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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 Q1 2025 · Filed May 1, 2025 · Accession 0001085146-25-002506

Total Value
$431.2M
Positions
265
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (265)

#IssuerTicker / CUSIPSharesValue% of Filing
1INVESCO EXCHANGE TRADED FD TIVZ101,714$17.6M4.09%
2ISHARES GOLD TRIAU298,174$17.6M4.08%
3VANGUARD INDEX FDS92290862965,286$16.9M3.92%
4VANGUARD INDEX FDS92290875167,119$14.9M3.45%
5AMERICAN CENTY ETF TR025072877158,104$13.8M3.20%
6GOLDMAN SACHS ETF TRNVGLF130,967$13.1M3.04%
7ISHARES TR46432F842171,506$13.0M3.01%
8SPDR SER TR78464A76383,665$11.4M2.63%
9APPLE INCAAPL47,803$10.6M2.46%
10AMERICAN CENTY ETF TR025072349153,868$10.0M2.33%
11AMERICAN CENTY ETF TR025072885102,899$9.5M2.20%
12JANUS DETROIT STR TR47103U845163,963$8.3M1.93%
13VANGUARD INDEX FDS92290876929,345$8.1M1.87%
14VANGUARD SCOTTSDALE FDS92206C87088,658$7.2M1.68%
15VANGUARD INTL EQUITY INDEX F922042858154,325$7.0M1.62%
16VANGUARD WHITEHALL FDS92194640653,058$6.8M1.59%
17AMERICAN CENTY ETF TR025072703102,970$6.8M1.58%
18VANGUARD BD INDEX FDS92193783592,420$6.8M1.57%
19SELECT SECTOR SPDR TR81369Y70451,111$6.7M1.55%
20TESLA INCTSLA25,730$6.7M1.55%
21GOLDMAN SACHS ETF TRNVGLF121,342$6.1M1.42%
22MICROSOFT CORPMSFT15,113$5.7M1.32%
23VANGUARD WORLD FD92204A50420,939$5.5M1.29%
24VANGUARD CHARLOTTE FDS92203J407109,816$5.4M1.24%
25INVESCO EXCHANGE TRADED FD TIVZ147,901$5.1M1.17%
26ISHARES TR46436E71848,735$4.9M1.14%
27SPDR S&P 500 ETF TRSPY8,699$4.9M1.13%
28ISHARES INC46434G10383,255$4.5M1.04%
29VANGUARD SCOTTSDALE FDS92206C77189,598$4.1M0.96%
30VANGUARD INTL EQUITY INDEX F92204271835,721$4.1M0.96%
31COINBASE GLOBAL INCCOIN21,065$3.6M0.84%
32VANGUARD WHITEHALL FDS92194688554,263$3.5M0.81%
33AMAZON COM INCAMZN17,490$3.3M0.77%
34PIMCO ETF TR72201R83333,022$3.3M0.77%
35J P MORGAN EXCHANGE TRADED F46641Q83763,370$3.2M0.74%
36NVIDIA CORPORATIONNVDA29,236$3.2M0.73%
37GOLDMAN SACHS BDC INCGSBD263,785$3.1M0.71%
38ALPHABET INCGOOG19,221$3.0M0.70%
39J P MORGAN EXCHANGE TRADED F46654Q10459,138$2.8M0.66%
40VANGUARD MALVERN FDS92202080556,615$2.8M0.66%
41PIMCO ETF TR72201R71828,731$2.8M0.64%
42ISHARES TR4642872004,666$2.6M0.61%
43VANGUARD BD INDEX FDS92203C30351,449$2.6M0.59%
44JPMORGAN CHASE & CO.VYLD10,034$2.5M0.57%
45ISHARES TR46428773923,961$2.3M0.53%
46VANGUARD WORLD FD92204A80111,920$2.3M0.52%
