0001534424-14-000259.txt : 20141016 0001534424-14-000259.hdr.sgml : 20141016 20141016125338 ACCESSION NUMBER: 0001534424-14-000259 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20140930 FILED AS OF DATE: 20141016 DATE AS OF CHANGE: 20141016 EFFECTIVENESS DATE: 20141016 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: 141159284 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 09-30-2014 09-30-2014 false 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 /s/ John Sion W. Conshohocken PA 10-16-2014 0 35 201887 INFORMATION TABLE 2 infotable.xml SCHWAB US LARGE-CAP ETF US Large Cap ETF 808524201 146219 3111697 SH SOLE 0 0 0 VANGUARD GROWTH ETF Growth ETF 922908736 21017 210863 SH SOLE 0 0 0 VANGUARD VALUE ETF Value ETF 922908744 14178 174605 SH SOLE 0 0 0 VANGUARD LARGE-CAP ETF Large Cap ETF 922908637 4765 52670 SH SOLE 0 0 0 ISHARES RUSSELL 1000 GROWTH Russell 1000 Growth ETF 464287614 4229 46152 SH SOLE 0 0 0 ISHARES RUSSELL 1000 VALUE E Russell 1000 Value ETF 464287598 2961 29585 SH SOLE 0 0 0 SPDR NUVEEN S&P HIGH YIELD M Nuveen High Yield Muni 78464A284 1934 34040 SH SOLE 0 0 0 ISHARES RUSSELL MID-CAP VALU Russell Mid Cap Value ETF 464287473 1756 25084 SH SOLE 0 0 0 SPDR NUVEEN BARCLAYS MUNI Nuveen Barclay Muni 78464A458 1153 48052 SH SOLE 0 0 0 ISHARES MSCI EMERGING MARKET Emerging Market Local Currency Debt 464287234 696 16747 SH SOLE 0 0 0 SCHWAB US MID CAP ETF US Mid Cap ETF 808524508 583 15053 SH SOLE 0 0 0 SPDR NUVEEN BARCLAYS S/T MUN Nuveen Barclay Short Muni 78464A425 569 23302 SH SOLE 0 0 0 IQ HEDGE MULTI-STRAT TRACKER Hedge MLTI ETF 45409B107 525 17688 SH SOLE 0 0 0 NUVEEN SENIOR INCOME FUND COM 67067Y104 369 55088 SH SOLE 0 0 0 AT&T INC NEW COM 00206R102 60 1700 SH SOLE 0 0 0 ACE LTD SHS H0023R105 26 248 SH SOLE 0 0 0 ALLSTATE CORP. COM 020002101 8 132 SH SOLE 0 0 0 APPLE INC. COM 037833100 20 203 SH SOLE 0 0 0 ARCHER-DANIELS-MIDLAND CO COM 039483102 47 918 SH SOLE 0 0 0 CATERPILLAR INC. COM 149123101 40 400 SH SOLE 0 0 0 CITIGROUP INC. COM NEW 172967424 23 450 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 30 484 SH SOLE 0 0 0 FNB CORPORATION PA COM 302520101 36 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 76 2972 SH SOLE 0 0 0 HANOVER INSURANCE GROUP INC COM 410867105 25 400 SH SOLE 0 0 0 HARTFORD FINANCIAL SERVICES GROUP COM 416515104 56 1500 SH SOLE 0 0 0 HERSHEY COMPANY COM 427866108 92 965 SH SOLE 0 0 0 JOHNSON & JOHNSON COM 478160104 107 1598 SH SOLE 0 0 0 MUENCHENER RUECKVER ORD F SPONSORED ADR 451180905 15 77 SH SOLE 0 0 0 PPL CORPORATION COM 69351T106 16 500 SH SOLE 0 0 0 PROCTER & GAMBLE COM 742718109 51 613 SH SOLE 0 0 0 BP PURDHOE BAY UNIT BEN INT 055630107 118 1248 SH SOLE 0 0 0