0001762086-22-000001.txt : 20220208 0001762086-22-000001.hdr.sgml : 20220208 20220207183333 ACCESSION NUMBER: 0001762086-22-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220208 DATE AS OF CHANGE: 20220207 EFFECTIVENESS DATE: 20220208 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: 22598824 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 12-31-2021 12-31-2021 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 02-07-2022 0 47 150021 false INFORMATION TABLE 2 Sagevest13f_4q2021.xml ISHARES TR CORE S&P SCP ETF 464287804 1739 15187 SH SOLE 0 0 15187 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 5796 51697 SH SOLE 0 0 51697 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 13323 81363 SH SOLE 0 0 81363 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 2345 29006 SH SOLE 0 0 29006 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 11471 187185 SH SOLE 0 0 187185 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 8140 18646 SH SOLE 0 0 18646 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 11087 137170 SH SOLE 0 0 137170 ISHARES TR RUS MID CAP ETF 464287499 477 5745 SH SOLE 0 0 5745 SHERWIN WILLIAMS CO COM 824348106 1628 4623 SH SOLE 0 0 4623 JOHNSON & JOHNSON COM 478160104 321 1878 SH SOLE 0 0 1878 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 250 4547 SH SOLE 0 0 4547 ISHARES TR MSCI KLD400 SOC 464288570 385 4147 SH SOLE 0 0 4147 ISHARES TR CORE S&P US GWT 464287671 633 5478 SH SOLE 0 0 5478 MICROSOFT CORP COM 594918104 345 1026 SH SOLE 0 0 1026 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 326 4231 SH SOLE 0 0 4231 SCHWAB STRATEGIC TR SCHWAB FDT US BM 808524789 658 11340 SH SOLE 0 0 11340 APPLE INC COM 037833100 739 4163 SH SOLE 0 0 4163 CISCO SYS INC COM 17275R102 301 4752 SH SOLE 0 0 4752 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 3531 34480 SH SOLE 0 0 34480 THERMO FISHER SCIENTIFIC INC COM 883556102 311 466 SH SOLE 0 0 466 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 21701 190658 SH SOLE 0 0 190658 VANGUARD BD INDEX FDS INTERMED TERM 921937819 14295 163152 SH SOLE 0 0 163152 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 5719 71099 SH SOLE 0 0 71099 SPDR S&P 500 ETF TR TR UNIT 78462F103 316 666 SH SOLE 0 0 666 AMAZON COM INC COM 023135106 207 62 SH SOLE 0 0 62 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 1973 50769 SH SOLE 0 0 50769 VANGUARD INDEX FDS LARGE CAP ETF 922908637 3611 16338 SH SOLE 0 0 16338 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 357 6632 SH SOLE 0 0 6632 ISHARES TR MSCI EAFE ETF 464287465 7099 90221 SH SOLE 0 0 90221 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 1930 3729 SH SOLE 0 0 3729 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 3201 39597 SH SOLE 0 0 39597 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 2523 15405 SH SOLE 0 0 15405 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 1739 15515 SH SOLE 0 0 15515 VANGUARD INDEX FDS LARGE CAP ETF 922908637 2074 9382 SH SOLE 0 0 9382 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1169 2678 SH SOLE 0 0 2678 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 812 10099 SH SOLE 0 0 10099 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 2521 41136 SH SOLE 0 0 41136 VANGUARD BD INDEX FDS INTERMED TERM 921937819 3891 44409 SH SOLE 0 0 44409 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 5459 47958 SH SOLE 0 0 47958 ISHARES TR CORE S&P SCP ETF 464287804 1053 9196 SH SOLE 0 0 9196 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 433 4227 SH SOLE 0 0 4227 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 472 5845 SH SOLE 0 0 5845 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 833 1609 SH SOLE 0 0 1609 ISHARES TR CORE S&P US GWT 464287671 413 3568 SH SOLE 0 0 3568 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 392 10092 SH SOLE 0 0 10092 ISHARES TR MSCI EAFE ETF 464287465 1634 20773 SH SOLE 0 0 20773 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 388 7200 SH SOLE 0 0 7200