$166 Thousand is the total value of Sage Financial Management Group, Inc.'s 42 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MDY | Sell | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $2,050 | -6.4% | 4,489 | -1.9% | 1.23% | -90.6% |
| VGSH | Sell | VANGUARD SCOTTSDALE FDSshort term treas | $1,902 | -5.8% | 33,014 | -5.7% | 1.14% | -90.6% |
| XLP | Sell | SELECT SECTOR SPDR TRsbi cons stpls | $268 | -30.2% | 3,888 | -24.9% | 0.16% | -93.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-12
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 | 2024-01-17 |
| 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 |
| 13F-HR | 2021-10-26 |
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.