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  Name: Sage Financial Management Group Inc.
  City: MCLEAN
  State: VA
  Zip: 22101
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $211,190,000
  Total Value Change : $24,850,000
  Securities Held Change : 8
   
All Securities Held : 53
  New Positions : 8
  Closed Positions : 0
  Increased Positions : 21
  Unchanged Positions : 12
  Decreased Positions : 12

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Holdings Found : 8     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (VCSH)1 Year Chart         VCSH Vanguard Scottsdale Funds 6 New $77.13 $11,070,000 143,185 5.24% 11,070,000 143,185 0.034    N/A
   (CB)1 Year Chart         CB Chubb Ltd (ACE Ltd) 40 New $270.82 $337,000 1,300 0.16% 337,000 1,300 0    Property & Casualty I...
   (IBM)1 Year Chart         IBM International Business Mach... 43 New $166.85 $286,000 1,500 0.14% 286,000 1,500 0    Diversified Computer ...
   (ABBV)1 Year Chart         ABBV Abbvie Inc. 47 New $161.24 $254,000 1,393 0.12% 254,000 1,393 0    Drug Manufacturers - ...
   (PG)1 Year Chart         PG Procter & Gamble Co 49 New $164.54 $232,000 1,432 0.11% 232,000 1,432 0    Cleaning Products
   (MRK)1 Year Chart         MRK Merck & Co Inc 50 New $131.20 $224,000 1,700 0.11% 224,000 1,700 0    Drug Manufacturers - ...
   (AMZN)1 Year Chart         AMZN Amazon.com Inc 52 New $176.44 $221,000 1,223 0.1% 221,000 1,223 0    Internet Software & S...
   (IVE)1 Year Chart         IVE iShares S&P 500/BARRA Value 53 New $184.12 $203,000 1,084 0.1% 203,000 1,084 0.001    Closed - End Fund - E...

      8 Records Found
  1    
Page 1 of 1
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