47J P MORGAN EXCHANGE TRADED F46641Q15948,415$2.2M0.52%
48BONDBLOXX ETF TRUST09789C70555,138$2.2M0.52%
49ISHARES TR46435G67243,125$2.2M0.50%
50VANGUARD MUN BD FDS92290774639,794$2.0M0.46%
51DIMENSIONAL ETF TRUST25434V65873,337$1.9M0.45%
52NETFLIX INCNFLX2,017$1.9M0.44%
53VANGUARD INTL EQUITY INDEX F92204277530,055$1.8M0.42%
54PIMCO ETF TR72201R78319,331$1.8M0.42%
55ELI LILLY & COLLY2,139$1.8M0.41%
56ALPHABET INCGOOG10,768$1.7M0.39%
57META PLATFORMS INCMETA2,861$1.6M0.38%
58BERKSHIRE HATHAWAY INC DELBRK-A2$1.6M0.37%
59TERRENO RLTY CORP88146M10125,076$1.6M0.37%
60SPDR INDEX SHS FDS78463X54128,444$1.5M0.35%
61WELLS FARGO CO NEW94974610119,519$1.4M0.32%
62DOCUSIGN INCDOCU16,820$1.4M0.32%
63PROCTER AND GAMBLE CO7427181097,755$1.3M0.31%
64ISHARES TR4642876556,580$1.3M0.30%
65COSTCO WHSL CORP NEW22160K1051,361$1.3M0.30%
66ORACLE CORPORCL-PD9,136$1.3M0.30%
67VANGUARD INDEX FDS9229086526,956$1.2M0.28%
68BERKSHIRE HATHAWAY INC DELBRK-A2,247$1.2M0.28%
69AMERICAN EXPRESS COAXP4,430$1.2M0.28%
70VISA INCV3,374$1.2M0.27%
71ROSS STORES INCROST9,239$1.2M0.27%
72AIRBNB INCABNB9,739$1.2M0.27%
73ZOETIS INCZTS7,014$1.2M0.27%
74BLACKROCK INCBLK1,206$1.1M0.26%
75CALIFORNIA RES CORPCRC25,701$1.1M0.26%
76JOHNSON & JOHNSONJNJ6,735$1.1M0.26%
77SCHWAB CHARLES CORPSCHW-PJ14,250$1.1M0.26%
78BLACKSTONE INCBX7,973$1.1M0.26%
79AMERICAN CENTY ETF TR02507260418,045$1.1M0.25%
80CISCO SYS INCCSCO17,457$1.1M0.25%
81BROADCOM INCAVGO6,387$1.1M0.25%
82FLEX LTDFLEX32,231$1.1M0.25%
83DIMENSIONAL ETF TRUST25434V88037,679$987,1900.23%
84SHELL PLCRYDAF13,254$971,2850.23%
85MERCK & CO INCMRK10,581$949,7510.22%
86MORGAN STANLEYMS-PQ8,094$944,3270.22%
87KKR & CO INCKKRT8,018$926,9610.21%
88ASML HOLDING N VASMLF1,381$915,0920.21%
89EXXON MOBIL CORPXOM7,688$914,3340.21%
90SAP SESAPGF3,401$912,9640.21%
91ASTRAZENECA PLCAZN12,259$901,0370.21%
92VANGUARD SPECIALIZED FUNDS9219088444,622$896,6270.21%
93NOVARTIS AGNVSEF8,021$894,1810.21%
94SPDR SER TR78464A35911,574$886,7900.21%
95SALESFORCE INCCRM3,166$849,6280.20%
96PIMCO ETF TR72201R87416,767$838,6910.19%
97NOVO-NORDISK A SNONOF11,817$820,5720.19%
98DOORDASH INCDASH4,322$789,9320.18%
99ISHARES TR46428868725,668$788,7830.18%
100CLOVER HEALTH INVESTMENTS COCLOV211,640$759,7880.18%
101AMGEN INCAMGN2,403$748,6550.17%
102TOYOTA MOTOR CORPTOYOF4,180$737,8950.17%
103CAMECO CORPCCJ17,768$731,3310.17%
104HSBC HLDGS PLCHBCYF12,650$726,4900.17%
105ISHARES TR4642876142,000$722,1800.17%
