Sage Financial Management Group

Sage Financial Management Group as of March 31, 2022

Portfolio Holdings for Sage Financial Management Group

Sage Financial Management Group holds 30 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 18.1 $26M 490k 53.85
Vanguard Bd Index Fds Intermed Term (BIV) 12.1 $18M 215k 81.90
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 10.1 $15M 196k 74.82
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 10.1 $15M 255k 57.59
Vanguard Bd Index Fds Short Trm Bond (BSV) 9.6 $14M 179k 77.90
Vanguard Index Fds S&p 500 Etf Shs (VOO) 6.0 $8.8M 21k 415.18
Ishares Tr Msci Eafe Etf (EFA) 5.7 $8.3M 113k 73.60
Vanguard Whitehall Fds High Div Yld (VYM) 5.2 $7.5M 67k 112.25
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 4.3 $6.3M 83k 75.86
Vanguard Index Fds Large Cap Etf (VV) 3.7 $5.4M 26k 208.48
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 2.7 $3.9M 82k 47.36
Schwab Strategic Tr Us Dividend Eq (SCHD) 2.1 $3.0M 38k 78.89
Ishares Tr Core S&p Scp Etf (IJR) 1.8 $2.6M 24k 107.87
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 1.8 $2.6M 5.3k 490.54
Schwab Strategic Tr Intl Eqty Etf (SCHF) 1.5 $2.2M 61k 36.73
Sherwin-Williams Company (SHW) 0.8 $1.2M 4.7k 249.63
Ishares Tr Core S&p Us Gwt (IUSG) 0.7 $956k 9.0k 105.68
Apple (AAPL) 0.6 $871k 5.0k 174.62
Schwab Strategic Tr Schwab Fdt Us Bm (FNDB) 0.5 $679k 12k 57.79
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.4 $629k 12k 50.57
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.3 $499k 6.6k 75.86
Ishares Tr Rus Mid Cap Etf (IWR) 0.3 $478k 6.1k 78.07
Johnson & Johnson (JNJ) 0.3 $467k 2.6k 177.23
Ishares Tr Msci Kld400 Soc (DSI) 0.3 $445k 5.1k 86.63
Microsoft Corporation (MSFT) 0.3 $415k 1.3k 308.55
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $301k 666.00 451.95
Cisco Systems (CSCO) 0.2 $297k 5.3k 55.70
Thermo Fisher Scientific (TMO) 0.2 $275k 466.00 590.13
Ishares Tr Core S&p500 Etf (IVV) 0.2 $245k 540.00 453.70
Amazon (AMZN) 0.1 $215k 66.00 3257.58