Sage Financial Management Group as of Sept. 30, 2021
Portfolio Holdings for Sage Financial Management Group
Sage Financial Management Group holds 5 positions in its portfolio as reported in the September 2021 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 64.3 | $2.6M | 5.3k | 480.78 | |
Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 11.7 | $467k | 6.8k | 68.83 | |
Vanguard Scottsdale Fds Short Term Treas (VGSH) | 9.3 | $369k | 6.0k | 61.36 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 8.2 | $329k | 766.00 | 429.50 | |
Cisco Systems (CSCO) | 6.5 | $259k | 4.8k | 54.50 |