StockDriftsStockDriftsTop 50 Sage Financial Management Group, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BIV | VANGUARD BD INDEX FDS | 15.91% | 670.5K | $51.7M | +4.33%(+27.84K) | $78.41(-2.29%) | 2026-03-31 | |
| IVV | ISHARES TR | 14.99% | 74.7K | $48.8M | -0.75%(-567) | $485.59(+53.57%) | 2026-03-31 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 10.18% | 441.1K | $33.1M | -0.97%(-4.33K) | $58.81(+41.06%) | 2026-03-31 | |
| BSV | VANGUARD BD INDEX FDS | 9.1% | 377.7K | $29.6M | +6.31%(+22.40K) | $78.30(-0.38%) | 2026-03-31 | |
| SCHX | SCHWAB STRATEGIC TR | 7.51% | 952.8K | $24.4M | +0.23%(+2.20K) | $15.48(+88.38%) | 2026-03-31 | |
| SPYG | SPDR SERIES TRUST | 3.53% | 117.4K | $11.5M | -3.45%(-4.20K) | $59.57(+99.49%) | 2026-03-31 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 3.37% | 138.4K | $11.0M | +1.31%(+1.80K) | $77.60(+1.82%) | 2026-03-31 | |
| EFA | ISHARES TR | 3.2% | 107.2K | $10.4M | -0.17%(-186) | $70.47(+47.34%) | 2026-03-31 | |
| IJH | ISHARES TR | 3.07% | 148.0K | $10.0M | +2.40%(+3.47K) | $58.56(+24.88%) | 2026-03-31 | |
| SCHF | SCHWAB STRATEGIC TR | 2.96% | 389.1K | $9.6M | -0.08%(-300) | $15.83(+72.47%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.50% | +34.93% |
| Top 20 Holdings Unweighted | +10.75% | +35.84% |
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