Sage Financial Management Group, Inc.
Q1 2025 13F Holdings
- Locationmclean, VA
- Num holdings
56
- Value ($000)
$276
- Date Filed04/23/2025
- Form type13F-HR
- CIK0001762086
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
BIV VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 | $51.62K | 19 % | 674,179 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $38.80K | 14 % | 69,053 | ||
VEU VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | $27.19K | 10 % | 448,210 | ||
SCHX SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | $19.93K | 7 % | 902,778 | ||
VCSH VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | $14.48K | 5 % | 183,499 | ||
BSV VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | $14.21K | 5 % | 181,543 | ||
KRE SPDR SER TR | PRTFLO S&P500 GW | 78464A409 | $10.89K | 4 % | 135,562 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $8.55K | 3 % | 16,641 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $8.37K | 3 % | 299,268 | ||
SCHG SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $8.23K | 3 % | 328,667 |
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