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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 : 12     View All Holdings Currently Viewing:  Unchanged 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
   (SHW)1 Year Chart         SHW Sherwin Williams Co 22 - $303.80 $1,627,000 4,683 0.77% 166,000 0 0.002    General Building Mate...
   (MSFT)1 Year Chart         MSFT Microsoft Corp 25 - $415.13 $923,000 2,194 0.44% 98,000 0 0    Application Software
   (VUG)1 Year Chart         VUG Vanguard Growth VIPERS 29 - $350.68 $761,000 2,210 0.36% 74,000 0 0.001    Closed - End Fund - E...
   (AAPL)1 Year Chart         AAPL Apple Inc 31 - $192.25 $625,000 3,647 0.3% -77,000 0 0    Personal Computers
   (SPY)1 Year Chart         SPY Standard & Poors Depository... 32 - $527.37 $610,000 1,166 0.29% 56,000 0 0    Closed - End Fund - E...
   (VTV)1 Year Chart         VTV Vanguard Value VIPERS 35 - $161.18 $518,000 3,180 0.25% 43,000 0 0.001    Closed - End Fund - E...
   (DSI)1 Year Chart         DSI iShares KLD 400 Social Index 38 - $100.60 $378,000 3,752 0.18% 36,000 0 0.002    Closed - End Fund - E...
   (JPM)1 Year Chart         JPM JP Morgan Chase & Co 39 - $202.63 $358,000 1,787 0.17% 54,000 0 0    Domestic Money Center...
   (XLP)1 Year Chart         XLP SPDR Consmr Stpls Sector 42 - $77.34 $297,000 3,888 0.14% 17,000 0 0    Closed - End Fund - E...
   (IJT)1 Year Chart         IJT iShares S&P SC600 BR Gr Indx 45 - $131.43 $260,000 1,992 0.12% 11,000 0 0.004    Closed - End Fund - E...
   (VBR)1 Year Chart         VBR Vanguard Small Cap Val VIPER 46 - $187.90 $256,000 1,334 0.12% 16,000 0 0.001    Closed - End Fund - E...
   (EEM)1 Year Chart         EEM iShares MSCI Emrg Mkt Income 48 - $41.79 $246,000 5,988 0.12% 5,000 0 0    Closed - End Fund - E...
      12 Records Found
  1    
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