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Name: |
Sage Financial Management Group Inc. |
City: |
MCLEAN |
State: |
VA |
Zip: |
22101 |
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Holdings
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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 |
Vanguard Scottsdale Funds |
6 |
New |
$77.13 |
$11,070,000 |
143,185 |
5.24% |
11,070,000 |
143,185 |
0.034 |
N/A |
|
CB |
Chubb Ltd (ACE Ltd) |
40 |
New |
$270.82 |
$337,000 |
1,300 |
0.16% |
337,000 |
1,300 |
0 |
Property & Casualty I... |
|
IBM |
International Business Mach... |
43 |
New |
$166.85 |
$286,000 |
1,500 |
0.14% |
286,000 |
1,500 |
0 |
Diversified Computer ... |
|
ABBV |
Abbvie Inc. |
47 |
New |
$161.24 |
$254,000 |
1,393 |
0.12% |
254,000 |
1,393 |
0 |
Drug Manufacturers - ... |
|
PG |
Procter & Gamble Co |
49 |
New |
$164.54 |
$232,000 |
1,432 |
0.11% |
232,000 |
1,432 |
0 |
Cleaning Products |
|
MRK |
Merck & Co Inc |
50 |
New |
$131.20 |
$224,000 |
1,700 |
0.11% |
224,000 |
1,700 |
0 |
Drug Manufacturers - ... |
|
AMZN |
Amazon.com Inc |
52 |
New |
$176.44 |
$221,000 |
1,223 |
0.1% |
221,000 |
1,223 |
0 |
Internet Software & S... |
|
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... |
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