Sage Financial Management Group, Inc. Top Holdings and 13F Report (2023) About Sage Financial Management Group, Inc.Investment ActivitySage Financial Management Group, Inc. has $289.06 thousand in total holdings as of September 30, 2023.Sage Financial Management Group, Inc. owns shares of 55 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 4.67% of the portfolio was purchased this quarter.About 6.67% of the portfolio was sold this quarter.This quarter, Sage Financial Management Group, Inc. has purchased 56 new stocks and bought additional shares in 8 stocks.Sage Financial Management Group, Inc. sold shares of 29 stocks and completely divested from 2 stocks this quarter.Largest Holdings Vanguard Intermediate-Term Bond ETF $46,438iShares Core S&P 500 ETF $44,921Vanguard FTSE All-World ex-US ETF $28,485Schwab US Large-Cap ETF $23,666Vanguard Short-Term Bond ETF $21,339 Largest New Holdings this Quarter 922908629 - Vanguard Mid-Cap ETF $376 Holding Largest Purchases this Quarter Vanguard Short-Term Bond ETF 89,603 shares (about $7.05K)iShares Core S&P 500 ETF 3,296 shares (about $2.05K)Schwab US Large-Cap ETF 65,551 shares (about $1.60K)iShares MSCI EAFE ETF 12,807 shares (about $1.14K)Vanguard Growth ETF 1,174 shares (about $514.67) Largest Sales this Quarter Vanguard Intermediate-Term Bond ETF 73,741 shares (about $5.70K)Vanguard Short-Term Corporate Bond ETF 53,006 shares (about $4.21K)Vanguard FTSE All-World ex-US ETF 24,449 shares (about $1.64K)SPDR Portfolio S&P 500 Growth ETF 11,494 shares (about $1.10K)Vanguard S&P 500 ETF 1,536 shares (about $872.48) 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$46,438$5,703 ▼-10.9%600,43816.1%ETFIVViShares Core S&P 500 ETF$44,921$2,046 ▲4.8%72,34915.5%ETFVEUVanguard FTSE All-World ex-US ETF$28,485$1,643 ▼-5.5%423,7619.9%ETFSCHXSchwab US Large-Cap ETF$23,666$1,602 ▲7.3%968,3298.2%ETFBSVVanguard Short-Term Bond ETF$21,339$7,052 ▲49.4%271,1467.4%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$11,826$1,096 ▼-8.5%124,0684.1%ETFVCSHVanguard Short-Term Corporate Bond ETF$10,374$4,214 ▼-28.9%130,4933.6%ETFEFAiShares MSCI EAFE ETF$9,718$1,145 ▲13.4%108,7093.4%FinanceSCHGSchwab U.S. Large-Cap Growth ETF$9,217$384 ▼-4.0%315,5313.2%ETFSCHFSchwab International Equity ETF$8,657$464 ▼-5.1%391,7113.0%ETFVOOVanguard S&P 500 ETF$8,580$872 ▼-9.2%15,1053.0%ETFVYMVanguard High Dividend Yield ETF$8,265$391 ▲5.0%61,9952.9%ETFSCHDSchwab US Dividend Equity ETF$7,525$406 ▼-5.1%283,9562.6%ETFVVVanguard Large-Cap ETF$6,588$304 ▼-4.4%23,0932.3%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$5,269$476 ▼-8.3%39,2051.8%ETFIJHiShares Core S&P Mid-Cap ETF$4,889$756 ▼-13.4%78,8261.7%ETFSCHMSchwab U.S. Mid-Cap ETF$3,873$107 ▼-2.7%138,0641.3%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$2,940$385 ▼-11.6%69,0101.0%ETFMDYSPDR S&P MidCap 400 ETF Trust$2,468$184 ▼-6.9%4,3560.9%ETFIJRiShares Core S&P Small-Cap ETF$2,109$552 ▼-20.7%19,3010.7%ETFSCHASchwab US Small-Cap ETF$1,956$171 ▼-8.0%77,2930.7%ETFBNDXVanguard Total International Bond ETF$1,716$213 ▲14.1%34,6550.6%ETFSHWSherwin-Williams$1,6080.0%4,6830.6%Basic MaterialsVUGVanguard Growth ETF$1,576$515 ▲48.5%3,5950.5%ETFMUBiShares National Muni Bond ETF$1,394$254 ▼-15.4%13,3430.5%ETFSCHZSchwab U.S. Aggregate Bond ETF$1,331$107 ▼-7.4%57,2830.5%ETFMSFTMicrosoft$1,0300.0%2,0710.4%Computer and TechnologyIVWiShares S&P 500 Growth ETF$982$15 ▼-1.5%8,9200.3%ETFAAPLApple$7210.0%3,5130.2%Computer and TechnologySPYSPDR S&P 500 ETF Trust$7150.0%1,1570.2%FinanceIUSGiShares Core S&P U.S. Growth ETF$690$72 ▼-9.4%4,5880.2%ManufacturingVTVVanguard Value ETF$5840.0%3,3020.2%ETFUNPUnion Pacific$4980.0%2,1650.2%TransportationJNJJohnson & Johnson$4970.0%3,2560.2%MedicalIBMInternational Business Machines$4630.0%1,5700.2%Computer and TechnologyEEMiShares MSCI Emerging Markets ETF$460$162 ▲54.6%9,5270.2%FinanceJPMJPMorgan Chase & Co.$4370.0%1,5070.2%FinanceUSXFiShares ESG Advanced MSCI USA ETF$425$2 ▼-0.6%7,8840.1%ManufacturingCBChubb$3770.0%1,3000.1%FinanceVOVanguard Mid-Cap ETF$376$376 ▲New Holding1,3450.1%ETFDMXFiShares ESG Advanced MSCI EAFE ETF$358$5 ▼-1.4%4,8040.1%ManufacturingDSIiShares ESG MSCI KLD 400 ETF$352$15 ▼-4.1%3,0290.1%ETFVGSHVanguard Short-Term Treasury ETF$346$27 ▼-7.3%5,8790.1%ETFSUBiShares Short-Term National Muni Bond ETF$337$326 ▼-49.2%3,1720.1%ETFIWRiShares Russell Mid-Cap ETF$303$26 ▼-7.8%3,2930.1%ETFVBRVanguard Small-Cap Value ETF$278$7 ▼-2.6%1,4270.1%ETFABBVAbbVie$2590.0%1,3930.1%MedicalFNDBSchwab Fundamental U.S. Broad Market ETF$254$166 ▼-39.5%10,6050.1%ETFIJTiShares S&P Small-Cap 600 Growth ETF$2510.0%1,8880.1%ETFAMZNAmazon.com$2470.0%1,1260.1%Retail/WholesaleVBKVanguard Small-Cap Growth ETF$243$12 ▼-4.6%8770.1%ETFMAMastercard$2260.0%4030.1%Business ServicesKOCocaCola$2130.0%3,0160.1%Consumer StaplesIVEiShares S&P 500 Value ETF$2120.0%1,0840.1%ETFPGProcter & Gamble$2020.0%1,2670.1%Consumer StaplesXLPConsumer Staples Select Sector SPDR Fund$0$318 ▼-100.0%00.0%ETFPEPPepsiCo$0$204 ▼-100.0%00.0%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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