Question 1

What is Sage Financial Management Group, Inc.'s portfolio value?

Accepted Answer

As of Q4 2025, Sage Financial Management Group, Inc. manages $327K across 58 reported positions in their SEC 13F filing.

Question 2

What are Sage Financial Management Group, Inc.'s top holdings?

Accepted Answer

Sage Financial Management Group, Inc.'s largest 13F positions include BIV, VEU, BSV, representing approximately 33847.9% of the reported portfolio.

Question 3

How many stocks does Sage Financial Management Group, Inc. hold?

Accepted Answer

Sage Financial Management Group, Inc. holds 58 reported positions as of their Q4 2025 13F filing.

Question 4

When did Sage Financial Management Group, Inc. last file a 13F?

Accepted Answer

The most recent 13F filing from Sage Financial Management Group, Inc. reports positions as of Q4 2025. 13F filings are required within 45 days of each calendar quarter end.

Rank	Stock	Shares	Value	% of Portfolio
1	BIV VANGUARD BD INDEX FDS	642,653	$50.0M	15287.23%
2	VEU VANGUARD INTL EQUITY INDEX F	445,459	$32.8M	10008.52%
3	BSV VANGUARD BD INDEX FDS	355,282	$28.0M	8552.16%
4	SCHX SCHWAB STRATEGIC TR	950,630	$25.6M	7813.59%
5	SPYG SPDR SERIES TRUST	121,581	$13.0M	3962.23%
6	VCSH VANGUARD SCOTTSDALE FDS	136,603	$10.9M	3326.60%
7	EFA ISHARES TR	107,360	$10.3M	3148.83%
8	SCHG SCHWAB STRATEGIC TR	307,908	$10.0M	3067.59%
9	IJH ISHARES TR	144,541	$9.5M	2913.64%
10	SCHF SCHWAB STRATEGIC TR	389,442	$9.4M	2859.58%

Sector	# Holdings	Value	%
Financial Services	46	$256.2M	97.3%
Technology	3	$2.8M	1.0%
Basic Materials	1	$1.5M	0.6%
Healthcare	2	$985K	0.4%
Communication Services	2	$630K	0.2%
Industrials	1	$500K	0.2%
Consumer Cyclical	1	$242K	0.1%
Unknown	1	$232K	0.1%
Consumer Defensive	1	$210K	0.1%

Sage Financial Management Group, Inc.

Top 10 Holdings

Quarterly Changes

Top Buys

Top Sells

New Positions (58)

Sector Breakdown