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Sage Financial Group Inc Buys ISHARES TRUST, Vanguard FTSE All-World ex-US ETF, ISHARES TRUST, ...

W. Conshohocken, PA, based Investment company Sage Financial Group Inc (Current Portfolio) buys ISHARES TRUST, Vanguard FTSE All-World ex-US ETF, ISHARES TRUST, iShares Core MSCI Emerging Markets ETF, SPDR Nuveen Bloomberg Municipal Bond ETF, sells JPMorgan Ultra-Short Municipal Income ETF, BTC iShares U.S. Fixed Income Balanced Risk Factor during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Sage Financial Group Inc. As of 2021Q4, Sage Financial Group Inc owns 76 stocks with a total value of $939 million. These are the details of the buys and sells.

  • New Purchases: IEMG, EFG, ITB, FISR, SCHE, KMI,

  • Added Positions: IGSB, SCHX, VEU, EMB, TFI, SCHZ, IJH, AOR, IJR, SCHP, VWO, PFF, ACWX, SLYV, JUST, SCHC, MDYV, VBK, SCHV, SLYG, IXUS, ESML, DB, ICLN, NWG,

  • Reduced Positions: JMST, VUG, JPST, VOT, DFAC, IWF, IWP, VO,

  • Sold Out: FIBR,


For the details of SAGE FINANCIAL GROUP INC's stock buys and sells,
go to https://www.gurufocus.com/guru/sage+financial+group+inc/current-portfolio/portfolio

These are the top 5 holdings of SAGE FINANCIAL GROUP INC

  1. Schwab U.S. Large-Cap ETF (SCHX) - 3,935,475 shares, 47.68% of the total portfolio. Shares added by 2.29%

  2. Vanguard Value ETF (VTV) - 332,325 shares, 5.20% of the total portfolio. Shares reduced by 0.94%

  3. Vanguard Growth ETF (VUG) - 147,164 shares, 5.03% of the total portfolio. Shares reduced by 2.35%

  4. iShares Core S&P Mid-Cap ETF (IJH) - 145,602 shares, 4.39% of the total portfolio. Shares added by 6.36%

  5. Vanguard FTSE All-World ex-US ETF (VEU) - 520,082 shares, 3.39% of the total portfolio. Shares added by 30.08%

New Purchase: iShares Core MSCI Emerging Markets ETF (IEMG)

Sage Financial Group Inc initiated holding in iShares Core MSCI Emerging Markets ETF. The purchase prices were between $57.97 and $62.96, with an estimated average price of $60.63. The stock is now traded at around $57.950000. The impact to a portfolio due to this purchase was 0.43%. The holding were 67,321 shares as of 2021-12-31.

New Purchase: BTC iShares MSCI EAFE Growth ETF (EFG)

Sage Financial Group Inc initiated holding in BTC iShares MSCI EAFE Growth ETF. The purchase prices were between $104.29 and $112.61, with an estimated average price of $108.92. The stock is now traded at around $98.000000. The impact to a portfolio due to this purchase was 0.3%. The holding were 25,239 shares as of 2021-12-31.

New Purchase: BTC iShares U.S. Home Construction ETF (ITB)

Sage Financial Group Inc initiated holding in BTC iShares U.S. Home Construction ETF. The purchase prices were between $66.15 and $82.97, with an estimated average price of $75.43. The stock is now traded at around $69.080000. The impact to a portfolio due to this purchase was 0.09%. The holding were 10,435 shares as of 2021-12-31.

New Purchase: SPDR SSGA Fixed Income Sector Rotation ETF (FISR)

Sage Financial Group Inc initiated holding in SPDR SSGA Fixed Income Sector Rotation ETF. The purchase prices were between $30.69 and $31.35, with an estimated average price of $31. The stock is now traded at around $30.360000. The impact to a portfolio due to this purchase was 0.08%. The holding were 23,675 shares as of 2021-12-31.

New Purchase: Schwab Emerging Markets Equity ETF (SCHE)

Sage Financial Group Inc initiated holding in Schwab Emerging Markets Equity ETF. The purchase prices were between $28.67 and $31.28, with an estimated average price of $30.07. The stock is now traded at around $29.020000. The impact to a portfolio due to this purchase was 0.05%. The holding were 14,571 shares as of 2021-12-31.

New Purchase: Kinder Morgan Inc (KMI)

Sage Financial Group Inc initiated holding in Kinder Morgan Inc. The purchase prices were between $15.24 and $18.65, with an estimated average price of $16.62. The stock is now traded at around $16.835000. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 271 shares as of 2021-12-31.

Added: ISHARES TRUST (IGSB)

Sage Financial Group Inc added to a holding in ISHARES TRUST by 456.97%. The purchase prices were between $53.7 and $54.33, with an estimated average price of $53.95. The stock is now traded at around $53.460000. The impact to a portfolio due to this purchase was 2.07%. The holding were 438,798 shares as of 2021-12-31.

Added: Vanguard FTSE All-World ex-US ETF (VEU)

Sage Financial Group Inc added to a holding in Vanguard FTSE All-World ex-US ETF by 30.08%. The purchase prices were between $58.93 and $62.73, with an estimated average price of $61.15. The stock is now traded at around $58.400000. The impact to a portfolio due to this purchase was 0.78%. The holding were 520,082 shares as of 2021-12-31.

Added: ISHARES TRUST (EMB)

Sage Financial Group Inc added to a holding in ISHARES TRUST by 79.07%. The purchase prices were between $105.86 and $110.18, with an estimated average price of $108.44. The stock is now traded at around $104.710000. The impact to a portfolio due to this purchase was 0.71%. The holding were 137,892 shares as of 2021-12-31.

Added: SPDR Nuveen Bloomberg Municipal Bond ETF (TFI)

Sage Financial Group Inc added to a holding in SPDR Nuveen Bloomberg Municipal Bond ETF by 90.61%. The purchase prices were between $51.05 and $51.8, with an estimated average price of $51.45. The stock is now traded at around $50.832100. The impact to a portfolio due to this purchase was 0.41%. The holding were 158,492 shares as of 2021-12-31.

Added: Schwab US Aggregate Bond ETF (SCHZ)

Sage Financial Group Inc added to a holding in Schwab US Aggregate Bond ETF by 295.20%. The purchase prices were between $53.44 and $54.33, with an estimated average price of $53.89. The stock is now traded at around $53.017500. The impact to a portfolio due to this purchase was 0.27%. The holding were 63,599 shares as of 2021-12-31.

Added: iShares Core Growth Allocation ETF (AOR)

Sage Financial Group Inc added to a holding in iShares Core Growth Allocation ETF by 44.22%. The purchase prices were between $54.82 and $57.36, with an estimated average price of $56.38. The stock is now traded at around $53.850000. The impact to a portfolio due to this purchase was 0.17%. The holding were 90,309 shares as of 2021-12-31.

Sold Out: BTC iShares U.S. Fixed Income Balanced Risk Factor (FIBR)

Sage Financial Group Inc sold out a holding in BTC iShares U.S. Fixed Income Balanced Risk Factor. The sale prices were between $98.68 and $100.29, with an estimated average price of $99.57.



Here is the complete portfolio of SAGE FINANCIAL GROUP INC. Also check out:

1. SAGE FINANCIAL GROUP INC's Undervalued Stocks

2. SAGE FINANCIAL GROUP INC's Top Growth Companies, and

3. SAGE FINANCIAL GROUP INC's High Yield stocks

4. Stocks that SAGE FINANCIAL GROUP INC keeps buyingThis article first appeared on GuruFocus.

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