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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 $186,340
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 52,220 $24,942 13.38%
2.
Vanguard Bond Index Funds
 BND 264,899 $20,403 10.94%
3.
Vanguard Bond Index Funds
 BND 247,388 $18,895 10.14%
4.
Schwab Strategic Trust
 FNDF 291,263 $16,427 8.81%
5.
Vanguard Intl Equity Index Funds
 VWO 288,604 $16,202 8.69%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)