account_balance

Investment manager · 13F filer · SEC CIK 1762086

Sage Financial Management Group, Inc.

Reported value$381Mas of Sep 30, 2026
Positions61 3 new, 3 sold out
Top 10 weight73.2%BIV alone is 15%
FiledNov 637 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
BIV Vanguard Bd Index FDS 14.9% Added +9%
IVV iShares Tr 14.8% Held
VEU Vanguard Intl Equity Index F 10.9% Added +12%
BSV Vanguard Bd Index FDS 9.6% Added +15%
SCHX Schwab Strategic Tr 7.4% Held
SPYG SPDR Series Trust 3.8% Held
VCSH Vanguard Scottsdale FDS 3.3% Added +9%
IJH iShares Tr 2.9% Added +3%
SCHG Schwab Strategic Tr 2.8% Held
EFA iShares Tr 2.8% Trimmed −2%
SCHD Schwab Strategic Tr 2.8% Added +8%
SCHF Schwab Strategic Tr 2.8% Held

What changed

Biggest moves since Jun 30, 2026

Filed Nov 6, 2026, compared with the Jul 24, 2026 filing
add_circleNew
arrow_upwardAdded
  • SCHZ +37%
  • BNDX +23%
  • VUG +21%
  • VSS +15%
arrow_downwardTrimmed
  • IUSG −8%
  • GOOG −8%
  • EFA −2%
remove_circleSold out
  • DMXF $297K
  • GLD $216K
  • IWD $202K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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