0001534424-15-000018.txt : 20150122 0001534424-15-000018.hdr.sgml : 20150122 20150122115636 ACCESSION NUMBER: 0001534424-15-000018 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20141231 FILED AS OF DATE: 20150122 DATE AS OF CHANGE: 20150122 EFFECTIVENESS DATE: 20150122 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: 15540836 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 12-31-2014 12-31-2014 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 01-22-2015 0 44 266439 INFORMATION TABLE 2 infotable.xml SCHWAB US LARGE-CAP ETF US Large Cap ETF 808524201 155336 3166892 SH SOLE 0 0 0 ISHARES JP Morgan Emerging Markets ETF 464288281 29552 269364 SH SOLE 0 0 0 VANGUARD GROWTH ETF Growth ETF 922908736 21878 209575 SH SOLE 0 0 0 VANGUARD VALUE ETF Value ETF 922908744 14747 174539 SH SOLE 0 0 0 SCHWAB STRATEGIC TR Emerging Market EQ ETF 808524706 9154 383012 SH SOLE 0 0 0 ISHARES 1-3 Year Credit Bond ETF 464288646 5770 54860 SH SOLE 0 0 0 VANGUARD LARGE-CAP ETF Large Cap ETF 922908637 4898 51891 SH SOLE 0 0 0 VANGUARD INDEX FUNDS Small Cap Value ETF 922908611 3343 31608 SH SOLE 0 0 0 ISHARES RUSSELL 1000 VALUE E Russell 1000 Value ETF 464287598 3079 29491 SH SOLE 0 0 0 SPDR NUVEEN S&P HIGH YIELD M Nuveen High Yield Muni 78464A284 2013 34913 SH SOLE 0 0 0 ISHARES RUSSELL MID-CAP VALU Russell Mid Cap Value ETF 464287473 1826 24754 SH SOLE 0 0 0 SCHWAB STRATEGIC TR International Small Cap Equity ETF 808524888 1808 62657 SH SOLE 0 0 0 ISHARES TR MSCI Emerging Markets ETF 464287234 1692 361012 SH SOLE 0 0 0 ISHARES MSCI EMERGING MARKET Emerging Market Local Currency Debt 464287234 1659 42216 SH SOLE 0 0 0 VANGUARD INDEX FUNDS Mid Cap ETF 922908629 1309 14641 SH SOLE 0 0 0 ISHARES IBOXX High Yield ETF 464288513 1250 13947 SH SOLE 0 0 0 SPDR NUVEEN BARCLAYS MUNI Nuveen Barclay Muni 78464A458 1229 50888 SH SOLE 0 0 0 Market Vectors ETF TR Emerging Market Aggregate Bond ETF 57060U431 853 38359 SH SOLE 0 0 0 ISHARES MSCI ACWI US ETF 464288240 806 18739 SH SOLE 0 0 0 SCHWAB US MID CAP ETF US Mid Cap ETF 808524508 656 16120 SH SOLE 0 0 0 SCHWAB STRATEGIC TR US Small Cap ETF 808524607 624 11324 SH SOLE 0 0 0 IQ HEDGE MULTI-STRAT TRACKER Hedge MLTI ETF 45409B107 578 19668 SH SOLE 0 0 0 SPDR NUVEEN BARCLAYS S/T MUN Nuveen Barclay Short Muni 78464A425 567 23351 SH SOLE 0 0 0 ISHARES Growth Allocatoin ETF 464289867 553 13789 SH SOLE 0 0 0 NUVEEN SENIOR INCOME FUND COM 67067Y104 361 55088 SH SOLE 0 0 0 AT&T INC NEW COM 00206R102 57 1700 SH SOLE 0 0 0 ACE LTD SHS H0023R105 28 248 SH SOLE 0 0 0 ALLSTATE CORP. COM 020002101 9 132 SH SOLE 0 0 0 APPLE INC. COM 037833100 22 203 SH SOLE 0 0 0 ARCHER-DANIELS-MIDLAND CO COM 039483102 48 918 SH SOLE 0 0 0 CATERPILLAR INC. COM 149123101 37 400 SH SOLE 0 0 0 CITIGROUP INC. COM NEW 172967424 24 450 SH SOLE 0 0 0 CRAWFORD & COMPANY CLASS A 224633206 6 750 SH SOLE 0 0 0 DOW CHEMICAL COMPANY COM 260543103 26 561 SH SOLE 0 0 0 EMERSON ELECTRIC CO. COM 291011104 30 484 SH SOLE 0 0 0 FNB CORPORATION PA COM 302520101 40 3000 SH SOLE 0 0 0 FORD MOTOR COMPANY COM PAR $0.01 345370860 54 3496 SH SOLE 0 0 0 HANOVER INSURANCE GROUP INC COM 410867105 29 400 SH SOLE 0 0 0 HARTFORD FINANCIAL SERVICES GROUP COM 416515104 63 1500 SH SOLE 0 0 0 HERSHEY COMPANY COM 427866108 100 965 SH SOLE 0 0 0 JOHNSON & JOHNSON COM 478160104 167 1598 SH SOLE 0 0 0 PPL CORPORATION COM 69351T106 18 500 SH SOLE 0 0 0 PROCTER & GAMBLE COM 742718109 56 613 SH SOLE 0 0 0 BP PURDHOE BAY UNIT BEN INT 055630107 84 1248 SH SOLE 0 0 0