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Home > Institutional Investor > Sage Financial Management Group, Inc. > Profile

Instuitional Investor - Sage Financial Management Group, Inc.

Fund Profile
Filing Period:
Fund Name: Sage Financial Management Group, Inc.
Portfolio Value $327,391,354
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 75,256 $51,545,551 15.74%
2.
Vanguard Bond Index Funds
 BND 642,653 $50,049,848 15.29%
3.
Vanguard Intl Equity Index Funds
 VWO 445,459 $32,767,964 10.01%
4.
Vanguard Bond Index Funds
 BND 355,282 $27,999,774 8.55%
5.
Schwab Strategic Trust
 FNDF 950,630 $25,581,450 7.81%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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