Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q3 2017 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SPDR S&P MIDCAP 400 ETF TR | 15 | Q2 2024 | 64.3% |
SELECT SECTOR SPDR TR | 15 | Q2 2024 | 11.7% |
SPDR S&P 500 ETF TR | 15 | Q2 2024 | 8.2% |
APPLE INC | 13 | Q2 2024 | 2.3% |
SCHWAB STRATEGIC TR | 12 | Q1 2024 | 23.5% |
SCHWAB STRATEGIC TR | 12 | Q1 2024 | 13.9% |
VANGUARD BD INDEX FDS | 12 | Q1 2024 | 11.5% |
ISHARES TR | 12 | Q1 2024 | 8.0% |
VANGUARD WHITEHALL FDS | 12 | Q1 2024 | 6.8% |
SCHWAB STRATEGIC TR | 12 | Q1 2024 | 8.9% |
View Sage Financial Management Group, Inc.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-07-18 |
13F-HR | 2024-05-01 |
13F-HR | 2024-01-17 |
13F-HR | 2023-10-12 |
13F-HR | 2023-07-19 |
13F-HR | 2023-05-01 |
13F-HR | 2023-01-20 |
13F-HR | 2022-10-24 |
13F-HR | 2022-08-02 |
13F-HR | 2022-04-28 |
View Sage Financial Management Group, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.