Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Sage Financial Management Group, Inc. (CIK 1762086) reported $325.4M across 57 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BIV ($51.7M, 15.91%), IVV ($48.8M, 14.99%), VEU ($33.1M, 10.18%), BSV ($29.6M, 9.10%), SCHX ($24.4M, 7.51%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BIV | VANGUARD BD INDEX FDS | $51.7M | 15.91% | 670,494 | Added |
| 2 | IVV | ISHARES TR | $48.8M | 14.99% | 74,689 | Trimmed |
| 3 | VEU | VANGUARD INTL EQUITY INDEX F | $33.1M | 10.18% | 441,125 | Trimmed |
| 4 | BSV | VANGUARD BD INDEX FDS | $29.6M | 9.10% | 377,685 | Added |
| 5 | SCHX | SCHWAB STRATEGIC TR | $24.4M | 7.51% | 952,828 | Added |
| 6 | SPYG | SPDR SERIES TRUST | $11.5M | 3.53% | 117,386 | Trimmed |
| 7 | VCSH | VANGUARD SCOTTSDALE FDS | $11.0M | 3.37% | 138,399 | Added |
| 8 | EFA | ISHARES TR | $10.4M | 3.20% | 107,174 | Trimmed |
| 9 | IJH | ISHARES TR | $10.0M | 3.07% | 148,012 | Added |
| 10 | SCHF | SCHWAB STRATEGIC TR | $9.6M | 2.96% | 389,142 | Trimmed |
| 11 | VYM | VANGUARD WHITEHALL FDS | $9.6M | 2.94% | 64,626 | Trimmed |
| 12 | SCHD | SCHWAB STRATEGIC TR | $9.1M | 2.79% | 295,955 | Added |
| 13 | SCHG | SCHWAB STRATEGIC TR | $8.9M | 2.74% | 306,537 | Trimmed |
| 14 | VOO | VANGUARD INDEX FDS | $8.3M | 2.56% | 13,942 | Trimmed |
| 15 | VV | VANGUARD INDEX FDS | $6.8M | 2.08% | 22,621 | Trimmed |
| 16 | VSS | VANGUARD INTL EQUITY INDEX F | $6.1M | 1.86% | 41,591 | Added |
| 17 | SCHM | SCHWAB STRATEGIC TR | $4.2M | 1.29% | 135,765 | Trimmed |
| 18 | SPSM | SPDR SERIES TRUST | $3.7M | 1.14% | 76,535 | Added |
| 19 | MDY | STATE STR SPDR S&P MIDCAP 40 | $2.5M | 0.78% | 4,103 | Trimmed |
| 20 | SCHA | SCHWAB STRATEGIC TR | $2.3M | 0.70% | 78,752 | Added |
| 21 | IJR | ISHARES TR | $2.3M | 0.69% | 18,159 | Trimmed |
| 22 | BNDX | VANGUARD CHARLOTTE FDS | $1.6M | 0.49% | 33,102 | Trimmed |
| 23 | VUG | VANGUARD INDEX FDS | $1.6M | 0.49% | 3,667 | Trimmed |
| 24 | SHW | SHERWIN WILLIAMS CO | $1.5M | 0.46% | 4,676 | Hold |
| 25 | MUB | ISHARES TR | $1.4M | 0.42% | 12,777 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31