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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 Q2 2025 · Filed July 17, 2025 · Accession 0001085146-25-003912

Total Value
$473.1M
Positions
282
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (282)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES GOLD TRIAU321,686$20.1M4.24%
2VANGUARD INDEX FDS92290862967,395$18.9M3.99%
3GOLDMAN SACHS ETF TRNVGLF183,149$18.3M3.88%
4INVESCO EXCHANGE TRADED FD TIVZ95,159$17.3M3.66%
5VANGUARD INDEX FDS92290875170,328$16.7M3.52%
6ISHARES TR46432F842185,390$15.5M3.27%
7AMERICAN CENTY ETF TR025072877162,049$14.8M3.12%
8SPDR SERIES TRUST78464A76378,470$10.7M2.25%
9APPLE INCAAPL47,081$9.7M2.04%
10AMERICAN CENTY ETF TR025072349140,787$9.6M2.03%
11VANGUARD INDEX FDS92290876929,086$8.8M1.87%
12VANGUARD INTL EQUITY INDEX F922042858175,235$8.7M1.83%
13AMERICAN CENTY ETF TR02507288583,621$8.4M1.78%
14AMERICAN CENTY ETF TR025072703113,184$8.4M1.77%
15TESLA INCTSLA25,689$8.2M1.72%
16MICROSOFT CORPMSFT16,020$8.0M1.68%
17JANUS DETROIT STR TR47103U845150,905$7.7M1.62%
18ISHARES TR46436E71875,377$7.6M1.60%
19COINBASE GLOBAL INCCOIN21,454$7.5M1.59%
20VANGUARD SCOTTSDALE FDS92206C87089,152$7.4M1.56%
21VANGUARD WHITEHALL FDS92194640654,248$7.2M1.53%
22SELECT SECTOR SPDR TR81369Y70446,934$6.9M1.46%
23VANGUARD BD INDEX FDS92193783592,268$6.8M1.44%
24ISHARES INC46434G10393,812$5.6M1.19%
25VANGUARD CHARLOTTE FDS92203J407112,673$5.6M1.18%
26INVESCO EXCHANGE TRADED FD TIVZ135,721$5.5M1.17%
27GOLDMAN SACHS ETF TRNVGLF106,568$5.4M1.14%
28SPDR S&P 500 ETF TRSPY8,716$5.4M1.14%
29VANGUARD INTL EQUITY INDEX F92204271839,834$5.4M1.13%
30VANGUARD WORLD FD92204A50420,105$5.0M1.06%
31NVIDIA CORPORATIONNVDA29,909$4.7M1.00%
32AMAZON COM INCAMZN17,939$3.9M0.83%
33VANGUARD SCOTTSDALE FDS92206C77184,034$3.9M0.82%
34ALPHABET INCGOOG21,029$3.7M0.79%
35VANGUARD WHITEHALL FDS92194688555,937$3.7M0.77%
36GOLDMAN SACHS BDC INCGSBD276,485$3.1M0.66%
37VANGUARD MALVERN FDS92202080559,307$3.0M0.63%
38PIMCO ETF TR72201R83329,572$3.0M0.63%
39ISHARES TR4642872004,666$2.9M0.61%
40JPMORGAN CHASE & CO.VYLD9,991$2.9M0.61%
41J P MORGAN EXCHANGE TRADED F46654Q10457,180$2.8M0.58%
42J P MORGAN EXCHANGE TRADED F46641Q83753,579$2.7M0.57%
43NETFLIX INCNFLX1,950$2.6M0.55%
44PIMCO ETF TR72201R71825,772$2.5M0.52%
45ISHARES TR46428773924,393$2.3M0.49%
46BONDBLOXX ETF TRUST09789C70555,794$2.3M0.49%
47ISHARES TR46435G67243,907$2.2M0.47%
48VANGUARD BD INDEX FDS92203C30344,727$2.2M0.47%
49ALPHABET INCGOOG12,213$2.2M0.45%
50DIMENSIONAL ETF TRUST25434V65880,118$2.1M0.45%
