$16.7 Thousand is the total value of Sage Financial Management Group, Inc.'s 7 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 50.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPYG | New | SPDR SER TRprtflo s&p500 gw | $7,592 | – | 124,446 | +100.0% | 45.57% | – |
| MDY | Buy | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $2,191 | +50.5% | 4,574 | +44.0% | 13.15% | +1021.2% |
| VGSH | Buy | VANGUARD SCOTTSDALE FDSshort term treas | $2,020 | +8.5% | 34,998 | +10.0% | 12.13% | +708.4% |
| SPSM | New | SPDR SER TRportfolio s&p600 | $2,011 | – | 51,781 | +100.0% | 12.07% | – |
| BNDX | Buy | VANGUARD CHARLOTTE FDStotal int bd etf | $1,944 | +12.0% | 39,773 | +12.1% | 11.67% | +735.3% |
| XLP | Buy | SELECT SECTOR SPDR TRsbi cons stpls | $384 | +66.2% | 5,176 | +67.4% | 2.30% | +1139.2% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-07-19
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P MIDCAP 400 ETF TR | 12 | Q3 2023 | 64.3% |
| SELECT SECTOR SPDR TR | 12 | Q3 2023 | 11.7% |
| SPDR S&P 500 ETF TR | 12 | Q3 2023 | 8.2% |
| SCHWAB STRATEGIC TR | 10 | Q3 2023 | 23.5% |
| SCHWAB STRATEGIC TR | 10 | Q3 2023 | 13.9% |
| VANGUARD BD INDEX FDS | 10 | Q3 2023 | 11.5% |
| ISHARES TR | 10 | Q3 2023 | 8.0% |
| VANGUARD WHITEHALL FDS | 10 | Q3 2023 | 6.8% |
| SCHWAB STRATEGIC TR | 10 | Q3 2023 | 8.9% |
| SCHWAB STRATEGIC TR | 10 | Q3 2023 | 5.8% |
View Sage Financial Management Group, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-02-08 |
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.