106ALEXANDRIA REAL ESTATE EQ IN0152711097,473$691,3270.16%
107VANGUARD TAX-MANAGED FDS92194385813,543$688,3860.16%
108TWILIO INCTWLO6,574$643,6600.15%
109HOME DEPOT INCHD1,749$640,9910.15%
110BARRICK GOLD CORP06790110832,635$634,4240.15%
111PIMCO ETF TR72201R7756,845$632,9720.15%
112TAIWAN SEMICONDUCTOR MFG LTD8740391003,803$631,2980.15%
113SONY GROUP CORPSNEJF24,648$625,8130.15%
114NEWMONT CORPNEMCL12,897$622,6670.14%
115DIMENSIONAL ETF TRUST25434V70818,761$618,9230.14%
116BOOKING HOLDINGS INCBKNG126$580,4710.13%
117CHEVRON CORP NEWCVX3,429$573,6370.13%
118MASTERCARD INCORPORATEDMA1,046$573,3340.13%
119BOEING COBA-PA3,309$564,3500.13%
120SUMITOMO MITSUI FINL GROUP I86562M20935,759$552,8340.13%
121UNILEVER PLCUNLYF9,241$550,3020.13%
122UNITEDHEALTH GROUP INCUNH1,042$545,7480.13%
123CF INDS HLDGS INC1252691006,983$545,7210.13%
124MITSUBISHI UFJ FINL GROUP IN60682210439,701$541,1250.13%
125SPDR GOLD TRGLD1,860$535,9400.12%
126QUALCOMM INCQCOM3,363$516,5900.12%
127WARNER MUSIC GROUP CORPWMG16,361$512,9150.12%
128ISHARES TR4642874656,200$506,6990.12%
129WALMART INCWMT5,743$504,1780.12%
130AERCAP HOLDINGS NVAER4,932$503,9020.12%
131INVESCO EXCHANGE TRADED FD TIVZ13,045$498,9710.12%
132BHP GROUP LTDBHPLF10,233$496,7100.12%
133CLEVELAND-CLIFFS INC NEWCLF59,850$491,9670.11%
134VANGUARD SCOTTSDALE FDS92206C4096,231$491,8750.11%
135ISHARES TR4642875078,400$490,1400.11%
136PHILIP MORRIS INTL INC7181721093,037$482,0630.11%
137ABBVIE INCABBV2,300$481,8960.11%
138VERRA MOBILITY CORPVRRM21,334$480,2280.11%
139SANOFISNYNF8,648$479,6180.11%
140BANCO BILBAO VIZCAYA ARGENTABBVXF35,202$479,4510.11%
141UBS GROUP AGUBS15,421$472,3450.11%
142SCHWAB STRATEGIC TR80852460720,147$472,0410.11%
143TOTALENERGIES SETTE7,170$463,8270.11%
144ISHARES TR4642878044,249$444,3180.10%
145GE AEROSPACE3696043012,121$424,5180.10%
146ABBOTT LABSABLZF2,985$395,9600.09%
147COCA COLA COKO5,484$392,7440.09%
148SCHWAB STRATEGIC TR80852410217,854$384,3900.09%
149BP PLCBPPFF11,265$380,6470.09%
150AT&T INCT-PC13,271$375,3040.09%
151RELX PLCRLXXF7,426$374,3450.09%
152CORCEPT THERAPEUTICS INCCORT3,200$365,5040.08%
153ING GROEP N.V.INGVF18,179$356,1270.08%
154BANCO SANTANDER S.A.BCDRF52,195$349,7070.08%
155WORKIVA INCWK4,557$345,9220.08%
156DIMENSIONAL ETF TRUST25434V5005,769$344,7140.08%
157ISHARES TR4642874812,924$343,5410.08%
158EPAM SYS INCEPAM2,029$342,5760.08%
159THERMO FISHER SCIENTIFIC INCTMO683$339,8610.08%
