Sage Financial Management Group, Inc. Top Holdings and 13F Report (2023) About Sage Financial Management Group, Inc.Investment ActivitySage Financial Management Group, Inc. has $270.01 thousand in total holdings as of September 30, 2023.Sage Financial Management Group, Inc. owns shares of 54 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 87.28% of the portfolio was purchased this quarter.About 0.16% of the portfolio was sold this quarter.This quarter, Sage Financial Management Group, Inc. has purchased 14 new stocks and bought additional shares in 5 stocks.Sage Financial Management Group, Inc. sold shares of 5 stocks and completely divested from 1 stock this quarter.Largest Holdings Vanguard Intermediate-Term Bond ETF $47,794iShares Core S&P 500 ETF $37,151Vanguard FTSE All-World ex-US ETF $24,129Schwab US Large-Cap ETF $20,971Vanguard Short-Term Corporate Bond ETF $13,997 Largest New Holdings this Quarter Vanguard Intermediate-Term Bond ETF $47,794 HoldingiShares Core S&P 500 ETF $37,151 HoldingVanguard FTSE All-World ex-US ETF $24,129 HoldingSchwab US Large-Cap ETF $20,971 HoldingVanguard Short-Term Bond ETF $13,867 Holding Largest Purchases this Quarter Vanguard Intermediate-Term Bond ETF 639,562 shares (about $47.79K)iShares Core S&P 500 ETF 63,109 shares (about $37.15K)Vanguard FTSE All-World ex-US ETF 420,298 shares (about $24.13K)Schwab US Large-Cap ETF 904,702 shares (about $20.97K)Vanguard Short-Term Bond ETF 179,465 shares (about $13.87K) Largest Sales this Quarter Vanguard Total International Bond ETF 2,535 shares (about $124.38)JPMorgan Chase & Co. 200 shares (about $47.91)Amazon.com 97 shares (about $21.28)Apple 65 shares (about $16.28)SPDR S&P 500 ETF Trust 9 shares (about $5.27) Sector Allocation Over TimeMap of 500 Largest Holdings ofSage Financial Management Group, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBIVVanguard Intermediate-Term Bond ETF$47,794$47,794 ▲New Holding639,56217.7%ETFIVViShares Core S&P 500 ETF$37,151$37,151 ▲New Holding63,10913.8%ETFVEUVanguard FTSE All-World ex-US ETF$24,129$24,129 ▲New Holding420,2988.9%ETFSCHXSchwab US Large-Cap ETF$20,971$20,971 ▲New Holding904,7027.8%ETFVCSHVanguard Short-Term Corporate Bond ETF$13,997$1,352 ▲10.7%179,4235.2%ETFBSVVanguard Short-Term Bond ETF$13,867$13,867 ▲New Holding179,4655.1%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$11,829$640 ▲5.7%134,5794.4%ETFSCHGSchwab U.S. Large-Cap Growth ETF$9,544$9,544 ▲New Holding342,4383.5%ETFVOOVanguard S&P 500 ETF$9,062$9,062 ▲New Holding16,8183.4%ETFVYMVanguard High Dividend Yield ETF$7,801$7,801 ▲New Holding61,1412.9%ETFSCHFSchwab International Equity ETF$7,641$7,641 ▲New Holding413,0542.8%ETFSCHDSchwab US Dividend Equity ETF$7,597$7,597 ▲New Holding278,0802.8%ETFEFAiShares MSCI EAFE ETF$7,255$7,255 ▲New Holding95,9562.7%FinanceVVVanguard Large-Cap ETF$6,606$6,606 ▲New Holding24,4932.4%ETFIJHiShares Core S&P Mid-Cap ETF$5,516$5,516 ▲New Holding88,5262.0%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$4,658$4,658 ▲New Holding40,6881.7%ETFSCHMSchwab U.S. Mid-Cap ETF$4,056$4,056 ▲New Holding146,3911.5%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$3,560$280 ▲8.5%79,2491.3%ETFIJRiShares Core S&P Small-Cap ETF$2,882$2,882 ▲New Holding25,0101.1%ETFMDYSPDR S&P MidCap 400 ETF Trust$2,807$264 ▲10.4%4,9271.0%ETFSCHASchwab US Small-Cap ETF$2,284$2,284 ▲New Holding88,3110.8%ETFMUBiShares National Muni Bond ETF$1,742$1,742 ▲New Holding16,3450.6%ETFSHWSherwin-Williams$1,592$1,592 ▲New Holding4,6830.6%Basic MaterialsSCHZSchwab U.S. Aggregate Bond ETF$1,410$1,410 ▲New Holding62,1000.5%ETFBNDXVanguard Total International Bond ETF$1,366$124 ▼-8.3%27,8410.5%ETFVUGVanguard Growth ETF$994$994 ▲New Holding2,4210.4%ETFIVWiShares S&P 500 Growth ETF$926$926 ▲New Holding9,1240.3%ETFAAPLApple$880$16 ▼-1.8%3,5130.3%Computer and TechnologyMSFTMicrosoft$873$873 ▲New Holding2,0710.3%Computer and TechnologyIUSGiShares Core S&P U.S. Growth ETF$729$729 ▲New Holding5,2280.3%ManufacturingSPYSPDR S&P 500 ETF Trust$678$5 ▼-0.8%1,1570.3%FinanceSUBiShares Short-Term National Muni Bond ETF$660$660 ▲New Holding6,2600.2%ETFVTVVanguard Value ETF$559$559 ▲New Holding3,3020.2%ETFUNPUnion Pacific$546$546 ▲New Holding2,3950.2%TransportationJNJJohnson & Johnson$478$478 ▲New Holding3,3060.2%MedicalDSIiShares MSCI KLD 400 Social ETF$458$458 ▲New Holding4,1500.2%ETFFNDBSchwab Fundamental U.S. Broad Market Index ETF$408$408 ▲New Holding17,5350.2%ETFVGSHVanguard Short-Term Treasury Index ETF$379$142 ▲59.7%6,5160.1%ETFJPMJPMorgan Chase & Co.$361$48 ▼-11.7%1,5070.1%FinanceIWRiShares Russell Mid-Cap ETF$359$359 ▲New Holding4,0590.1%ETFCBChubb$3590.0%1,3000.1%FinanceIBMInternational Business Machines$330$330 ▲New Holding1,5000.1%Computer and TechnologyXLPConsumer Staples Select Sector SPDR Fund$3060.0%3,8880.1%ETFVBRVanguard Small-Cap Value ETF$290$290 ▲New Holding1,4650.1%ETFIJTiShares S&P Small-Cap 600 Growth ETF$265$265 ▲New Holding1,9590.1%ETFEEMiShares MSCI Emerging Markets ETF$258$258 ▲New Holding6,1620.1%FinanceVBKVanguard Small-Cap Growth ETF$257$257 ▲New Holding9190.1%ETFABBVAbbVie$2480.0%1,3930.1%MedicalAMZNAmazon.com$247$21 ▼-7.9%1,1260.1%Retail/WholesalePGProcter & Gamble$215$215 ▲New Holding1,2800.1%Consumer StaplesMAMastercard$212$212 ▲New Holding4030.1%Business ServicesPEPPepsiCo$209$209 ▲New Holding1,3730.1%Consumer StaplesIVEiShares S&P 500 Value ETF$207$207 ▲New Holding1,0840.1%ETFUSXFiShares ESG Advanced MSCI USA ETF$201$201 ▲New Holding4,0440.1%ManufacturingMRKMerck & Co., Inc.$0$210 ▼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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