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Sage Financial Group Inc

Q1 2015 Holdings

Filed 2015-05-11 | 38 holdings | $209.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Schwab Strategic TR(SCHX)US LRG CAP ETF808524201$156.4K3,154,49674.5%
Vanguard Index FDS(VUG)GROWTH ETF922908736$16.7K159,3707.9%
Vanguard Index FDS(VTV)VALUE ETF922908744$11.6K138,7835.5%
Ishares TR(IWF)RUS 1000 GRW ETF464287614$3.9K39,6661.9%
Vanguard Index FDS(VV)LARGE CAP ETF922908637$3.4K35,8791.6%
Vanguard Index FDS(VBR)SM CP VAL ETF922908611$2.9K26,7331.4%
Ishares TR(IWD)RUS 1000 VAL ETF464287598$2.2K20,8631.0%
Vanguard Intl Equity Inde(VEU)ALLWRLD EX US922042775$2.0K41,6891.0%
Spdr Series Trust(HYMB)NUV HGHYLD MUN78464A284$1.8K31,1800.9%
Ishares TR(IWS)RUS MDCP VAL ETF464287473$1.6K21,7150.8%
Ishares(EMB)JP MOR EM MK ETF464288281$1.5K13,4350.7%
Ishares TR(EEM)MSCI EMG MKT ETF464287234$1.1K26,9650.5%
Vanguard Index FDS(VOE)MCAP VL IDXVIP922908512$98610,7330.5%
Schwab Strategic TR(SCHM)US MID-CAP ETF808524508$69416,1050.3%
Schwab Strategic TR(SCHC)INTL SCEQT ETF808524888$61620,4330.3%
Schwab Strategic TR(SCHA)US SML CAP ETF808524607$58310,1190.3%
Ishares(ACWX)MSCI ACWI US ETF464288240$47110,5310.2%
Spdr Series TrustNUVN BRCLY MUNI78464A458$37815,6210.2%
Johnson & Johnson(JNJ)COM478160104$1611,5980.1%
General Electric CompanyCOM369604103$993,9720.0%
Hershey Company(HSY)COM427866108$979650.0%
BP Purdhoe BAY(BMI)UNIT BEN INT055630107$731,2480.0%
Hartford Financial Services Group(HIG)COM416515104$631,5000.0%
AT&T Inc New(T)COM00206R102$561,7000.0%
Ford Motor Company(F)COM PAR $0.01345370860$563,4960.0%
Procter & Gamble(PG)COM742718109$506130.0%
Archer-Daniels-Midland Co(ADM)COM039483102$449180.0%
FNB Corporation PA(FNB)COM302520101$393,0000.0%
Caterpillar Inc.(CAT)COM149123101$324000.0%
Hanover Insurance Group Inc(THG)COM410867105$294000.0%
ACE LTDSHSH0023R105$282480.0%
DOW Chemical CompanyCOM260543103$275610.0%
Emerson Electric Co.(EMR)COM291011104$274840.0%
Apple Inc.(AAPL)COM037833100$252030.0%
Citigroup Inc.(C)COM NEW172967424$234500.0%
PPL Corporation(PPL)COM69351T106$175000.0%
Allstate Corp.(ALL)COM020002101$91320.0%
Crawford & Company(CRD/A)CLASS A224633206$67500.0%