Sage Financial Management Group, Inc.
Q3 2025 13F Holdings
- Locationmclean, VA
- Num holdings
56
- Value ($000)
$313,236
- Date Filed10/23/2025
- Form type13F-HR
- CIK0001762086
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $49.18 M | 16 % | 73,481 | ||
BIV VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 | $48.39 M | 15 % | 619,682 | ||
VEU VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | $31.17 M | 10 % | 436,799 | ||
SCHX SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | $25.14 M | 8 % | 954,533 | ||
BSV VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | $25.01 M | 8 % | 316,931 | ||
KRE SPDR SERIES TRUST | PRTFLO S&P500 GW | 78464A409 | $12.76 M | 4 % | 122,125 | ||
VCSH VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | $10.64 M | 3 % | 133,160 | ||
EFA ISHARES TR | MSCI EAFE ETF | 464287465 | $10.15 M | 3 % | 108,676 | ||
SCHG SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $9.92 M | 3 % | 310,876 | ||
SCHF SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | $9.09 M | 3 % | 390,391 |
Rows Per Page
10
- 10
- 50
- 100