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
CCO
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