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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 $270,009
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Bond Index Funds
 BND 639,562 $47,794 17.7%
2.
Ishares Trust
 IEF 63,109 $37,151 13.75%
3.
Vanguard Intl Equity Index Funds
 VWO 420,298 $24,129 8.93%
4.
Schwab Strategic Trust
 FNDF 904,702 $20,971 7.76%
5.
Vanguard Scottsdale Funds
 179,423 $13,997 5.18%
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)