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Sage Financial Management Group, Inc.

Q2 2023 Holdings

Filed 2023-07-19 | 7 holdings | $16.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Spdr SER TR(SPYG)PRTFLO S&P500 GW78464A409$7.6K124,44645.6%
Spdr S&P Midcap 400 ETF TR(MDY)UTSER1 S&PDCRP78467Y107$2.2K4,57413.2%
Vanguard Scottsdale FDS(VGSH)SHORT TERM TREAS92206C102$2.0K34,99812.1%
Spdr SER TR(SPSM)PORTFOLIO S&P60078468R853$2.0K51,78112.1%
Vanguard Charlotte FDS(BNDX)TOTAL INT BD ETF92203J407$1.9K39,77311.7%
Spdr S&P 500 ETF TR(SPY)TR UNIT78462F103$5171,1663.1%
Select Sector Spdr TR(XLP)SBI CONS STPLS81369Y308$3845,1762.3%