160AMERICAN CENTY ETF TR0250722324,751$338,2240.08%
161QORVO INCQRVO4,586$332,0720.08%
162MCDONALDS CORPMCD1,059$330,8000.08%
163TRAVELERS COMPANIES INCTRV1,218$322,1120.07%
164EATON VANCE TAX MNGED BUY WRETN23,000$313,9500.07%
165UNION PAC CORPUNP1,317$311,1280.07%
166GOLDMAN SACHS PHYSICAL GOLD38150K10310,000$308,8000.07%
167EXPAND ENERGY CORPORATIONEXE2,743$305,3510.07%
168VANGUARD INDEX FDS9229085121,878$301,5180.07%
169VANGUARD INDEX FDS9229085533,304$299,1310.07%
170NATIONAL GRID PLCNMPWP4,524$296,8200.07%
171INVESCO QQQ TRIVZ612$287,0180.07%
172TELEFLEX INCORPORATEDTFX2,049$283,1510.07%
173UNUM GROUPUNMA3,473$282,9110.07%
174LINCOLN NATL CORP IND5341871097,846$281,7500.07%
175INTUITINTU456$279,9790.06%
176BRITISH AMERN TOB PLC1104481076,750$279,2480.06%
177BRISTOL-MYERS SQUIBB COCELG-RI4,524$275,9190.06%
178VANECK ETF TRUST92189F1066,000$275,8200.06%
179ISHARES TR4642872346,288$274,7860.06%
180CELANESE CORP DELCE4,838$274,6530.06%
181SCHWAB STRATEGIC TR80852480513,843$273,8130.06%
182ISHARES TR46434V8785,348$271,1510.06%
183FMC CORPFMC6,402$270,1000.06%
184TEXAS INSTRS INC8825081041,500$269,5500.06%
185FERRARI N VRACE623$266,5690.06%
186ISHARES TR464287622868$266,2500.06%
187MR COOPER GROUP INC62482R1072,187$261,5650.06%
188RIO TINTO PLCRTNTF4,311$259,0050.06%
189UBER TECHNOLOGIES INCUBER3,553$258,8720.06%
190GILEAD SCIENCES INCGILD2,286$256,1160.06%
191BARCLAYS PLCBCLYF16,563$254,4080.06%
192JACKSON FINANCIAL INCJXN-PA3,014$252,5130.06%
193VERIZON COMMUNICATIONS INCVZ5,512$250,0240.06%
194RELIANCE INCRS859$248,0360.06%
195MIZUHO FINANCIAL GROUP INCMZHOF44,980$247,8400.06%
196GSK PLCGLAXF6,387$247,4320.06%
197APPLIED MATLS INC0382221051,698$246,4140.06%
198ASSURED GUARANTY LTDAGO2,796$246,3280.06%
199BRINKER INTL INC1096411001,651$246,0820.06%
200AUTOMATIC DATA PROCESSING INADP794$242,5910.06%
201BANK AMERICA CORP0605051045,793$241,7420.06%
202FIDELITY NATIONAL FINANCIALFNF3,684$239,7550.06%
203HONEYWELL INTL INC4385161061,132$239,7010.06%
204BORGWARNER INCBWA8,202$234,9870.05%
205PEPSICO INCPEP1,548$232,1070.05%
206SPROUTS FMRS MKT INC85208M1021,504$229,5710.05%
207EATON CORP PLCETN841$228,6090.05%
208STARBUCKS CORPSBUX2,317$227,2640.05%
209ADVANCED MICRO DEVICES INCAMD2,205$226,5420.05%
210ORGANON & COOGN15,149$225,5690.05%
211PROLOGIS INC.PLDGP2,016$225,3690.05%
212DANAHER CORPORATION2358511021,096$224,6800.05%
213ANTERO RESOURCES CORPAR5,525$223,4310.05%
