Sage Financial Management Group, Inc.

Q4 2020 13F Holdings Report, Restatement, Stock Holdings

Signature - Title
Ashleigh C. Swayze - Counsel
Location
Mclean
Holdings as of
December 31, 2020
Value $
$127M
Num holdings
30
Date filed
2/8/2021, 11:07 AM
Form type
13F-HR/A-1 - Restatement
Description
All US holdings of this investor are reported in this report. Top holdings included SCHX, SCHG, SCHZ, VGSH, and EFA.
Next filing
Q1 2021 - May 11, 2021
SEC
View on sec.gov
Sym Weight Trade Impact Company Class Shares Change Activity Value Change $ Value $ * Price $ Shares Principal
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Ashleigh C. Swayze Counsel Newtown, Pennsylvania 2/8/2021