13F HOLDINGS REPORT
Sage Financial Management Group, Inc.
Quarter ended Q2 2024 · Filed July 18, 2024 · Accession 0001762086-24-000002
Total Value
$32,910
Positions
14
Other Managers
0
Confidential Omitted
No
Holdings (14)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD SCOTTSDALE FDS | 92206C409 | 162,086 | $12,525 | 38.06% |
| 2 | SPDR SER TR | 78464A409 | 127,296 | $10,200 | 30.99% |
| 3 | SPDR SER TR | 78468R853 | 73,015 | $3,032 | 9.21% |
| 4 | SPDR S&P MIDCAP 400 ETF TR | MDY | 4,464 | $2,389 | 7.26% |
| 5 | VANGUARD CHARLOTTE FDS | 92203J407 | 30,376 | $1,478 | 4.49% |
| 6 | APPLE INC | AAPL | 3,578 | $754 | 2.29% |
| 7 | SPDR S&P 500 ETF TR | SPY | 1,166 | $635 | 1.93% |
| 8 | JPMORGAN CHASE & CO. | VYLD | 1,707 | $345 | 1.05% |
| 9 | CHUBB LIMITED | CB | 1,300 | $332 | 1.01% |
| 10 | SELECT SECTOR SPDR TR | 81369Y308 | 3,888 | $298 | 0.91% |
| 11 | ABBVIE INC | ABBV | 1,393 | $239 | 0.73% |
| 12 | VANGUARD SCOTTSDALE FDS | 92206C102 | 4,080 | $237 | 0.72% |
| 13 | AMAZON COM INC | AMZN | 1,223 | $236 | 0.72% |
| 14 | MERCK & CO INC | MRK | 1,700 | $210 | 0.64% |