0001762086-21-000003.txt : 20210803 0001762086-21-000003.hdr.sgml : 20210803 20210803140031 ACCESSION NUMBER: 0001762086-21-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210630 FILED AS OF DATE: 20210803 DATE AS OF CHANGE: 20210803 EFFECTIVENESS DATE: 20210803 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Sage Financial Management Group, Inc. CENTRAL INDEX KEY: 0001762086 IRS NUMBER: 208574983 STATE OF INCORPORATION: VA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20594 FILM NUMBER: 211138976 BUSINESS ADDRESS: STREET 1: 1320 OLD CHAIN BRIDGE ROAD, SUITE 250 CITY: MCLEAN STATE: VA ZIP: 22101 BUSINESS PHONE: 7039927650 MAIL ADDRESS: STREET 1: 1320 OLD CHAIN BRIDGE ROAD, SUITE 250 CITY: MCLEAN STATE: VA ZIP: 22101 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001762086 XXXXXXXX 06-30-2021 06-30-2021 Sage Financial Management Group, Inc.

1320 OLD CHAIN BRIDGE ROAD, SUITE 250 MCLEAN VA 22101

13F HOLDINGS REPORT 028-20594 N ASHLEIGH SWAYZE 6463953900 ASHLEIGH SWAYZE NEWTOWN PA 08-03-2021 0 27 109675 false INFORMATION TABLE 2 sagevest2q21_13f.xml ISHARES TR MSCI EMG MKT ETF 464287234 230 4163 SH SOLE 0 0 4163 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 3220 39191 SH SOLE 0 0 39191 JOHNSON & JOHNSON COM 478160104 312 1891 SH SOLE 0 0 1891 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 475 6785 SH SOLE 0 0 6785 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 25824 248377 SH SOLE 0 0 248377 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 2313 30583 SH SOLE 0 0 30583 ISHARES TR CORE S&P US GWT 464287671 1144 11329 SH SOLE 0 0 11329 ISHARES TR CORE S&P500 ETF 464287200 232 540 SH SOLE 0 0 540 ISHARES TR CORE S&P SCP ETF 464287804 2828 25034 SH SOLE 0 0 25034 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 15269 104614 SH SOLE 0 0 104614 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 14534 266195 SH SOLE 0 0 266195 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 9756 247305 SH SOLE 0 0 247305 SHERWIN WILLIAMS CO COM 824348106 1260 4623 SH SOLE 0 0 4623 AMAZON COM INC COM 023135106 289 84 SH SOLE 0 0 84 MICROSOFT CORP COM 594918104 297 1098 SH SOLE 0 0 1098 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 3611 34665 SH SOLE 0 0 34665 ISHARES TR MSCI EAFE ETF 464287465 8819 111801 SH SOLE 0 0 111801 SCHWAB STRATEGIC TR SCHWAB FDT US BM 808524789 715 13145 SH SOLE 0 0 13145 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 7491 71501 SH SOLE 0 0 71501 THERMO FISHER SCIENTIFIC INC COM 883556102 235 466 SH SOLE 0 0 466 SPDR SER TR SPDR BLOOMBERG 78468R663 200 2182 SH SOLE 0 0 2182 ISHARES TR RUS MID CAP ETF 464287499 485 6123 SH SOLE 0 0 6123 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 6324 80794 SH SOLE 0 0 80794 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 2652 5401 SH SOLE 0 0 5401 CISCO SYS INC COM 17275R102 252 4752 SH SOLE 0 0 4752 SPDR S&P 500 ETF TR TR UNIT 78462F103 328 766 SH SOLE 0 0 766 APPLE INC COM 037833100 580 4233 SH SOLE 0 0 4233