Sage Financial Management Group, Inc. New Holdings in Q3 2024

Sage Financial Management Group, Inc.

  • $258 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
560K
New
$74.26 - $78.84 $41.5M - $44.1M
560K $43.8M
IVV
Ishares Core S&P 500 ETF

ETFs
55.1K
New
$520.18 - $576.82 $28.7M - $31.8M
55.1K $31.8M
VEU
Vanguard Ftse All World Ex Us

ETFs
355K
New
$56.47 - $63.69 $20M - $22.6M
355K $22.3M
SCHX
Schwab Strategic Tr Us Large C

ETFs
302K
New
$61.11 - $67.85 $18.4M - $20.5M
302K $20.5M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
170K
New
$76.38 - $78.87 $13M - $13.4M
170K $13.4M
SCHG
Schwab Strategic Tr Us Large C

ETFs
88.8K
New
$92.63 - $105.69 $8.23M - $9.39M
88.8K $9.26M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
16.9K
New
$475.2 - $527.7 $8.05M - $8.94M
16.9K $8.94M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
203K
New
$36.98 - $41.55 $7.5M - $8.43M
203K $8.34M
EFA
Ishares Tr Msci Eafe ETF

ETFs
96.2K
New
$75.32 - $84.37 $7.25M - $8.12M
96.2K $8.05M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
61.3K
New
$117.9 - $128.2 $7.23M - $7.86M
61.3K $7.86M
VV
Vanguard Large Cap ETF

ETFs
24.5K
New
$236.92 - $263.4 $5.81M - $6.46M
24.5K $6.46M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
41.2K
New
$112.99 - $126.45 $4.66M - $5.21M
41.2K $5.19M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
78.6K
New
$57.32 - $62.65 $4.51M - $4.92M
78.6K $4.9M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
49K
New
$75.47 - $83.18 $3.7M - $4.08M
49K $4.08M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
25.1K
New
$105.53 - $118.34 $2.65M - $2.97M
25.1K $2.93M
SCHA
Schwab Strategic Tr Us Small C

ETFs
44.8K
New
$46.9 - $51.96 $2.1M - $2.33M
44.8K $2.31M
MUB
Ishares National Muni Bond ETF

ETFs
16.7K
New
$106.13 - $108.7 $1.77M - $1.81M
16.7K $1.81M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
38K
New
$45.2 - $47.87 $1.72M - $1.82M
38K $1.81M
SHW
Sherwin Williams CO

Basic Materials
4.68K
New
$294.65 - $384.0 $1.38M - $1.8M
4.68K $1.79M
VUG
Vanguard Growth ETF

ETFs
2.42K
New
$341.08 - $391.94 $826K - $949K
2.42K $929K
MSFT
Microsoft Corp

Technology
2.07K
New
$395.15 - $467.56 $818K - $968K
2.07K $891K
IVW
Ishares S&P 500 Growth ETF

ETFs
9.19K
New
$84.77 - $97.13 $779K - $892K
9.19K $880K
SUB
Ishares Short Term National Mu

ETFs
8.16K
New
$104.3 - $106.3 $851K - $867K
8.16K $866K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
5.99K
New
$116.79 - $133.54 $700K - $800K
5.99K $790K
UNP
Union Pacific Corp

Industrials
2.4K
New
$221.78 - $256.09 $531K - $613K
2.4K $590K
VTV
Vanguard Value ETF

ETFs
3.3K
New
$159.75 - $174.57 $527K - $576K
3.3K $576K
JNJ
Johnson & Johnson

Healthcare
3.31K
New
$145.48 - $167.38 $481K - $553K
3.31K $536K
FNDB
Schwab Fundamental U S Broad M

ETFs
5.85K
New
$64.17 - $70.37 $375K - $411K
5.85K $411K
DSI
Ishares Msci Kld 400 Social Et

ETFs
3.7K
New
$97.81 - $108.79 $362K - $403K
3.7K $403K
IWR
Ishares Russell Mid Cap ETF

ETFs
4.06K
New
$79.92 - $88.19 $324K - $358K
4.06K $358K
IBM
International Business Machines Corp

Technology
1.5K
New
$175.1 - $223.38 $263K - $335K
1.5K $332K
VBR
Vanguard Small Cap Value ETF

ETFs
1.47K
New
$179.99 - $201.6 $264K - $295K
1.47K $294K
EEM
Ishares Msci Emerging Markets

ETFs
6.39K
New
$40.42 - $46.7 $258K - $298K
6.39K $293K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
1.99K
New
$127.29 - $141.5 $254K - $282K
1.99K $278K
VBK
Vanguard Small Cap Growth ETF

ETFs
919
New
$240.48 - $267.94 $221K - $246K
919 $246K
PEP
Pepsico Inc

Consumer Defensive
1.37K
New
$161.9 - $179.3 $222K - $246K
1.37K $233K
PG
Procter & Gamble CO

Consumer Defensive
1.32K
New
$160.76 - $177.82 $212K - $235K
1.32K $229K
KO
Coca Cola CO

Consumer Defensive
3.02K
New
$62.69 - $73.01 $189K - $220K
3.02K $217K
IVE
Ishares S&P 500 Value ETF

ETFs
1.08K
New
$181.06 - $197.17 $196K - $214K
1.08K $214K
Activity Summary
Buys All Purchases 45 New Holdings 40 Increased Positions 5 Sells All Sells 2 Reductions 2 Sold out 0 Options Calls 0 Puts 0
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