0000882119-17-000005.txt : 20171101 0000882119-17-000005.hdr.sgml : 20171101 20171101115109 ACCESSION NUMBER: 0000882119-17-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20170930 FILED AS OF DATE: 20171101 DATE AS OF CHANGE: 20171101 EFFECTIVENESS DATE: 20171101 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: 171167980 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 09-30-2017 09-30-2017 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 11-01-2017 0 56 456314 false INFORMATION TABLE 2 Sage13FQ32017v2.xml ACTIVISION BLIZZARD INC COM 00507V109 3 50 SH SOLE 0 0 50 ALLSTATE CORP COM 020002101 12 132 SH SOLE 0 0 132 APPLE INC COM 037833100 31 203 SH SOLE 0 0 203 ARCHER DANIELS MIDLAND CO COM 039483102 39 918 SH SOLE 0 0 918 AT&T INC COM 00206R102 67 1700 SH SOLE 0 0 1700 BANK AMER CORP COM 060505104 26 1023 SH SOLE 0 0 1023 BP PRUDHOE BAY RTY TR UNIT BEN INT 055630107 27 1216 PRN SOLE 0 0 1216 CAMDEN NATL CORP COM 133034108 11 253 SH SOLE 0 0 253 CATERPILLAR INC DEL COM 149123101 50 400 SH SOLE 0 0 400 CHESAPEAKE ENERGY CORP COM 165167107 4 1000 SH SOLE 0 0 1000 CHUBB LIMITED COM H1467J104 35 248 SH SOLE 0 0 248 CITIGROUP INC COM NEW 172967424 33 450 SH SOLE 0 0 450 CRAWFORD & CO CL A 224633206 7 750 SH SOLE 0 0 750 DEUTSCHE BANK AG NAMEN AKT D18190898 9 500 SH SOLE 0 0 500 DOWDUPONT INC COM 26078J100 39 561 SH SOLE 0 0 561 EMERSON ELEC CO COM 291011104 30 484 SH SOLE 0 0 484 FNB CORP PA COM 302520101 42 3000 SH SOLE 0 0 3000 FORD MTR CO DEL COM PAR $0.01 345370860 42 3496 SH SOLE 0 0 3496 GENERAL ELECTRIC CO COM 369604103 96 3972 SH SOLE 0 0 3972 HANOVER INS GROUP INC COM 410867105 39 400 SH SOLE 0 0 400 HARTFORD FINL SVCS GROUP INC COM 416515104 83 1500 SH SOLE 0 0 1500 HERSHEY CO COM 427866108 105 965 SH SOLE 0 0 965 ISHARES INC MSCI FRNTR100ETF 464286145 811 25871 SH SOLE 0 0 25871 ISHARES TR RUS MDCP VAL ETF 464287473 1543 18171 SH SOLE 0 0 18171 ISHARES TR RUS 1000 GRW ETF 464287614 4634 37051 SH SOLE 0 0 37051 ISHARES TR RUS 1000 VAL ETF 464287598 2931 24728 SH SOLE 0 0 24728 ISHARES TR JPMORGAN USD EMG 464288281 10519 90357 SH SOLE 0 0 90357 JOHNSON & JOHNSON COM 478160104 208 1598 SH SOLE 0 0 1598 JPMORGAN CHASE & CO ALERIAN ML ETN 46625H365 39738 1408133 PRN SOLE 0 0 1408133 KINDER MORGAN INC DEL COM 49456B101 4 216 SH SOLE 0 0 216 POTASH CORP SASK INC COM 73755L107 5 255 SH SOLE 0 0 255 PPL CORP COM 69351T106 19 500 SH SOLE 0 0 500 PROCTER AND GAMBLE CO COM 742718109 69 763 SH SOLE 0 0 763 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 219149 3650042 SH SOLE 0 0 3650042 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 7663 152926 SH SOLE 0 0 152926 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 316 11749 SH SOLE 0 0 11749 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 697 19446 SH SOLE 0 0 19446 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 4282 63563 SH SOLE 0 0 63563 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 8106 156427 SH SOLE 0 0 156427 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 1095 16576 SH SOLE 0 0 16576 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 1014 21675 SH SOLE 0 0 21675 SPDR SER TR NUVEEN BLMBRG SR 78468R739 675 13882 SH SOLE 0 0 13882 SPDR SERIES TRUST NUV HGHYLD MUN 78464A284 795 13924 SH SOLE 0 0 13924 TOTAL S A SPONSORED ADR 89151E109 656 12265 SH SOLE 0 0 12265 VANGUARD INDEX FDS LARGE CAP ETF 922908637 4036 34977 SH SOLE 0 0 34977 VANGUARD INDEX FDS GROWTH ETF 922908736 26300 198120 SH SOLE 0 0 198120 VANGUARD INDEX FDS VALUE ETF 922908744 30214 302687 SH SOLE 0 0 302687 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 3966 32573 SH SOLE 0 0 32573 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 13864 131241 SH SOLE 0 0 131241 VANGUARD INDEX FDS MID CAP ETF 922908629 1640 11155 SH SOLE 0 0 11155 VANGUARD INDEX FDS SM CP VAL ETF 922908611 4142 32409 SH SOLE 0 0 32409 VANGUARD INDEX FDS SML CP GRW ETF 922908595 7938 52007 SH SOLE 0 0 52007 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 10047 43538 SH SOLE 0 0 43538 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 10262 235535 SH SOLE 0 0 235535 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 37585 713047 SH SOLE 0 0 713047 WISDOMTREE TR FUTRE STRAT FD 97717W125 561 14460 PRN SOLE 0 0 14460