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
-2.39%
-1.54%
18672.686
 
IVV 		iShares Core S&P 500 ETF
55,100
31780.000
New Holding
12.320
+12.32%
0.010
+13.09%
+24.34%
559461.136
 
VEU 		Vanguard FTSE All-World ex-US ETF
354,631
22340.000
New Holding
8.660
+8.66%
0.060
+6.62%
+7.53%
39190.885
 
SCHX 		Schwab U.S. Large-Cap ETF
301,788
20480.000
New Holding
7.940
+7.94%
0.040
+13.76%
+24.41%
51440.458
 
VCSH 		Vanguard Short-Term Corporate Bond ETF
169,400
13450.000
+4.51%
5.210
+0.22%
0.040
-0.18%
+0.97%
34235.059
 
BSV 		Vanguard Short-Term Bond ETF
170,122
13390.000
New Holding
5.190
+5.19%
0.040
-0.81%
+0.34%
33091.436
 
SPYG 		SPDR Portfolio S&P 500 Growth ETF
132,723
11010.000
+4.26%
4.270
+0.17%
0.040
+15.88%
+32.22%
31857.995
 
SCHG 		Schwab U.S. Large-Cap Growth ETF
88,837
9260.000
New Holding
3.590
+3.59%
0.030
+16.15%
+31.05%
34835.247
 
VOO 		Vanguard S&P 500 ETF
16,936
8940.000
New Holding
3.470
+3.47%
0.000
+13.20%
+24.38%
505818.902
 
SCHF 		Schwab International Equity ETF
202,868
8340.000
New Holding
3.230
+3.23%
0.010
+5.45%
+5.74%
40447.800
 

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
$75.20
-2.46%
New holding
559,501
559,501
IVV 		iShares Core S&P 500 ETF2024-09-30New Buy
+12.32%
●
520.18 ($556.01) 576.82
$593.88
6.81%
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
$60.37
0.25%
New holding
354,631
354,631
SCHX 		Schwab U.S. Large-Cap ETF2024-09-30New Buy
+7.94%
●
61.11 ($65.37) 67.85
$23.39
-64.22%
New holding
301,788
301,788
BSV 		Vanguard Short-Term Bond ETF2024-09-30New Buy
+5.19%
●
76.38 ($77.89) 78.87
$77.28
-0.78%
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
$27.18
-73.00%
New holding
88,837
88,837
VOO 		Vanguard S&P 500 ETF2024-09-30New Buy
+3.47%
●
496.64 ($516.09) 527.7
$543.30
5.27%
New holding
16,936
16,936
SCHF 		Schwab International Equity ETF2024-09-30New Buy
+3.23%
●
36.98 ($39.54) 41.55
$19.54
-50.58%
New holding
202,868
202,868
EFA 		iShares MSCI EAFE ETF2024-09-30New Buy
+3.12%
●
75.32 ($80.46) 84.43
$79.07
-1.73%
New holding
96,220
96,220
VYM 		Vanguard High Dividend Yield Indx ETF2024-09-30New Buy
+3.05%
●
117.9 ($123.45) 128.2
$132.36
7.22%
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

Discussions on Sage Financial Management Group, Inc.

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2024 GuruFocus.com, LLC. All Rights Reserved.