Sage Financial Management Group as of June 30, 2024
Portfolio Holdings for Sage Financial Management Group
Sage Financial Management Group holds 14 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 38.1 | $13M | 162k | 77.27 | |
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 31.0 | $10M | 127k | 80.13 | |
| Spdr Ser Tr Portfolio S&p600 (SPSM) | 9.2 | $3.0M | 73k | 41.53 | |
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 7.3 | $2.4M | 4.5k | 535.17 | |
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 4.5 | $1.5M | 30k | 48.66 | |
| Apple (AAPL) | 2.3 | $754k | 3.6k | 210.73 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.9 | $635k | 1.2k | 544.60 | |
| JPMorgan Chase & Co. (JPM) | 1.0 | $345k | 1.7k | 202.11 | |
| Chubb (CB) | 1.0 | $332k | 1.3k | 255.38 | |
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.9 | $298k | 3.9k | 76.65 | |
| Abbvie (ABBV) | 0.7 | $239k | 1.4k | 171.57 | |
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.7 | $237k | 4.1k | 58.09 | |
| Amazon (AMZN) | 0.7 | $236k | 1.2k | 192.97 | |
| Merck & Co (MRK) | 0.6 | $210k | 1.7k | 123.53 |
