Sage Financial Management Group, Inc. has filed its 13F form on July 21, 2025 for Q2 2025 where it was disclosed a total value porftolio of $289 Million distributed in 55 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 $46.4M, Ishares Core S&P 500 ETF with a value of $44.9M, Vanguard Ftse All World Ex Us with a value of $28.5M, Schwab Strategic Tr Us Large C with a value of $23.7M, and Vanguard Bd Index Fd Inc Short with a value of $21.3M.
Examining the 13F form we can see an increase of $13.6M in the current position value, from $276M to 289M.
Below you can find more details about Sage Financial Management Group, Inc. portfolio as well as his latest detailed transactions.