.07%
164BP PLCBPPFF11,088$327,7700.07%
165RELX PLCRLXXF7,106$322,7550.07%
166ILLUMINA INCILMN2,343$313,0950.07%
167MCDONALDS CORPMCD1,050$304,3850.07%
168AT&T INCT-PC13,238$301,4290.07%
169VANGUARD INDEX FDS9229085121,849$299,1520.07%
170UNION PAC CORPUNP1,303$297,1360.06%
171SITEONE LANDSCAPE SUPPLY INCSITE2,242$295,4280.06%
172ROBERT HALF INC.RHI4,188$295,0860.06%
173TRAVELERS COMPANIES INCTRV1,221$294,1270.06%
174ING GROEP N.V.INGVF18,035$282,6080.06%
175APPLIED MATLS INC0382221051,732$281,6750.06%
176BRINKER INTL INC1096411002,122$280,7190.06%
177INTUITINTU445$279,6830.06%
178ISHARES TR464287622868$279,6350.06%
179VANGUARD INDEX FDS9229085533,123$278,1970.06%
180EATON CORP PLCETN832$276,1160.06%
181TEXAS INSTRS INC8825081041,456$273,0150.06%
182ISHARES TR46434V8785,345$269,5480.06%
183ADVANCED MICRO DEVICES INCAMD2,202$265,9800.06%
184FERRARI N VRACE621$263,8260.06%
185ISHARES TR4642872346,288$262,9640.06%
186NATIONAL GRID PLCNMPWP4,368$259,5470.06%
187BANK AMERICA CORP0605051045,899$259,2610.06%
188DANAHER CORPORATION2358511021,127$258,7030.06%
189UNUM GROUPUNMA3,535$258,1610.06%
190HONEYWELL INTL INC4385161061,141$257,7400.06%
191COMERICA INC2003401074,155$256,9870.06%
192JACKSON FINANCIAL INCJXN-PA2,947$256,6250.06%
193SCHWAB STRATEGIC TR80852480513,843$256,0940.06%
194LINCOLN NATL CORP IND5341871097,950$252,0950.05%
195ASSURED GUARANTY LTDAGO2,799$251,9380.05%
196RIO TINTO PLCRTNTF4,227$248,5900.05%
197SPDR SER TR78464A4092,771$243,5710.05%
198BRISTOL-MYERS SQUIBB COCELG-RI4,278$241,9640.05%
199PEPSICO INCPEP1,584$240,8630.05%
200BRITISH AMERN TOB PLC1104481076,566$238,4770.05%
201LUMEN TECHNOLOGIES INCLUMN44,812$237,9520.05%
202ACCENTURE PLC IRELANDACN674$237,1060.05%
203GLAUKOS CORPGKOS1,574$236,0060.05%
204REINSURANCE GRP OF AMERICA I7593516041,100$234,9930.05%
205VERIZON COMMUNICATIONS INCVZ5,874$234,9010.05%
206BANCO SANTANDER S.A.BCDRF51,132$233,1620.05%
207AMERIS BANCORPABCB3,707$231,9470.05%
208AUTOMATIC DATA PROCESSING INADP789$230,9640.05%
209JONES LANG LASALLE INCJLL912$230,8640.05%
210HILTON WORLDWIDE HLDGS INCHLT915$226,1510.05%
211JEFFERIES FINL GROUP INC47233W1092,884$226,1060.05%
212COHERENT CORPCOHR2,386$226,0260.05%
213ORGANON & COOGN15,070$224,8440.05%
214ADOBE INCADBE505$224,5630.05%
215DIMENSIONAL ETF TRUST25434V8494,670$223,0980.05%
216COMCAST CORP NEWCCZ5,904$221,5770.05%
217BALCHEM CORPBCPC1,354$220,6950.05%
218BARCLAYS PLCBCLYF16,604$220,6670.05%
