Sage Financial Management Group, Inc.
Q4 2025 13F Holdings
- Locationmclean, VA
- Num holdings
58
- Value ($000)
$327,391
- Date Filed02/05/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ISHARES TR | CORE S&P500 ETF | 464287200 | $51.55M | 16 % | 75,256 | ||
VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 | $50.05M | 15 % | 642,653 | ||
VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | $32.77M | 10 % | 445,459 | ||
VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | $28M | 9 % | 355,282 | ||
SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | $25.58M | 8 % | 950,630 | ||
SPDR SERIES TRUST | STATE STREET SPD | 78464A409 | $12.97M | 4 % | 121,581 | ||
VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | $10.89M | 3 % | 136,603 | ||
ISHARES TR | MSCI EAFE ETF | 464287465 | $10.31M | 3 % | 107,360 | ||
SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $10.04M | 3 % | 307,908 | ||
ISHARES TR | CORE S&P MCP ETF | 464287507 | $9.54M | 3 % | 144,541 |
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