SF
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Sage Financial Management Group, Inc.13F | |
| Sage Financial Management Group, Inc. | |
| Last update 2025-07-21 | 55 Stocks (1 new) |
| Value $289.00 Mil | Turnover 5 % |
Sage Financial Management Grou... Top Holdings of 2025-06-30
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| 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 | 600,438 | 46,440.0 | -10.94% | 16.060 | -2.05% | 0.200 | +2.67% | +5.03% | 23,199.8 | ||
IVV | iShares Core S&P 500 ETF | 72,349 | 44,920.0 | +4.77% | 15.540 | +0.71% | 0.010 | +19.71% | +7.98% | 636,576.3 | ||
VEU | Vanguard FTSE All-World ex-US ETF | 423,761 | 28,490.0 | -5.45% | 9.850 | -0.54% | 0.060 | +12.55% | +19.38% | 44,589.3 | ||
SCHX | Schwab U.S. Large-Cap ETF | 968,329 | 23,670.0 | +7.26% | 8.190 | +0.55% | 0.040 | +20.12% | +8.10% | 57,122.4 | ||
BSV | Vanguard Short-Term Bond ETF | 271,146 | 21,340.0 | +49.36% | 7.380 | +2.44% | 0.060 | +0.41% | +1.59% | 38,474.6 | ||
SPYG | SPDR Portfolio S&P 500 Growth ETF | 124,068 | 11,830.0 | -8.48% | 4.090 | -0.34% | 0.030 | +27.05% | +10.64% | 38,705.6 | ||
VCSH |
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
| 130,493 | 10,370.0 | -28.89% | 3.590 | -1.52% | 0.030 | +2.24% | +3.96% | 34,991.5 | ||
EFA | iShares MSCI EAFE ETF | 108,709 | 9,720.0 | +13.35% | 3.360 | +0.40% | 0.020 | +10.37% | +20.18% | 64,414.9 | ||
SCHG | Schwab U.S. Large-Cap Growth ETF | 315,531 | 9,220.0 | -4.00% | 3.190 | -0.12% | 0.020 | +25.61% | +6.74% | 45,345.5 | ||
SCHF | Schwab International Equity ETF | 391,711 | 8,660.0 | -5.09% | 3.000 | -0.15% | 0.020 | +11.57% | +20.74% | 49,150.8 |
Sage Financial Management Group, Inc.'s Historical Top Holdings Breakdowns
Sage Financial Management Group, Inc.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
BSV | Vanguard Short-Term Bond ETF | 2025-06-30 | Add Add | +2.44% | 77.74 ($78.19) 78.78 | $78.50 | 0.40% | Add 49.36% | 271,146 | 89,603 | |
BIV | Vanguard Intermediate-Term Bond ETF | 2025-06-30 | Reduce Reduce | -2.05% | 75.05 ($76.17) 77.34 | $76.94 | 1.01% | Reduce -10.94% | 600,438 | -73,741 | |
VCSH |
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
| 2025-06-30 | Reduce Reduce | -1.52% | 77.94 ($78.77) 79.5 | $79.37 | 0.76% | Reduce -28.89% | 130,493 | -53,006 | |
IVV | iShares Core S&P 500 ETF | 2025-06-30 | Add Add | +0.71% | 498.8 ($573.99) 620.9 | $631.74 | 10.06% | Add 4.77% | 72,349 | 3,296 | |
SCHX | Schwab U.S. Large-Cap ETF | 2025-06-30 | Add Add | +0.55% | 19.6 ($22.6) 24.44 | $24.91 | 10.22% | Add 7.26% | 968,329 | 65,551 | |
VEU | Vanguard FTSE All-World ex-US ETF | 2025-06-30 | Reduce Reduce | -0.54% | 54.19 ($63.27) 67.22 | $67.84 | 7.22% | Reduce -5.45% | 423,761 | -24,449 | |
EFA | iShares MSCI EAFE ETF | 2025-06-30 | Add Add | +0.40% | 72.96 ($85.32) 90.39 | $89.32 | 4.69% | Add 13.35% | 108,709 | 12,807 | |
SPYG | SPDR Portfolio S&P 500 Growth ETF | 2025-06-30 | Reduce Reduce | -0.34% | 71.83 ($85.64) 95.32 | $96.97 | 13.23% | Reduce -8.48% | 124,068 | -11,494 | |
VOO | Vanguard S&P 500 ETF | 2025-06-30 | Reduce Reduce | -0.29% | 456.74 ($525.37) 568.03 | $577.95 | 10.01% | Reduce -9.23% | 15,105 | -1,536 | |
IJH | iShares Core S&P Mid-Cap ETF | 2025-06-30 | Reduce Reduce | -0.26% | 51.16 ($58.7) 62.02 | $63.88 | 8.82% | Reduce -13.4% | 78,826 | -12,192 |
Sage Financial Management Group, Inc. Total Holding History ($B)
Sage Financial Management Group, Inc.'s Asset Allocation
Sage Financial Management Group, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Sage Financial Management Group, Inc.'s Hypothetical Growth since 2025-06-30
Sage Financial Management Group, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
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Sage Financial Management Group, Inc.'s Holdings Heat Map
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Sage Financial Management Group, Inc.'s Holdings Bubble Chart
Sage Financial Management Group, Inc. News
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