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