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Institutional Investment Manager
SAGE FINANCIAL GROUP INC
SAGE FINANCIAL GROUP INC (CIK: 0000882119) incorporated in Pennsylvania, located at 300 Barr Harbor Drive, Suite 200, W. Conshohocken, PA. Institutional holdings reported to the SEC.
Institutional Holdings (2015Q4)
Original 13F HR (0000882119-16-000010) filed in 2016.01.28
#
Name
Shares
Value ($)
%
Options
Notes
1 BERKSHIRE HATHAWAY INC DEL 2 396 0.13%
2 TALEN ENERGY CORP COM 62 0 0.00%
3 ALLSTATE CORP 132 8 0.00%
4 APPLE INC 203 21 0.01%
5 ACE LTD 248 29 0.01%
6 HANOVER INS GROUP INC 400 33 0.01%
7 CATERPILLAR INC 400 27 0.01%
8 CITIGROUPINC 450 23 0.01%
9 EMERSON ELEC CO 484 23 0.01%
10 PPL CORP 500 17 0.01%
11 DOW CHEM CO 561 29 0.01%
12 Crawford & Co 750 4 0.00%
13 PROCTER AND GAMBLE CO 763 61 0.02%
14 ARCHER DANIELS MIDLAND CO 918 34 0.01%
15 HERSHEY CO 965 86 0.03%
16 HARTFORD FINL SVCS GROUP INC 1,500 65 0.02%
17 ISHARES TR 1,548 216 0.07%
18 JOHNSON & JOHNSON 1,598 164 0.05%
19 AT&T INC 1,700 58 0.02%
20 SPDR S&P 500 ETF TR 2,450 499 0.16%
21 FNB CORP PA 3,000 40 0.01%
22 ISHARES TR 3,361 309 0.10%
23 BERKSHIRE HATHAWAY INC DEL 3,460 457 0.15%
24 FORD MTR CO DEL 3,496 49 0.02%
25 ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 3,506 283 0.09%
26 ISHARES TR 3,732 764 0.25%
27 GENERAL ELECTRIC CO 3,972 124 0.04%
28 COLUMBIA ETF TR 4,545 207 0.07%
29 VANGUARD SPECIALIZED FUNDS 4,590 357 0.12%
30 VANGUARD INDEX FDS 4,811 578 0.19%
31 ISHARES RUSSELL 1000 ETF 5,650 640 0.21%
32 FACEBOOK INC 6,116 640 0.21%
33 ISHARES TR 6,250 459 0.15%
34 SHELL MIDSTREAM PARTNERS L P 7,450 309 0.10%
35 ISHARES TR 7,714 412 0.13%
36 VANGUARD INDEX FDS 9,222 920 0.30%
37 ISHARES TR 10,437 613 0.20%
38 SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF 10,667 308 0.10%
39 POWERSHARES ETF WILDER HILL CLEAN ENERGY PORTFOLIO 12,026 57 0.02% PRN
40 TOTAL S A 12,265 551 0.18%
41 SPDR SERIES TR 12,603 307 0.10%
42 SPDR SERIES TRUST 13,055 745 0.24%
43 VANGUARD INDEX FDS 16,827 3,145 1.03%
44 SCHWAB EMERGING MARKETS EQUITY ETF 17,697 345 0.11%
45 ISHARES TR 20,075 1,378 0.45%
46 ISHARES TR 21,873 2,141 0.70%
47 VANGUARD INDEX FDS 25,150 2,484 0.81%
48 SCHWAB U.S. SMALL-CAP ETF 28,448 1,482 0.48%
49 VANGUARD INDEX FDS 36,141 3,379 1.10%
50 ISHARES TR 38,428 3,823 1.25%
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