Sage Financial Management Group, Inc. Portfolio Holdings
Sage Financial Management Group, Inc.
- $276 Million
- Q1 2025
Sage Financial Management Group, Inc. has filed its 13F form on April 23, 2025 for Q1 2025 where it was disclosed a total value porftolio of $276 Million distributed in 56 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Bd Index Fd Inc Inter with a value of $51.6M, Ishares Core S&P 500 ETF with a value of $38.8M, Vanguard Ftse All World Ex Us with a value of $27.2M, Schwab Strategic Tr Us Large C with a value of $19.9M, and Vanguard Sht Term Corp Bd ETF with a value of $14.5M.
Examining the 13F form we can see an increase of $5.5M in the current position value, from $270M to 276M.
Below you can find more details about Sage Financial Management Group, Inc. portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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