Counsel

0001802865-21-000003.txt : 20210511 0001802865-21-000003.hdr.sgml : 20210511 20210511134342 ACCESSION NUMBER: 0001802865-21-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210511 DATE AS OF CHANGE: 20210511 EFFECTIVENESS DATE: 20210511 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: 21910668 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 03-31-2021 03-31-2021 Sage Financial Management Group, Inc.

1320 OLD CHAIN BRIDGE ROAD, SUITE 250 MCLEAN VA 22101

13F HOLDINGS REPORT 028-20594 N ASHLEIGH SWAYZE Counsel 6463953900 ASHLEIGH SWAYZE NEWTOWN PA 05-11-2021 0 124 129869 false INFORMATION TABLE 2 sagevest1q21_13f.xml ISHARES TR BARCLAYS 7 10 YR 464287440 141 1246 SH SOLE 0 0 141 SPDR S&P 500 ETF TR TR UNIT 78462F103 304 766 SH SOLE 0 0 304 ADVANCED DRAIN SYS INC DEL COM 00790R104 6 60 SH SOLE 0 0 6 ISHARES TR S&P SML 600 GWT 464287887 136 1058 SH SOLE 0 0 136 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 8823 234521 SH SOLE 0 0 8823 SCHWAB STRATEGIC TR SCHWAB FDT US BM 808524789 674 13145 SH SOLE 0 0 674 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 24222 252236 SH SOLE 0 0 24222 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 13654 105208 SH SOLE 0 0 13654 ORACLE CORP COM 68389X105 73 1037 SH SOLE 0 0 73 OCCIDENTAL PETE CORP *W EXP 08/03/202 674599162 0 14 SH SOLE 0 0 0 DOMINION ENERGY INC COM 25746U109 9 124 SH SOLE 0 0 9 ISHARES TR RUS MID CAP ETF 464287499 456 6173 SH SOLE 0 0 456 CORTEVA INC COM 22052L104 39 839 SH SOLE 0 0 39 ISHARES TR 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