Sage Financial Management Group, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 5, 2026, for the 2025 Q4 period, Sage Financial Management Group, Inc. held in its portfolio 57 assets valued at $327,391,354 (i.e. $327.39M).
The most valuable assets in the portfolio included: ISHARES TR ($51.55M), VANGUARD BD INDEX FDS ($50.05M), and VANGUARD INTL EQUITY INDEX F ($32.77M).
The chart below shows the top 10 valuable assets, and the table below shows the top 57 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Sage Financial Management Group, Inc. - Stock Holdings in 13F Filings (SEC)
Items per page:
25
0 of 0
| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 75256 | 51545551 | CORE S&P500 ETF |
| VANGUARD BD INDEX FDS | 642653 | 50049848 | INTERMED TERM |
| VANGUARD INTL EQUITY INDEX F | 445459 | 32767964 | ALLWRLD EX US |
| VANGUARD BD INDEX FDS | 355282 | 27999774 | SHORT TRM BOND |
| SCHWAB STRATEGIC TR | 950630 | 25581450 | US LRG CAP ETF |
| SPDR SERIES TRUST | 195839 | 16452422 | STATE STREET SPD |
| VANGUARD SCOTTSDALE FDS | 136603 | 10891357 | SHRT TRM CORP BD |
| ISHARES TR | 107360 | 10309802 | MSCI EAFE ETF |
| SCHWAB STRATEGIC TR | 307908 | 10043975 | US LCAP GR ETF |
| ISHARES TR | 144541 | 9539676 | CORE S&P MCP ETF |
| SCHWAB STRATEGIC TR | 389442 | 9362176 | INTL EQTY ETF |
| VANGUARD WHITEHALL FDS | 64931 | 9318923 | HIGH DIV YLD |
| VANGUARD INDEX FDS | 14424 | 9045936 | S&P 500 ETF SHS |
| SCHWAB STRATEGIC TR | 285427 | 7829263 | US DIVIDEND EQ |
| VANGUARD INDEX FDS | 22845 | 7191540 | LARGE CAP ETF |
| VANGUARD INTL EQUITY INDEX F | 40890 | 5860764 | FTSE SMCAP ETF |
| SCHWAB STRATEGIC TR | 136963 | 4118488 | US MID-CAP ETF |
| SPDR S&P MIDCAP 400 ETF TR | 4196 | 2531556 | UTSER1 S&PDCRP |
| SCHWAB STRATEGIC TR | 77218 | 2199163 | US SML CAP ETF |
| ISHARES TR | 18222 | 2189922 | CORE S&P SCP ETF |
| VANGUARD INDEX FDS | 3888 | 1896800 | GROWTH ETF |
| VANGUARD CHARLOTTE FDS | 34592 | 1671485 | TOTAL INT BD ETF |
| SHERWIN WILLIAMS CO | 4676 | 1515164 | COM |
| ISHARES TR | 12852 | 1376578 | NATIONAL MUN ETF |
| SCHWAB STRATEGIC TR | 56957 | 1331084 | US AGGREGATE B |
| APPLE INC | 4572 | 1242875 | COM |
| ISHARES TR | 8827 | 1088016 | S&P 500 GRWT ETF |
| MICROSOFT CORP | 2175 | 1051874 | COM |
| SPDR S&P 500 ETF TR | 1155 | 787618 | TR UNIT |
| ISHARES TR | 4588 | 770509 | CORE S&P US GWT |
| JOHNSON & JOHNSON | 3227 | 667828 | COM |
| VANGUARD INDEX FDS | 3302 | 630649 | VALUE ETF |
| ISHARES TR | 9527 | 521246 | MSCI EMG MKT ETF |
| JPMORGAN CHASE & CO. | 1607 | 517808 | COM |
| UNION PAC CORP | 2165 | 500808 | COM |
| INTERNATIONAL BUSINESS MACHS | 1570 | 465050 | COM |
| ISHARES TR | 7648 | 440371 | ESG MSCI USA ETF |
| VANGUARD INDEX FDS | 1512 | 438813 | MID CAP ETF |
| ISHARES TR | 3958 | 422319 | SHRT NAT MUN ETF |
| ALPHABET INC | 1341 | 420806 | CAP STK CL C |
| CHUBB LIMITED | 1300 | 405756 | COM |
| ISHARES TR | 3029 | 390226 | ESG MSCI KLD 400 |
| ISHARES TR | 4830 | 363023 | ESG EAFE ETF |
| VANGUARD SCOTTSDALE FDS | 5879 | 345273 | SHORT TERM TREAS |
| ABBVIE INC | 1393 | 318287 | COM |
| ISHARES TR | 3293 | 317017 | RUS MID CAP ETF |
| VANGUARD INDEX FDS | 1415 | 299683 | SM CP VAL ETF |
| SCHWAB STRATEGIC TR | 10605 | 281775 | FUNDAMENTAL US B |
| VANGUARD INDEX FDS | 877 | 264950 | SML CP GRW ETF |
| ISHARES TR | 1813 | 255923 | S&P SML 600 GWT |
| AMAZON COM INC | 1049 | 242130 | COM |
| SPDR GOLD TR | 587 | 232634 | GOLD SHS |
| MASTERCARD INCORPORATED | 403 | 230065 | CL A |
| ISHARES TR | 1071 | 227127 | S&P 500 VAL ETF |
| ALPHABET INC | 674 | 210962 | CAP STK CL A |
| COCA COLA CO | 3016 | 210849 | COM |
| ISHARES TR | 1399 | 208423 | ESG AWR MSCI USA |
Popular Topics:
Find us
Copyright © Beautify Data LLC. All Rights Reserved.