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Sage Financial Management Group, Inc. 13F holdings

Filed 2026-07-24 · Sage Financial Management Group, Inc. · 61 positions · $364.0M

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TickerCompanySharesValue% of portfolio
IVVISHARES TR73.7K$55.2M15.2%
BIVVANGUARD BD INDEX FDS711.7K$54.6M15.0%
VEUVANGUARD INTL EQUITY INDEX F445.6K$37.3M10.3%
BSVVANGUARD BD INDEX FDS418.6K$32.6M9.0%
SCHXSCHWAB STRATEGIC TR950.6K$28.0M7.7%
SPYGSPDR SERIES TRUST116.1K$13.8M3.8%
VCSHVANGUARD SCOTTSDALE FDS146.6K$11.6M3.2%
IJHISHARES TR148.7K$11.5M3.2%
EFAISHARES TR106.1K$11.0M3.0%
SCHFSCHWAB STRATEGIC TR388.6K$10.8M3.0%
SCHGSCHWAB STRATEGIC TR306.2K$10.4M2.8%
VYMVANGUARD WHITEHALL FDS65.1K$10.3M2.8%
SCHDSCHWAB STRATEGIC TR303.7K$9.6M2.6%
VOOVANGUARD INDEX FDS13.5K$9.2M2.5%
VVVANGUARD INDEX FDS21.4K$7.3M2.0%
VSSVANGUARD INTL EQUITY INDEX F42.7K$6.6M1.8%
SCHMSCHWAB STRATEGIC TR135.0K$5.0M1.4%
SPSMSPDR SERIES TRUST77.8K$4.5M1.2%
SCHASCHWAB STRATEGIC TR79.0K$2.9M0.8%
MDYSTATE STR SPDR S&P MIDCAP 404.0K$2.8M0.8%
IJRISHARES TR18.0K$2.7M0.7%
VUGVANGUARD INDEX FDS23.4K$2.0M0.6%
BNDXVANGUARD CHARLOTTE FDS41.1K$2.0M0.5%
SHWSHERWIN WILLIAMS CO4.7K$1.6M0.4%
AAPLAPPLE INC4.9K$1.4M0.4%
SCHZSCHWAB STRATEGIC TR57.2K$1.3M0.4%
IVWISHARES TR9.5K$1.3M0.4%
MUBISHARES TR11.6K$1.2M0.3%
SPYSTATE STR SPDR S&P 500 ETF T1.4K$1.0M0.3%
GOOGALPHABET INC3.0K$1.0M0.3%
GOOGLALPHABET INC2.5K$879,7530.2%
MSFTMICROSOFT CORP2.3K$864,2870.2%
IUSGISHARES TR4.4K$828,3480.2%
JNJJOHNSON & JOHNSON3.2K$819,5610.2%
VTVVANGUARD INDEX FDS3.3K$719,6050.2%
EEMISHARES TR9.4K$643,4270.2%
UNPUNION PAC CORP2.0K$555,9680.2%
USXFISHARES TR8.0K$552,5440.2%
JPMJPMORGAN CHASE & CO1.6K$526,0190.1%
SUBISHARES TR4.7K$504,4550.1%
DSIISHARES TR3.2K$458,2110.1%
VOVANGUARD INDEX FDS5.7K$455,3820.1%
IBMINTERNATIONAL BUSINESS MACHS1.5K$430,3710.1%
CBCHUBB LIMITED1.2K$420,8140.1%
AMZNAMAZON COM INC1.6K$378,9610.1%
IWRISHARES TR3.3K$363,2840.1%
ABBVABBVIE INC1.4K$350,5350.1%
VGSHVANGUARD SCOTTSDALE FDS5.9K$342,1580.1%
VBRVANGUARD INDEX FDS1.4K$341,6440.1%
FNDBSCHWAB STRATEGIC TR10.6K$323,0280.1%
IJTISHARES TR1.7K$305,2280.1%
DMXFISHARES TR3.5K$296,7770.1%
ESGUISHARES TR1.6K$261,0540.1%
IVEISHARES TR1.1K$243,1810.1%
VBKVANGUARD INDEX FDS656$239,8990.1%
KOCOCA COLA CO2.9K$234,9520.1%
GLDSPDR GOLD TR587$216,2390.1%
MAMASTERCARD INCORPORATED403$206,9810.1%
SPYMSPDR SERIES TRUST2.4K$206,5180.1%
VEAVANGUARD TAX-MANAGED FDS2.9K$203,1340.1%
Top Fund Holdings
13F
Top Fund Holdings

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