0000882119-15-000006.txt : 20150813 0000882119-15-000006.hdr.sgml : 20150813 20150813103633 ACCESSION NUMBER: 0000882119-15-000006 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20150630 FILED AS OF DATE: 20150813 DATE AS OF CHANGE: 20150813 EFFECTIVENESS DATE: 20150813 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: 151049233 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 06-30-2015 06-30-2015 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 484-342-4400 John Sion W. Conshohocken PA 08-13-2015 0 42 213191 false INFORMATION TABLE 2 infotable150813.xml SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 158348 3211271 SH SOLE 0 0 0 POWERSHARES ETF TRUST DIV ACHV PRTF 73935X732 259 258539 SH SOLE 0 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 16373 152949 SH SOLE 0 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 11008 132053 SH SOLE 0 0 0 VANGUARD INTL EQUITY INDEX FTSE EMR MKT ETF 922042858 320 55455 SH SOLE 0 0 0 VANGUARD INTL EQUITY INDEX ALLWRLD EX US 922042775 2095 43145 SH SOLE 0 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 3931 39705 SH SOLE 0 0 0 VANGUARD INDEX FDS LARGE CAP ETF 922908637 3441 36293 SH SOLE 0 0 0 SPDR SERIES TRUST NUV HGHYLD MUN 78464A284 1728 31168 SH SOLE 0 0 0 JPMORGAN CHASE & CO ALERIAN ML ETN 46625H365 1173 29610 PRN SOLE 0 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 2926 27139 SH SOLE 0 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 1046 26400 SH SOLE 0 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 2300 22299 SH SOLE 0 0 0 ISHARES TR RUS MDCP VAL ETF 464287473 1592 21590 SH SOLE 0 0 0 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 640 20448 SH SOLE 0 0 0 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 785 18417 SH SOLE 0 0 0 ISHARES JP MOR EM MK ETF 464288281 1959 17820 SH SOLE 0 0 0 SPDR SERIES TRUST NUVN BRCLY MUNI 78464A458 321 13553 SH SOLE 0 0 0 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 331 13457 SH SOLE 0 0 0 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 1057 11672 SH SOLE 0 0 0 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 600 10433 SH SOLE 0 0 0 AT&T INC NEW COM 00206R102 60 1700 SH SOLE 0 0 0 ACE LTD SHS H0023R105 25 248 SH SOLE 0 0 0 ALLSTATE CORP. COM 20002101 9 132 SH SOLE 0 0 0 APPLE INC. COM 37833100 25 203 SH SOLE 0 0 0 ARCHER-DANIELS-MIDLAND CO COM 39483102 44 918 SH SOLE 0 0 0 CATERPILLAR INC. COM 149123101 34 400 SH SOLE 0 0 0 CITIGROUP INC. COM NEW 172967424 25 450 SH SOLE 0 0 0 CRAWFORD & COMPANY CLASS A 224633206 6 750 SH SOLE 0 0 0 DOW CHEMICAL COMPANY COM 260543103 29 561 SH SOLE 0 0 0 EMERSON ELECTRIC CO. COM 291011104 27 484 SH SOLE 0 0 0 FNB CORPORATION PA COM 302520101 43 3000 SH SOLE 0 0 0 FORD MOTOR COMPANY COM PAR $0.01 345370860 52 3496 SH SOLE 0 0 0 GENERAL ELECTRIC COMPANY COM 369604103 106 3972 SH SOLE 0 0 0 HANOVER INSURANCE GROUP INC COM 410867105 30 400 SH SOLE 0 0 0 HARTFORD FINANCIAL SERVICES GROUP COM 416515104 62 1500 SH SOLE 0 0 0 HERSHEY COMPANY COM 427866108 86 965 SH SOLE 0 0 0 JOHNSON & JOHNSON COM 478160104 156 1598 SH SOLE 0 0 0 PPL CORPORATION COM 69351T106 15 500 SH SOLE 0 0 0 PROCTER & GAMBLE COM 742718109 48 613 SH SOLE 0 0 0 BP PURDHOE BAY UNIT BEN INT 55630107 77 1248 SH SOLE 0 0 0 TALEN ENERGY CORP COM 87422J105 1 62 SH SOLE 0 0 0