0001762086-23-000002.txt : 20230501 0001762086-23-000002.hdr.sgml : 20230501 20230501130222 ACCESSION NUMBER: 0001762086-23-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230501 DATE AS OF CHANGE: 20230501 EFFECTIVENESS DATE: 20230501 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Sage Financial Management Group, Inc. CENTRAL INDEX KEY: 0001762086 IRS NUMBER: 208574983 STATE OF INCORPORATION: VA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20594 FILM NUMBER: 23872144 BUSINESS ADDRESS: STREET 1: 1320 OLD CHAIN BRIDGE ROAD, SUITE 250 CITY: MCLEAN STATE: VA ZIP: 22101 BUSINESS PHONE: 7039927650 MAIL ADDRESS: STREET 1: 1320 OLD CHAIN BRIDGE ROAD, SUITE 250 CITY: MCLEAN STATE: VA ZIP: 22101 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001762086 XXXXXXXX 03-31-2023 03-31-2023 Sage Financial Management Group, Inc.

1320 OLD CHAIN BRIDGE ROAD, SUITE 250 MCLEAN VA 22101

13F HOLDINGS REPORT 028-20594 N Ashleigh Swayze 6463953900 Ashleigh Swayze Newtown PA 05-01-2023 0 36 124159 false INFORMATION TABLE 2 Sagevest13f_1q2023.xml APPLE INC COM 037833100 624 3785 SH SOLE 0 0 3785 ISHARES TR CORE S&P US GWT 464287671 459 5173 SH SOLE 0 0 5173 ISHARES TR MSCI KLD400 SOC 464288570 245 3147 SH SOLE 0 0 3147 ISHARES TR NATIONAL MUN ETF 464288414 910 8448 SH SOLE 0 0 8448 ISHARES TR RUS MID CAP ETF 464287499 402 5745 SH SOLE 0 0 5745 ISHARES TR SHRT NAT MUN ETF 464288158 1096 10467 SH SOLE 0 0 10467 ISHARES TR CORE S&P SCP ETF 464287804 1476 15268 SH SOLE 0 0 15268 ISHARES TR MSCI EAFE ETF 464287465 5337 74622 SH SOLE 0 0 74622 JOHNSON & JOHNSON COM 478160104 408 2635 SH SOLE 0 0 2635 MICROSOFT CORP COM 594918104 410 1422 SH SOLE 0 0 1422 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 2891 39517 SH SOLE 0 0 39517 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 1157 24669 SH SOLE 0 0 24669 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 21366 441712 SH SOLE 0 0 441712 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 3254 77598 SH SOLE 0 0 77598 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 6508 187005 SH SOLE 0 0 187005 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 10109 155115 SH SOLE 0 0 155115 SCHWAB STRATEGIC TR SCHWAB FDT US BM 808524789 540 9979 SH SOLE 0 0 9979 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 5085 74944 SH SOLE 0 0 74944 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 231 3092 SH SOLE 0 0 3092 SHERWIN WILLIAMS CO COM 824348106 1053 4683 SH SOLE 0 0 4683 SPDR S&P 500 ETF TR TR UNIT 78462F103 477 1166 SH SOLE 0 0 1166 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 1456 3176 SH SOLE 0 0 3176 THERMO FISHER SCIENTIFIC INC COM 883556102 269 466 SH SOLE 0 0 466 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 8214 107391 SH SOLE 0 0 107391 VANGUARD BD INDEX FDS INTERMED TERM 921937819 12179 158708 SH SOLE 0 0 158708 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 1735 35472 SH SOLE 0 0 35472 VANGUARD INDEX FDS LARGE CAP ETF 922908637 2714 14530 SH SOLE 0 0 14530 VANGUARD INDEX FDS SM CP VAL ETF 922908611 212 1334 SH SOLE 0 0 1334 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 6992 18592 SH SOLE 0 0 18592 VANGUARD INDEX FDS VALUE ETF 922908744 439 3180 SH SOLE 0 0 3180 VANGUARD INDEX FDS GROWTH ETF 922908736 551 2210 SH SOLE 0 0 2210 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 9758 182504 SH SOLE 0 0 182504 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 2324 21274 SH SOLE 0 0 21274 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 6532 136599 SH SOLE 0 0 136599 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 1862 31808 SH SOLE 0 0 31808 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 4884 46298 SH SOLE 0 0 46298