219NEXTERA ENERGY INCNEE-PW3,078$220,6620.05%
220UNITED THERAPEUTICS CORP DELUTHR624$220,1720.05%
221BADGER METER INCBMI1,037$219,9680.05%
222MERIT MED SYS INC5898891042,260$218,5870.05%
223MIZUHO FINANCIAL GROUP INCMZHOF44,538$217,7910.05%
224US FOODS HLDG CORPUSFD3,227$217,6930.05%
225ASBURY AUTOMOTIVE GROUP INCABG892$216,7830.05%
226PROLOGIS INC.PLDGP2,026$214,1480.05%
227DYCOM INDS INC2674751011,229$213,9200.05%
228SANMINA CORPORATIONSANM2,824$213,6920.05%
229FIDELITY NATIONAL FINANCIALFNF3,792$212,8830.05%
230SL GREEN RLTY CORP78440X8873,126$212,3180.05%
231LITHIA MTRS INC536797103594$212,3130.05%
232DAVITA INCDVA1,419$212,2110.05%
233SCHWAB STRATEGIC TR8085247067,916$210,8050.05%
234GSK PLCGLAXF6,231$210,7320.05%
235FLUOR CORP NEWFLR4,263$210,2510.05%
236STIFEL FINL CORP8606301021,980$210,0380.05%
237GILEAD SCIENCES INCGILD2,260$208,7810.05%
238STARBUCKS CORPSBUX2,287$208,7060.05%
239TENET HEALTHCARE CORPTHC1,640$207,0170.05%
240SPS COMM INCSPSC1,122$206,4370.05%
241GROUP 1 AUTOMOTIVE INCGPI489$206,1040.04%
242PIPER SANDLER COMPANIESPIPR682$204,5660.04%
243DIAGEO PLCDGEAF1,605$204,0440.04%
244FIRST HORIZON CORPORATIONFHN-PH9,999$201,3800.04%
245SPROUTS FMRS MKT INC85208M1021,579$200,6440.04%
246MR COOPER GROUP INC62482R1072,089$200,5650.04%
247ARCOSA INCACA2,073$200,5420.04%
248NEWELL BRANDS INCNWL16,422$163,5630.04%
249TAKEDA PHARMACEUTICAL CO LTDTKPHF11,840$156,7620.03%
250GENWORTH FINL INC37247D10621,632$151,2080.03%
251JETBLUE AWYS CORP47714310118,526$145,6140.03%
252HALEON PLCHLNCF14,845$141,6210.03%
253AEGON LTDAEFC22,708$133,7500.03%
254CNH INDL N VN2094410911,484$130,1140.03%
255NOKIA CORPNOKBF26,225$116,1770.03%
256PATTERSON-UTI ENERGY INCPTEN14,059$116,1270.03%
257LLOYDS BANKING GROUP PLCLLOBF42,437$115,4290.03%
258NOMURA HLDGS INCNRSCF19,099$110,5830.02%
259NATWEST GROUP PLCRBSPF10,734$109,1650.02%
260LXP INDUSTRIAL TRUSTLXP-PC12,527$101,7190.02%
261HANESBRANDS INC41034510212,169$99,0560.02%
262TELEFONAKTIEBOLAGET LM ERICS29482160811,811$95,1970.02%
263MEDICAL PPTYS TRUST INC58463J30422,299$88,0810.02%
264TELEFONICA S ATELFY18,797$75,5640.02%
265BRANDYWINE RLTY TR10536820311,744$65,7660.01%
266CAPITOL FED FINL INC14057J10110,751$63,5380.01%
267NEXTDOOR HOLDINGS INCNXDR26,585$63,0060.01%
268UNITI GROUP INCUNIT11,180$61,4900.01%
269ARCADIUM LITHIUM PLCG0508H11010,572$54,2340.01%
270SABRE CORPSABR14,678$53,5750.01%
271GRAB HOLDINGS LIMITEDGRABW10,339$48,8000.01%