0001844709-21-000003.txt : 20210208 0001844709-21-000003.hdr.sgml : 20210208 20210208090703 ACCESSION NUMBER: 0001844709-21-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210208 DATE AS OF CHANGE: 20210208 EFFECTIVENESS DATE: 20210208 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Sage Financial Management Group, Inc. CENTRAL INDEX KEY: 0001762086 IRS NUMBER: 208574983 STATE OF INCORPORATION: VA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20594 FILM NUMBER: 21598958 BUSINESS ADDRESS: STREET 1: 1320 OLD CHAIN BRIDGE ROAD, SUITE 250 CITY: MCLEAN STATE: VA ZIP: 22101 BUSINESS PHONE: 7039927650 MAIL ADDRESS: STREET 1: 1320 OLD CHAIN BRIDGE ROAD, SUITE 250 CITY: MCLEAN STATE: VA ZIP: 22101 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001762086 XXXXXXXX 12-31-2020 12-31-2020 Sage Financial Management Group, Inc.

1320 OLD CHAIN BRIDGE ROAD, SUITE 250 MCLEAN VA 22101

13F HOLDINGS REPORT 028-20594 N Ashleigh C. Swayze 6463953900 Ashleigh C. Swayze Newtown PA 02-08-2021 0 53 128667 false INFORMATION TABLE 2 swm13f_q420.xml SAGEVEST INFORMATION TABLE ABBVIE INC COM 00287Y109 0 10000 SH SOLE 0 0 10000 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 4 15000 SH SOLE 0 0 15000 ALPHABET INC CAP STK CL C 02079K107 68 10124 SH SOLE 0 0 10124 AMAZON COM INC COM 023135106 274 84 SH SOLE 0 0 84 APPLE INC COM 037833100 476 3585 SH SOLE 0 0 3585 CISCO SYS INC COM 17275R102 213 15000 SH SOLE 0 0 15000 COGENT COMMUNICATIONS HLDGS COM NEW 19239V302 4 10000 SH SOLE 0 0 10000 EXXON MOBIL CORP COM 30231G102 88 111305 SH SOLE 0 0 111305 FACEBOOK INC CL A 30303M102 36 241446 SH SOLE 0 0 241446 INVESCO ACTIVELY MANAGED ETF ULTRA SHRT DUR 46090A887 93 20000 SH SOLE 0 0 20000 ISHARES TR CORE S&P500 ETF 464287200 203 540 SH SOLE 0 0 540 ISHARES TR MSCI EMG MKT ETF 464287234 223 3192 SH SOLE 0 0 3192 ISHARES TR BARCLAYS 7 10 YR 464287440 149 33781 SH SOLE 0 0 33781 ISHARES TR MSCI EAFE ETF 464287465 8865 87845 SH SOLE 0 0 87845 ISHARES TR RUS MID CAP ETF 464287499 493 52 SH SOLE 0 0 52 ISHARES TR RUSSELL 2000 ETF 464287655 12 14437 SH SOLE 0 0 14437 ISHARES TR CORE S&P US GWT 464287671 1047 14891 SH SOLE 0 0 14891 ISHARES TR CORE S&P SCP ETF 464287804 2666 1058 SH SOLE 0 0 1058 JOHNSON & JOHNSON COM 478160104 298 54 SH SOLE 0 0 54 JPMORGAN CHASE & CO COM 46625H100 82 20364 SH SOLE 0 0 20364 KIMBERLY-CLARK CORP COM 494368103 9 29373 SH SOLE 0 0 29373 LOWES COS INC COM 548661107 53 544735 SH SOLE 0 0 544735 MICROSOFT CORP COM 594918104 257 1155 SH SOLE 0 0 1155 PROCTER AND GAMBLE CO COM 742718109 136 13080 SH SOLE 0 0 13080 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 23693 21829 SH SOLE 0 0 21829 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 14578 741 SH SOLE 0 0 741 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 5968 21534 SH SOLE 0 0 21534 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 3523 243788 SH SOLE 0 0 243788 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 23 165625 SH SOLE 0 0 165625 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 1614 445 SH SOLE 0 0 445 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 8779 2557 SH SOLE 0 0 2557 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 12985 14940 SH SOLE 0 0 14940 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 563 20000 SH SOLE 0 0 20000 SHERWIN WILLIAMS CO COM 824348106 1132 14067 SH SOLE 0 0 14067 SPDR S&P 500 ETF TR TR UNIT 78462F103 286 19000 SH SOLE 0 0 19000 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 2593 55000 SH SOLE 0 0 55000 SPDR SER TR PORTFOLIO INTRMD 78464A375 99 134379 SH SOLE 0 0 134379 SPDR SER TR PORTFOLIO SHORT 78464A474 38 60213 SH SOLE 0 0 60213 SPDR SER TR PORTFOLIO S&P400 78464A847 25 15000 SH SOLE 0 0 15000 SPDR SER TR PORTFOLIO S&P500 78464A854 103 35000 SH SOLE 0 0 35000 SPDR SER TR SPDR BLOOMBERG 78468R663 200 5000 SH SOLE 0 0 5000 TARGET CORP COM 87612E106 18 20324 SH SOLE 0 0 20324 THERMO FISHER SCIENTIFIC INC COM 883556102 274 145 SH SOLE 0 0 145 UNITEDHEALTH GROUP INC COM 91324P102 22 15899 SH SOLE 0 0 15899 VANGUARD ADMIRAL FDS INC SMLLCP 600 IDX 921932828 24 22572 SH SOLE 0 0 22572 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 2921 3478 SH SOLE 0 0 3478 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 7313 188 SH SOLE 0 0 188 VANGUARD INDEX FDS SML CP GRW ETF 922908595 68 334958 SH SOLE 0 0 334958 VANGUARD INDEX FDS LARGE CAP ETF 922908637 5269 39804 SH SOLE 0 0 39804 VANGUARD INDEX FDS TOTAL STK MKT 922908769 32 10305 SH SOLE 0 0 10305 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 1067 14719 SH SOLE 0 0 14719 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 12573 15274 SH SOLE 0 0 15274 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 7135 237616 SH SOLE 0 0 237616