Sage Financial Management Group, Inc. Top Holdings and 13F Report (2023) About Sage Financial Management Group, Inc.Investment ActivitySage Financial Management Group, Inc. has $275.51 thousand in total holdings as of September 30, 2023.Sage Financial Management Group, Inc. owns shares of 56 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 3.66% of the portfolio was purchased this quarter.About 0.59% of the portfolio was sold this quarter.This quarter, Sage Financial Management Group, Inc. has purchased 54 new stocks and bought additional shares in 12 stocks.Sage Financial Management Group, Inc. sold shares of 25 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard Intermediate-Term Bond ETF $51,622iShares Core S&P 500 ETF $38,801Vanguard FTSE All-World ex-US ETF $27,188Schwab US Large-Cap ETF $19,933Vanguard Short-Term Corporate Bond ETF $14,485 Largest New Holdings this Quarter 46436E759 - iShares ESG Advanced MSCI EAFE ETF $328 Holding191216100 - Coca-Cola $216 Holding Largest Purchases this Quarter iShares Core S&P 500 ETF 5,944 shares (about $3.34K)Vanguard Intermediate-Term Bond ETF 34,617 shares (about $2.65K)Vanguard FTSE All-World ex-US ETF 27,912 shares (about $1.69K)Schwab US Dividend Equity ETF 21,188 shares (about $592.45)iShares ESG Advanced MSCI EAFE ETF 4,872 shares (about $328.00) Largest Sales this Quarter Schwab U.S. Large-Cap Growth ETF 13,771 shares (about $344.83)Vanguard High Dividend Yield ETF 2,077 shares (about $267.85)SPDR S&P MidCap 400 ETF Trust 247 shares (about $131.79)Schwab U.S. Mid-Cap ETF 4,530 shares (about $118.69)iShares ESG MSCI KLD 400 ETF 990 shares (about $101.51) 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$51,622$2,651 ▲5.4%674,17918.7%ETFIVViShares Core S&P 500 ETF$38,801$3,340 ▲9.4%69,05314.1%ETFVEUVanguard FTSE All-World ex-US ETF$27,188$1,693 ▲6.6%448,2109.9%ETFSCHXSchwab US Large-Cap ETF$19,933$42 ▼-0.2%902,7787.2%ETFVCSHVanguard Short-Term Corporate Bond ETF$14,485$322 ▲2.3%183,4995.3%ETFBSVVanguard Short-Term Bond ETF$14,211$163 ▲1.2%181,5435.2%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$10,895$79 ▲0.7%135,5624.0%ETFVOOVanguard S&P 500 ETF$8,552$91 ▼-1.1%16,6413.1%ETFSCHDSchwab US Dividend Equity ETF$8,368$592 ▲7.6%299,2683.0%ETFSCHGSchwab U.S. Large-Cap Growth ETF$8,230$345 ▼-4.0%328,6673.0%ETFSCHFSchwab International Equity ETF$8,163$7 ▼-0.1%412,7033.0%ETFEFAiShares MSCI EAFE ETF$7,838$4 ▼-0.1%95,9022.8%FinanceVYMVanguard High Dividend Yield ETF$7,617$268 ▼-3.4%59,0642.8%ETFVVVanguard Large-Cap ETF$6,210$86 ▼-1.4%24,1592.3%ETFIJHiShares Core S&P Mid-Cap ETF$5,311$145 ▲2.8%91,0181.9%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$4,941$238 ▲5.1%42,7441.8%ETFSCHMSchwab U.S. Mid-Cap ETF$3,717$119 ▼-3.1%141,8611.3%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$3,182$49 ▼-1.5%78,0551.2%ETFIJRiShares Core S&P Small-Cap ETF$2,546$69 ▼-2.6%24,3520.9%ETFMDYSPDR S&P MidCap 400 ETF Trust$2,497$132 ▼-5.0%4,6800.9%ETFSCHASchwab US Small-Cap ETF$1,969$100 ▼-4.8%84,0360.7%ETFMUBiShares National Muni Bond ETF$1,663$60 ▼-3.5%15,7750.6%ETFSHWSherwin-Williams$1,6350.0%4,6830.6%Basic MaterialsBNDXVanguard Total International Bond ETF$1,482$123 ▲9.1%30,3630.5%ETFSCHZSchwab U.S. Aggregate Bond ETF$1,433$5 ▼-0.3%61,8860.5%ETFVUGVanguard Growth ETF$8980.0%2,4210.3%ETFIVWiShares S&P 500 Growth ETF$841$6 ▼-0.7%9,0600.3%ETFAAPLApple$7800.0%3,5130.3%Computer and TechnologyMSFTMicrosoft$7770.0%2,0710.3%Computer and TechnologySUBiShares Short-Term National Muni Bond ETF$659$2 ▼-0.3%6,2440.2%ETFSPYSPDR S&P 500 ETF Trust$6470.0%1,1570.2%FinanceIUSGiShares Core S&P U.S. Growth ETF$644$21 ▼-3.1%5,0650.2%ManufacturingVTVVanguard Value ETF$5700.0%3,3020.2%ETFJNJJohnson & Johnson$540$8 ▼-1.5%3,2560.2%MedicalUNPUnion Pacific$511$54 ▼-9.6%2,1650.2%TransportationFNDBSchwab Fundamental U.S. Broad Market Index ETF$4030.0%17,5350.1%ETFCBChubb$3930.0%1,3000.1%FinanceIBMInternational Business Machines$390$17 ▲4.7%1,5700.1%Computer and TechnologyVGSHVanguard Short-Term Treasury Index ETF$372$10 ▼-2.6%6,3450.1%ETFUSXFiShares ESG Advanced MSCI USA ETF$370$181 ▲96.1%7,9300.1%ManufacturingJPMJPMorgan Chase & Co.$3700.0%1,5070.1%FinanceDMXFiShares ESG Advanced MSCI EAFE ETF$328$328 ▲New Holding4,8720.1%ManufacturingDSIiShares ESG MSCI KLD 400 ETF$324$102 ▼-23.9%3,1600.1%ETFXLPConsumer Staples Select Sector SPDR Fund$3180.0%3,8880.1%ETFIWRiShares Russell Mid-Cap ETF$304$41 ▼-12.0%3,5730.1%ETFABBVAbbVie$2920.0%1,3930.1%MedicalVBRVanguard Small-Cap Value ETF$2730.0%1,4650.1%ETFEEMiShares MSCI Emerging Markets ETF$2690.0%6,1620.1%FinanceIJTiShares S&P Small-Cap 600 Growth ETF$235$9 ▼-3.6%1,8880.1%ETFVBKVanguard Small-Cap Growth ETF$2310.0%9190.1%ETFMAMastercard$2210.0%4030.1%Business ServicesPGProcter & Gamble$216$2 ▼-1.0%1,2670.1%Consumer StaplesKOCoca-Cola$216$216 ▲New Holding3,0160.1%Consumer StaplesAMZNAmazon.com$2140.0%1,1260.1%Retail/WholesaleIVEiShares S&P 500 Value ETF$2070.0%1,0840.1%ETFPEPPepsiCo$204$1 ▼-0.7%1,3630.1%Consumer StaplesShowing 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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