Sage Financial Management Group, Inc. Buys Schwab U.S. ...

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Investment company Sage Financial Management Group, Inc. (Current Portfolio) buys Schwab U.S. Large-Cap ETF, Vanguard Intermediate-Term Bond ETF, Schwab U.S. Large-Cap Growth ETF, Vanguard Short-Term Bond ETF, Vanguard FTSE All-World ex-US ETF, sells Vanguard Short-Term Government Bond ETF, Consumer Staples Select Sector SPDR during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Sage Financial Management Group, Inc.. As of 2021Q4, Sage Financial Management Group, Inc. owns 30 stocks with a total value of $150 million. These are the details of the buys and sells.

  • New Purchases: SCHX, BIV, SCHG, BSV, VEU, VOO, EFA, VYM, SCHM, VV, SCHA, SCHD, IJR, SCHF, SHW, IUSG, SCHZ, AAPL, FNDB, IWR, DSI, MSFT, TMO, JNJ, VTEB, AMZN,

  • Reduced Positions: XLP, SPY,

  • Sold Out: VGSH,


For the details of Sage Financial Management Group, Inc.'s stock buys and sells,
go to https://www.gurufocus.com/guru/sage+financial+management+group%2C+inc./current-portfolio/portfolio

These are the top 5 holdings of Sage Financial Management Group, Inc.

  1. Schwab U.S. Large-Cap ETF (SCHX) - 238,616 shares, 18.10% of the total portfolio. New Position

  2. Vanguard Intermediate-Term Bond ETF (BIV) - 207,561 shares, 12.12% of the total portfolio. New Position

  3. Schwab U.S. Large-Cap Growth ETF (SCHG) - 96,768 shares, 10.56% of the total portfolio. New Position

  4. Vanguard Short-Term Bond ETF (BSV) - 176,767 shares, 9.52% of the total portfolio. New Position

  5. Vanguard FTSE All-World ex-US ETF (VEU) - 228,321 shares, 9.33% of the total portfolio. New Position

New Purchase: Schwab U.S. Large-Cap ETF (SCHX)

Sage Financial Management Group, Inc. initiated holding in Schwab U.S. Large-Cap ETF. The purchase prices were between $103.39 and $114.55, with an estimated average price of $110.61. The stock is now traded at around $106.700000. The impact to a portfolio due to this purchase was 18.1%. The holding were 238,616 shares as of 2021-12-31.

New Purchase: Vanguard Intermediate-Term Bond ETF (BIV)

Sage Financial Management Group, Inc. initiated holding in Vanguard Intermediate-Term Bond ETF. The purchase prices were between $86.47 and $88.09, with an estimated average price of $87.43. The stock is now traded at around $84.830000. The impact to a portfolio due to this purchase was 12.12%. The holding were 207,561 shares as of 2021-12-31.

New Purchase: Schwab U.S. Large-Cap Growth ETF (SCHG)

Sage Financial Management Group, Inc. initiated holding in Schwab U.S. Large-Cap Growth ETF. The purchase prices were between $145.99 and $166.53, with an estimated average price of $159.85. The stock is now traded at around $146.650000. The impact to a portfolio due to this purchase was 10.56%. The holding were 96,768 shares as of 2021-12-31.

New Purchase: Vanguard Short-Term Bond ETF (BSV)

Sage Financial Management Group, Inc. initiated holding in Vanguard Short-Term Bond ETF. The purchase prices were between $80.57 and $81.41, with an estimated average price of $80.91. The stock is now traded at around $79.660000. The impact to a portfolio due to this purchase was 9.52%. The holding were 176,767 shares as of 2021-12-31.

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

Sage Financial Management Group, Inc. initiated holding in Vanguard FTSE All-World ex-US ETF. 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 $60.020000. The impact to a portfolio due to this purchase was 9.33%. The holding were 228,321 shares as of 2021-12-31.

New Purchase: Vanguard S&P 500 ETF (VOO)

Sage Financial Management Group, Inc. initiated holding in Vanguard S&P 500 ETF. The purchase prices were between $392.77 and $439.01, with an estimated average price of $421.15. The stock is now traded at around $411.160000. The impact to a portfolio due to this purchase was 6.21%. The holding were 21,324 shares as of 2021-12-31.

Sold Out: Vanguard Short-Term Government Bond ETF (VGSH)

Sage Financial Management Group, Inc. sold out a holding in Vanguard Short-Term Government Bond ETF. The sale prices were between $60.77 and $61.18, with an estimated average price of $60.93.



Here is the complete portfolio of Sage Financial Management Group, Inc.. Also check out:

1. Sage Financial Management Group, Inc.'s Undervalued Stocks

2. Sage Financial Management Group, Inc.'s Top Growth Companies, and

3. Sage Financial Management Group, Inc.'s High Yield stocks

4. Stocks that Sage Financial Management Group, Inc. keeps buyingThis article first appeared on GuruFocus.

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