$143 Thousand is the total value of Sage Financial Management Group, Inc.'s 41 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VEU | Sell | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $11,370 | -99.9% | 226,769 | -17.1% | 7.94% | -25.7% |
| MUB | Sell | ISHARES TRnational mun etf | $1,153 | -100.0% | 10,931 | -81.4% | 0.81% | -84.8% |
| AAPL | Sell | APPLE INC | $510 | -99.9% | 3,928 | -12.4% | 0.36% | -34.8% |
| MSFT | Sell | MICROSOFT CORP | $341 | -99.9% | 1,422 | -5.2% | 0.24% | -22.7% |
| DSI | Sell | ISHARES TRmsci kld400 soc | $297 | -99.9% | 4,137 | -0.2% | 0.21% | -15.1% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-01-20
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.