Sage Financial Management Group, Inc.

Est. AUM

$325.4M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD BD INDEX FDS	INTERMED TERM	$51.7M	670494	15.91%	SOLE
2	ISHARES TR	CORE S&P500 ETF	$48.8M	74689	14.99%	SOLE
3	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$33.1M	441125	10.18%	SOLE
4	VANGUARD BD INDEX FDS	SHORT TRM BOND	$29.6M	377685	9.10%	SOLE
5	SCHWAB STRATEGIC TR	US LRG CAP ETF	$24.4M	952828	7.51%	SOLE
6	SPDR SERIES TRUST	STATE STREET SPD	$11.5M	117386	3.53%	SOLE
7	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$11.0M	138399	3.37%	SOLE
8	ISHARES TR	MSCI EAFE ETF	$10.4M	107174	3.20%	SOLE
9	ISHARES TR	CORE S&P MCP ETF	$10.0M	148012	3.07%	SOLE
10	SCHWAB STRATEGIC TR	INTL EQTY ETF	$9.6M	389142	2.96%	SOLE
11	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$9.6M	64626	2.94%	SOLE
12	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$9.1M	295955	2.79%	SOLE
13	SCHWAB STRATEGIC TR	US LCAP GR ETF	$8.9M	306537	2.74%	SOLE
14	VANGUARD INDEX FDS	S&P 500 ETF SHS	$8.3M	13942	2.56%	SOLE
15	VANGUARD INDEX FDS	LARGE CAP ETF	$6.8M	22621	2.08%	SOLE
16	VANGUARD INTL EQUITY INDEX F	FTSE SMCAP ETF	$6.1M	41591	1.86%	SOLE
17	SCHWAB STRATEGIC TR	US MID-CAP ETF	$4.2M	135765	1.29%	SOLE
18	SPDR SERIES TRUST	STATE STREET SPD	$3.7M	76535	1.14%	SOLE
19	STATE STR SPDR S&P MIDCAP 40	UTSER1 S&PDCRP	$2.5M	4103	0.78%	SOLE
20	SCHWAB STRATEGIC TR	US SML CAP ETF	$2.3M	78752	0.70%	SOLE
21	ISHARES TR	CORE S&P SCP ETF	$2.3M	18159	0.69%	SOLE
22	VANGUARD INDEX FDS	GROWTH ETF	$1.6M	3667	0.49%	SOLE
23	VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$1.6M	33102	0.49%	SOLE
24	SHERWIN WILLIAMS CO	COM	$1.5M	4676	0.46%	SOLE
25	ISHARES TR	NATIONAL MUN ETF	$1.4M	12777	0.42%	SOLE
26	SCHWAB STRATEGIC TR	US AGGREGATE B	$1.3M	57184	0.41%	SOLE
27	APPLE INC	COM	$1.2M	4882	0.38%	SOLE
28	ISHARES TR	S&P 500 GRWT ETF	$979K	8657	0.30%	SOLE
29	MICROSOFT CORP	COM	$858K	2317	0.26%	SOLE
30	JOHNSON & JOHNSON	COM	$789K	3227	0.24%	SOLE
31	STATE STR SPDR S&P 500 ETF T	TR UNIT	$751K	1155	0.23%	SOLE
32	ISHARES TR	CORE S&P US GWT	$683K	4404	0.21%	SOLE
33	VANGUARD INDEX FDS	VALUE ETF	$648K	3302	0.20%	SOLE
34	ISHARES TR	MSCI EMG MKT ETF	$534K	9405	0.16%	SOLE
35	UNION PAC CORP	COM	$496K	2044	0.15%	SOLE
36	ISHARES TR	SHRT NAT MUN ETF	$493K	4626	0.15%	SOLE
37	JPMORGAN CHASE & CO	COM	$473K	1607	0.15%	SOLE
38	ISHARES TR	ESG MSCI USA ETF	$422K	7648	0.13%	SOLE
39	VANGUARD INDEX FDS	MID CAP ETF	$406K	1413	0.12%	SOLE
40	CHUBB LTD SWITZ	COM	$403K	1235	0.12%	SOLE
41	ISHARES TR	ESG MSCI KLD 400	$403K	3326	0.12%	SOLE
42	ALPHABET INC	CAP STK CL C	$385K	1341	0.12%	SOLE
43	INTERNATIONAL BUSINESS MACHS	COM	$381K	1570	0.12%	SOLE
44	ISHARES TR	ESG EAFE ETF	$345K	4574	0.11%	SOLE
45	VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$344K	5879	0.11%	SOLE
46	ISHARES TR	RUS MID CAP ETF	$320K	3293	0.10%	SOLE
47	VANGUARD INDEX FDS	SM CP VAL ETF	$307K	1415	0.09%	SOLE
48	ABBVIE INC	COM	$303K	1393	0.09%	SOLE
49	SCHWAB STRATEGIC TR	FUNDAMENTAL US B	$288K	10605	0.09%	SOLE
50	ISHARES TR	S&P SML 600 GWT	$258K	1786	0.08%	SOLE

1–50 of 57

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.