0001925418-22-000002.txt : 20220510 0001925418-22-000002.hdr.sgml : 20220510 20220510101929 ACCESSION NUMBER: 0001925418-22-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220510 DATE AS OF CHANGE: 20220510 EFFECTIVENESS DATE: 20220510 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Sage Investment Advisers LLC CENTRAL INDEX KEY: 0001925418 IRS NUMBER: 842241442 STATE OF INCORPORATION: NY FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22470 FILM NUMBER: 22907949 BUSINESS ADDRESS: STREET 1: 488 FREEDOM PLAINS ROAD STREET 2: SUITE 144 CITY: POUGHKEEPSIE STATE: NY ZIP: 12603 BUSINESS PHONE: (845) 240-1551 MAIL ADDRESS: STREET 1: 488 FREEDOM PLAINS ROAD STREET 2: SUITE 144 CITY: POUGHKEEPSIE STATE: NY ZIP: 12603 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001925418 XXXXXXXX 12-31-2021 12-31-2021 Sage Investment Advisers LLC
488 FREEDOM PLAINS ROAD SUITE 144 POUGHKEEPSIE NY 12603
13F HOLDINGS REPORT 028-22470 N
Jerry Schuder CCO (845) 240-1551 Jerry Schuder Poughkeepsie NY 05-10-2022 0 42 43601 false
INFORMATION TABLE 2 Sage13FQ42021.xml ABBOTT LABS COM 002824100 350 2484 SH SOLE 0 0 2484 APPLE INC COM 037833100 1977 11132 SH SOLE 0 0 11132 ATKORE INC COM 047649108 478 4300 SH SOLE 0 0 4300 BK OF AMERICA CORP COM 060505104 380 8541 SH SOLE 0 0 8541 BATH & BODY WORKS INC COM 070830104 321 4600 SH SOLE 0 0 4600 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 377 1262 SH SOLE 0 0 1262 BOEING CO COM 097023105 1659 8241 SH SOLE 0 0 8241 CSX CORP COM 126408103 1199 31901 SH SOLE 0 0 31901 CTS CORP COM 126501105 2051 55850 SH SOLE 0 0 55850 CVS HEALTH CORP COM 126650100 263 2545 SH SOLE 0 0 2545 CATERPILLAR INC COM 149123101 270 1308 SH SOLE 0 0 1308 CHEVRON CORP NEW COM 166764100 5061 43131 SH SOLE 0 0 43131 CHURCHILL DOWNS INC COM 171484108 6036 25055 SH SOLE 0 0 25055 CITIGROUP INC COM NEW 172967424 296 4906 SH SOLE 0 0 4906 CONSOLIDATED EDISON INC COM 209115104 234 2740 SH SOLE 0 0 2740 DISNEY WALT CO COM 254687106 209 1350 SH SOLE 0 0 1350 ENTERPRISE PRODS PARTNERS L COM 293792107 224 10180 SH SOLE 0 0 10180 ESPEY MFG & ELECTRS CORP COM 296650104 296 20832 SH SOLE 0 0 20832 FORD MTR CO DEL COM 345370860 291 14007 SH SOLE 0 0 14007 HOME DEPOT INC COM 437076102 518 1247 SH SOLE 0 0 1247 HONEYWELL INTL INC COM 438516106 229 1100 SH SOLE 0 0 1100 INTERNATIONAL BUSINESS MACHS COM 459200101 1520 11372 SH SOLE 0 0 11372 ISHARES GOLD TR ISHARES NEW 464285204 2878 82680 SH SOLE 0 0 82680 ISHARES TR S&P 500 GRWT ETF 464287309 1134 13551 SH SOLE 0 0 13551 ISHARES TR S&P 500 VAL ETF 464287408 1142 7292 SH SOLE 0 0 7292 ISHARES TR 1 3 YR TREAS BD 464287457 257 3000 SH SOLE 0 0 3000 ISHARES TR MSCI EAFE ETF 464287465 1298 16501 SH SOLE 0 0 16501 ISHARES TR DOW JONES US ETF 464287846 1677 14227 SH SOLE 0 0 14227 JOHNSON & JOHNSON COM 478160104 927 5422 SH SOLE 0 0 5422 LOCKHEED MARTIN CORP COM 539830109 