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 %
Countries:
Top Holdings: BIV(18.74%)IVV(14.08%)VEU(9.87%)SCHX(7.23%)VCSH(5.26%)
Summary Stock Picks Current Portfolio
Sage Financial Management Grou... Top Holdings of 2025-03-31 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
674,179
51,620.0
+5.41%
18.740
+0.96%
0.230
+0.53%
+2.95%
23,022.0
 
IVV 		iShares Core S&P 500 ETF
69,053
38,800.0
+9.42%
14.080
+1.21%
0.010
+4.92%
+2.58%
591,319.0
 
VEU 		Vanguard FTSE All-World ex-US ETF
448,210
27,190.0
+6.64%
9.870
+0.61%
0.070
+7.46%
+15.80%
42,695.3
 
SCHX 		Schwab U.S. Large-Cap ETF
902,778
19,930.0
-0.21%
7.230
-0.02%
0.040
+5.22%
+2.67%
54,619.3
 
VCSH 		Vanguard Short-Term Corporate Bond ETF
183,499
14,490.0
+2.27%
5.260
+0.12%
0.040
+1.08%
+2.56%
34,611.1
 
BSV 		Vanguard Short-Term Bond ETF
181,543
14,210.0
+1.16%
5.160
+0.06%
0.040
+0.92%
+2.36%
38,431.4
 
SPYG 		SPDR Portfolio S&P 500 Growth ETF
135,562
10,900.0
+0.73%
3.960
+0.03%
0.040
+9.90%
+4.16%
35,328.6
 
VOO 		Vanguard S&P 500 ETF
16,641
8,550.0
-1.05%
3.100
-0.04%
0.000
+4.92%
+2.55%
617,254.0
 
SCHD 		Schwab US Dividend Equity ETF
299,268
8,370.0
+7.62%
3.040
+0.22%
0.010
-4.60%
-1.98%
69,049.1
 
SCHG 		Schwab U.S. Large-Cap Growth ETF
328,667
8,230.0
-4.02%
2.990
-0.14%
0.020
+7.78%
+0.89%
42,064.8
 

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
IVV 		iShares Core S&P 500 ETF2025-03-31Add
+1.21%
●
554.06 ($590.51) 615.85
$602.00
1.95%
Add 9.42%
69,053
5,944
BIV 		Vanguard Intermediate-Term Bond ETF2025-03-31Add
+0.96%
●
73.78 ($75.44) 76.59
$75.67
0.30%
Add 5.41%
674,179
34,617
VEU 		Vanguard FTSE All-World ex-US ETF2025-03-31Add
+0.61%
●
56.51 ($60.25) 62.98
$66.28
10.01%
Add 6.64%
448,210
27,912
SCHD 		Schwab US Dividend Equity ETF2025-03-31Add
+0.22%
●
27.01 ($27.88) 28.54
$26.54
-4.81%
Add 7.62%
299,268
21,188
SCHG 		Schwab U.S. Large-Cap Growth ETF2025-03-31Reduce
-0.14%
●
24.91 ($27.39) 29.02
$28.09
2.56%
Reduce -4.02%
328,667
-13,771
DMXF 		iShares ESG Advanced MSCI EAFE ETF2025-03-31New Buy
+0.12%
●
63.91 ($67.78) 70.18
$74.25
9.55%
New holding
4,872
4,872
VCSH 		Vanguard Short-Term Corporate Bond ETF2025-03-31Add
+0.12%
●
77.7 ($78.41) 78.94
$78.59
0.23%
Add 2.27%
183,499
4,076
VYM 		Vanguard High Dividend Yield Indx ETF2025-03-31Reduce
-0.10%
●
126.11 ($130.91) 135.06
$130.44
-0.36%
Reduce -3.4%
59,064
-2,077
VSS 		Vanguard FTSE All-World Ex-US Small Capital Index Fund ETF2025-03-31Add
+0.09%
●
110.75 ($116.23) 119.78
$130.14
11.97%
Add 5.05%
42,744
2,056
KO 		Coca-Cola Co2025-03-31New Buy
+0.08%
●
60.81 ($66.78) 72.32
$71.35
6.84%
New holding
3,016
3,016

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 2025-03-31

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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