0000882119-15-000008.txt : 20151105 0000882119-15-000008.hdr.sgml : 20151105 20151105095154 ACCESSION NUMBER: 0000882119-15-000008 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20150930 FILED AS OF DATE: 20151105 DATE AS OF CHANGE: 20151105 EFFECTIVENESS DATE: 20151105 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: 151199120 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 09-30-2015 09-30-2015 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. Conshohcoken PA 11-05-2015 0 43 281007 false INFORMATION TABLE 2 infotable151026.xml SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 159141 3477722 SH SOLE 0 0 3477722 JPMORGAN CHASE & CO ALERIAN ML ETN 46625H365 33093 1088940 PRN SOLE 0 0 1088940 VANGUARD INTL EQUITY INDEX FTSE EMR MKT ETF 922042858 10980 331835 SH SOLE 0 0 331835 VANGUARD INDEX FDS GROWTH ETF 922908736 20746 206861 SH SOLE 0 0 206861 VANGUARD INDEX FDS VALUE ETF 922908744 12424 161878 SH SOLE 0 0 161878 VANGUARD INTL EQUITY INDEX ALLWRLD EX US 922042775 6182 145012 SH SOLE 0 0 145012 ISHARES TR JP MOR EM MK ETF 464288281 12608 118492 SH SOLE 0 0 118492 VANGUARD INDEX FDS LARGE CAP ETF 922908637 4403 50005 SH SOLE 0 0 50005 ISHARES TR RUS 1000 GRW ETF 464287614 4321 46467 SH SOLE 0 0 46467 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 832 41164 SH SOLE 0 0 41164 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 1487 38204 SH SOLE 0 0 38204 VANGUARD INDEX FDS SM CP VAL ETF 922908611 3510 36241 SH SOLE 0 0 36241 ISHARES TR RUS 1000 VAL ETF 464287598 2983 31978 SH SOLE 0 0 31978 INDEXIQ ETF TR HEDGE MLTI ETF 45409B107 675 23453 PRN SOLE 0 0 23453 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 667 23385 SH SOLE 0 0 23385 ISHARES TR RUS MDCP VAL ETF 464287473 1547 23066 SH SOLE 0 0 23066 SPDR SERIES TRUST NUVN BRCLY MUNI 78464A458 539 22336 SH SOLE 0 0 22336 SPDR SERIES TRUST NUVN BR SHT MUNI 78464A425 541 22193 SH SOLE 0 0 22193 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 1451 17433 SH SOLE 0 0 17433 SPDR SERIES TRUST NUV HGHYLD MUN 78464A284 828 14618 SH SOLE 0 0 14618 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 709 13955 SH SOLE 0 0 13955 ISHARES TR MSCI EMG MKT ETF 464287234 426 12982 SH SOLE 0 0 12982 AT&T INC NEW COM 00206R102 55 1700 SH SOLE 0 0 1700 ACE LTD SHS H0023R105 26 248 SH SOLE 0 0 248 ALLSTATE CORP. COM 020002101 8 132 SH SOLE 0 0 132 APPLE INC. COM 037833100 22 203 SH SOLE 0 0 203 ARCHER-DANIELS-MIDLAND CO COM 039483102 38 918 SH SOLE 0 0 918 CATERPILLAR INC. COM 149123101 26 400 SH SOLE 0 0 400 CITIGROUP INC. COM NEW 172967424 22 450 SH SOLE 0 0 450 CRAWFORD & COMPANY CLASS A 224633206 4 750 SH SOLE 0 0 750 DOW CHEMICAL COMPANY COM 260543103 24 561 SH SOLE 0 0 561 EMERSON ELECTRIC CO. COM 291011104 21 484 SH SOLE 0 0 484 FNB CORPORATION PA COM 302520101 39 3000 SH SOLE 0 0 3000 FORD MOTOR COMPANY COM PAR $0.01 345370860 47 3496 SH SOLE 0 0 3496 GENERAL ELECTRIC COMPANY COM 369604103 100 3972 SH SOLE 0 0 3972 HANOVER INSURANCE GROUP INC COM 410867105 31 400 SH SOLE 0 0 400 HARTFORD FINANCIAL SERVICES GROUP COM 416515104 69 1500 SH SOLE 0 0 1500 HERSHEY COMPANY COM 427866108 89 965 SH SOLE 0 0 965 JOHNSON & JOHNSON COM 478160104 149 1598 SH SOLE 0 0 1598 PPL CORPORATION COM 69351T106 16 500 SH SOLE 0 0 500 PROCTER & GAMBLE COM 742718109 55 763 SH SOLE 0 0 763 BP PURDHOE BAY UNIT BEN INT 055630107 72 1748 SH SOLE 0 0 1748 TALEN ENERGY CORP COM 87422J105 1 62 SH SOLE 0 0 62