Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SAGE FINANCIAL MANAGEMENT GROUP INC | 05-01-2024 | 03-31-2024 | 53 | 211,190,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE S&P500 ETF | 1 | $27,239,000 | 51,812 | 12.90 | 13.39 | -408 | -0.78 | 03-31-2024 |
| VANGUARD BD INDEX FDS | INTERMED TERM | 2 | $21,390,000 | 283,682 | 10.13 | 10.14 | 36,294 | 14.67 | 03-31-2024 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 3 | $18,882,000 | 304,251 | 8.94 | 8.82 | 12,988 | 4.46 | 03-31-2024 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 4 | $17,919,000 | 305,516 | 8.48 | 8.69 | 16,912 | 5.86 | 03-31-2024 |