542 1525 SH SOLE 0 0 1525 MARTIN MARIETTA MATLS INC COM 573284106 2511 5700 SH SOLE 0 0 5700 MCDONALDS CORP COM 580135101 248 926 SH SOLE 0 0 926 MICROSOFT CORP COM 594918104 999 2970 SH SOLE 0 0 2970 NORFOLK SOUTHN CORP COM 655844108 1417 4760 SH SOLE 0 0 4760 PENN NATL GAMING INC COM 707569109 1362 26272 SH SOLE 0 0 26272 PEPSICO INC COM 713448108 264 1521 SH SOLE 0 0 1521 PFIZER INC COM 717081103 458 7749 SH SOLE 0 0 7749 PROCTER AND GAMBLE CO COM 742718109 531 3249 SH SOLE 0 0 3249 SALISBURY BANCORP INC COM 795226109 223 4049 SH SOLE 0 0 4049 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 914 11366 SH SOLE 0 0 11366 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 1333 13018 SH SOLE 0 0 13018 SIMON PPTY GROUP INC NEW COM 828806109 489 3060 SH SOLE 0 0 3060 SPROTT INC COM NEW 852066208 2310 51226 SH SOLE 0 0 51226 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 919 5354 SH SOLE 0 0 5354 VANGUARD STAR FDS VG TL INTL STK F 921909768 830 13058 SH SOLE 0 0 13058 VANGUARD WORLD FD MEGA GRWTH IND 921910816 243 932 SH SOLE 0 0 932 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 2972 36765 SH SOLE 0 0 36765 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 936 8351 SH SOLE 0 0 8351 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 949 18463 SH SOLE 0 0 18463 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 705 14259 SH SOLE 0 0 14259 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1417 3245 SH SOLE 0 0 3245 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 593 5110 SH SOLE 0 0 5110 VANGUARD INDEX FDS TOTAL STK MKT 922908769 561 2325 SH SOLE 0 0 2325 ALPHABET INC CAP STK CL A 02079K305 669 231 SH SOLE 0 0 231 ALTRIA GROUP INC COM 02209S103 348 7346 SH SOLE 0 0 7346 CISCO SYS INC COM 17275R102 206 3255 SH SOLE 0 0 3255 DIAGEO PLC SPON ADR NEW 25243Q205 204 928 SH SOLE 0 0 928 EXXON MOBIL CORP COM 30231G102 377 6162 SH SOLE 0 0 6162 INVESCO EXCHANGE TRADED FD T DWA MOMENTUM 46137V837 362 3832 SH SOLE 0 0 3832 JPMORGAN CHASE & CO COM 46625H100 2863 18081 SH SOLE 0 0 18081 J P MORGAN EXCHANGE-TRADED F ULTRA SHRT INC 46641Q837 202 4000 SH SOLE 0 0 4000 NORTHERN DYNASTY MINERALS LT COM NEW 66510M204 4 13000 SH SOLE 0 0 13000 PROSHARES TR S&P 500 DV ARIST 74348A467 466 4751 SH SOLE 0 0 4751 SPDR S&P 500 ETF TR TR UNIT 78462F103 483 1017 SH SOLE 0 0 1017 SPDR GOLD TR GOLD SHS 78463V107 1775 10384 SH SOLE 0 0 10384 SPDR SER TR BLOOMBERG SHT TE 78468R408 785 28926 SH SOLE 0 0 28926 UNITEDHEALTH GROUP INC COM 91324P102 301 600 SH SOLE 0 0 600 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 414 6800 SH SOLE 0 0 6800 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 2858 35167 SH SOLE 0 0 35167 VERIZON COMMUNICATIONS INC COM 92343V104 370 7128 SH SOLE 0 0 7128 VISA INC COM CL A 92826C839 5701 26308 SH SOLE 0 0 26308 WASTE MGMT INC DEL COM 94106L109 2029 12155 SH SOLE 0 0 12155