13F HOLDINGS REPORT
Sage Financial Management Group, Inc.
Quarter ended Q3 2023 · Filed July 19, 2023 · Accession 0001767080-23-000006
Total Value
$16,659
Positions
7
Other Managers
0
Confidential Omitted
No
Holdings (7)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SPDR SER TR | 78464A409 | 124,446 | $7,592 | 45.57% |
| 2 | SPDR S&P MIDCAP 400 ETF TR | MDY | 4,574 | $2,191 | 13.15% |
| 3 | VANGUARD SCOTTSDALE FDS | 92206C102 | 34,998 | $2,020 | 12.13% |
| 4 | SPDR SER TR | 78468R853 | 51,781 | $2,011 | 12.07% |
| 5 | VANGUARD CHARLOTTE FDS | 92203J407 | 39,773 | $1,944 | 11.67% |
| 6 | SPDR S&P 500 ETF TR | SPY | 1,166 | $517 | 3.10% |
| 7 | SELECT SECTOR SPDR TR | 81369Y308 | 5,176 | $384 | 2.31% |