SEC 13F Intelligence

Managers / Q2 2021 · view latest →

Sage Financial Management Group, Inc.

CIK 0001762086 · 1320 OLD CHAIN BRIDGE ROAD, SUITE 250, MCLEAN, VA, 22101 · 7039927650

Reported Value
$110M
Q2 2021
Positions
27
Filings on Record
23
2019–present window
Filed
Aug 3, 2021
original filing

Summary

Sage Financial Management Group, Inc. reported $110M in U.S.-listed holdings across 27 positions for Q2 2021.

The portfolio is heavily concentrated: Schwab Strategic Tr alone accounts for 71.4% of reported value.

Compared with Q1 2021, the fund opened 1 new position and exited 96.

Portfolio Metrics

Turnover
+6.5%
vs prior filed quarter
Top-10 Concentration
+98.8%
share of reported value
Largest Position
+71.4%
Schwab Strategic Tr
New / Exited
1 / 96
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded, with multiple share classes and repeated sub-manager rows for the same issuer combined into one position — the same rule the holdings table uses by default. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’20: $129MQ4 ’20Q1 ’21: $130MQ2 ’21: $110MQ3 ’21: $4MQ3 ’21Q4 ’21: $150MQ1 ’22: $146MQ2 ’22: $143MQ2 ’22Q3 ’22: $113MQ1 ’23: $124,159Q2 ’23: $16,659Q2 ’23Q3 ’23: $166,263Q4 ’23: $186,340Q1 ’24: $211,190Q1 ’24Q2 ’24: $32,910Q3 ’24: $257,910Q4 ’24: $270,009Q4 ’24Q1 ’25: $275,506Q2 ’25: $289,064Q4 ’25: $327MQ4 ’25Q1 ’26: $325Mfilingsflow.com

Portfolio Composition

By security type
ETP: 97.1%Common Stock: 2.9%
  • ETP · 97.1% · $106M
  • Common Stock · 2.9% · $3M

Quarter-over-Quarter Changes full breakdown →

vs Q1 2021 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
ARKKARK ETF TRNEW+00+$0$0
SHWSHERWIN WILLIAMS COADDED+3.1K4.6K+$123,000$1M
VGSHVANGUARD SCOTTSDALE FDSSOLD OUT172.3K0$11M$0
VANGUARD INDEX FDSSOLD OUT20.5K0$7M$0
VANGUARD INDEX FDSSOLD OUT27.5K0$5M$0
VANGUARD INTL EQUITY INDEX FSOLD OUT17.8K0$1M$0
DWDPEURDUPONT DE NEMOURS INCSOLD OUT2.0K0$151,000$0
ISHARES TRSOLD OUT1.2K0$141,000$0

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q2 2021

15 positions
#IssuerClass% PortfolioValueShares
1SCHWAB STRATEGIC TRUS LRG CAP ETF · US LCAP GR ETF · US AGGREGATE B · INTL EQTY ETF · US MID-CAP ETF · US SML CAP ETF · US DIVIDEND EQ · SCHWAB FDT US BM71.43%$78M1.03M
2ISHARES TRMSCI EAFE ETF · CORE S&P SCP ETF · CORE S&P US GWT · RUS MID CAP ETF · CORE S&P500 ETF · MSCI EMG MKT ETF12.53%$14M159.0K
3VANGUARD WHITEHALL FDSHIGH DIV YLD6.83%$7M71.5K
4VANGUARD BD INDEX FDSSHORT TRM BOND2.94%$3M39.2K
5MDYSPDR S&P MIDCAP 400 ETF TRhistory →UTSER1 S&PDCRP2.42%$3M5.4K
6SHWSHERWIN WILLIAMS COhistory →COM1.15%$1M4.6K
7AAPLAPPLE INCCOM0.53%$580,0004.2K
8SELECT SECTOR SPDR TRSBI CONS STPLS0.43%$475,0006.8K
9SPDR S&P 500 ETF TRTR UNIT0.30%$328,000766
10JNJJOHNSON & JOHNSONCOM0.28%$312,0001.9K
11MSFTMICROSOFT CORPCOM0.27%$297,0001.1K
12AMZNAMAZON COM INCCOM0.26%$289,00084
13CSCOCISCO SYS INCCOM0.23%$252,0004.8K
14TMOTHERMO FISHER SCIENTIFIC INCCOM0.21%$235,000466
15SPDR SER TRSPDR BLOOMBERG0.18%$200,0002.2K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$325M57Apr 21, 202613F-HRchanges · EDGAR ↗
Q4 2025$327M58Feb 5, 202613F-HRchanges · EDGAR ↗
Q3 2025Under review56Oct 23, 202513F-HRchanges · EDGAR ↗
Q2 2025$289,06455Jul 21, 202513F-HRchanges · EDGAR ↗
Q1 2025$275,50656Apr 23, 202513F-HRchanges · EDGAR ↗
Q4 2024$270,00954Jan 23, 202513F-HRchanges · EDGAR ↗
Q3 2024$257,91053Oct 17, 202413F-HRchanges · EDGAR ↗
Q2 2024$32,91014Jul 18, 202413F-HRchanges · EDGAR ↗
Q1 2024$211,19053May 1, 202413F-HRchanges · EDGAR ↗
Q4 2023$186,34045Jan 17, 202413F-HRchanges · EDGAR ↗
Q3 2023$166,26342Oct 12, 202313F-HRchanges · EDGAR ↗
Q2 2023$16,6597Jul 19, 202313F-HRchanges · EDGAR ↗
Q1 2023$124,15936May 1, 202313F-HRchanges · EDGAR ↗
Q4 2022Under review41Jan 20, 202313F-HRchanges · EDGAR ↗
Q3 2022$113M30Oct 24, 202213F-HRchanges · EDGAR ↗
Q2 2022$143M32Aug 2, 202213F-HRchanges · EDGAR ↗
Q1 2022$146M30Apr 28, 202213F-HRchanges · EDGAR ↗
Q4 2021$150M47Feb 8, 202213F-HRchanges · EDGAR ↗
Q3 2021$4M5Oct 26, 202113F-HRchanges · EDGAR ↗
Q2 2021$110M27Aug 3, 202113F-HRchanges · EDGAR ↗
Q1 2021$130M124May 11, 202113F-HRchanges · EDGAR ↗
Q4 2020$129M53Feb 8, 202113F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.