• 13F History

Sage Financial Management Group, Inc.

13F Filings History

Latest 13F report
Q4 2024 - Jan 23, 2025
Value $
$270M
Signature - Title
Ashleigh Swayze - Counsel
Location
Mclean, VA
Summary
This page shows a list of all the recent 13F filings made by Sage Financial Management Group, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Sage Financial Management Group, Inc. reported 54 stock holdings with total value $270M as of Q4 2024. Top holdings included BIV, IVV, VEU, SCHX, and VCSH.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 54 $270M +$52.3M -$953K +$51.4M BIV, IVV, VEU, SCHX, VCSH 13F-HR 1/23/2025, 02:01 PM
Q3 2024 53 $258M +$224M -$257K +$224M BIV, IVV, VEU, SCHX, VCSH 13F-HR 10/17/2024, 02:52 PM
Q2 2024 14 $32.9M +$1.75M -$181M -$179M VCSH, SPYG, SPSM, MDY, BNDX 13F-HR 7/18/2024, 03:14 PM
Q1 2024 53 $211M +$26M -$8.98M +$17.1M IVV, BIV, SCHX, VEU, BSV 13F-HR 5/1/2024, 09:52 AM
Q4 2023 45 $186M +$8.15M -$2.79M +$5.36M IVV, BSV, BIV, SCHX, VEU 13F-HR 1/17/2024, 10:35 AM
Q3 2023 42 $166M +$150M -$242K +$150M IVV, BSV, BIV, SCHX, VEU 13F-HR 10/12/2023, 03:32 PM
Q2 2023 7 $16.7M +$10.8M +$10.8M SPYG, MDY, VGSH, SPSM, BNDX 13F-HR 7/19/2023, 12:28 PM
Q1 2023 36 $124M +$2.32M -$27.2M -$24.9M SCHX, BIV, SCHG, VEU, BSV 13F-HR 5/1/2023, 01:02 PM
Q4 2022 41 $143M +$30.2M -$7.47M +$22.7M SCHX, BIV, VEU, SCHG, BSV 13F-HR 1/20/2023, 09:25 AM
Q3 2022 30 $113M +$393K -$19.4M -$19M SCHX, VEU, BIV, BSV, SCHG 13F-HR 10/24/2022, 09:30 AM
Q2 2022 32 $143M +$23.8M -$6.87M +$16.9M SCHX, VEU, BIV, BSV, SCHG 13F-HR 8/2/2022, 12:01 PM
Q1 2022 30 $146M +$26.8M -$197K +$26.7M SCHX, BIV, SCHG, VEU, BSV 13F-HR 4/28/2022, 02:06 PM
Q4 2021 30 $150M +$146M -$244K +$146M SCHX, BIV, SCHG, BSV, VEU 13F-HR 2/7/2022, 05:33 PM
Q3 2021 5 $3.99M +$369K -$106M -$106M MDY, XLP, VGSH, SPY, CSCO 13F-HR 10/26/2021, 05:17 PM
Q2 2021 27 $110M +$3.2M -$28.7M -$25.5M SCHX, SCHG, SCHZ, SCHF, EFA 13F-HR 8/3/2021, 02:00 PM
Q1 2021 121 $130M +$6.11M -$9.08M -$2.97M SCHX, SCHZ, SCHG, VGSH, SCHF 13F-HR 5/11/2021, 01:43 PM
Q4 2020 30 $127M SCHX, SCHG, SCHZ, VGSH, EFA Restatement 2/8/2021, 11:07 AM