0000882119-17-000001.txt : 20170126 0000882119-17-000001.hdr.sgml : 20170126 20170126101856 ACCESSION NUMBER: 0000882119-17-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20161231 FILED AS OF DATE: 20170126 DATE AS OF CHANGE: 20170126 EFFECTIVENESS DATE: 20170126 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: 17548388 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 12-31-2016 12-31-2016 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 01-26-2017 0 47 389965 false INFORMATION TABLE 2 13F_q4_2016_sageREV.xml CHUBB LIMITED COM H1467J104 33 248 SH SOLE 0 0 248 WISDOMTREE TR FUTRE STRAT FD 97717W125 3459 83439 PRN SOLE 0 0 83439 JPMORGAN CHASE & CO ALERIAN ML ETN 46625H365 34657 1096392 PRN SOLE 0 0 1096392 VANGUARD INTL EQUITY INDE FTSE EMR MKT ETF 922042858 9137 255365 SH SOLE 0 0 255365 VANGUARD INDEX FDS LARGE CAP ETF 922908637 3828 37397 SH SOLE 0 0 37397 VANGUARD INDEX FDS GROWTH ETF 922908736 17142 153771 SH SOLE 0 0 153771 VANGUARD INDEX FDS VALUE ETF 922908744 25396 273049 SH SOLE 0 0 273049 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 1952 18468 SH SOLE 0 0 18468 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 12570 129330 SH SOLE 0 0 129330 VANGUARD INDEX FDS MID CAP ETF 922908629 1562 11870 SH SOLE 0 0 11870 VANGUARD INTL EQUITY INDE ALLWRLD EX US 922042775 30211 683824 SH SOLE 0 0 683824 VANGUARD INDEX FDS SM CP VAL ETF 922908611 3438 28415 SH SOLE 0 0 28415 VANGUARD INDEX FDS SML CP GRW ETF 922908595 6008 45122 SH SOLE 0 0 45122 SPDR SER TR NUVEEN BRC MUNIC 78468R721 2289 48247 SH SOLE 0 0 48247 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 187821 3526485 SH SOLE 0 0 3526485 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 4576 101345 SH SOLE 0 0 101345 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 238 11044 SH SOLE 0 0 11044 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 617 21193 SH SOLE 0 0 21193 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 2419 39349 SH SOLE 0 0 39349 ISHARES TR RUS MDCP VAL ETF 464287473 1507 18738 SH SOLE 0 0 18738 ISHARES TR RUS 1000 GRW ETF 464287614 3996 38096 SH SOLE 0 0 38096 ISHARES TR RUS 1000 VAL ETF 464287598 2750 24543 SH SOLE 0 0 24543 SPDR SERIES TRUST NUV HGHYLD MUN 78464A284 1646 29415 SH SOLE 0 0 29415 ISHARES TR JP MOR EM MK ETF 464288281 12571 114054 SH SOLE 0 0 114054 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 5967 29065 SH SOLE 0 0 29065 TOTAL S A SPONSORED ADR 89151E109 625 12265 SH SOLE 0 0 12265 HANOVER INS GROUP INC COM 410867105 36 400 SH SOLE 0 0 400 AT&T INC COM 00206R102 72 1700 SH SOLE 0 0 1700 SPDR SER TR NUVEEN BLMBRG SR 78468R739 4839 100940 SH SOLE 0 0 100940 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 6246 129874 SH SOLE 0 0 129874 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 868 19920 SH SOLE 0 0 19920 PPL CORP COM 69351T106 17 500 SH SOLE 0 0 500 POTASH CORP SASK INC COM 73755L107 5 255 SH SOLE 0 0 255 PROCTER AND GAMBLE CO COM 742718109 64 763 SH SOLE 0 0 763 KINDER MORGAN INC DEL COM 49456B101 4 212 SH SOLE 0 0 212 JOHNSON & JOHNSON COM 478160104 184 1598 SH SOLE 0 0 1598 HERSHEY CO COM 427866108 100 965 SH SOLE 0 0 965 HARTFORD FINL SVCS GROUP COM 416515104 71 1500 SH SOLE 0 0 1500 GENERAL ELECTRIC CO COM 369604103 126 3972 SH SOLE 0 0 3972 FNB CORP PA COM 302520101 48 3000 SH SOLE 0 0 3000 ISHARES MSCI FRNTR100ETF 464286145 703 28286 SH SOLE 0 0 28286 FORD MTR CO DEL COM PAR $0.01 345370860 42 3496 SH SOLE 0 0 3496 EMERSON ELEC CO COM 291011104 27 484 SH SOLE 0 0 484 DOW CHEM CO COM 260543103 32 561 SH SOLE 0 0 561 CATERPILLAR INC DEL COM 149123101 37 400 SH SOLE 0 0 400 CITIGROUP INC COM NEW 172967424 27 450 SH SOLE 0 0 450 ACTIVISION BLIZZARD INC COM 00507V109 2 50 SH SOLE 0 0 50