51J P MORGAN EXCHANGE TRADED F46641Q15945,960$2.1M0.45%
52META PLATFORMS INCMETA2,841$2.1M0.44%
53VANGUARD WORLD FD92204A80110,336$2.0M0.43%
54ORACLE CORPORCL-PD9,118$2.0M0.42%
55VANGUARD MUN BD FDS92290774637,903$1.9M0.39%
56PIMCO ETF TR72201R78318,994$1.8M0.38%
57BROADCOM INCAVGO6,303$1.7M0.37%
58WELLS FARGO CO NEW94974610121,215$1.7M0.36%
59ELI LILLY & COLLY2,151$1.7M0.35%
60FLEX LTDFLEX33,372$1.7M0.35%
61VANGUARD INTL EQUITY INDEX F92204277524,777$1.7M0.35%
62SPDR INDEX SHS FDS78463X54128,054$1.5M0.32%
63BERKSHIRE HATHAWAY INC DELBRK-A2$1.5M0.31%
64ROSS STORES INCROST11,154$1.4M0.30%
65ISHARES TR4642876556,580$1.4M0.30%
66AMERICAN EXPRESS COAXP4,440$1.4M0.30%
67TERRENO RLTY CORP88146M10125,158$1.4M0.30%
68COSTCO WHSL CORP NEW22160K1051,362$1.3M0.28%
69CAMECO CORPCCJ17,766$1.3M0.28%
70AIRBNB INCABNB9,924$1.3M0.28%
71DOCUSIGN INCDOCU16,786$1.3M0.28%
72SCHWAB CHARLES CORPSCHW-PJ14,260$1.3M0.27%
73CALIFORNIA RES CORPCRC27,950$1.3M0.27%
74BLACKROCK INCBLK1,205$1.3M0.27%
75AMERICAN CENTY ETF TR02507260418,064$1.2M0.26%
76PROCTER AND GAMBLE CO7427181097,763$1.2M0.26%
77VANGUARD INDEX FDS9229086526,317$1.2M0.26%
78CISCO SYS INCCSCO17,428$1.2M0.26%
79BLACKSTONE INCBX8,036$1.2M0.25%
80VISA INCV3,377$1.2M0.25%
81MORGAN STANLEYMS-PQ8,097$1.1M0.24%
82ZOETIS INCZTS7,155$1.1M0.24%
83DOORDASH INCDASH4,448$1.1M0.23%
84BERKSHIRE HATHAWAY INC DELBRK-A2,243$1.1M0.23%
85ASML HOLDING N VASMLF1,340$1.1M0.23%
86DIMENSIONAL ETF TRUST25434V88036,002$1.1M0.22%
87JOHNSON & JOHNSONJNJ6,878$1.1M0.22%
88SAP SESAPGF3,438$1.0M0.22%
89NOVARTIS AGNVSEF8,120$982,6010.21%
90CF INDS HLDGS INC12526910010,519$967,7480.20%
91KKR & CO INCKKRT7,263$966,1970.20%
92SPDR SERIES TRUST78464A35911,635$961,7630.20%
93VANGUARD SPECIALIZED FUNDS9219088444,622$945,9900.20%
94SHELL PLCRYDAF13,275$934,6920.20%
95TAIWAN SEMICONDUCTOR MFG LTD8740391003,934$891,0120.19%
96SALESFORCE INCCRM3,176$866,0630.18%
97ASTRAZENECA PLCAZN12,251$856,1000.18%
98ISHARES TR4642876142,000$849,1600.18%
99ISHARES TR46428868727,233$835,5010.18%
100MERCK & CO INCMRK10,531$833,6340.18%
101EXXON MOBIL CORPXOM7,713$831,4610.18%
102TWILIO INCTWLO6,500$808,3400.17%
103NOVO-NORDISK A SNONOF11,632$802,8410.17%
104VANGUARD TAX-MANAGED FDS92194385814,006$798,4750.17%
105GOLDMAN SACHS PHYSICAL GOLD38150K10324,282$793,5360.17%
106HSBC HLDGS PLCHBCYF12,808$778,5980.16%
107NEWMONT CORPNEMCL12,983$756,3900.16%
108BOOKING HOLDINGS INCBKNG124$717,8660.15%
109DIMENSIONAL ETF TRUST25434V70819,376$694,4230.15%
110PIMCO ETF TR72201R87413,579$681,2660.14%
111BARRICK MNG CORP06849F10832,693$680,6680.14%
