0001767080-24-000004.txt : 20240117
0001767080-24-000004.hdr.sgml : 20240117
20240117103548
ACCESSION NUMBER: 0001767080-24-000004
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20231231
FILED AS OF DATE: 20240117
DATE AS OF CHANGE: 20240117
EFFECTIVENESS DATE: 20240117
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Sage Financial Management Group, Inc.
CENTRAL INDEX KEY: 0001762086
ORGANIZATION NAME:
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: 24537080
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
12-31-2023
12-31-2023
Sage Financial Management Group, Inc.
1320 OLD CHAIN BRIDGE ROAD, SUITE 250
MCLEAN
VA
22101
13F HOLDINGS REPORT
028-20594
N
Ashleigh Swayze
Counsel
6463953900
Ashleigh Swayze
Newtown
PA
01-17-2024
0
45
186340
false
INFORMATION TABLE
2
SageVest13f_4q2023.xml
APPLE INC
COM
037833100
702
3647
SH
SOLE
0
0
3647
ISHARES TR
RUS MID CAP ETF
464287499
450
5784
SH
SOLE
0
0
5784
ISHARES TR
MSCI EMG MKT ETF
464287234
241
5988
SH
SOLE
0
0
5988
ISHARES TR
CORE S&P SCP ETF
464287804
2587
23901
SH
SOLE
0
0
23901
ISHARES TR
NATIONAL MUN ETF
464288414
1455
13421
SH
SOLE
0
0
13421
ISHARES TR
S&P 500 GRWT ETF
464287309
727
9678
SH
SOLE
0
0
9678
ISHARES TR
MSCI EAFE ETF
464287465
6756
89665
SH
SOLE
0
0
89665
ISHARES TR
CORE S&P MCP ETF
464287507
3770
13602
SH
SOLE
0
0
13602
ISHARES TR
CORE S&P US GWT
464287671
744
7147
SH
SOLE
0
0
7147
ISHARES TR
MSCI KLD400 SOC
464288570
342
3752
SH
SOLE
0
0
3752
ISHARES TR
S&P SML 600 GWT
464287887
249
1992
SH
SOLE
0
0
1992
ISHARES TR
CORE S&P500 ETF
464287200
24942
52220
SH
SOLE
0
0
52220
ISHARES TR
SHRT NAT MUN ETF
464288158
616
5843
SH
SOLE
0
0
5843
JOHNSON & JOHNSON
COM
478160104
460
2934
SH
SOLE
0
0
2934
JPMORGAN CHASE & CO
COM
46625H100
304
1787
SH
SOLE
0
0
1787
MICROSOFT CORP
COM
594918104
825
2194
SH
SOLE
0
0
2194
PEPSICO INC
COM
713448108
271
1598
SH
SOLE
0
0
1598
SCHWAB STRATEGIC TR
US SML CAP ETF
808524607
2015
42652
SH
SOLE
0
0
42652
SCHWAB STRATEGIC TR
US DIVIDEND EQ
808524797
4427
58145
SH
SOLE
0
0
58145
SCHWAB STRATEGIC TR
US LCAP GR ETF
808524300
6797
81929
SH
SOLE
0
0
81929
SCHWAB STRATEGIC TR
US MID-CAP ETF
808524508
3514
46657
SH
SOLE
0
0
46657
SCHWAB STRATEGIC TR
US AGGREGATE B
808524839
1102
23631
SH
SOLE
0
0
23631
SCHWAB STRATEGIC TR
INTL EQTY ETF
808524805
7271
196734
SH
SOLE
0
0
196734
SCHWAB STRATEGIC TR
US LRG CAP ETF
808524201
16427
291263
SH
SOLE
0
0
291263
SCHWAB STRATEGIC TR
SCHWAB FDT US BM
808524789
368
6015
SH
SOLE
0
0
6015
SELECT SECTOR SPDR TR
SBI CONS STPLS
81369Y308
280
3888
SH
SOLE
0
0
3888
SHERWIN WILLIAMS CO
COM
824348106
1461
4683
SH
SOLE
0
0
4683
SPDR S&P 500 ETF TR
TR UNIT
78462F103
554
1166
SH
SOLE
0
0
1166
SPDR S&P MIDCAP 400 ETF TR
UTSER1 S&PDCRP
78467Y107
2223
4381
SH
SOLE
0
0
4381
SPDR SER TR
PORTFOLIO S&P600
78468R853
2534
60065
SH
SOLE
0
0
60065
SPDR SER TR
PRTFLO S&P500 GW
78464A409
8113
124696
SH
SOLE
0
0
124696
UNION PAC CORP
COM
907818108
295
1200
SH
SOLE
0
0
1200
VANGUARD BD INDEX FDS
INTERMED TERM
921937819
18895
247388
SH
SOLE
0
0
247388
VANGUARD BD INDEX FDS
SHORT TRM BOND
921937827
20403
264899
SH
SOLE
0
0
264899
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
92203J407
1618
32769
SH
SOLE
0
0
32769
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
7571
17332
SH
SOLE
0
0
17332
VANGUARD INDEX FDS
LARGE CAP ETF
922908637
5106
23407
SH
SOLE
0
0
23407
VANGUARD INDEX FDS
SM CP VAL ETF
922908611
240
1334
SH
SOLE
0
0
1334
VANGUARD INDEX FDS
GROWTH ETF
922908736
687
2210
SH
SOLE
0
0
2210
VANGUARD INDEX FDS
VALUE ETF
922908744
475
3180
SH
SOLE
0
0
3180
VANGUARD INDEX FDS
SML CP GRW ETF
922908595
222
918
SH
SOLE
0
0
918
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
16202
288604
SH
SOLE
0
0
288604
VANGUARD INTL EQUITY INDEX F
FTSE SMCAP ETF
922042718
4004
34804
SH
SOLE
0
0
34804
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
92206C102
1465
25111
SH
SOLE
0
0
25111
VANGUARD WHITEHALL FDS
HIGH DIV YLD
921946406
6630
59392
SH
SOLE
0
0
59392