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Home > Institutional Investor > Sage Financial Management Group, Inc. > Profile

Instuitional Investor - Sage Financial Management Group, Inc.

Fund Profile
Filing Period:
Fund Name: Sage Financial Management Group, Inc.
Portfolio Value $275,506
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Bond Index Funds
 BND 674,179 $51,622 18.74%
2.
Ishares Trust
 IEF 69,053 $38,801 14.08%
3.
Vanguard Intl Equity Index Funds
 VWO 448,210 $27,188 9.87%
4.
Schwab Strategic Trust
 FNDF 902,778 $19,933 7.24%
5.
Vanguard Scottsdale Funds
 183,499 $14,485 5.26%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)