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Sage Financial Management Group

Latest statistics and disclosures from Sage Financial Management Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, BIV, SCHX, VEU, BSV, and represent 46.72% of Sage Financial Management Group's stock portfolio.
Added to shares of these 10 stocks: VCSH (+$11M), IJH, BIV, VEU, SCHX, SCHD, SCHG, EFA, VYM, VSS.
Started 8 new stock positions in IBM, PG, CB, ABBV, IVE, VCSH, MRK, AMZN.
Reduced shares in these 10 stocks: BSV (-$7.1M), VGSH, IVV, SCHZ, IUSG, MUB, IWR, BNDX, VBK, FNDB.
Sage Financial Management Group was a net buyer of stock by $17M.
Sage Financial Management Group has $211M in assets under management (AUM), dropping by 13.34%.
Central Index Key (CIK): 0001762086

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Portfolio Holdings for Sage Financial Management Group

Sage Financial Management Group holds 53 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	12.9	$27M		52k	525.73	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	10.1	$21M	+14%	284k	75.40	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	8.9	$19M	+4%	304k	62.06	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	8.5	$18M	+5%	306k	58.65	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	6.3	$13M	-34%	173k	76.67	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	5.2	$11M	NEW	143k	77.31	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	4.4	$9.3M		127k	73.15	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	4.0	$8.5M		18k	480.74	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	4.0	$8.4M	+10%	90k	92.72	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	3.8	$7.9M	+3%	203k	39.02	View chart
Ishares Tr Msci Eafe Etf (EFA)	3.6	$7.7M	+7%	96k	79.86	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	3.6	$7.7M	+6%	63k	120.99	View chart
Vanguard Index Fds Large Cap Etf (VV)	2.8	$5.9M	+4%	25k	239.77	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	2.6	$5.5M	+16%	68k	80.64	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	2.1	$4.4M	+9%	38k	116.85	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	2.1	$4.3M	+424%	71k	60.74	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	1.9	$4.0M	+5%	49k	81.43	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	1.4	$2.9M	+10%	66k	43.03	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.3	$2.7M	+3%	25k	110.52	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	1.2	$2.5M	+3%	4.5k	556.54	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	1.1	$2.3M	+7%	46k	49.25	View chart
Sherwin-Williams Company (SHW)	0.8	$1.6M		4.7k	347.43	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.7	$1.6M	-3%	32k	49.20	View chart
Ishares Tr National Mun Etf (MUB)	0.6	$1.4M	-6%	13k	107.60	View chart
Microsoft Corporation (MSFT)	0.4	$923k		2.2k	420.69	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.4	$910k	-16%	20k	45.99	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.4	$819k	+33%	7.8k	104.73	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.4	$813k		9.6k	84.43	View chart
Vanguard Index Fds Growth Etf (VUG)	0.4	$761k		2.2k	344.34	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.3	$725k	-13%	6.2k	117.14	View chart
Apple (AAPL)	0.3	$625k		3.6k	171.37	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$610k		1.2k	523.16	View chart
Union Pacific Corporation (UNP)	0.3	$590k	+100%	2.4k	245.83	View chart
Johnson & Johnson (JNJ)	0.3	$546k	+17%	3.5k	158.12	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$518k		3.2k	162.89	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$407k	-16%	4.8k	84.04	View chart
Schwab Strategic Tr Schwab Fdt Us Bm (FNDB)	0.2	$387k	-2%	5.8k	66.21	View chart
Ishares Tr Msci Kld400 Soc (DSI)	0.2	$378k		3.8k	100.75	View chart
JPMorgan Chase & Co. (JPM)	0.2	$358k		1.8k	200.34	View chart
Chubb (CB)	0.2	$337k	NEW	1.3k	259.23	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$307k	-78%	5.3k	58.00	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.1	$297k		3.9k	76.39	View chart
International Business Machines (IBM)	0.1	$286k	NEW	1.5k	190.67	View chart
Pepsi (PEP)	0.1	$272k	-2%	1.6k	174.81	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.1	$260k		2.0k	130.52	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$256k		1.3k	191.90	View chart
Abbvie (ABBV)	0.1	$254k	NEW	1.4k	182.34	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$246k		6.0k	41.08	View chart
Procter & Gamble Company (PG)	0.1	$232k	NEW	1.4k	162.01	View chart
Merck & Co (MRK)	0.1	$224k	NEW	1.7k	131.76	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$222k	-7%	853.00	260.26	View chart
Amazon (AMZN)	0.1	$221k	NEW	1.2k	180.70	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$203k	NEW	1.1k	187.27	View chart

Past Filings by Sage Financial Management Group

SEC 13F filings are viewable for Sage Financial Management Group going back to 2020

Sage Financial Management Group 2024 Q1 filed May 1, 2024
Sage Financial Management Group 2023 Q4 filed Jan. 17, 2024
Sage Financial Management Group 2023 Q3 filed Oct. 12, 2023
Sage Financial Management Group 2023 Q2 filed July 19, 2023
Sage Financial Management Group 2023 Q1 filed May 1, 2023
Sage Financial Management Group 2022 Q4 filed Jan. 20, 2023
Sage Financial Management Group 2022 Q3 filed Oct. 24, 2022
Sage Financial Management Group 2022 Q2 filed Aug. 2, 2022
Sage Financial Management Group 2022 Q1 filed April 28, 2022
Sage Financial Management Group 2021 Q4 filed Feb. 8, 2022
Sage Financial Management Group 2021 Q3 filed Oct. 26, 2021
Sage Financial Management Group 2021 Q2 filed Aug. 3, 2021
Sage Financial Management Group 2021 Q1 filed May 11, 2021
Sage Financial Management Group 2020 Q4 filed Feb. 8, 2021
Sage Financial Management Group 2020 Q4 restated filed Feb. 8, 2021

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