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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 Q4 2025 · Filed January 30, 2026 · Accession 0001771605-26-000001

Total Value
$529.7M
Positions
310
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (310)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES GOLD TRIAU300,690$24.4M4.61%
2VANGUARD INDEX FDS92290862969,941$20.3M3.83%
3VANGUARD INDEX FDS92290875171,749$18.5M3.49%
4INVESCO EXCHANGE TRADED FD TIVZ94,396$18.1M3.41%
5ISHARES TR46432F842188,405$16.9M3.18%
6GOLDMAN SACHS ETF TRNVGLF167,191$16.7M3.15%
7AMERICAN CENTY ETF TR025072877158,730$16.2M3.06%
8APPLE INCAAPL43,268$11.8M2.22%
9TESLA INCTSLA26,026$11.7M2.21%
10SPDR SERIES TRUST78464A76378,414$10.9M2.06%
11VANGUARD INDEX FDS92290876930,995$10.4M1.96%
12AMERICAN CENTY ETF TR025072349134,077$10.2M1.92%
13GOLDMAN SACHS ETF TRNVGLF197,655$10.0M1.88%
14VANGUARD INTL EQUITY INDEX F922042858176,178$9.5M1.79%
15AMERICAN CENTY ETF TR025072703109,906$9.0M1.71%
16AMERICAN CENTY ETF TR02507288578,893$8.8M1.66%
17VANGUARD SCOTTSDALE FDS92206C87091,377$7.7M1.44%
18VANGUARD WHITEHALL FDS92194640652,538$7.5M1.42%
19MICROSOFT CORPMSFT15,584$7.5M1.42%
20SELECT SECTOR SPDR TR81369Y70446,893$7.3M1.37%
21VANGUARD BD INDEX FDS92193783595,521$7.1M1.34%
22JANUS DETROIT STR TR47103U845139,420$7.1M1.33%
23ALPHABET INCGOOG20,744$6.5M1.23%
24SPDR S&P 500 ETF TRSPY8,749$6.0M1.13%
25ISHARES INC46434G10386,183$5.8M1.09%
26VANGUARD BD INDEX FDS92203C303115,748$5.8M1.09%
27VANGUARD CHARLOTTE FDS92203J407119,131$5.8M1.09%
28INVESCO EXCHANGE TRADED FD TIVZ125,946$5.7M1.08%
29VANGUARD WORLD FD92204A50419,176$5.5M1.04%
30VANGUARD INTL EQUITY INDEX F92204271838,262$5.5M1.04%
31ISHARES TR46436E71853,298$5.4M1.01%
32NVIDIA CORPORATIONNVDA28,110$5.2M0.99%
33AMAZON COM INCAMZN17,943$4.1M0.78%
34VANGUARD INSTL INDEX FD92204084554,648$4.1M0.78%
35VANGUARD SCOTTSDALE FDS92206C77186,497$4.1M0.77%
36VANGUARD WHITEHALL FDS92194688557,458$3.9M0.73%
37COINBASE GLOBAL INCCOIN16,985$3.8M0.73%
38GOLDMAN SACHS BDC INCGSBD409,885$3.8M0.72%
39ALPHABET INCGOOG11,666$3.7M0.69%
40JPMORGAN CHASE & CO.VYLD9,823$3.2M0.60%
41VANGUARD MALVERN FDS92202080562,769$3.1M0.59%
42PIMCO ETF TR72201R83330,665$3.1M0.58%
43J P MORGAN EXCHANGE TRADED F46654Q10460,279$2.9M0.55%
44J P MORGAN EXCHANGE TRADED F46641Q83754,815$2.8M0.52%
45ISHARES TR4642872003,766$2.6M0.49%
46PIMCO ETF TR72201R71826,589$2.6M0.48%
47ISHARES TR46428773925,535$2.4M0.45%
48BONDBLOXX ETF TRUST09789C70557,637$2.4M0.45%
49TERRENO RLTY CORP88146M10140,190$2.4M0.45%
50ISHARES TR46435G67245,482$2.3M0.43%
51J P MORGAN EXCHANGE TRADED F46641Q15948,392$2.2M0.42%
52DIMENSIONAL ETF TRUST25434V65884,556$2.2M0.42%
53ELI LILLY & COLLY1,996$2.1M0.40%
54VANGUARD WORLD FD92204A80110,225$2.1M0.40%
55ROSS STORES INCROST11,271$2.0M0.38%
