Sage Financial Management Group

Sage Financial Management Group as of March 31, 2025

Portfolio Holdings for Sage Financial Management Group

Sage Financial Management Group holds 56 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Bd Index Fds Intermed Term (BIV) 18.7 $52M 674k 76.57
Ishares Tr Core S&p500 Etf (IVV) 14.1 $39M 69k 561.90
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 9.9 $27M 448k 60.66
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 7.2 $20M 903k 22.08
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 5.3 $15M 184k 78.94
Vanguard Bd Index Fds Short Trm Bond (BSV) 5.2 $14M 182k 78.28
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 4.0 $11M 136k 80.37
Vanguard Index Fds S&p 500 Etf Shs (VOO) 3.1 $8.6M 17k 513.91
Schwab Strategic Tr Us Dividend Eq (SCHD) 3.0 $8.4M 299k 27.96
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 3.0 $8.2M 329k 25.04
Schwab Strategic Tr Intl Eqty Etf (SCHF) 3.0 $8.2M 413k 19.78
Ishares Tr Msci Eafe Etf (EFA) 2.8 $7.8M 96k 81.73
Vanguard Whitehall Fds High Div Yld (VYM) 2.8 $7.6M 59k 128.96
Vanguard Index Fds Large Cap Etf (VV) 2.3 $6.2M 24k 257.05
Ishares Tr Core S&p Mcp Etf (IJH) 1.9 $5.3M 91k 58.35
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 1.8 $4.9M 43k 115.60
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 1.3 $3.7M 142k 26.20
Spdr Ser Tr Portfolio S&p600 (SPSM) 1.2 $3.2M 78k 40.77
Ishares Tr Core S&p Scp Etf (IJR) 0.9 $2.5M 24k 104.55
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.9 $2.5M 4.7k 533.55
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.7 $2.0M 84k 23.43
Ishares Tr National Mun Etf (MUB) 0.6 $1.7M 16k 105.42
Sherwin-Williams Company (SHW) 0.6 $1.6M 4.7k 349.14
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.5 $1.5M 30k 48.81
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.5 $1.4M 62k 23.16
Vanguard Index Fds Growth Etf (VUG) 0.3 $898k 2.4k 370.92
Ishares Tr S&p 500 Grwt Etf (IVW) 0.3 $841k 9.1k 92.83
Apple (AAPL) 0.3 $780k 3.5k 222.03
Microsoft Corporation (MSFT) 0.3 $777k 2.1k 375.18
Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $659k 6.2k 105.54
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $647k 1.2k 559.20
Ishares Tr Core S&p Us Gwt (IUSG) 0.2 $644k 5.1k 127.15
Vanguard Index Fds Value Etf (VTV) 0.2 $570k 3.3k 172.62
Johnson & Johnson (JNJ) 0.2 $540k 3.3k 165.85
Union Pacific Corporation (UNP) 0.2 $511k 2.2k 236.03
Schwab Strategic Tr Fundamental Us B (FNDB) 0.1 $403k 18k 22.98
Chubb (CB) 0.1 $393k 1.3k 302.31
International Business Machines (IBM) 0.1 $390k 1.6k 248.41
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $372k 6.3k 58.63
Ishares Tr Esg Msci Usa Etf (USXF) 0.1 $370k 7.9k 46.66
JPMorgan Chase & Co. (JPM) 0.1 $370k 1.5k 245.52
Ishares Tr Esg Eafe Etf (DMXF) 0.1 $328k 4.9k 67.32
Ishares Tr Esg Msci Kld 400 (DSI) 0.1 $324k 3.2k 102.53
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $318k 3.9k 81.79
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $304k 3.6k 85.08
Abbvie (ABBV) 0.1 $292k 1.4k 209.62
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $273k 1.5k 186.35
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $269k 6.2k 43.65
Ishares Tr S&P SML 600 GWT (IJT) 0.1 $235k 1.9k 124.47
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $231k 919.00 251.36
Mastercard Incorporated Cl A (MA) 0.1 $221k 403.00 548.39
Procter & Gamble Company (PG) 0.1 $216k 1.3k 170.48
Coca-Cola Company (KO) 0.1 $216k 3.0k 71.62
Amazon (AMZN) 0.1 $214k 1.1k 190.05
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $207k 1.1k 190.96
Pepsi (PEP) 0.1 $204k 1.4k 149.67