Sage Financial Management Group, Inc. - Portfolio overview

Sage Financial Management Group, Inc. has 58 reported holdings in this dataset, with the latest filing dated 2026-04-21.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Basic Materials.

Largest reported holdings by portfolio allocation

1. BIV - VANGUARD BD INDEX FDS, 15.89%
2. IVV - ISHARES TR, 14.98%
3. VEU - VANGUARD INTL EQUITY INDEX F, 10.17%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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