Sage Financial Management Group, Inc. Portfolio Holdings
Sage Financial Management Group, Inc.
- $258 Million
- Q3 2024
Sage Financial Management Group, Inc. has filed its 13F form on October 17, 2024 for Q3 2024 where it was disclosed a total value porftolio of $258 Million distributed in 53 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 $43.8M, Ishares Core S&P 500 ETF with a value of $31.8M, Vanguard Ftse All World Ex Us with a value of $22.3M, Schwab Strategic Tr Us Large C with a value of $20.5M, and Vanguard Sht Term Corp Bd ETF with a value of $13.5M.
Examining the 13F form we can see an increase of $225M in the current position value, from $32.9M to 258M.
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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