§ 13F · FUND PROFILE
Sage Financial Management Group, Inc..
AUM · $364M (13F)Positions · 61Turnover · n/a · Q2Filed · Jul 24, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 24, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 74K | $55M | 15.2% | −1% |
| 2 | BIV | VANGUARD BD INDEX FDS | 712K | $55M | 15.0% | +6% |
| 3 | VEU | VANGUARD INTL EQUITY INDEX F | 446K | $37M | 10.3% | +1% |
| 4 | BSV | VANGUARD BD INDEX FDS | 419K | $33M | 9.0% | +11% |
| 5 | SCHX | SCHWAB STRATEGIC TR | 951K | $28M | 7.7% | ±0% |
| 6 | SPYG | SPDR SERIES TRUST | 116K | $14M | 3.8% | −1% |
| 7 | VCSH | VANGUARD SCOTTSDALE FDS | 147K | $12M | 3.2% | +6% |
| 8 | IJH | ISHARES TR | 149K | $11M | 3.2% | ±0% |
| 9 | EFA | ISHARES TR | 106K | $11M | 3.0% | −1% |
| 10 | SCHF | SCHWAB STRATEGIC TR | 389K | $11M | 3.0% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SAGE SIGNAL
AC read
Sage Financial Management Group, Inc. is a Other fund managing $364 million in assets. The fund runs a portfolio of 61 positions.
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