112BOEING COBA-PA3,241$679,0870.14%
113AMGEN INCAMGN2,397$669,2660.14%
114TOYOTA MOTOR CORPTOYOF3,847$662,6840.14%
115SONY GROUP CORPSNEJF25,299$658,5330.14%
116HOME DEPOT INCHD1,759$644,9200.14%
117INVESCO EXCHANGE TRADED FD TIVZ13,045$597,0700.13%
118CLOVER HEALTH INVESTMENTS COCLOV211,533$590,1770.12%
119MASTERCARD INCORPORATEDMA1,039$583,8560.12%
120SPDR GOLD TRGLD1,860$566,9840.12%
121UNILEVER PLCUNLYF9,241$565,2720.12%
122AERCAP HOLDINGS NVAER4,789$560,3130.12%
123WALMART INCWMT5,710$558,3240.12%
124ISHARES TR4642874656,212$555,2550.12%
125VERRA MOBILITY CORPVRRM21,671$550,2270.12%
126GE AEROSPACE3696043012,122$546,1820.12%
127MITSUBISHI UFJ FINL GROUP IN60682210439,583$543,0790.11%
128ALEXANDRIA REAL ESTATE EQ IN0152711097,439$540,2950.11%
129QUALCOMM INCQCOM3,367$536,2280.11%
130BANCO BILBAO VIZCAYA ARGENTABBVXF34,825$535,2600.11%
131SUMITOMO MITSUI FINL GROUP I86562M20935,383$534,6370.11%
132BHP GROUP LTDBHPLF11,005$529,2300.11%
133PHILIP MORRIS INTL INC7181721092,874$523,4420.11%
134ISHARES TR4642875078,400$520,9680.11%
135UBS GROUP AGUBS15,093$510,4450.11%
136SCHWAB STRATEGIC TR80852460720,158$509,9920.11%
137VANGUARD SCOTTSDALE FDS92206C4096,231$495,3650.10%
138CHEVRON CORP NEWCVX3,432$491,4280.10%
139PIMCO ETF TR72201R7755,001$461,0300.10%
140WARNER MUSIC GROUP CORPWMG16,464$448,4670.09%
141TOTALENERGIES SETTE7,175$440,4730.09%
142BANCO SANTANDER S.A.BCDRF52,364$434,6210.09%
143ABBVIE INCABBV2,305$427,8540.09%
144SCHWAB STRATEGIC TR80852410217,898$426,5080.09%
145MR COOPER GROUP INC62482R1072,838$423,4580.09%
146ABBOTT LABSABLZF3,010$409,3900.09%
147SANOFISNYNF8,419$406,7220.09%
148ISHARES TR4642874812,924$405,5000.09%
149RELX PLCRLXXF7,442$404,3980.09%
150ING GROEP N.V.INGVF18,049$394,7320.08%
151COCA COLA COKO5,517$390,2950.08%
152AT&T INCT-PC13,290$384,6130.08%
153AMERICAN CENTY ETF TR0250722324,840$374,9760.08%
154DIMENSIONAL ETF TRUST25434V5005,769$367,5600.08%
155INTUITINTU451$355,3640.08%
156ISHARES TR4642878043,249$355,0830.08%
157BORGWARNER INCBWA10,364$346,9870.07%
158NATIONAL GRID PLCNMPWP4,654$346,3040.07%
159VANGUARD INDEX FDS9229086111,735$338,3680.07%
160INVESCO QQQ TRIVZ611$336,7930.07%
161TRAVELERS COMPANIES INCTRV1,234$330,1440.07%
162APPLIED MATLS INC0382221051,780$325,8650.07%
163BRITISH AMERN TOB PLC1104481076,780$320,8970.07%
164BP PLCBPPFF10,475$313,5160.07%
165FERRARI N VRACE636$312,1110.07%
166TEXAS INSTRS INC8825081041,499$311,2220.07%
167ADVANCED MICRO DEVICES INCAMD2,193$311,1870.07%
168MCDONALDS CORPMCD1,063$310,5770.07%
