The Analysis of Sage Financial Management Group, Inc.'s Holdings
Currently, Sage Financial Management Group, Inc. holds 56 types of securities in its portfolio with a total value $313.2M. In the most recent quarter, they have increased their positions in BSV (+45.8K shares, valued at $3.6M), IJH (+37.3K shares, valued at $2.4M), BIV (+19.2K shares, valued at $1.5M); decreased their positions in VOO (-630 shares, valued at $385.8K), SCHX (-13.8K shares, valued at $363.4K), SPYG (-1.9K shares, valued at $203.1K); initiated new positions in GOOG (+960 shares, valued at $233.8K), ESGU (+1.4K shares, valued at $203.7K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVV ISHARES TR73.5K shares1.56%2025-09-302025-10-23
BIV VANGUARD BD INDEX FDS619.7K shares3.20%2025-09-302025-10-23 VEU VANGUARD INTL EQUITY INDEX F436.8K shares3.08%2025-09-302025-10-23 SCHX SCHWAB STRATEGIC TR954.5K shares-1.42%2025-09-302025-10-23 BSV VANGUARD BD INDEX FDS316.9K shares16.89%2025-09-302025-10-23 SPYG SPDR SERIES TRUST122.1K shares-1.57%2025-09-302025-10-23 VCSH VANGUARD SCOTTSDALE FDS133.2K shares2.04%2025-09-302025-10-23 EFA ISHARES TR108.7K shares-0.03%2025-09-302025-10-23 SCHG SCHWAB STRATEGIC TR310.9K shares-1.48%2025-09-302025-10-23 SCHF SCHWAB STRATEGIC TR390.4K shares-0.34%2025-09-302025-10-23 VOO VANGUARD INDEX FDS14.5K shares-4.17%2025-09-302025-10-23 VYM VANGUARD WHITEHALL FDS61.6K shares-0.56%2025-09-302025-10-23 SCHD SCHWAB STRATEGIC TR296.4K shares4.37%2025-09-302025-10-23 IJH ISHARES TR116.2K shares47.35%2025-09-302025-10-23 VV VANGUARD INDEX FDS22.7K shares-1.56%2025-09-302025-10-23 VSS VANGUARD INTL EQUITY INDEX F40.0K shares1.93%2025-09-302025-10-23 SCHM SCHWAB STRATEGIC TR137.4K shares-0.49%2025-09-302025-10-23 SPSM SPDR SERIES TRUST69.4K shares0.62%2025-09-302025-10-23 MDY SPDR S&P MIDCAP 400 ETF TR4.3K shares-0.92%2025-09-302025-10-23 IJR ISHARES TR18.2K shares-5.59%2025-09-302025-10-23 SCHA SCHWAB STRATEGIC TR76.7K shares-0.80%2025-09-302025-10-23 VUG VANGUARD INDEX FDS3.8K shares6.18%2025-09-302025-10-23 BNDX VANGUARD CHARLOTTE FDS34.3K shares-0.97%2025-09-302025-10-23 SHW SHERWIN WILLIAMS CO4.7K shares-0.15%2025-09-302025-10-23 MUB ISHARES TR13.3K shares-0.53%2025-09-302025-10-23 SCHZ SCHWAB STRATEGIC TR59.5K shares3.86%2025-09-302025-10-23 AAPL APPLE INC4.5K shares29.21%2025-09-302025-10-23 IVW ISHARES TR8.9K shares0.00%2025-09-302025-10-23 MSFT MICROSOFT CORP2.1K shares-0.24%2025-09-302025-10-23 SPY SPDR S&P 500 ETF TR1.2K shares0.00%2025-09-302025-10-23 IUSG ISHARES TR4.6K shares0.00%2025-09-302025-10-23 VTV VANGUARD INDEX FDS3.3K shares0.00%2025-09-302025-10-23 JNJ JOHNSON & JOHNSON3.2K shares-0.89%2025-09-302025-10-23 UNP UNION PAC CORP2.2K shares0.00%2025-09-302025-10-23 EEM ISHARES TR9.5K shares0.00%2025-09-302025-10-23 JPM JPMORGAN CHASE & CO.1.5K shares-1.59%2025-09-302025-10-23 USXF ISHARES TR7.9K shares0.00%2025-09-302025-10-23 IBM INTERNATIONAL BUSINESS MACHS1.6K shares0.00%2025-09-302025-10-23 VO VANGUARD INDEX FDS1.3K shares0.00%2025-09-302025-10-23 SUB ISHARES TR3.6K shares14.97%2025-09-302025-10-23 DSI ISHARES TR3.0K shares0.00%2025-09-302025-10-23 CB CHUBB LIMITED1.3K shares0.00%2025-09-302025-10-23 DMXF ISHARES TR4.8K shares0.00%2025-09-302025-10-23 VGSH VANGUARD SCOTTSDALE FDS5.9K shares0.00%2025-09-302025-10-23 ABBV ABBVIE INC1.4K shares0.00%2025-09-302025-10-23 IWR ISHARES TR3.3K shares0.00%2025-09-302025-10-23 VBR VANGUARD INDEX FDS1.4K shares0.00%2025-09-302025-10-23 FNDB SCHWAB STRATEGIC TR10.6K shares0.00%2025-09-302025-10-23 VBK VANGUARD INDEX FDS877 shares0.00%2025-09-302025-10-23 IJT ISHARES TR1.8K shares-3.97%2025-09-302025-10-23 AMZN AMAZON COM INC1.1K shares0.00%2025-09-302025-10-23 GOOG ALPHABET INC960 sharesnew addition2025-09-302025-10-23 MA MASTERCARD INCORPORATED403 shares0.00%2025-09-302025-10-23 IVE ISHARES TR1.1K shares0.00%2025-09-302025-10-23 ESGU ISHARES TR1.4K sharesnew addition2025-09-302025-10-23 KO COCA COLA CO3.0K shares0.00%2025-09-302025-10-23 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available