SF
| |
Sage Financial Management Group, Inc.13F | |
| Sage Financial Management Group, Inc. | |
| Last update 2025-04-23 | 56 Stocks (2 new) |
| Value $276.00 Mil | Turnover 4 % |
Sage Financial Management Grou... Top Holdings of 2025-03-31
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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 | 674,179 | 51,620.0 | +5.41% | 18.740 | +0.96% | 0.230 | +2.51% | +4.89% | 23,432.5 | ||
IVV | iShares Core S&P 500 ETF | 69,053 | 38,800.0 | +9.42% | 14.080 | +1.21% | 0.010 | +8.74% | +5.54% | 593,136.4 | ||
VEU | Vanguard FTSE All-World ex-US ETF | 448,210 | 27,190.0 | +6.64% | 9.870 | +0.61% | 0.070 | +9.32% | +18.04% | 43,490.7 | ||
SCHX | Schwab U.S. Large-Cap ETF | 902,778 | 19,930.0 | -0.21% | 7.230 | -0.02% | 0.040 | +8.99% | +5.59% | 55,671.9 | ||
VCSH |
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
| 183,499 | 14,490.0 | +2.27% | 5.260 | +0.12% | 0.040 | +1.93% | +3.62% | 34,985.6 | ||
BSV | Vanguard Short-Term Bond ETF | 181,543 | 14,210.0 | +1.16% | 5.160 | +0.06% | 0.040 | +1.68% | +3.32% | 38,826.4 | ||
SPYG | SPDR Portfolio S&P 500 Growth ETF | 135,562 | 10,900.0 | +0.73% | 3.960 | +0.03% | 0.040 | +15.54% | +8.15% | 37,432.6 | ||
VOO | Vanguard S&P 500 ETF | 16,641 | 8,550.0 | -1.05% | 3.100 | -0.04% | 0.000 | +8.78% | +5.59% | 628,939.3 | ||
SCHD | Schwab US Dividend Equity ETF | 299,268 | 8,370.0 | +7.62% | 3.040 | +0.22% | 0.010 | -3.97% | -1.57% | 69,136.5 | ||
SCHG | Schwab U.S. Large-Cap Growth ETF | 328,667 | 8,230.0 | -4.02% | 2.990 | -0.14% | 0.020 | +13.07% | +4.34% | 43,842.0 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
IVV | iShares Core S&P 500 ETF | 2025-03-31 | Add Add | +1.21% | 554.06 ($590.51) 615.85 | $617.46 | 4.56% | Add 9.42% | 69,053 | 5,944 | |
BIV | Vanguard Intermediate-Term Bond ETF | 2025-03-31 | Add Add | +0.96% | 73.78 ($75.44) 76.59 | $77.09 | 2.19% | Add 5.41% | 674,179 | 34,617 | |
VEU | Vanguard FTSE All-World ex-US ETF | 2025-03-31 | Add Add | +0.61% | 56.51 ($60.25) 62.98 | $67.08 | 11.34% | Add 6.64% | 448,210 | 27,912 | |
SCHD | Schwab US Dividend Equity ETF | 2025-03-31 | Add Add | +0.22% | 27.01 ($27.88) 28.54 | $26.39 | -5.34% | Add 7.62% | 299,268 | 21,188 | |
SCHG | Schwab U.S. Large-Cap Growth ETF | 2025-03-31 | Reduce Reduce | -0.14% | 24.91 ($27.39) 29.02 | $29.02 | 5.95% | Reduce -4.02% | 328,667 | -13,771 | |
DMXF | iShares ESG Advanced MSCI EAFE ETF | 2025-03-31 | New Buy New Buy | +0.12% | 63.91 ($67.78) 70.18 | $74.56 | 10.00% | New holding | 4,872 | 4,872 | |
VCSH |
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
| 2025-03-31 | Add Add | +0.12% | 77.7 ($78.41) 78.94 | $79.40 | 1.26% | Add 2.27% | 183,499 | 4,076 | |
VYM |
Vanguard High Dividend Yield Indx ETF
Vanguard High Dividend Yield Indx ETF
| 2025-03-31 | Reduce Reduce | -0.10% | 126.11 ($130.91) 135.06 | $132.52 | 1.23% | Reduce -3.4% | 59,064 | -2,077 | |
VSS |
Vanguard FTSE All-World Ex-US Small Capital Index Fund ETF
Vanguard FTSE All-World Ex-US Small Capital Index Fund ETF
| 2025-03-31 | Add Add | +0.09% | 110.75 ($116.23) 119.78 | $133.33 | 14.71% | Add 5.05% | 42,744 | 2,056 | |
KO | Coca-Cola Co | 2025-03-31 | New Buy New Buy | +0.08% | 60.81 ($66.78) 72.32 | $70.33 | 5.32% | New holding | 3,016 | 3,016 |
Sage Financial Management Group, Inc. Total Holding History ($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 2025-03-31
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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