56BROADCOM INCAVGO5,773$2.0M0.38%
57VANGUARD MUN BD FDS92290774638,745$1.9M0.37%
58PIMCO ETF TR72201R78319,834$1.9M0.36%
59VANGUARD INTL EQUITY INDEX F92204277525,042$1.8M0.35%
60WELLS FARGO CO NEW94974610119,466$1.8M0.34%
61ORACLE CORPORCL-PD9,284$1.8M0.34%
62META PLATFORMS INCMETA2,707$1.8M0.34%
63NETFLIX INCNFLX19,016$1.8M0.34%
64BOOZ ALLEN HAMILTON HLDG CORBAH20,958$1.8M0.33%
65FLEX LTDFLEX29,189$1.8M0.33%
66SPDR INDEX SHS FDS78463X54127,117$1.7M0.32%
67ISHARES TR4642876556,581$1.6M0.31%
68GOLDMAN SACHS PHYSICAL GOLD38150K10337,038$1.6M0.30%
69BERKSHIRE HATHAWAY INC DELBRK-A2$1.5M0.28%
70CALIFORNIA RES CORPCRC33,161$1.5M0.28%
71ASML HOLDING N VASMLF1,363$1.5M0.28%
72MORGAN STANLEYMS-PQ8,212$1.5M0.28%
73AMERICAN CENTY ETF TR02507260418,592$1.4M0.27%
74AIRBNB INCABNB10,536$1.4M0.27%
75TAIWAN SEMICONDUCTOR MFG LTD8740391004,685$1.4M0.27%
76JOHNSON & JOHNSONJNJ6,841$1.4M0.27%
77AMERICAN EXPRESS COAXP3,806$1.4M0.27%
78BLACKROCK INCBLK1,233$1.3M0.25%
79CISCO SYS INCCSCO17,117$1.3M0.25%
80VANGUARD INDEX FDS9229086526,157$1.3M0.24%
81DIMENSIONAL ETF TRUST25434V88036,444$1.2M0.23%
82VISA INCV3,396$1.2M0.22%
83BOEING COBA-PA5,310$1.2M0.22%
84DOCUSIGN INCDOCU16,768$1.1M0.22%
85COSTCO WHSL CORP NEW22160K1051,328$1.1M0.22%
86BERKSHIRE HATHAWAY INC DELBRK-A2,278$1.1M0.22%
87BARRICK MNG CORP06849F10826,024$1.1M0.21%
88ZOETIS INCZTS8,928$1.1M0.21%
89SCHWAB CHARLES CORPSCHW-PJ11,025$1.1M0.21%
90MERCK & CO INCMRK10,399$1.1M0.21%
91PROCTER AND GAMBLE CO7427181097,534$1.1M0.20%
92TWILIO INCTWLO7,464$1.1M0.20%
93CAMECO CORPCCJ11,552$1.1M0.20%
94NOVARTIS AGNVSEF7,620$1.1M0.20%
95VANGUARD SPECIALIZED FUNDS9219088444,622$1.0M0.19%
96SPDR SERIES TRUST78464A35911,251$1.0M0.19%
97HSBC HLDGS PLCHBCYF12,537$986,2860.19%
98ASTRAZENECA PLCAZN10,674$981,2610.19%
99DOORDASH INCDASH4,284$970,2400.18%
100ISHARES TR4642876142,000$946,6000.18%
101SHELL PLCRYDAF12,804$940,8440.18%
102BLACKSTONE INCBX6,095$939,4830.18%
103PAYPAL HLDGS INCPYPL16,090$939,3340.18%
104KKR & CO INCKKRT7,307$931,4960.18%
105EXXON MOBIL CORPXOM7,642$919,6380.17%
106VANGUARD TAX-MANAGED FDS92194385814,474$904,2140.17%
107NEWMONT CORPNEMCL9,047$903,3430.17%
108NOVAGOLD RES INC66987E20696,888$902,9960.17%
109ISHARES TR46428868728,388$878,9010.17%
110BRISTOW GROUP INCVTOL23,777$870,7140.16%
111SAP SESAPGF3,403$826,6230.16%
112SALESFORCE INCCRM3,066$812,2140.15%
113GILEAD SCIENCES INCGILD6,613$811,6520.15%
114TOYOTA MOTOR CORPTOYOF3,744$801,4410.15%
115AMGEN INCAMGN2,369$775,3970.15%
116DIMENSIONAL ETF TRUST25434V70819,391$767,7060.14%
117AERCAP HOLDINGS NVAER5,288$760,2030.14%
118BANCO BILBAO VIZCAYA ARGENTABBVXF31,935$744,4050.14%
119CF INDS HLDGS INC1252691009,351$723,2060.14%
120PIMCO ETF TR72201R87414,193$715,7320.14%
121SPDR GOLD TRGLD1,802$714,0280.13%
122S&P GLOBAL INCSPGI1,328$694,0000.13%