169VANGUARD INDEX FDS9229085121,878$308,8810.07%
170SPOTIFY TECHNOLOGY S ASPOT402$308,4710.07%
171WORKIVA INCWK4,504$308,2990.07%
172SCHWAB STRATEGIC TR80852480513,932$307,9020.07%
173BARCLAYS PLCBCLYF16,542$307,5160.06%
174QORVO INCQRVO3,598$305,5060.06%
175ISHARES TR4642872346,288$303,3330.06%
176EATON CORP PLCETN844$301,3000.06%
177CONSTELLATION ENERGY CORPCEG929$299,8850.06%
178UNION PAC CORPUNP1,300$299,1040.06%
179UNITEDHEALTH GROUP INCUNH954$297,6190.06%
180ISHARES TR464287622868$294,7470.06%
181GE VERNOVA INCGEV557$294,7370.06%
182VANGUARD INDEX FDS9229085533,306$294,3980.06%
183RELIANCE INCRS927$290,9850.06%
184LINCOLN NATL CORP IND5341871098,224$284,5500.06%
185INTERNATIONAL BUSINESS MACHSINTR956$281,8100.06%
186CELANESE CORP DELCE5,058$279,8590.06%
187UNUM GROUPUNMA3,424$276,5220.06%
188BANK AMERICA CORP0605051045,817$275,2600.06%
189JACKSON FINANCIAL INCJXN-PA3,093$274,6270.06%
190ISHARES TR46434V8785,353$271,4540.06%
191THERMO FISHER SCIENTIFIC INCTMO659$267,1980.06%
192EATON VANCE TAX MNGED BUY WRETN18,500$267,1400.06%
193SPDR SERIES TRUST78464A4092,771$264,1320.06%
194HONEYWELL INTL INC4385161061,126$262,2230.06%
195GILEAD SCIENCES INCGILD2,359$261,5050.06%
196NEXTRACKER INCNXT4,792$260,5410.06%
197SANMINA CORPORATIONSANM2,624$256,7060.05%
198HILTON WORLDWIDE HLDGS INCHLT963$256,4850.05%
199CAMECO CORPCCJ10,000$255,0000.05%
200GSK PLCGLAXF6,612$253,9010.05%
201FMC CORPFMC6,004$250,6670.05%
202BRINKER INTL INC1096411001,389$250,4780.05%
203MIZUHO FINANCIAL GROUP INCMZHOF44,832$249,2660.05%
204BADGER METER INCBMI1,010$247,4000.05%
205DEUTSCHE BANK A GD181908988,414$246,3620.05%
206GROUP 1 AUTOMOTIVE INCGPI563$245,8680.05%
207UBER TECHNOLOGIES INCUBER2,630$245,3790.05%
208US FOODS HLDG CORPUSFD3,181$244,9690.05%
209AUTOMATIC DATA PROCESSING INADP794$244,8700.05%
210VERIZON COMMUNICATIONS INCVZ5,644$244,2160.05%
211ASSURED GUARANTY LTDAGO2,801$243,9670.05%
212PALANTIR TECHNOLOGIES INCPLTR1,779$242,4890.05%
213AMERICAN CENTY ETF TR0250728023,045$241,4440.05%
214ANHEUSER BUSCH INBEV SA/NVBUDFF3,477$238,9390.05%
215SCHWAB STRATEGIC TR8085247067,925$238,8700.05%
216AMERIS BANCORPABCB3,646$235,8960.05%
217COMMSCOPE HLDG CO INC20337X10928,176$233,2970.05%
218ASBURY AUTOMOTIVE GROUP INCABG978$233,2920.05%
219TENET HEALTHCARE CORPTHC1,314$231,2640.05%
220AEROVIRONMENT INCAVAV794$226,2500.05%
221ANTERO RESOURCES CORPAR5,590$225,1650.05%
222ICICI BANK LIMITEDIBN6,673$224,4800.05%
223FLUOR CORP NEWFLR4,373$224,2040.05%
224AIR LEASE CORPAIIR3,801$222,3200.05%
225CORCEPT THERAPEUTICS INCCORT2,963$217,4840.05%
