0001801184-22-000004.txt : 20220428 0001801184-22-000004.hdr.sgml : 20220428 20220428140636 ACCESSION NUMBER: 0001801184-22-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220428 DATE AS OF CHANGE: 20220428 EFFECTIVENESS DATE: 20220428 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: 22865258 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 13F-HR LIVE false true false 0001762086 XXXXXXXX 03-31-2022 03-31-2022 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 04-28-2022 0 30 145831 false INFORMATION TABLE 2 SageVest13F_1q2022.xml AMAZON COM INC COM 023135106 215 66 SH SOLE 0 0 66 APPLE INC COM 037833100 871 4988 SH SOLE 0 0 4988 CISCO SYS INC COM 17275R102 297 5332 SH SOLE 0 0 5332 ISHARES TR MSCI EAFE ETF 464287465 8287 112591 SH SOLE 0 0 112591 ISHARES TR CORE S&P SCP ETF 464287804 2630 24382 SH SOLE 0 0 24382 ISHARES TR MSCI KLD400 SOC 464288570 445 5137 SH SOLE 0 0 5137 ISHARES TR CORE S&P US GWT 464287671 956 9046 SH SOLE 0 0 9046 ISHARES TR RUS MID CAP ETF 464287499 478 6123 SH SOLE 0 0 6123 ISHARES TR CORE S&P500 ETF 464287200 245 540 SH SOLE 0 0 540 JOHNSON & JOHNSON COM 478160104 467 2635 SH SOLE 0 0 2635 MICROSOFT CORP COM 594918104 415 1345 SH SOLE 0 0 1345 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 2225 60581 SH SOLE 0 0 60581 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 629 12439 SH SOLE 0 0 12439 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 26387 490002 SH SOLE 0 0 490002 SCHWAB STRATEGIC TR SCHWAB FDT US BM 808524789 679 11750 SH SOLE 0 0 11750 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 2998 38003 SH SOLE 0 0 38003 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 3885 82028 SH SOLE 0 0 82028 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 6309 83161 SH SOLE 0 0 83161 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 14677 196158 SH SOLE 0 0 196158 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 499 6578 SH SOLE 0 0 6578 SHERWIN WILLIAMS CO COM 824348106 1169 4683 SH SOLE 0 0 4683 SPDR S&P 500 ETF TR TR UNIT 78462F103 301 666 SH SOLE 0 0 666 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 2593 5286 SH SOLE 0 0 5286 THERMO FISHER SCIENTIFIC INC COM 883556102 275 466 SH SOLE 0 0 466 VANGUARD BD INDEX FDS INTERMED TERM 921937819 17615 215075 SH SOLE 0 0 215075 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 13943 178982 SH SOLE 0 0 178982 VANGUARD INDEX FDS LARGE CAP ETF 922908637 5362 25719 SH SOLE 0 0 25719 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 8791 21174 SH SOLE 0 0 21174 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 14671 254743 SH SOLE 0 0 254743 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 7517 66964 SH SOLE 0 0 66964