123BHP GROUP LTDBHPLF11,422$689,5310.13%
124BOOKING HOLDINGS INCBKNG124$664,0610.13%
125SUMITOMO MITSUI FINL GROUP I86562M20934,131$659,7520.12%
126GE AEROSPACE3696043012,140$659,1680.12%
127UBS GROUP AGUBS14,214$658,2500.12%
128SONY GROUP CORPSNEJF25,094$642,4060.12%
129WALMART INCWMT5,660$630,5810.12%
130BANCO SANTANDER SABCDRF53,442$626,8750.12%
131INVESCO EXCHANGE TRADED FD TIVZ13,045$608,8750.11%
132MOODYS CORPMCO1,187$606,3790.11%
133MITSUBISHI UFJ FINL GROUP IN60682210438,021$603,0130.11%
134ISHARES TR4642874656,224$597,7160.11%
135HOME DEPOT INCHD1,693$582,5610.11%
136SCHWAB STRATEGIC TR80852460720,183$574,8230.11%
137MASTERCARD INCORPORATEDMA991$565,7420.11%
138QUALCOMM INCQCOM3,286$562,0700.11%
139ISHARES TR4642875078,400$554,4000.10%
140UNILEVER PLCUNLYF8,159$533,5990.10%
141NOVO-NORDISK A SNONOF10,469$532,6780.10%
142ABBVIE INCABBV2,323$530,7820.10%
143AMERICAN CENTY ETF TR0250722325,813$499,4090.09%
144CLOVER HEALTH INVESTMENTS COCLOV211,619$497,3050.09%
145VANGUARD SCOTTSDALE FDS92206C4096,231$496,7980.09%
146BLOOM ENERGY CORPBE5,636$489,7120.09%
147PIMCO ETF TR72201R7755,204$484,3660.09%
148ING GROEP N.V.INGVF17,155$480,3400.09%
149SCHWAB STRATEGIC TR80852410217,988$471,8380.09%
150ADVANCED MICRO DEVICES INCAMD2,143$458,9450.09%
151NEXTPOWER INCNXT5,247$457,0660.09%
152APPLIED MATLS INC0382221051,735$445,8780.08%
153CHEVRON CORP NEWCVX2,900$441,9890.08%
154EASTMAN CHEM COEMN6,416$409,5330.08%
155TOTALENERGIES SETTE6,234$407,8280.08%
156CIENA CORPCIEN1,738$406,4660.08%
157BRITISH AMERN TOB PLC1104481077,161$405,4560.08%
158BARCLAYS PLCBCLYF15,914$405,0110.08%
159DIMENSIONAL ETF TRUST25434V5005,769$401,9450.08%
160ISHARES TR4642874812,924$400,4130.08%
161MICRON TECHNOLOGY INCMU1,392$397,2910.07%
162SANOFI SASNYNF8,194$397,0810.07%
163WORKIVA INCWK4,527$390,4540.07%
164VANGUARD INDEX FDS9229086111,768$374,3760.07%
165THERMO FISHER SCIENTIFIC INCTMO642$372,0070.07%
166COMMSCOPE HLDG CO INC20337X10920,382$369,5260.07%
167COCA COLA COKO5,267$368,2480.07%
168LINCOLN NATL CORP IND5341871098,265$368,0400.07%
169NATIONAL GRID PLCNMPWP4,726$365,5560.07%
170ABBOTT LABSABLZF2,879$360,7100.07%
171TRAVELERS COMPANIES INCTRV1,234$357,9340.07%
172GE VERNOVA INCGEV547$357,7630.07%
173BP PLCBPPFF10,202$354,3020.07%
174PALANTIR TECHNOLOGIES INCPLTR1,987$353,1580.07%
175VANGUARD INDEX FDS9229085121,980$351,2440.07%
176BORGWARNER INCBWA7,723$347,9980.07%
177ARROWHEAD PHARMACEUTICALS INARWR5,236$347,6180.07%
178SANMINA CORPORATIONSANM2,309$346,5120.07%
179SCHWAB STRATEGIC TR80852480514,326$344,3930.07%
180ISHARES TR4642872346,291$344,1730.06%
181GSK PLCGLAXF6,903$338,5230.06%
182JACKSON FINANCIAL INCJXN-PA3,166$337,6540.06%
183MIZUHO FINANCIAL GROUP INCMZHOF45,537$333,3310.06%
184INVESCO QQQ TRIVZ537$330,1680.06%
