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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 BIV, IVV, VEU, SCHX, VCSH, and represent 51.14% of Sage Financial Management Group's stock portfolio.
Added to shares of these 10 stocks: BIV (+$44M), IVV (+$32M), VEU (+$22M), SCHX (+$21M), BSV (+$13M), SCHG (+$9.3M), VOO (+$8.9M), SCHF (+$8.3M), EFA (+$8.0M), VYM (+$7.9M).
Started 40 new stock positions in SHW, SCHA, JNJ, SCHX, VTV, VSS, IVE, PEP, MSFT, SCHF.
Reduced shares in these 3 stocks: , JPM, SPY.
Sold out of its position in MRK.
Sage Financial Management Group was a net buyer of stock by $224M.
Sage Financial Management Group has $258M in assets under management (AUM), dropping by 683.68%.
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 September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Bd Index Fds Intermed Term (BIV)	17.0	$44M	NEW	560k	78.37	View chart
Ishares Tr Core S&p500 Etf (IVV)	12.3	$32M	NEW	55k	576.82	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	8.7	$22M	NEW	355k	63.00	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	7.9	$21M	NEW	302k	67.85	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	5.2	$14M	+4%	169k	79.42	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	5.2	$13M	NEW	170k	78.69	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	4.3	$11M	+4%	133k	82.94	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	3.6	$9.3M	NEW	89k	104.18	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	3.5	$8.9M	NEW	17k	527.63	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	3.2	$8.3M	NEW	203k	41.12	View chart
Ishares Tr Msci Eafe Etf (EFA)	3.1	$8.0M	NEW	96k	83.63	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	3.0	$7.9M	NEW	61k	128.19	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	2.8	$7.3M	NEW	86k	84.53	View chart
Vanguard Index Fds Large Cap Etf (VV)	2.5	$6.5M	NEW	25k	263.27	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	2.0	$5.2M	NEW	41k	125.96	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.9	$4.9M	NEW	79k	62.32	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	1.6	$4.1M	NEW	49k	83.08	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	1.3	$3.5M	+3%	76k	45.51	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.1	$2.9M	NEW	25k	116.96	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	1.1	$2.8M	+10%	5.0k	569.70	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.9	$2.3M	NEW	45k	51.49	View chart
Ishares Tr National Mun Etf (MUB)	0.7	$1.8M	NEW	17k	108.61	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.7	$1.8M	NEW	38k	47.52	View chart
Sherwin-Williams Company (SHW)	0.7	$1.8M	NEW	4.7k	381.59	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.6	$1.5M		31k	50.27	View chart
Vanguard Index Fds Growth Etf (VUG)	0.4	$929k	NEW	2.4k	383.73	View chart
Microsoft Corporation (MSFT)	0.3	$891k	NEW	2.1k	430.23	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.3	$880k	NEW	9.2k	95.78	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.3	$866k	NEW	8.2k	106.17	View chart
Apple (AAPL)	0.3	$834k		3.6k	233.09	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.3	$790k	NEW	6.0k	131.84	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$664k		1.2k	573.90	View chart
Union Pacific Corporation (UNP)	0.2	$590k	NEW	2.4k	246.35	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$576k	NEW	3.3k	174.44	View chart
Johnson & Johnson (JNJ)	0.2	$536k	NEW	3.3k	162.13	View chart
Schwab Strategic Tr Fundamental Us B (FNDB)	0.2	$411k	NEW	5.8k	70.32	View chart
Ishares Tr Msci Kld400 Soc (DSI)	0.2	$403k	NEW	3.7k	108.83	View chart
Chubb (CB)	0.1	$375k		1.3k	288.46	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$358k	NEW	4.1k	88.20	View chart
International Business Machines (IBM)	0.1	$332k	NEW	1.5k	221.33	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.1	$323k		3.9k	83.08	View chart
JPMorgan Chase & Co. (JPM)	0.1	$318k	-11%	1.5k	211.02	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$294k	NEW	1.5k	200.68	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$293k	NEW	6.4k	45.85	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.1	$278k	NEW	2.0k	139.56	View chart
Abbvie (ABBV)	0.1	$275k		1.4k	197.42	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$246k	NEW	919.00	267.68	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$241k		4.1k	59.07	View chart
Pepsi (PEP)	0.1	$233k	NEW	1.4k	169.70	View chart
Procter & Gamble Company (PG)	0.1	$229k	NEW	1.3k	173.35	View chart
Amazon (AMZN)	0.1	$228k		1.2k	186.43	View chart
Coca-Cola Company (KO)	0.1	$217k	NEW	3.0k	71.95	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$214k	NEW	1.1k	197.42	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 Q3 filed Oct. 17, 2024
Sage Financial Management Group 2024 Q2 filed July 18, 2024
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

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