Sage Financial Management Group, Inc.

**Sage Financial Management Group, Inc.** manages $327M across a diversified portfolio of 58 positions. The fund exhibits a notable concentration in core US equity exposure, with top holdings including IVV ($51.5M) and BIV ($50.0M). Significant allocations are also directed toward international and sector-specific themes, evidenced by VEU ($32.8M) and BSV ($28.0M). This structure suggests a systematic, multi-asset approach targeting broad market capture and targeted growth vectors.

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