SAGE RHINO CAPITAL LLC

CIK

1771605

City

MENLO PARK

State / Country

Stock

Top Portfolio Positions

241 positions · $185,376,558 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
IAU	Ishares Gold Trust	194,691	$17,163,958	9.26%
AAPL	Apple Inc. Technology	43,067	$10,929,973	5.90%
TSLA	Tesla, Inc. Consumer Cyclical	26,638	$9,902,676	5.34%
SPY	Spdr S&P 500 ETF Trust	8,766	$5,700,880	3.08%
MSFT	Microsoft Corp Technology	15,331	$5,675,076	3.06%
AMZN	Amazon Com Inc Consumer Cyclical	25,204	$5,249,237	2.83%
NVDA	Nvidia Corp Technology	28,612	$4,989,932	2.69%
GOOGL	Alphabet Inc. Communication Services	11,674	$3,356,975	1.81%
COIN	Coinbase Global, Inc. Financial Services	17,059	$2,978,671	1.61%
JPM	Jpmorgan Chase & Co Financial Services	9,802	$2,883,356	1.56%

25 quarters · across all stocks

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$144,200	10,000	-45.9%	Shares	Sole	2026-04-28
2025-12-31	$282,495	18,500	0.0%	Shares	Sole	2026-01-30
2025-09-30	$277,500	18,500	0.0%	Shares	Sole	2025-10-31
2025-06-30	$267,140	18,500	-19.6%	Shares	Sole	2025-07-17
2025-03-31	$313,950	23,000	-25.8%	Shares	Sole	2025-05-01
2024-12-31	$465,000	31,000	0.0%	Shares	Sole	2025-02-06
2024-09-30	$447,330	31,000	-17.3%	Shares	Sole	2024-11-01
2024-06-30	$529,500	37,500	-22.7%	Shares	Sole	2024-07-30
2024-03-31	$662,025	48,500	-5.3%	Shares	Sole	2024-04-26
2023-12-31	$664,576	51,200	-9.1%	Shares	Sole	2024-02-05
2023-09-30	$710,258	56,325	-12.8%	Shares	Sole	2023-10-26
2023-06-30	$897,641	64,625	-0.8%	Shares	Sole	2023-07-31
2023-03-31	$849,881	65,125	+15.0%	Shares	Sole	2023-04-21
2022-12-31	$744,618	56,625	+15.5%	Shares	Sole	2023-02-01
2022-09-30	$647,620	49,025	0.0%	Shares	Sole	2022-10-24
2022-06-30	$736,845	49,025	0.0%	Shares	Sole	2022-07-28
2022-03-31	$828,522	49,025	-3.9%	Shares	Sole	2022-04-27
2021-12-31	$873,548	51,025	+2.0%	Shares	Sole	2022-02-04
2021-09-30	$800,900	50,025	-1.0%	Shares	Sole	2021-10-18
2021-06-30	$847,809	50,525	+1.0%	Shares	Sole	2021-07-27
2021-03-31	$787,393	50,025	-2.9%	Shares	Sole	2021-05-04
2020-12-31	$772,875	51,525	-18.2%	Shares	Sole	2021-02-03
2020-09-30	$859,661	63,025	+5.9%	Shares	Sole	2020-11-05
2020-06-30	$829,778	59,525	+29.3%	Shares	Sole	2020-07-30
2020-03-31	$561,044	46,025	—	Shares	Sole	2020-04-29
No 13F history on record for this holder in this stock.