185ISHARES TR4642878042,720$326,8900.06%
186QORVO INCQRVO3,849$325,2790.06%
187DEUTSCHE BANK A GD181908988,417$324,5600.06%
188ISHARES TR464287622866$323,3990.06%
189CONSTELLATION ENERGY CORPCEG911$321,9070.06%
190CARMAX INCKMX8,321$321,5230.06%
191UNITEDHEALTH GROUP INCUNH971$320,5370.06%
192AT&T INCT-PC12,804$318,0510.06%
193LUMENTUM HLDGS INCLITE848$312,5640.06%
194RIO TINTO PLCRTNTF3,903$312,3570.06%
195MCDONALDS CORPMCD1,016$310,5200.06%
196BANK AMERICA CORP0605051045,639$310,1450.06%
197HECLA MNG CO42270410615,923$305,5620.06%
198CATERPILLAR INCCAT526$301,4380.06%
199INTUITINTU447$295,7730.06%
200SPDR SERIES TRUST78464A4092,771$295,6660.06%
201UNION PAC CORPUNP1,258$291,0010.05%
202JBT MAREL CORPORATIONJBTM1,912$288,0810.05%
203AMERICAN CENTY ETF TR0250728023,062$287,6950.05%
204INTERDIGITAL INCIDCC901$286,8600.05%
205EATON VANCE TAX MNGED BUY WRETN18,500$282,4950.05%
206ADVANCED ENERGY INDS0079731001,342$280,9750.05%
207VANGUARD INDEX FDS9229085533,172$280,6950.05%
208LUMEN TECHNOLOGIES INCLUMN35,899$278,9350.05%
209AIR LEASE CORPAIIR4,313$277,0240.05%
210COMMSCOPE HLDG CO INC20337X10988,500$275,4200.05%
211RELX PLCRLXXF6,780$274,0480.05%
212TTM TECHNOLOGIES INCTTMI3,970$273,9300.05%
213SANDISK CORPSNDK1,142$271,0880.05%
214UNUM GROUPUNMA3,479$269,6230.05%
215INTERNATIONAL BUSINESS MACHSINTR902$267,1810.05%
216SCHWAB STRATEGIC TR8085247068,150$266,9100.05%
217JONES LANG LASALLE INCJLL792$266,4840.05%
218AMERIS BANCORPABCB3,580$265,8870.05%
219HILTON WORLDWIDE HLDGS INCHLT925$265,7060.05%
220ETFS GOLD TR00326A1046,425$263,9390.05%
221RELIANCE INCRS909$262,5830.05%
222ISHARES TR4642888691,658$261,4360.05%
223TENET HEALTHCARE CORPTHC1,288$255,9510.05%
224LLOYDS BANKING GROUP PLCLLOBF48,152$255,2060.05%
225EATON CORP PLCETN801$255,1270.05%
226TEXAS INSTRS INC8825081041,462$253,6420.05%
227US FOODS HLDG CORPUSFD3,307$249,0830.05%
228ASSURED GUARANTY LTDAGO2,739$246,1540.05%
229COHERENT CORPCOHR1,315$242,7100.05%
230FIRST HORIZON CORPORATIONFHN-PH10,135$242,2270.05%
231CARETRUST REIT INCCTRE6,561$237,2460.04%
232PROLOGIS INC.PLDGP1,849$236,0430.04%
233RTX CORPORATIONRTX1,281$234,9350.04%
234CENCORA INCCOR692$233,7230.04%
235TEVA PHARMACEUTICAL INDS LTD8816242097,457$232,7330.04%
236ASBURY AUTOMOTIVE GROUP INCABG998$232,0650.04%
237RESIDEO TECHNOLOGIES INCREZI6,589$231,4060.04%
238NEXTERA ENERGY INCNEE-PW2,880$231,2060.04%
239ORIX CORPORXCF7,871$229,9910.04%
240DANAHER CORPORATION2358511021,000$228,9200.04%
241LAM RESEARCH CORPLRCX1,334$228,3540.04%
242DIMENSIONAL ETF TRUST25434V4013,064$227,2570.04%
243WP CAREY INC92936U1093,518$226,4180.04%
244SPOTIFY TECHNOLOGY S ASPOT387$224,7350.04%
245GOLDMAN SACHS GROUP INCGSCE254$223,2660.04%
246HONEYWELL INTL INC4385161061,141$222,5980.04%
247REINSURANCE GRP OF AMERICA I7593516041,090$221,7710.04%
