0001767080-24-000004.txt : 20240117 0001767080-24-000004.hdr.sgml : 20240117 20240117103548 ACCESSION NUMBER: 0001767080-24-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240117 DATE AS OF CHANGE: 20240117 EFFECTIVENESS DATE: 20240117 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Sage Financial Management Group, Inc. CENTRAL INDEX KEY: 0001762086 ORGANIZATION NAME: 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: 24537080 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 X0202 13F-HR LIVE false true false 0001762086 XXXXXXXX 12-31-2023 12-31-2023 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 01-17-2024 0 45 186340 false INFORMATION TABLE 2 SageVest13f_4q2023.xml APPLE INC COM 037833100 702 3647 SH SOLE 0 0 3647 ISHARES TR RUS MID CAP ETF 464287499 450 5784 SH SOLE 0 0 5784 ISHARES TR MSCI EMG MKT ETF 464287234 241 5988 SH SOLE 0 0 5988 ISHARES TR CORE S&P SCP ETF 464287804 2587 23901 SH SOLE 0 0 23901 ISHARES TR NATIONAL MUN ETF 464288414 1455 13421 SH SOLE 0 0 13421 ISHARES TR S&P 500 GRWT ETF 464287309 727 9678 SH SOLE 0 0 9678 ISHARES TR MSCI EAFE ETF 464287465 6756 89665 SH SOLE 0 0 89665 ISHARES TR CORE S&P MCP ETF 464287507 3770 13602 SH SOLE 0 0 13602 ISHARES TR CORE S&P US GWT 464287671 744 7147 SH SOLE 0 0 7147 ISHARES TR MSCI KLD400 SOC 464288570 342 3752 SH SOLE 0 0 3752 ISHARES TR S&P SML 600 GWT 464287887 249 1992 SH SOLE 0 0 1992 ISHARES TR CORE S&P500 ETF 464287200 24942 52220 SH SOLE 0 0 52220 ISHARES TR SHRT NAT MUN ETF 464288158 616 5843 SH SOLE 0 0 5843 JOHNSON & JOHNSON COM 478160104 460 2934 SH SOLE 0 0 2934 JPMORGAN CHASE & CO COM 46625H100 304 1787 SH SOLE 0 0 1787 MICROSOFT CORP COM 594918104 825 2194 SH SOLE 0 0 2194 PEPSICO INC COM 713448108 271 1598 SH SOLE 0 0 1598 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 2015 42652 SH SOLE 0 0 42652 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 4427 58145 SH SOLE 0 0 58145 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 6797 81929 SH SOLE 0 0 81929 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 3514 46657 SH SOLE 0 0 46657 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 1102 23631 SH SOLE 0 0 23631 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 7271 196734 SH SOLE 0 0 196734 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 16427 291263 SH SOLE 0 0 291263 SCHWAB STRATEGIC TR SCHWAB FDT US BM 808524789 368 6015 SH SOLE 0 0 6015 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 280 3888 SH SOLE 0 0 3888 SHERWIN WILLIAMS CO COM 824348106 1461 4683 SH SOLE 0 0 4683 SPDR S&P 500 ETF TR TR UNIT 78462F103 554 1166 SH SOLE 0 0 1166 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 2223 4381 SH SOLE 0 0 4381 SPDR SER TR PORTFOLIO S&P600 78468R853 2534 60065 SH SOLE 0 0 60065 SPDR SER TR PRTFLO S&P500 GW 78464A409 8113 124696 SH SOLE 0 0 124696 UNION PAC CORP COM 907818108 295 1200 SH SOLE 0 0 1200 VANGUARD BD INDEX FDS INTERMED TERM 921937819 18895 247388 SH SOLE 0 0 247388 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 20403 264899 SH SOLE 0 0 264899 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 1618 32769 SH SOLE 0 0 32769 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 7571 17332 SH SOLE 0 0 17332 VANGUARD INDEX FDS LARGE CAP ETF 922908637 5106 23407 SH SOLE 0 0 23407 VANGUARD INDEX FDS SM CP VAL ETF 922908611 240 1334 SH SOLE 0 0 1334 VANGUARD INDEX FDS GROWTH ETF 922908736 687 2210 SH SOLE 0 0 2210 VANGUARD INDEX FDS VALUE ETF 922908744 475 3180 SH SOLE 0 0 3180 VANGUARD INDEX FDS SML CP GRW ETF 922908595 222 918 SH SOLE 0 0 918 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 16202 288604 SH SOLE 0 0 288604 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 4004 34804 SH SOLE 0 0 34804 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 1465 25111 SH SOLE 0 0 25111 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 6630 59392 SH SOLE 0 0 59392