Notify me when Sage Financial Management Group, Inc. files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 58 | $327,391,354 | +$10,490,025 | -$980,315 | +$9,509,710 | IVV, BIV, VEU, BSV, SCHX | 13F-HR | 04 Feb 2026, 18:38 |
| Q3 2025 | 56 | $313,236,352 | +$10,827,353 | -$1,738,936 | +$9,088,417 | IVV, BIV, VEU, SCHX, BSV | 13F-HR | 23 Oct 2025, 14:53 |
| Q2 2025 | 55 | $289,064,000 | +$13,501,523 | -$19,273,437 | -$5,771,914 | BIV, IVV, VEU, SCHX, BSV | 13F-HR | 21 Jul 2025, 16:07 |
| Q1 2025 | 56 | $275,506,000 | +$10,088,432 | -$1,632,863 | +$8,455,569 | BIV, IVV, VEU, SCHX, VCSH | 13F-HR | 23 Apr 2025, 12:12 |
| Q4 2024 | 54 | $270,009,000 | +$52,327,779 | -$952,674 | +$51,375,105 | BIV, IVV, VEU, SCHX, VCSH | 13F-HR | 23 Jan 2025, 14:01 |
| Q3 2024 | 53 | $257,910,000 | +$223,827,704 | -$257,368 | +$223,570,336 | BIV, IVV, VEU, SCHX, VCSH | 13F-HR | 17 Oct 2024, 14:52 |
| Q2 2024 | 14 | $32,910,000 | +$1,753,781 | -$180,855,360 | -$179,101,579 | VCSH, SPYG, SPSM, MDY, BNDX | 13F-HR | 18 Jul 2024, 15:14 |
| Q1 2024 | 53 | $211,190,000 | +$26,035,697 | -$8,983,367 | +$17,052,330 | IVV, BIV, SCHX, VEU, BSV | 13F-HR | 01 May 2024, 09:52 |
| Q4 2023 | 45 | $186,340,000 | +$8,151,442 | -$2,790,063 | +$5,361,379 | IVV, BSV, BIV, SCHX, VEU | 13F-HR | 17 Jan 2024, 10:35 |
| Q3 2023 | 42 | $166,263,000 | +$150,354,844 | -$241,901 | +$150,112,943 | IVV, BSV, BIV, SCHX, VEU | 13F-HR | 12 Oct 2023, 15:32 |
| Q2 2023 | 7 | $16,659,000 | +$10,821,608 | -$118,398,000 | -$107,576,392 | SPYG, MDY, VGSH, SPSM, BNDX | 13F-HR | 19 Jul 2023, 12:28 |
| Q1 2023 | 36 | $124,159,000 | +$2,324,000 | -$29,054,073 | -$26,730,073 | SCHX, BIV, SCHG, VEU, BSV | 13F-HR | 01 May 2023, 13:02 |
| Q4 2022 | 41 | $143,129,000 | +$30,178,910 | -$7,466,718 | +$22,712,192 | SCHX, BIV, VEU, SCHG, BSV | 13F-HR | 20 Jan 2023, 10:25 |
| Q3 2022 | 30 | $113,467,000 | +$393,000 | -$21,886,722 | -$21,493,722 | SCHX, VEU, BIV, BSV, SCHG | 13F-HR | 24 Oct 2022, 09:30 |
| Q2 2022 | 32 | $142,881,000 | +$23,780,118 | -$7,382,669 | +$16,397,449 | SCHX, VEU, BIV, BSV, SCHG | 13F-HR | 02 Aug 2022, 12:01 |
| Q1 2022 | 30 | $145,831,000 | +$26,849,425 | -$446,664 | +$26,402,761 | SCHX, BIV, SCHG, VEU, BSV | 13F-HR | 28 Apr 2022, 14:06 |
| Q4 2021 | 30 | $150,021,000 | +$146,317,588 | -$613,234 | +$145,704,354 | SCHX, BIV, SCHG, BSV, VEU | 13F-HR | 07 Feb 2022, 18:33 |
| Q3 2021 | 5 | $3,988,000 | +$369,000 | -$106,000,693 | -$105,631,693 | MDY, XLP, VGSH, SPY, CSCO | 13F-HR | 26 Oct 2021, 17:17 |
| Q2 2021 | 27 | $109,675,000 | +$3,202,584 | -$28,697,026 | -$25,494,442 | SCHX, SCHG, SCHZ, SCHF, EFA | 13F-HR | 03 Aug 2021, 14:00 |
| Q1 2021 | 122 | $129,868,000 | +$6,110,918 | -$9,076,403 | -$2,965,485 | SCHX, SCHZ, SCHG, VGSH, SCHF | 13F-HR | 11 May 2021, 13:43 |
| Q4 2020 | 30 | $127,481,000 | $0 | $0 | $0 | SCHX, SCHG, SCHZ, VGSH, EFA | Restatement | 08 Feb 2021, 12:07 |