Sage Financial Management Group, Inc.
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationmclean, VA
- CIK0001762086
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
54 | $271.00K | BIV, IVV, VEU, SCHX | 13F-HR | Jan 23, 2025 | 000176208625000001 | ||
53 | $258.00K | BIV, IVV, VEU, SCHX | 13F-HR | Oct 17, 2024 | 000176208624000004 | ||
14 | $33.00K | VCSH, KRE, KRE, MDY | 13F-HR | Jul 18, 2024 | 000176208624000002 | ||
53 | $212.00K | IVV, BIV, SCHX, VEU | 13F-HR | May 1, 2024 | 000176208624000001 | ||
45 | $187.00K | IVV, BSV, BIV, SCHX | 13F-HR | Jan 17, 2024 | 000176708024000004 | ||
42 | $167.00K | IVV, BSV, BIV, SCHX | 13F-HR | Oct 12, 2023 | 000176806523000008 | ||
7 | $17.00K | KRE, MDY, VGSH, KRE | 13F-HR | Jul 19, 2023 | 000176708023000006 | ||
36 | $125.00K | SCHX, BIV, SCHG, VEU | 13F-HR | May 1, 2023 | 000176208623000002 | ||
41 | $144.00K | SCHX, BIV, VEU, SCHG | 13F-HR | Jan 20, 2023 | 000176208623000001 | ||
30 | $113.47M | SCHX, VEU, BIV, BSV | 13F-HR | Oct 24, 2022 | 000176208622000004 | ||
32 | $142.88M | SCHX, VEU, BIV, BSV | 13F-HR | Aug 2, 2022 | 000176208622000003 | ||
30 | $145.83M | SCHX, BIV, SCHG, VEU | 13F-HR | Apr 28, 2022 | 000180118422000004 | ||
30 | $150.02M | SCHX, BIV, SCHG, BSV | 13F-HR | Feb 8, 2022 | 000176208622000001 | ||
5 | $3.99M | MDY, XLP, VGSH, SPY | 13F-HR | Oct 26, 2021 | 000169686721000005 | ||
27 | $109.67M | SCHX, SCHG, SCHZ, SCHF | 13F-HR | Aug 3, 2021 | 000176208621000003 | ||
124 | $129.87M | SCHX, SCHZ, SCHG, VGSH | 13F-HR | May 11, 2021 | 000180286521000003 | ||
30 | $127.48M | SCHX, SCHG, SCHZ, VGSH | RESTATEMENT | Feb 8, 2021 | 000176208621000001 |