Sage Financial Management Group, Inc.
Q4 2024 13F Holdings
- Locationmclean, VA
- Num holdings
54
- Value ($000)
$270
- Date Filed01/23/2025
- 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 Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
BIV VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 | $47.79K | 18 % | 639,562 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $37.15K | 14 % | 63,109 | ||
VEU VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | $24.13K | 9 % | 420,298 | ||
SCHX SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | $20.97K | 8 % | 904,702 | ||
VCSH VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | $14.00K | 5 % | 179,423 | ||
BSV VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | $13.87K | 5 % | 179,465 | ||
KRE SPDR SER TR | PRTFLO S&P500 GW | 78464A409 | $11.83K | 4 % | 134,579 | ||
SCHG SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $9.54K | 4 % | 342,438 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $9.06K | 3 % | 16,818 | ||
VYM VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | $7.80K | 3 % | 61,141 |
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