Sage Financial Management Group as of June 30, 2023
Portfolio Holdings for Sage Financial Management Group
Sage Financial Management Group holds 7 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 45.6 | $7.6M | 124k | 61.01 | |
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 13.2 | $2.2M | 4.6k | 479.01 | |
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 12.1 | $2.0M | 35k | 57.72 | |
| Spdr Ser Tr Portfolio S&p600 (SPSM) | 12.1 | $2.0M | 52k | 38.84 | |
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 11.7 | $1.9M | 40k | 48.88 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 3.1 | $517k | 1.2k | 443.40 | |
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 2.3 | $384k | 5.2k | 74.19 |
