# EDGAR Filing Document

**Accession Number:** 0001534378
**File Stem:** 0001214659-23-001693
**Filing Date:** 2023-2
**Character Count:** 8581
**Document Hash:** 8a1a13414d96854d420c7b591ec2fbb3
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001214659-23-001693.hdr.sgml**: 20230207

**ACCESSION NUMBER**: 0001214659-23-001693

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230207

**DATE AS OF CHANGE**: 20230207

**EFFECTIVENESS DATE**: 20230207

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Sage Advisory Services, Ltd.Co.
- **CENTRAL INDEX KEY:** 0001534378
- **IRS NUMBER:** 742798841
- **STATE OF INCORPORATION:** TX
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-14814
- **FILM NUMBER:** 23593313

**BUSINESS ADDRESS:**
- **STREET 1:** 5900 SOUTHWEST PARKWAY
- **STREET 2:** #1, SUITE 100
- **CITY:** AUSTIN
- **STATE:** TX
- **ZIP:** 78735
- **BUSINESS PHONE:** 512-327-5530

**MAIL ADDRESS:**
- **STREET 1:** 5900 SOUTHWEST PARKWAY
- **STREET 2:** #1, SUITE 100
- **CITY:** AUSTIN
- **STATE:** TX
- **ZIP:** 78735

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Sage Advisory Services Ltd.Co.<br>**Address:** 5900 SOUTHWEST PARKWAY

#1 SUITE 100<br>AUSTIN, TX 78735

**Form 13F File Number:** 028-14814

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Wade T. Uloth<br>**Title:** CCO<br>**Phone:** 512-327-5530

**Signature, Place, and Date of Signing:**

Wade T. Uloth  Austin, TX  02-06-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 47

