Sage Financial Management Group

Sage Financial Management Group as of March 31, 2026

Portfolio Holdings for Sage Financial Management Group

Sage Financial Management Group holds 57 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Bd Index Fds Intermed Term (BIV) 15.9 $52M 671k 77.18
Ishares Tr Core S&p500 Etf (IVV) 15.0 $49M 75k 653.21
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 10.2 $33M 441k 75.10
Vanguard Bd Index Fds Short Trm Bond (BSV) 9.1 $30M 378k 78.41
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 7.5 $24M 953k 25.64
Spdr Series Trust State Street Spd (SPYG) 3.5 $12M 117k 97.91
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 3.4 $11M 138k 79.27
Ishares Tr Msci Eafe Etf (EFA) 3.2 $10M 107k 97.13
Ishares Tr Core S&p Mcp Etf (IJH) 3.1 $10M 148k 67.53
Schwab Strategic Tr Intl Eqty Etf (SCHF) 3.0 $9.6M 389k 24.75
Vanguard Whitehall Fds High Div Yld (VYM) 2.9 $9.6M 65k 148.10
Schwab Strategic Tr Us Dividend Eq (SCHD) 2.8 $9.1M 296k 30.68
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 2.7 $8.9M 307k 29.13
Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.6 $8.3M 14k 597.56
Vanguard Index Fds Large Cap Etf (VV) 2.1 $6.8M 23k 298.85
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 1.9 $6.1M 42k 145.79
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 1.3 $4.2M 136k 30.96
Spdr Series Trust State Street Spd (SPSM) 1.1 $3.7M 77k 48.32
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) 0.8 $2.5M 4.1k 616.81
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.7 $2.3M 79k 29.08
Ishares Tr Core S&p Scp Etf (IJR) 0.7 $2.3M 18k 124.31
Vanguard Index Fds Growth Etf (VUG) 0.5 $1.6M 3.7k 436.79
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.5 $1.6M 33k 48.05
Sherwin-Williams Company (SHW) 0.5 $1.5M 4.7k 320.55
Ishares Tr National Mun Etf (MUB) 0.4 $1.4M 13k 106.15
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.4 $1.3M 57k 23.22
Apple (AAPL) 0.4 $1.2M 4.9k 253.78
Ishares Tr S&p 500 Grwt Etf (IVW) 0.3 $979k 8.7k 113.11
Microsoft Corporation (MSFT) 0.3 $858k 2.3k 370.17
Johnson & Johnson (JNJ) 0.2 $789k 3.2k 244.44
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.2 $751k 1.2k 650.34
Ishares Tr Core S&p Us Gwt (IUSG) 0.2 $683k 4.4k 155.11
Vanguard Index Fds Value Etf (VTV) 0.2 $648k 3.3k 196.20
Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $534k 9.4k 56.79
Union Pacific Corporation (UNP) 0.2 $496k 2.0k 242.62
Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $493k 4.6k 106.50
JPMorgan Chase & Co. (JPM) 0.1 $473k 1.6k 294.16
Ishares Tr Esg Msci Usa Etf (USXF) 0.1 $422k 7.6k 55.20
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $406k 1.4k 287.18
Ishares Tr Esg Msci Kld 400 (DSI) 0.1 $403k 3.3k 121.19
Chubb (CB) 0.1 $403k 1.2k 325.93
Alphabet Cap Stk Cl C (GOOG) 0.1 $385k 1.3k 286.86
International Business Machines (IBM) 0.1 $381k 1.6k 242.39
Ishares Tr Esg Eafe Etf (DMXF) 0.1 $345k 4.6k 75.45
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $344k 5.9k 58.54
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $320k 3.3k 97.23
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $307k 1.4k 217.25
Abbvie (ABBV) 0.1 $303k 1.4k 217.49
Schwab Strategic Tr Fundamental Us B (FNDB) 0.1 $289k 11k 27.20
Ishares Tr S&P SML 600 GWT (IJT) 0.1 $259k 1.8k 144.71
Spdr Gold Tr Gold Shs (GLD) 0.1 $253k 587.00 430.29
Exxon Mobil Corporation (XOM) 0.1 $241k 1.4k 169.61
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $226k 1.1k 211.15
Coca-Cola Company (KO) 0.1 $220k 2.9k 76.05
Amazon (AMZN) 0.1 $207k 993.00 208.27
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $203k 1.4k 141.42
Mastercard Incorporated Cl A (MA) 0.1 $201k 403.00 499.66