Sage Financial Management Group, Inc.
58 holdingsFiling period: 2026-03-31Current AUM: $353.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | BIV | VANGUARD BD INDEX FDS | 670.5K | $51.7M | $50.6M | 14.31% | +27.8K | 2026-03-31 |
| 2 | IVV | ISHARES TR | 74.7K | $48.8M | $56.0M | 15.84% | -567 | 2026-03-31 |
| 3 | VEU | VANGUARD INTL EQUITY INDEX F | 441.1K | $33.1M | $36.5M | 10.33% | -4,334 | 2026-03-31 |
| 4 | BSV | VANGUARD BD INDEX FDS | 377.7K | $29.6M | $29.3M | 8.28% | +22.4K | 2026-03-31 |
| 5 | SCHX | SCHWAB STRATEGIC TR | 952.8K | $24.4M | $28.1M | 7.93% | +2.2K | 2026-03-31 |
| 6 | SPYG | SPDR SERIES TRUST | 117.4K | $11.5M | $13.8M | 3.89% | -4,195 | 2026-03-31 |
| 7 | VCSH | VANGUARD SCOTTSDALE FDS | 138.4K | $11.0M | $10.9M | 3.07% | +1.8K | 2026-03-31 |
| 8 | EFA | ISHARES TR | 107.2K | $10.4M | $11.3M | 3.20% | -186 | 2026-03-31 |
| 9 | IJH | ISHARES TR | 148.0K | $10.0M | $11.1M | 3.15% | +3.5K | 2026-03-31 |
| 10 | SCHF | SCHWAB STRATEGIC TR | 389.1K | $9.6M | $10.7M | 3.02% | -300 | 2026-03-31 |
| 11 | VYM | VANGUARD WHITEHALL FDS | 64.6K | $9.6M | $10.5M | 2.96% | -305 | 2026-03-31 |
| 12 | SCHD | SCHWAB STRATEGIC TR | 296.0K | $9.1M | $9.9M | 2.80% | +10.5K | 2026-03-31 |
| 13 | SCHG | SCHWAB STRATEGIC TR | 306.5K | $8.9M | $10.5M | 2.96% | -1,371 | 2026-03-31 |
| 14 | VOO | VANGUARD INDEX FDS | 13.9K | $8.3M | $9.6M | 2.71% | -482 | 2026-03-31 |
| 15 | VV | VANGUARD INDEX FDS | 22.6K | $6.8M | $7.8M | 2.20% | -224 | 2026-03-31 |
| 16 | VSS | VANGUARD INTL EQUITY INDEX F | 41.6K | $6.1M | $6.3M | 1.77% | +701 | 2026-03-31 |
| 17 | SCHM | SCHWAB STRATEGIC TR | 135.8K | $4.2M | $4.7M | 1.33% | -1,198 | 2026-03-31 |
| 18 | SPSM | SPDR SERIES TRUST | 76.5K | $3.7M | $4.3M | 1.22% | +2.3K | 2026-03-31 |
| 19 | MDY | STATE STR SPDR S&P MIDCAP 40 | 4.1K | $2.5M | $2.8M | 0.80% | -93 | 2026-03-31 |
| 20 | SCHA | SCHWAB STRATEGIC TR | 78.8K | $2.3M | $2.6M | 0.75% | +1.5K | 2026-03-31 |
| 21 | IJR | ISHARES TR | 18.2K | $2.3M | $2.6M | 0.75% | -63 | 2026-03-31 |
| 22 | VUG | VANGUARD INDEX FDS | 3.7K | $1.6M | $1.9M | 0.53% | -221 | 2026-03-31 |
| 23 | BNDX | VANGUARD CHARLOTTE FDS | 33.1K | $1.6M | $1.6M | 0.45% | -1,490 | 2026-03-31 |
| 24 | SHW | SHERWIN WILLIAMS CO | 4.7K | $1.5M | $1.6M | 0.45% | -- | 2026-03-31 |
| 25 | MUB | ISHARES TR | 12.8K | $1.4M | $1.3M | 0.38% | -75 | 2026-03-31 |
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