**Form 13F Information Table Value Total:** $341833000

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| DBX ETF TR | XTRCKR MSCI US | 233051150 |  | 394000 | 11310 | SH |  | SOLE |  | 11310 | 0 | 0 |
| INVESCO EXCH TRADED FD TR II | EMRNG MKT SVRG | 46138E784 |  | 536000 | 28705 | SH |  | SOLE |  | 28705 | 0 | 0 |
| ISHARES INC | JP MRGN EM HI BD | 464286285 |  | 1974000 | 56428 | SH |  | SOLE |  | 56428 | 0 | 0 |
| ISHARES INC | MSCI AGRICULTURE | 464286350 |  | 200000 | 4670 | SH |  | SOLE |  | 4670 | 0 | 0 |
| ISHARES INC | MSCI EM ASIA ETF | 464286426 |  | 12854000 | 203005 | SH |  | SOLE |  | 194215 | 0 | 8790 |
| ISHARES INC | MSCI CDA ETF | 464286509 |  | 5899000 | 180247 | SH |  | SOLE |  | 172449 | 0 | 7798 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 |  | 6396000 | 136950 | SH |  | SOLE |  | 131153 | 0 | 5797 |
| ISHARES INC | ESG AWR MSCI EM | 46434G863 |  | 404000 | 13432 | SH |  | SOLE |  | 13432 | 0 | 0 |
| ISHARES TR | CORE S ETF | 464287200 |  | 49527000 | 128905 | SH |  | SOLE |  | 123719 | 0 | 5186 |
| ISHARES TR | 20 YR TR BD ETF | 464287432 |  | 1456000 | 14628 | SH |  | SOLE |  | 14628 | 0 | 0 |
| ISHARES TR | 7-10 YR TRSY BD | 464287440 |  | 226000 | 2358 | SH |  | SOLE |  | 2358 | 0 | 0 |
| ISHARES TR | GL CLEAN ENE ETF | 464288224 |  | 203000 | 10219 | SH |  | SOLE |  | 10219 | 0 | 0 |
| ISHARES TR | MSCI ACWI ETF | 464288257 |  | 732000 | 8626 | SH |  | SOLE |  | 8626 | 0 | 0 |
| ISHARES TR | MBS ETF | 464288588 |  | 4566000 | 49233 | SH |  | SOLE |  | 49233 | 0 | 0 |
| ISHARES TR | ISHS 5-10YR INVT | 464288638 |  | 1637000 | 33055 | SH |  | SOLE |  | 33055 | 0 | 0 |
| ISHARES TR | ISHS 1-5YR INVS | 464288646 |  | 19817000 | 397775 | SH |  | SOLE |  | 397775 | 0 | 0 |
| ISHARES TR | 3 7 YR TREAS BD | 464288661 |  | 707000 | 6155 | SH |  | SOLE |  | 6155 | 0 | 0 |
| ISHARES TR | 10+ YR INVST GRD | 464289511 |  | 805000 | 16168 | SH |  | SOLE |  | 16168 | 0 | 0 |
| ISHARES TR | FLTG RATE NT ETF | 46429B655 |  | 943000 | 18743 | SH |  | SOLE |  | 18743 | 0 | 0 |
| ISHARES TR | MSCI USA QLT FCT | 46432F339 |  | 24909000 | 218576 | SH |  | SOLE |  | 209368 | 0 | 9208 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 24459000 | 396807 | SH |  | SOLE |  | 379204 | 0 | 17603 |
| ISHARES TR | 0-5YR HI YL CP | 46434V407 |  | 14063000 | 343933 | SH |  | SOLE |  | 343933 | 0 | 0 |
| ISHARES TR | ESG AWR MSCI USA | 46435G425 |  | 435000 | 5127 | SH |  | SOLE |  | 5127 | 0 | 0 |
| ISHARES TR | ESG AW MSCI EAFE | 46435G516 |  | 863000 | 13122 | SH |  | SOLE |  | 13122 | 0 | 0 |
| ISHARES TR | BROAD USD HIGH | 46435U853 |  | 21395000 | 619594 | SH |  | SOLE |  | 619594 | 0 | 0 |
| ISHARES U S ETF TR | BLACKROCK ST MAT | 46431W507 |  | 1976000 | 40101 | SH |  | SOLE |  | 40101 | 0 | 0 |
| J P MORGAN EXCHANGE TRADED F | BETABULDRS JAPAN | 46641Q217 |  | 10476000 | 233314 | SH |  | SOLE |  | 223369 | 0 | 9945 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 |  | 22564000 | 414093 | SH |  | SOLE |  | 401068 | 0 | 13025 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT INC | 46641Q837 |  | 13400000 | 267300 | SH |  | SOLE |  | 267300 | 0 | 0 |
| JANUS DETROIT STR TR | HENDRSON AAA CL | 47103U845 |  | 4642000 | 94239 | SH |  | SOLE |  | 94239 | 0 | 0 |
| JANUS DETROIT STR TR | HENDERSON MTG | 47103U852 |  | 984000 | 21648 | SH |  | SOLE |  | 21648 | 0 | 0 |
| NUSHARES ETF TR | NUVEEN ESG LRGCP | 67092P201 |  | 351000 | 7171 | SH |  | SOLE |  | 7171 | 0 | 0 |
| PACER FDS TR | US CASH COWS 100 | 69374H881 |  | 12161000 | 262940 | SH |  | SOLE |  | 251753 | 0 | 11187 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 |  | 4673000 | 61860 | SH |  | SOLE |  | 61860 | 0 | 0 |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | 81369Y209 |  | 10449000 | 76916 | SH |  | SOLE |  | 73636 | 0 | 3280 |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 |  | 6055000 | 48657 | SH |  | SOLE |  | 46585 | 0 | 2072 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 3365000 | 8800 | SH |  | SOLE |  | 8800 | 0 | 0 |
| SPDR SER TR | ICE PFD SEC ETF | 78464A292 |  | 13019000 | 396694 | SH |  | SOLE |  | 396694 | 0 | 0 |
| SPDR SER TR | BLOOMBERG SHT TE | 78468R408 |  | 3375000 | 139248 | SH |  | SOLE |  | 139248 | 0 | 0 |
| SPDR SER TR | S 500 ESG ETF | 78468R531 |  | 784000 | 21379 | SH |  | SOLE |  | 21379 | 0 | 0 |
| SPDR SER TR | BLOOMBERG HIGH Y | 78468R622 |  | 2462000 | 27350 | SH |  | SOLE |  | 27350 | 0 | 0 |
| SPDR SER TR | PRTFLO S HI | 78468R788 |  | 14631000 | 369662 | SH |  | SOLE |  | 354393 | 0 | 15269 |
| VANECK ETF TRUST | EMERGING MRKT HI | 92189F353 |  | 807000 | 44310 | SH |  | SOLE |  | 44310 | 0 | 0 |
| VANECK ETF TRUST | JP MRGAN EM LOC | 92189H300 |  | 3049000 | 125835 | SH |  | SOLE |  | 125835 | 0 | 0 |
| VANECK ETF TRUST | HIGH YLD MUNIETF | 92189H409 |  | 6868000 | 135873 | SH |  | SOLE |  | 135873 | 0 | 0 |
| VANGUARD WORLD FD | ESG US STK ETF | 921910733 |  | 429000 | 6510 | SH |  | SOLE |  | 6510 | 0 | 0 |
| VANGUARD WORLD FD | MEGA GRWTH IND | 921910816 |  | 9913000 | 57609 | SH |  | SOLE |  | 55153 | 0 | 2456 |

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