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Sage Financial Management Group, Inc.

Q1 2026 13F Holdings

  • Location
    mclean, VA
  • Num holdings

    57

  • Value ($000)

    $325,359

  • Date Filed
    04/21/2026
  • Form type
    13F-HR
  • CIK
    0001762086
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
B
BIV

VANGUARD BD INDEX FDS

INTERMED TERM
921937819
$51.75M
16 %

670,494

I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$48.79M
15 %

74,689

V
VEU

VANGUARD INTL EQUITY INDEX F

ALLWRLD EX US
922042775
$33.13M
10 %

441,125

B
BSV

VANGUARD BD INDEX FDS

SHORT TRM BOND
921937827
$29.61M
9 %

377,685

S
SCHX

SCHWAB STRATEGIC TR

US LRG CAP ETF
808524201
$24.43M
8 %

952,828

K
KRE

SPDR SERIES TRUST

STATE STREET SPD
78464A409
$11.49M
4 %

117,386

V
VCSH

VANGUARD SCOTTSDALE FDS

SHRT TRM CORP BD
92206C409
$10.97M
3 %

138,399

E
EFA

ISHARES TR

MSCI EAFE ETF
464287465
$10.41M
3 %

107,174

I
IJH

ISHARES TR

CORE S&P MCP ETF
464287507
$10M
3 %

148,012

S
SCHF

SCHWAB STRATEGIC TR

INTL EQTY ETF
808524805
$9.63M
3 %

389,142

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