SF

Sage Financial Management Group, Inc.

13F
Sage Financial Management Group, Inc.
Last update 2024-10-17 53 Stocks (40 new)
Value $258.00 Mil Turnover 87 %
Countries:
Top Holdings: BIV(17.00%)IVV(12.32%)VEU(8.66%)SCHX(7.94%)VCSH(5.21%)
Portfolio Report
Summary Stock Picks Current Portfolio
Sage Financial Management Grou... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
BIV 		Vanguard Intermediate-Term Bond ETF
559,501
43850.000
New Holding
17.000
+17.00%
0.230
-1.42%
-0.91%
18775.061
 
IVV 		iShares Core S&P 500 ETF
55,100
31780.000
New Holding
12.320
+12.32%
0.010
+14.58%
+25.10%
562711.189
 
VEU 		Vanguard FTSE All-World ex-US ETF
354,631
22340.000
New Holding
8.660
+8.66%
0.060
+7.61%
+9.18%
39768.653
 
SCHX 		Schwab U.S. Large-Cap ETF
301,788
20480.000
New Holding
7.940
+7.94%
0.040
+15.25%
+25.19%
51741.976
 
VCSH 		Vanguard Short-Term Corporate Bond ETF
169,400
13450.000
+4.51%
5.210
+0.22%
0.040
+0.14%
+1.21%
34334.932
 
BSV 		Vanguard Short-Term Bond ETF
170,122
13390.000
New Holding
5.190
+5.19%
0.040
-0.46%
+0.57%
33168.426
 
SPYG 		SPDR Portfolio S&P 500 Growth ETF
132,723
11010.000
+4.26%
4.270
+0.17%
0.040
+18.39%
+33.69%
32228.349
 
SCHG 		Schwab U.S. Large-Cap Growth ETF
88,837
9260.000
New Holding
3.590
+3.59%
0.030
+18.68%
+32.64%
35264.601
 
VOO 		Vanguard S&P 500 ETF
16,936
8940.000
New Holding
3.470
+3.47%
0.000
+14.69%
+25.15%
508691.728
 
SCHF 		Schwab International Equity ETF
202,868
8340.000
New Holding
3.230
+3.23%
0.010
+6.31%
+7.12%
40903.200
 

Sage Financial Management Group, Inc.'s Historical Top Holdings Breakdowns

Sage Financial Management Group, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BIV 		Vanguard Intermediate-Term Bond ETF2024-09-30New Buy
+17.00%
●
74.26 ($77.1) 78.84
$75.61
-1.93%
New holding
559,501
559,501
IVV 		iShares Core S&P 500 ETF2024-09-30New Buy
+12.32%
●
520.18 ($556.01) 576.82
$597.33
7.43%
New holding
55,100
55,100
VEU 		Vanguard FTSE All-World ex-US ETF2024-09-30New Buy
+8.66%
●
56.47 ($60.22) 63.69
$61.26
1.73%
New holding
354,631
354,631
SCHX 		Schwab U.S. Large-Cap ETF2024-09-30New Buy
+7.94%
●
61.11 ($65.37) 67.85
$23.53
-64.01%
New holding
301,788
301,788
BSV 		Vanguard Short-Term Bond ETF2024-09-30New Buy
+5.19%
●
76.38 ($77.89) 78.87
$77.46
-0.55%
New holding
170,122
170,122
SCHG 		Schwab U.S. Large-Cap Growth ETF2024-09-30New Buy
+3.59%
●
92.63 ($100.66) 105.69
$27.52
-72.67%
New holding
88,837
88,837
VOO 		Vanguard S&P 500 ETF2024-09-30New Buy
+3.47%
●
496.64 ($516.09) 527.7
$546.39
5.87%
New holding
16,936
16,936
SCHF 		Schwab International Equity ETF2024-09-30New Buy
+3.23%
●
36.98 ($39.54) 41.55
$19.76
-50.03%
New holding
202,868
202,868
EFA 		iShares MSCI EAFE ETF2024-09-30New Buy
+3.12%
●
75.32 ($80.46) 84.43
$79.97
-0.61%
New holding
96,220
96,220
VYM 		Vanguard High Dividend Yield Indx ETF2024-09-30New Buy
+3.05%
●
117.9 ($123.45) 128.2
$131.90
6.84%
New holding
61,337
61,337

Sage Financial Management Group, Inc. Total Holding History ($B)

To

Sage Financial Management Group, Inc.'s Asset Allocation

To

Sage Financial Management Group, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Sage Financial Management Group, Inc.'s Hypothetical Growth since 2024-09-30

Sage Financial Management Group, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Sage Financial Management Group, Inc.'s Holdings Heat Map

Size field:

Sage Financial Management Group, Inc.'s Holdings Bubble Chart

Sage Financial Management Group, Inc. News

  • 1

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