214SPDR SER TR78464A4092,771$222,7050.05%
215INTERNATIONAL BUSINESS MACHSINTR895$222,5510.05%
216DIMENSIONAL ETF TRUST25434V8494,673$222,2890.05%
217SPOTIFY TECHNOLOGY S ASPOT402$221,1120.05%
218INSIGHT ENTERPRISES INCNSIT1,468$220,1850.05%
219VERTEX PHARMACEUTICALS INCVRTX453$219,6230.05%
220SCHWAB STRATEGIC TR8085247067,916$218,2460.05%
221DAVITA INCDVA1,419$217,0640.05%
222ASBURY AUTOMOTIVE GROUP INCABG966$213,3310.05%
223NEXTERA ENERGY INCNEE-PW3,006$213,0950.05%
224LINDE PLCLIN457$212,7970.05%
225NEXTRACKER INCNXT5,022$211,6270.05%
226MERITAGE HOMES CORPMTH2,983$211,4350.05%
227AMERICAN CENTY ETF TR0250728023,026$211,0660.05%
228HILTON WORLDWIDE HLDGS INCHLT922$209,8010.05%
229REINSURANCE GRP OF AMERICA I7593516041,065$209,6990.05%
230JONES LANG LASALLE INCJLL845$209,4840.05%
231ACCENTURE PLC IRELANDACN669$208,7550.05%
232SANMINA CORPORATIONSANM2,725$207,5910.05%
233AMERIS BANCORPABCB3,571$205,5820.05%
234GROUP 1 AUTOMOTIVE INCGPI538$205,4890.05%
235TENET HEALTHCARE CORPTHC1,527$205,3820.05%
236ANHEUSER BUSCH INBEV SA/NVBUDFF3,307$203,5790.05%
237US FOODS HLDG CORPUSFD3,087$202,0750.05%
238BJS WHSL CLUB HLDGS INC05550J1011,770$201,9570.05%
239ELEVANCE HEALTH INCELV464$201,8210.05%
240COMCAST CORP NEWCCZ5,456$201,3260.05%
241LLOYDS BANKING GROUP PLCLLOBF46,795$178,7570.04%
242TAKEDA PHARMACEUTICAL CO LTDTKPHF11,685$173,7560.04%
243MEDICAL PPTYS TRUST INC58463J30427,823$167,7730.04%
244GENWORTH FINL INC37247D10622,265$157,8590.04%
245HALEON PLCHLNCF15,227$156,6860.04%
246WOODSIDE ENERGY GROUP LTDWOPEF10,093$146,2480.03%
247CNH INDL N VN2094410911,706$143,7500.03%
248NEOGEN CORPNEOG16,484$142,9160.03%
249AEGON LTDAEFC21,566$142,1200.03%
250NOKIA CORPNOKBF26,791$141,1890.03%
251PATTERSON-UTI ENERGY INCPTEN16,644$136,8140.03%
252NATWEST GROUP PLCRBSPF11,346$135,2440.03%
253NOMURA HLDGS INCNRSCF19,345$118,9720.03%
254LUMEN TECHNOLOGIES INCLUMN29,265$114,7190.03%
255NEWELL BRANDS INCNWL16,281$100,9420.02%
256LXP INDUSTRIAL TRUSTLXP-PC11,534$99,7690.02%
257TELEFONAKTIEBOLAGET LM ERICS29482160811,692$90,7300.02%
258TELEFONICA S ATELFY18,005$83,9030.02%
259HANESBRANDS INC41034510212,362$71,3290.02%
260JETBLUE AWYS CORP47714310114,331$69,0750.02%
261UNITI GROUP INCUNIT11,170$56,2970.01%
262BRANDYWINE RLTY TR10536820311,984$53,4490.01%
263GRAB HOLDINGS LIMITEDGRABW11,252$50,9720.01%
264VINCERX PHARMA INCVNCE85,170$45,0890.01%
265SABRE CORPSABR11,555$32,4700.01%