Universe · entity
Sage Financial Management Group, Inc.
Institutional manager (13F) · CIK 1762086
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $324M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | VANGUARD BD INDEX FDS | $52M | 670,494 |
| 2 | ISHARES TR | $49M | 74,689 |
| 3 | VANGUARD INTL EQUITY INDEX F | $33M | 441,125 |
| 4 | VANGUARD BD INDEX FDS | $30M | 377,685 |
| 5 | SCHWAB STRATEGIC TR | $24M | 952,828 |
| 6 | SPDR SERIES TRUST | $11M | 117,386 |
| 7 | VANGUARD SCOTTSDALE FDS | $11M | 138,399 |
| 8 | ISHARES TR | $10M | 107,174 |
| 9 | ISHARES TR | $10M | 148,012 |
| 10 | SCHWAB STRATEGIC TR | $10M | 389,142 |
| 11 | VANGUARD WHITEHALL FDS | $10M | 64,626 |
| 12 | SCHWAB STRATEGIC TR | $9M | 295,955 |
| 13 | SCHWAB STRATEGIC TR | $9M | 306,537 |
| 14 | VANGUARD INDEX FDS | $8M | 13,942 |
| 15 | VANGUARD INDEX FDS | $7M | 22,621 |
| 16 | VANGUARD INTL EQUITY INDEX F | $6M | 41,591 |
| 17 | SCHWAB STRATEGIC TR | $4M | 135,765 |
| 18 | SPDR SERIES TRUST | $4M | 76,535 |
| 19 | STATE STR SPDR S&P MIDCAP 40 | $3M | 4,103 |
| 20 | SCHWAB STRATEGIC TR | $2M | 78,752 |
| 21 | ISHARES TR | $2M | 18,159 |
| 22 | VANGUARD INDEX FDS | $2M | 3,667 |
| 23 | VANGUARD CHARLOTTE FDS | $2M | 33,102 |
| 24 | SHERWIN WILLIAMS CO | $1M | 4,676 |
| 25 | ISHARES TR | $1M | 12,777 |
| 26 | SCHWAB STRATEGIC TR | $1M | 57,184 |
| 27 | APPLE INC | $1M | 4,882 |
| 28 | ISHARES TR | $979k | 8,657 |
| 29 | MICROSOFT CORP | $858k | 2,317 |
| 30 | JOHNSON & JOHNSON | $789k | 3,227 |
| 31 | STATE STR SPDR S&P 500 ETF T | $751k | 1,155 |
| 32 | ISHARES TR | $683k | 4,404 |
| 33 | VANGUARD INDEX FDS | $648k | 3,302 |
| 34 | ISHARES TR | $534k | 9,405 |
| 35 | UNION PAC CORP | $496k | 2,044 |
| 36 | ISHARES TR | $493k | 4,626 |
| 37 | JPMORGAN CHASE & CO | $473k | 1,607 |
| 38 | ISHARES TR | $422k | 7,648 |
| 39 | VANGUARD INDEX FDS | $406k | 1,413 |
| 40 | ISHARES TR | $403k | 3,326 |
| 41 | CHUBB LTD SWITZ | $403k | 1,235 |
| 42 | ALPHABET INC | $385k | 1,341 |
| 43 | INTERNATIONAL BUSINESS MACHS | $381k | 1,570 |
| 44 | ISHARES TR | $345k | 4,574 |
| 45 | VANGUARD SCOTTSDALE FDS | $344k | 5,879 |
| 46 | ISHARES TR | $320k | 3,293 |
| 47 | VANGUARD INDEX FDS | $307k | 1,415 |
| 48 | ABBVIE INC | $303k | 1,393 |
| 49 | SCHWAB STRATEGIC TR | $288k | 10,605 |
| 50 | ISHARES TR | $258k | 1,786 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.