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Value $
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$270M
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Signature - Title
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Ashleigh Swayze - Counsel
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Location
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Mclean, VA
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Summary
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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.