0000882119-15-000005.txt : 20150511 0000882119-15-000005.hdr.sgml : 20150511 20150511151950 ACCESSION NUMBER: 0000882119-15-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20150331 FILED AS OF DATE: 20150511 DATE AS OF CHANGE: 20150511 EFFECTIVENESS DATE: 20150511 FILER: COMPANY DATA: COMPANY CONFORMED NAME: SAGE FINANCIAL GROUP INC CENTRAL INDEX KEY: 0000882119 IRS NUMBER: 232663309 STATE OF INCORPORATION: PA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-15696 FILM NUMBER: 15850367 BUSINESS ADDRESS: STREET 1: 300 BARR HARBOR DRIVE, SUITE 200 STREET 2: 5 TOWER BRIDGE CITY: W. CONSHOHOCKEN STATE: PA ZIP: 19428 BUSINESS PHONE: 4843424400 MAIL ADDRESS: STREET 1: 300 BARR HARBOR DRIVE, SUITE 200 STREET 2: 5 TOWER BRIDGE CITY: W. CONSHOHOCKEN STATE: PA ZIP: 19428 FORMER COMPANY: FORMER CONFORMED NAME: SAGE FINANCIAL GROUP INC /ADV DATE OF NAME CHANGE: 19911218 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0000882119 XXXXXXXX 03-31-2015 03-31-2015 SAGE FINANCIAL GROUP INC

300 BARR HARBOR DRIVE, SUITE 200 5 TOWER BRIDGE W. CONSHOHOCKEN PA 19428

13F HOLDINGS REPORT 028-15696 N John Sion 4843424400 John Sion W. Conshohocken PA 05-11-2015 0 38 209807 false INFORMATION TABLE 2 Infotable.xml SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 156368 3154496 SH SOLE 0 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 16671 159370 SH SOLE 0 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 11616 138783 SH SOLE 0 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 3923 39666 SH SOLE 0 0 0 VANGUARD INDEX FDS LARGE CAP ETF 922908637 3415 35879 SH SOLE 0 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 2925 26733 SH SOLE 0 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 2151 20863 SH SOLE 0 0 0 VANGUARD INTL EQUITY INDE ALLWRLD EX US 922042775 2032 41689 SH SOLE 0 0 0 SPDR SERIES TRUST NUV HGHYLD MUN 78464A284 1795 31180 SH SOLE 0 0 0 ISHARES TR RUS MDCP VAL ETF 464287473 1634 21715 SH SOLE 0 0 0 ISHARES JP MOR EM MK ETF 464288281 1506 13435 SH SOLE 0 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 1082 26965 SH SOLE 0 0 0 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 986 10733 SH SOLE 0 0 0 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 694 16105 SH SOLE 0 0 0 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 616 20433 SH SOLE 0 0 0 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 583 10119 SH SOLE 0 0 0 ISHARES MSCI ACWI US ETF 464288240 471 10531 SH SOLE 0 0 0 SPDR SERIES TRUST NUVN BRCLY MUNI 78464A458 378 15621 SH SOLE 0 0 0 AT&T INC NEW COM 00206R102 56 1700 SH SOLE 0 0 0 ACE LTD SHS H0023R105 28 248 SH SOLE 0 0 0 ALLSTATE CORP. COM 020002101 9 132 SH SOLE 0 0 0 APPLE INC. COM 037833100 25 203 SH SOLE 0 0 0 ARCHER-DANIELS-MIDLAND CO COM 039483102 44 918 SH SOLE 0 0 0 CATERPILLAR INC. COM 149123101 32 400 SH SOLE 0 0 0 CITIGROUP INC. COM NEW 172967424 23 450 SH SOLE 0 0 0 CRAWFORD & COMPANY CLASS A 224633206 6 750 SH SOLE 0 0 0 DOW CHEMICAL COMPANY COM 260543103 27 561 SH SOLE 0 0 0 EMERSON ELECTRIC CO. COM 291011104 27 484 SH SOLE 0 0 0 FNB CORPORATION PA COM 302520101 39 3000 SH SOLE 0 0 0 FORD MOTOR COMPANY COM PAR $0.01 345370860 56 3496 SH SOLE 0 0 0 GENERAL ELECTRIC COMPANY COM 369604103 99 3972 SH SOLE 0 0 0 HANOVER INSURANCE GROUP INC COM 410867105 29 400 SH SOLE 0 0 0 HARTFORD FINANCIAL SERVICES GROUP COM 416515104 63 1500 SH SOLE 0 0 0 HERSHEY COMPANY COM 427866108 97 965 SH SOLE 0 0 0 JOHNSON & JOHNSON COM 478160104 161 1598 SH SOLE 0 0 0 PPL CORPORATION COM 69351T106 17 500 SH SOLE 0 0 0 PROCTER & GAMBLE COM 742718109 50 613 SH SOLE 0 0 0 BP PURDHOE BAY UNIT BEN INT 055630107 73 1248 SH SOLE 0 0 0