Sage Financial Management Group, Inc.
Q2 2025 13F Holdings
- Locationmclean, VA
- Num holdings
55
- Value ($000)
$289
- Date Filed07/21/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
BIV VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 | $46.44K | 16 % | 600,438 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $44.92K | 16 % | 72,349 | ||
VEU VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | $28.48K | 10 % | 423,761 | ||
SCHX SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | $23.67K | 8 % | 968,329 | ||
BSV VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | $21.34K | 7 % | 271,146 | ||
KRE SPDR SERIES TRUST | PRTFLO S&P500 GW | 78464A409 | $11.83K | 4 % | 124,068 | ||
VCSH VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | $10.37K | 4 % | 130,493 | ||
EFA ISHARES TR | MSCI EAFE ETF | 464287465 | $9.72K | 3 % | 108,709 | ||
SCHG SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $9.22K | 3 % | 315,531 | ||
SCHF SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | $8.66K | 3 % | 391,711 |
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