226LINDE PLCLIN463$217,2300.05%
227RIO TINTO PLCRTNTF3,717$216,8130.05%
228DISNEY WALT CO2546871061,739$215,6410.05%
229SPX TECHNOLOGIES INCSPXC1,282$214,9660.05%
230CENCORA INCCOR712$213,4930.05%
231DEERE & CODE419$213,0570.05%
232FIDELITY NATIONAL FINANCIALFNF3,753$210,3930.04%
233INTERDIGITAL INCIDCC934$209,4310.04%
234REINSURANCE GRP OF AMERICA I7593516041,054$209,0710.04%
235FIRST HORIZON CORPORATIONFHN-PH9,849$208,7990.04%
236WP CAREY INC92936U1093,342$208,4740.04%
237JBT MAREL CORPORATIONJBTM1,731$208,1700.04%
238SPROUTS FMRS MKT INC85208M1021,262$207,7760.04%
239DIMENSIONAL ETF TRUST25434V4013,087$206,8910.04%
240LITHIA MTRS INC536797103609$205,7320.04%
241NEXTERA ENERGY INCNEE-PW2,949$204,7200.04%
242ADOBE INCADBE529$204,6600.04%
243RADIAN GROUP INCRDN5,679$204,5580.04%
244BRISTOL-MYERS SQUIBB COCELG-RI4,375$202,5190.04%
245ARMSTRONG WORLD INDS INC NEW04247X1021,246$202,4000.04%
246SIGNET JEWELERS LIMITEDSIG2,543$202,2960.04%
247DAVITA INCDVA1,420$202,2790.04%
248LLOYDS BANKING GROUP PLCLLOBF47,587$202,2450.04%
249SEA LTDSE1,264$202,1640.04%
250PROLOGIS INC.PLDGP1,922$202,0410.04%
251AXON ENTERPRISE INCAXON244$202,0170.04%
252JONES LANG LASALLE INCJLL788$201,5550.04%
253ACCENTURE PLC IRELANDACN673$201,1530.04%
254CATERPILLAR INCCAT518$201,0930.04%
255TAKEDA PHARMACEUTICAL CO LTDTKPHF12,604$194,8580.04%
256GENWORTH FINL INC37247D10622,873$177,9520.04%
257NATWEST GROUP PLCRBSPF11,425$161,6640.03%
258HALEON PLCHLNCF15,496$160,6940.03%
259CNH INDL N VN2094410912,352$160,0820.03%
260AVANTOR INCAVTR11,596$156,0820.03%
261AEGON LTDAEFC21,291$154,1470.03%
262NOKIA CORPNOKBF27,747$143,7290.03%
263LUMEN TECHNOLOGIES INCLUMN29,340$128,5090.03%
264NOMURA HLDGS INCNRSCF18,593$122,3420.03%
265CUSHMAN WAKEFIELD PLCCWK10,426$115,4160.02%
266MEDICAL PPTYS TRUST INC58463J30425,370$109,3450.02%
267TELEFONAKTIEBOLAGET LM ERICS29482160811,575$98,1560.02%
268TELEFONICA S ATELFY17,863$93,4230.02%
269SUNRUN INCRUN10,618$86,8550.02%
270PATTERSON-UTI ENERGY INCPTEN14,082$83,5060.02%
271NEWELL BRANDS INCNWL15,135$81,7290.02%
272CLEVELAND-CLIFFS INC NEWCLF10,185$77,4060.02%
273NEOGEN CORPNEOG13,275$63,4550.01%
274GRAB HOLDINGS LIMITEDGRABW11,989$60,3050.01%
275BRANDYWINE RLTY TR10536820313,043$55,9540.01%
276XEROX HOLDINGS CORPXRXDW10,516$55,4190.01%
277HANESBRANDS INC41034510211,590$53,0820.01%
278UNITI GROUP INCUNIT11,674$50,4320.01%
279NOVAGOLD RES INC66987E20612,000$49,0800.01%
280READY CAPITAL CORPRC-PE10,671$46,6320.01%
281JETBLUE AWYS CORP47714310110,713$45,3160.01%
282NOVAGOLD RES INC66987E20620,000$3,0000.00%