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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 $325,358,817
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Bond Index Funds
 BND 670,494 $51,748,762 15.91%
2.
Ishares Trust
 IEF 74,689 $48,787,321 14.99%
3.
Vanguard Intl Equity Index Funds
 VWO 441,125 $33,128,489 10.18%
4.
Vanguard Bond Index Funds
 BND 377,685 $29,614,281 9.1%
5.
Schwab Strategic Trust
 FNDF 952,828 $24,430,526 7.51%
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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