0001925418-22-000004.txt : 20221114 0001925418-22-000004.hdr.sgml : 20221114 20221114124500 ACCESSION NUMBER: 0001925418-22-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221114 DATE AS OF CHANGE: 20221114 EFFECTIVENESS DATE: 20221114 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Sage Investment Advisers LLC CENTRAL INDEX KEY: 0001925418 IRS NUMBER: 842241442 STATE OF INCORPORATION: NY FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22470 FILM NUMBER: 221382932 BUSINESS ADDRESS: STREET 1: 488 FREEDOM PLAINS ROAD STREET 2: SUITE 144 CITY: POUGHKEEPSIE STATE: NY ZIP: 12603 BUSINESS PHONE: (845) 240-1551 MAIL ADDRESS: STREET 1: 488 FREEDOM PLAINS ROAD STREET 2: SUITE 144 CITY: POUGHKEEPSIE STATE: NY ZIP: 12603 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001925418 XXXXXXXX 09-30-2022 09-30-2022 Sage Investment Advisers LLC

488 FREEDOM PLAINS ROAD SUITE 144 POUGHKEEPSIE NY 12603

13F HOLDINGS REPORT 028-22470 N JERRY SCHUDER (845) 240-1551 JERRY SCHUDER POUGHKEEPSIE NY 11-14-2022 0 58 63338 false INFORMATION TABLE 2 Sage13FQ32022.xml VISA INC COM CL A 92826C839 4477 25199 SH SOLE 0 0 25199 CHURCHILL DOWNS INC COM 171484108 4457 24205 SH SOLE 0 0 24205 CHEVRON CORP NEW COM 166764100 3446 23987 SH SOLE 0 0 23987 ISHARES GOLD TR ISHARES NEW 464285204 2843 90180 SH SOLE 0 0 90180 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 2725 38199 SH SOLE 0 0 38199 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 2706 35759 SH SOLE 0 0 35759 CTS CORP COM 126501105 2339 56150 SH SOLE 0 0 56150 JPMORGAN CHASE & CO COM 46625H100 2011 19241 SH SOLE 0 0 19241 SPDR GOLD TR GOLD SHS 78463V107 1919 12408 SH SOLE 0 0 12408 SPROTT INC COM NEW 852066208 1785 53275 SH SOLE 0 0 53275 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 1614 42691 SH SOLE 0 0 42691 MARTIN MARIETTA MATLS INC COM 573284106 1594 4950 SH SOLE 0 0 4950 APPLE INC COM 037833100 1576 11400 SH SOLE 0 0 11400 WASTE MGMT INC DEL COM 94106L109 1545 9644 SH SOLE 0 0 9644 ISHARES TR MSCI EAFE ETF 464287465 1475 26338 SH SOLE 0 0 26338 ISHARES TR S&P 500 VAL ETF 464287408 1440 11205 SH SOLE 0 0 11205 INTERNATIONAL BUSINESS MACHS COM 459200101 1370 11529 SH SOLE 0 0 11529 ISHARES TR S&P 500 GRWT ETF 464287309 1359 23488 SH SOLE 0 0 23488 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 1353 22347 SH SOLE 0 0 22347 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 1185 8766 SH SOLE 0 0 8766 LOCKHEED MARTIN CORP COM 539830109 1120 2900 SH SOLE 0 0 2900 BOEING CO COM 097023105 1096 9051 SH SOLE 0 0 9051 ISHARES TR DOW JONES US ETF 464287846 1053 12009 SH SOLE 0 0 12009 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 1049 11053 SH SOLE 0 0 11053 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1048 3193 SH SOLE 0 0 3193 NORFOLK SOUTHN CORP COM 655844108 940 4485 SH SOLE 0 0 4485 JOHNSON & JOHNSON COM 478160104 907 5550 SH SOLE 0 0 5550 VANGUARD WORLD FD MEGA GRWTH IND 921910816 866 4966 SH SOLE 0 0 4966 CSX CORP COM 126408103 848 31814 SH SOLE 0 0 31814 PENN NATL GAMING INC COM 707569109 825 29997 SH SOLE 0 0 29997 MICROSOFT CORP COM 594918104 798 3428 SH SOLE 0 0 3428 VANGUARD STAR FDS VG TL INTL STK F 921909768 774 16909 SH SOLE 0 0 16909 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 611 16751 SH SOLE 0 0 16751 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 608 7587 SH SOLE 0 0 7587 ADVANCED MICRO DEVICES INC COM 007903107 573 9050 SH SOLE 0 0 9050 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 570 2133 SH SOLE 0 0 2133 EVGO INC CL A COM 30052F100 470 59400 SH SOLE 0 0 59400 ALPHABET INC CAP STK CL A 02079K305 436 4560 SH SOLE 0 0 4560 VANGUARD INDEX FDS TOTAL STK MKT 922908769 420 2342 SH SOLE 0 0 2342 DEVON ENERGY CORP NEW COM 25179M103 410 6820 SH SOLE 0 0 6820 SPDR S&P 500 ETF TR TR UNIT 78462F103 397 1111 SH SOLE 0 0 1111 PROCTER AND GAMBLE CO COM 742718109 369 2927 SH SOLE 0 0 2927 HOME DEPOT INC COM 437076102 349 1265 SH SOLE 0 0 1265 SIMON PPTY GROUP INC NEW COM 828806109 336 3739 SH SOLE 0 0 3739 ATKORE INC COM 047649108 335 4300 SH SOLE 0 0 4300 BK OF AMERICA CORP COM 060505104 317 10490 SH SOLE 0 0 10490 UNITEDHEALTH GROUP INC COM 91324P102 307 607 SH SOLE 0 0 607 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 293 3946 SH SOLE 0 0 3946 ESPEY MFG & ELECTRS CORP COM 296650104 287 20832 SH SOLE 0 0 20832 ABBOTT LABS COM 002824100 271 2798 SH SOLE 0 0 2798 VERIZON COMMUNICATIONS INC COM 92343V104 269 7097 SH SOLE 0 0 7097 PFIZER INC COM 717081103 266 6090 SH SOLE 0 0 6090 CITIGROUP INC COM NEW 172967424 245 5880 SH SOLE 0 0 5880 PEPSICO INC COM 713448108 238 1460 SH SOLE 0 0 1460 DIAGEO PLC SPON ADR NEW 25243Q205 209 1229 SH SOLE 0 0 1229 FORD MTR CO DEL COM 345370860 192 17140 SH SOLE 0 0 17140 NUVVE HOLDING CORP COM 67079Y100 14 10000 SH SOLE 0 0 10000 NORTHERN DYNASTY MINERALS LT COM NEW 66510M204 3 13000 SH SOLE 0 0 13000