SF

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 %
Countries:
Top Holdings: BIV(16.06%)IVV(15.54%)VEU(9.85%)SCHX(8.19%)BSV(7.38%)
Summary Stock Picks Current Portfolio
Sage Financial Management Grou... Top Holdings of 2025-06-30 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
600,438
46,440.0
-10.94%
16.060
-2.05%
0.200
+2.32%
+4.79%
23,145.5
 
IVV
iShares Core S&P 500 ETF
72,349
44,920.0
+4.77%
15.540
+0.71%
0.010
+18.87%
+8.94%
642,209.1
 
VEU
Vanguard FTSE All-World ex-US ETF
423,761
28,490.0
-5.45%
9.850
-0.54%
0.060
+14.08%
+21.65%
45,437.2
 
SCHX
Schwab U.S. Large-Cap ETF
968,329
23,670.0
+7.26%
8.190
+0.55%
0.040
+19.07%
+9.01%
57,603.9
 
BSV
Vanguard Short-Term Bond ETF
271,146
21,340.0
+49.36%
7.380
+2.44%
0.060
+1.30%
+3.38%
38,425.6
 
SPYG
SPDR Portfolio S&P 500 Growth ETF
124,068
11,830.0
-8.48%
4.090
-0.34%
0.030
+25.27%
+11.68%
39,068.8
 
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
+2.15%
+3.85%
34,956.2
 
EFA
iShares MSCI EAFE ETF
108,709
9,720.0
+13.35%
3.360
+0.40%
0.020
+12.66%
+23.17%
66,015.9
 
SCHG
Schwab U.S. Large-Cap Growth ETF
315,531
9,220.0
-4.00%
3.190
-0.12%
0.020
+23.74%
+7.64%
45,727.4
 
SCHF
Schwab International Equity ETF
391,711
8,660.0
-5.09%
3.000
-0.15%
0.020
+13.75%
+23.46%
50,258.3
 

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
BSV
Vanguard Short-Term Bond ETF
2025-06-30
Add
Add
+2.44%
●
77.74 ($78.19) 78.78
$78.40
0.27%
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
$76.76
0.77%
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
$79.29
0.66%
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
$637.33
11.04%
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
$25.12
11.15%
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
$69.13
9.26%
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
$91.54
7.29%
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
$97.88
14.29%
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
$582.86
10.94%
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
$64.40
9.71%
Reduce -13.4%
78,826
-12,192

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 2025-06-30

Sage Financial Management Group, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

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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