Sage Financial Management Group, Inc. Portfolio Holdings
Sage Financial Management Group, Inc.
- $270 Million
- Q4 2024
Sage Financial Management Group, Inc. has filed its 13F form on January 23, 2025 for Q4 2024 where it was disclosed a total value porftolio of $270 Million distributed in 54 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 $47.8M, Ishares Core S&P 500 ETF with a value of $37.2M, Vanguard Ftse All World Ex Us with a value of $24.1M, Schwab Strategic Tr Us Large C with a value of $21M, and Vanguard Sht Term Corp Bd ETF with a value of $14M.
Examining the 13F form we can see an increase of $12.1M in the current position value, from $258M to 270M.
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 $2 Billions to $10 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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