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Sage Financial Management Group, Inc.

Q2 2026 13F Holdings

  • Location
    mclean, VA
  • Num holdings

    61

  • Value ($000)

    $363,962

  • Date Filed
    07/24/2026
  • 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 Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$55.19M
15 %

73,702

B
BIV

VANGUARD BD INDEX FDS

INTERMED TERM
921937819
$54.58M
15 %

711,661

V
VEU

VANGUARD INTL EQUITY INDEX F

ALLWRLD EX US
922042775
$37.32M
10 %

445,596

B
BSV

VANGUARD BD INDEX FDS

SHORT TRM BOND
921937827
$32.61M
9 %

418,585

S
SCHX

SCHWAB STRATEGIC TR

US LRG CAP ETF
808524201
$27.98M
8 %

950,604

K
KRE

SPDR SERIES TRUST

ST STR P500GRW
78464A409
$13.81M
4 %

116,088

V
VCSH

VANGUARD SCOTTSDALE FDS

SHRT TRM CORP BD
92206C409
$11.59M
3 %

146,637

I
IJH

ISHARES TR

CORE S&P MCP ETF
464287507
$11.47M
3 %

148,731

E
EFA

ISHARES TR

MSCI EAFE ETF
464287465
$11.02M
3 %

106,104

S
SCHF

SCHWAB STRATEGIC TR

INTL EQTY ETF
808524805
$10.76M
3 %

388,571

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