0001768065-23-000008.txt : 20231012 0001768065-23-000008.hdr.sgml : 20231012 20231012153248 ACCESSION NUMBER: 0001768065-23-000008 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231012 DATE AS OF CHANGE: 20231012 EFFECTIVENESS DATE: 20231012 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: 231322616 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 09-30-2023 09-30-2023 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 10-12-2023 0 42 166263 false INFORMATION TABLE 2 SageVest13f_3q2023.xml APPLE INC COM 037833100 643 3756 SH SOLE 0 0 3756 ISHARES TR RUS MID CAP ETF 464287499 401 5784 SH SOLE 0 0 5784 ISHARES TR CORE S&P500 ETF 464287200 19984 46537 SH SOLE 0 0 46537 ISHARES TR MSCI EAFE ETF 464287465 6232 90419 SH SOLE 0 0 90419 ISHARES TR MSCI KLD400 SOC 464288570 305 3752 SH SOLE 0 0 3752 ISHARES TR S&P 500 GRWT ETF 464287309 646 9438 SH SOLE 0 0 9438 ISHARES TR CORE S&P MCP ETF 464287507 3105 12451 SH SOLE 0 0 12451 ISHARES TR CORE S&P SCP ETF 464287804 2262 23975 SH SOLE 0 0 23975 ISHARES TR CORE S&P US GWT 464287671 670 7070 SH SOLE 0 0 7070 ISHARES TR S&P SML 600 GWT 464287887 218 1992 SH SOLE 0 0 1992 ISHARES TR NATIONAL MUN ETF 464288414 1000 9755 SH SOLE 0 0 9755 ISHARES TR MSCI EMG MKT ETF 464287234 261 6884 SH SOLE 0 0 6884 ISHARES TR SHRT NAT MUN ETF 464288158 1077 10467 SH SOLE 0 0 10467 JOHNSON & JOHNSON COM 478160104 347 2226 SH SOLE 0 0 2226 MICROSOFT CORP COM 594918104 504 1595 SH SOLE 0 0 1595 PEPSICO INC COM 713448108 225 1330 SH SOLE 0 0 1330 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 1242 28090 SH SOLE 0 0 28090 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 6725 198027 SH SOLE 0 0 198027 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 3200 47286 SH SOLE 0 0 47286 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 6044 83114 SH SOLE 0 0 83114 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 14985 296141 SH SOLE 0 0 296141 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 3885 54910 SH SOLE 0 0 54910 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 1785 43085 SH SOLE 0 0 43085 SCHWAB STRATEGIC TR SCHWAB FDT US BM 808524789 347 6305 SH SOLE 0 0 6305 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 268 3888 SH SOLE 0 0 3888 SHERWIN WILLIAMS CO COM 824348106 1194 4683 SH SOLE 0 0 4683 SPDR S&P 500 ETF TR TR UNIT 78462F103 498 1166 SH SOLE 0 0 1166 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 2050 4489 SH SOLE 0 0 4489 SPDR SER TR PORTFOLIO S&P600 78468R853 2043 55366 SH SOLE 0 0 55366 SPDR SER TR PRTFLO S&P500 GW 78464A409 7518 126817 SH SOLE 0 0 126817 VANGUARD BD INDEX FDS INTERMED TERM 921937819 17185 237657 SH SOLE 0 0 237657 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 19112 254250 SH SOLE 0 0 254250 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 1902 39773 SH SOLE 0 0 39773 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 7208 18355 SH SOLE 0 0 18355 VANGUARD INDEX FDS LARGE CAP ETF 922908637 4325 22104 SH SOLE 0 0 22104 VANGUARD INDEX FDS GROWTH ETF 922908736 602 2210 SH SOLE 0 0 2210 VANGUARD INDEX FDS VALUE ETF 922908744 439 3180 SH SOLE 0 0 3180 VANGUARD INDEX FDS SM CP VAL ETF 922908611 213 1334 SH SOLE 0 0 1334 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 14133 272479 SH SOLE 0 0 272479 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 3424 32245 SH SOLE 0 0 32245 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 1902 33014 SH SOLE 0 0 33014 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 6154 59566 SH SOLE 0 0 59566