Sage Financial Management Group, Inc.: 13F holdings
CIK 17620862026Q2
| Positions | 61 |
|---|
| Reported value | $364.0m |
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| Filed | 2026-07-24 |
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Change since last quarter
| Positions | 61 (+4 vs prior quarter) |
|---|
| Reported value | $364.0m (+11.9%) |
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Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IVV ISHARES TR | 73,702 | $55.2m | 15.2% |
| BIV VANGUARD BD INDEX FDS | 711,661 | $54.6m | 15.0% |
| VEU VANGUARD INTL EQUITY INDEX F | 445,596 | $37.3m | 10.3% |
| BSV VANGUARD BD INDEX FDS | 418,585 | $32.6m | 9.0% |
| SCHX SCHWAB STRATEGIC TR | 950,604 | $28.0m | 7.7% |
| SPYG SPDR SERIES TRUST | 116,088 | $13.8m | 3.8% |
| VCSH VANGUARD SCOTTSDALE FDS | 146,637 | $11.6m | 3.2% |
| IJH ISHARES TR | 148,731 | $11.5m | 3.2% |
| EFA ISHARES TR | 106,104 | $11.0m | 3.0% |
| SCHF SCHWAB STRATEGIC TR | 388,571 | $10.8m | 3.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1762086")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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