248ISHARES TR46434V8784,376$221,3160.04%
249UBER TECHNOLOGIES INCUBER2,703$220,8620.04%
250STIFEL FINL CORP8606301021,759$220,2620.04%
251UNITED THERAPEUTICS CORP DELUTHR451$219,7500.04%
252CELANESE CORP DELCE5,176$218,8410.04%
253ARMSTRONG WORLD INDS INC NEW04247X1021,145$218,8100.04%
254ECHOSTAR CORPSATS2,003$217,7260.04%
255ILLUMINA INCILMN1,656$217,2010.04%
256FIDELITY NATIONAL FINANCIALFNF3,974$216,9410.04%
257TELEPHONE & DATA SYS INCTDS-PV5,289$216,8490.04%
258MOOG INCMOG-B890$216,7600.04%
259MARKETAXESS HLDGS INCMKTX1,194$216,4130.04%
260INTEL CORPINTC5,811$214,4260.04%
261OLD REP INTL CORP6802231044,687$213,9150.04%
262CORNING INCGLW2,438$213,4710.04%
263AMENTUM HOLDINGS INCAMTM7,336$212,7440.04%
264ALCOA CORPAA3,997$212,4010.04%
265ISHARES TR4642871272,248$212,1660.04%
266ROYAL GOLD INCRGLD954$212,0650.04%
267XPO INCXPO1,559$211,8840.04%
268FERRARI N VRACE571$211,0190.04%
269SUNRUN INCRUN11,468$211,0110.04%
270NATWEST GROUP PLCRBSPF12,040$210,7000.04%
271SIGNET JEWELERS LIMITEDSIG2,532$209,8520.04%
272HUNTINGTON INGALLS INDS INC446413106616$209,4830.04%
273VICTORIAS SECRET AND CO9264001023,863$209,2590.04%
274VERIZON COMMUNICATIONS INCVZ5,134$209,1080.04%
275LITHIA MTRS INC536797103628$208,7030.04%
276PARKER-HANNIFIN CORPPH237$208,3140.04%
277ENERSYSENS1,413$207,3580.04%
278GROUP 1 AUTOMOTIVE INCGPI526$206,8760.04%
279ARCOSA INCACA1,940$206,2610.04%
280PEPSICO INCPEP1,436$206,0950.04%
281ISHARES TR4642871681,455$205,3590.04%
282TELEFLEX INCORPORATEDTFX1,678$204,7830.04%
283RADIAN GROUP INCRDN5,687$204,6750.04%
284GENWORTH FINL INC37247D10622,666$204,6740.04%
285WEBSTER FINL CORP9478901093,241$203,9890.04%
286PIPER SANDLER COMPANIESPIPR599$203,4860.04%
287MOELIS & COMC2,954$203,0580.04%
288ANHEUSER BUSCH INBEV SA/NVBUDFF3,163$202,5590.04%
289CHUBB LIMITEDCB648$202,2540.04%
290MACERICH COMAC10,257$189,3440.04%
291TAKEDA PHARMACEUTICAL CO LTDTKPHF11,741$183,0420.03%
292CUSHMAN AND WAKEFIELD LTDG2717C10610,898$176,4390.03%
293WESTERN UN COWU18,505$172,2820.03%
294CLEVELAND-CLIFFS INC NEWCLF12,607$167,4210.03%
295NOKIA CORPNOKBF25,488$164,9070.03%
296AEGON LTDAEFC20,961$161,6090.03%
297HALEON PLCHLNCF15,617$157,8880.03%
298PATTERSON-UTI ENERGY INCPTEN25,371$155,0170.03%
299NOMURA HLDGS INCNRSCF18,454$154,8290.03%
300CRESCENT ENERGY COMPANYCRGY15,522$130,2300.02%
301TRANSALTA CORPTACPF10,196$128,8770.02%
302MEDICAL PPTYS TRUST INC58463J30425,053$125,2650.02%
303CHICAGO ATLANTIC BDC INCLIEN10,901$112,6070.02%
304NEOGEN CORPNEOG15,853$110,8120.02%
305TELEFONAKTIEBOLAGET LM ERICS29482160811,334$109,3730.02%
306BGC GROUP INCBGC10,814$96,5690.02%
307GRAB HOLDINGS LIMITEDGRABW11,760$58,6820.01%
308TELEFONICA S ATELFY13,703$55,4970.01%
309JETBLUE AWYS CORP47714310111,526$52,4430.01%
310COMMSCOPE HLDG CO INC20337X10930,000$26,0000.00%