0000882119-18-000003.txt : 20180426 0000882119-18-000003.hdr.sgml : 20180426 20180426103925 ACCESSION NUMBER: 0000882119-18-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180331 FILED AS OF DATE: 20180426 DATE AS OF CHANGE: 20180426 EFFECTIVENESS DATE: 20180426 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: 18776836 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 false false 0000882119 XXXXXXXX 03-31-2018 03-31-2018 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 04-26-2018 0 55 453053 false INFORMATION TABLE 2 Sage13FQ12018ver3.xml INDEXIQ ETF TR HEDGE MLTI ETF 45409B107 2169 71153 PRN SOLE 0 0 71153 JPMORGAN CHASE & CO ALERIAN ML ETN 46625H365 2438 101604 PRN SOLE 0 0 101604 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 10361 220551 SH SOLE 0 0 220551 VANGUARD INDEX FDS LARGE CAP ETF 922908637 4410 36385 SH SOLE 0 0 36385 VANGUARD INDEX FDS GROWTH ETF 922908736 31025 218674 SH SOLE 0 0 218674 VANGUARD INDEX FDS VALUE ETF 922908744 32411 314119 SH SOLE 0 0 314119 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 4503 34740 SH SOLE 0 0 34740 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 14567 133170 SH SOLE 0 0 133170 VANGUARD INDEX FDS MID CAP ETF 922908629 1988 12891 SH SOLE 0 0 12891 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 40723 749000 SH SOLE 0 0 749000 VANGUARD INDEX FDS SM CP VAL ETF 922908611 5033 38888 SH SOLE 0 0 38888 VANGUARD INDEX FDS SML CP GRW ETF 922908595 8827 53842 SH SOLE 0 0 53842 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 231978 3677528 SH SOLE 0 0 3677528 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 9213 174221 SH SOLE 0 0 174221 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 326 11375 SH SOLE 0 0 11375 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 717 19641 SH SOLE 0 0 19641 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 5645 81653 SH SOLE 0 0 81653 ISHARES TR RUS MDCP VAL ETF 464287473 1555 17992 SH SOLE 0 0 17992 ISHARES TR RUS 1000 GRW ETF 464287614 5040 37035 SH SOLE 0 0 37035 ISHARES TR RUS 1000 VAL ETF 464287598 2955 24631 SH SOLE 0 0 24631 SPDR SERIES TRUST NUV HGHYLD MUN 78464A284 794 14244 SH SOLE 0 0 14244 ISHARES TR JPMORGAN USD EMG 464288281 8354 74045 SH SOLE 0 0 74045 WISDOMTREE TR FUTRE STRAT FD 97717W125 707 17868 SH SOLE 0 0 17868 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 12443 51399 SH SOLE 0 0 51399 TOTAL S A SPONSORED ADR 89151E109 708 12265 SH SOLE 0 0 12265 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 9525 180264 SH SOLE 0 0 180264 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 1883 26259 SH SOLE 0 0 26259 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 1005 20506 SH SOLE 0 0 20506 ISHARES INC MSCI FRNTR100ETF 464286145 674 19191 SH SOLE 0 0 19191 ACTIVISION BLIZZARD INC COM 00507V109 3 50 SH SOLE 0 0 50 ALLSTATE CORP COM 020002101 13 132 SH SOLE 0 0 132 APPLE INC COM 037833100 34 203 SH SOLE 0 0 203 ARCHER DANIELS MIDLAND CO COM 039483102 40 918 SH SOLE 0 0 918 AT&T INC COM 00206R102 61 1700 SH SOLE 0 0 1700 BANK AMER CORP COM 060505104 31 1028 SH SOLE 0 0 1028 BP PRUDHOE BAY RTY TR UNIT BEN INT 055630107 32 1327 PRN SOLE 0 0 1327 CAMDEN NATL CORP COM 133034108 11 256 SH SOLE 0 0 256 CATERPILLAR INC DEL COM 149123101 59 400 SH SOLE 0 0 400 CHESAPEAKE ENERGY CORP COM 165167107 3 1000 SH SOLE 0 0 1000 CHUBB LIMITED COM H1467J104 34 248 SH SOLE 0 0 248 CITIGROUP INC COM NEW 172967424 30 450 SH SOLE 0 0 450 CRAWFORD & CO CL A 224633206 6 750 SH SOLE 0 0 750 DEUTSCHE BANK AG NAMEN AKT D18190898 14 1000 SH SOLE 0 0 1000 DOWDUPONT INC COM 26078J100 36 561 SH SOLE 0 0 561 EMERSON ELEC CO COM 291011104 33 484 SH SOLE 0 0 484 FNB CORP PA COM 302520101 40 3000 SH SOLE 0 0 3000 FORD MTR CO DEL COM PAR $0.01 345370860 39 3496 SH SOLE 0 0 3496 GENERAL ELECTRIC CO COM 369604103 54 3972 SH SOLE 0 0 3972 HANOVER INS GROUP INC COM 410867105 47 400 SH SOLE 0 0 400 HARTFORD FINL SVCS GROUP INC COM 416515104 77 1500 SH SOLE 0 0 1500 HERSHEY CO COM 427866108 95 965 SH SOLE 0 0 965 JOHNSON & JOHNSON COM 478160104 205 1598 SH SOLE 0 0 1598 NUTRIEN LTD COM 67077M108 5 102 SH SOLE 0 0 102 PPL CORP COM 69351T106 14 500 SH SOLE 0 0 500 PROCTER AND GAMBLE CO COM 742718109 60 763 SH SOLE 0 0 763