Sage Financial Management Group, Inc. 13F 持仓 · 2026年Q2
Sage Financial Management Group 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 61 只证券，申报市值合计 3.64 亿美元。前几大持仓：IVV（15.16%）、BIV（15.00%）、VEU（10.25%）。本季前 25 大持仓中：增持 12 只、减持 12 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $55.2M | 15.16% | 73,702 | 减持 |
| 2 | BIV | VANGUARD BD INDEX FDS | $54.6M | 15.00% | 711,661 | 增持 |
| 3 | VEU | VANGUARD INTL EQUITY INDEX F | $37.3M | 10.25% | 445,596 | 增持 |
| 4 | BSV | VANGUARD BD INDEX FDS | $32.6M | 8.96% | 418,585 | 增持 |
| 5 | SCHX | SCHWAB STRATEGIC TR | $28.0M | 7.69% | 950,604 | 减持 |
| 6 | SPYG | SPDR SERIES TRUST | $13.8M | 3.80% | 116,088 | 减持 |
| 7 | VCSH | VANGUARD SCOTTSDALE FDS | $11.6M | 3.18% | 146,637 | 增持 |
| 8 | IJH | ISHARES TR | $11.5M | 3.15% | 148,731 | 增持 |
| 9 | EFA | ISHARES TR | $11.0M | 3.03% | 106,104 | 减持 |
| 10 | SCHF | SCHWAB STRATEGIC TR | $10.8M | 2.96% | 388,571 | 减持 |
| 11 | SCHG | SCHWAB STRATEGIC TR | $10.4M | 2.85% | 306,195 | 减持 |
| 12 | VYM | VANGUARD WHITEHALL FDS | $10.3M | 2.83% | 65,086 | 增持 |
| 13 | SCHD | SCHWAB STRATEGIC TR | $9.6M | 2.65% | 303,678 | 增持 |
| 14 | VOO | VANGUARD INDEX FDS | $9.2M | 2.54% | 13,461 | 减持 |
| 15 | VV | VANGUARD INDEX FDS | $7.3M | 2.02% | 21,357 | 减持 |
| 16 | VSS | VANGUARD INTL EQUITY INDEX F | $6.6M | 1.81% | 42,746 | 增持 |
| 17 | SCHM | SCHWAB STRATEGIC TR | $5.0M | 1.37% | 134,951 | 减持 |
| 18 | SPSM | SPDR SERIES TRUST | $4.5M | 1.23% | 77,768 | 增持 |
| 19 | SCHA | SCHWAB STRATEGIC TR | $2.9M | 0.78% | 79,042 | 增持 |
| 20 | MDY | STATE STR SPDR S&P MIDCAP 40 | $2.8M | 0.77% | 3,981 | 减持 |
| 21 | IJR | ISHARES TR | $2.7M | 0.73% | 18,034 | 减持 |
| 22 | BNDX | VANGUARD CHARLOTTE FDS | $2.0M | 0.55% | 41,147 | 增持 |
| 23 | VUG | VANGUARD INDEX FDS | $2.0M | 0.55% | 23,388 | 增持 |
| 24 | SHW | SHERWIN WILLIAMS CO | $1.6M | 0.44% | 4,676 | 持平 |
| 25 | AAPL | APPLE INC | $1.4M | 0.39% | 4,870 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR