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Sagace Wealth Management

Latest statistics and disclosures from Sagace Wealth Management's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002027449

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Positions held by Sagace Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Sagace Wealth Management

Sagace Wealth Management holds 48 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Vanguard Scottsdale Fds Int-term Corp (VCIT)	10.8	$11M	136k	80.78	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	9.5	$9.6M	125k	76.91	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	5.5	$5.6M	55k	100.36	View chart
Vanguard Index Fds Small Cp Etf (VB)	4.5	$4.6M	20k	229.94	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	4.3	$4.3M	67k	64.46	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	4.1	$4.2M	8.3k	509.79	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	3.6	$3.7M	49k	75.62	View chart
Digital Realty Trust (DLR)	3.4	$3.5M	22k	155.56	View chart
Vanguard World Materials Etf (VAW)	3.3	$3.3M	17k	199.16	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	3.1	$3.1M	19k	169.73	View chart
Ishares Tr Msci Intl Qualty (IQLT)	3.0	$3.0M	76k	39.60	View chart
Vanguard Index Fds Mid Cap Etf (VO)	2.9	$2.9M	12k	250.81	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	2.9	$2.9M	41k	71.09	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	2.4	$2.5M	36k	68.62	View chart
Vanguard Specialized Funds Div App Etf (VIG)	2.2	$2.2M	12k	188.61	View chart
Vanguard Index Fds Value Etf (VTV)	2.2	$2.2M	13k	165.87	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	2.0	$2.1M	40k	52.18	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	2.0	$2.1M	50k	41.80	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	2.0	$2.0M	13k	157.29	View chart
Vanguard Index Fds Growth Etf (VUG)	2.0	$2.0M	5.3k	376.91	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	1.7	$1.8M	23k	77.74	View chart
Ishares Tr Eafe Value Etf (EFV)	1.7	$1.7M	31k	55.12	View chart
Ishares Tr Eafe Grwth Etf (EFG)	1.6	$1.6M	15k	103.47	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.5	$1.5M	24k	61.21	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	1.4	$1.5M	49k	29.68	View chart
Vanguard Admiral Fds Midcp 400 Grth (IVOG)	1.3	$1.3M	12k	113.47	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.3	$1.3M	16k	81.18	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	1.3	$1.3M	6.6k	193.89	View chart
First Tr Exchange-traded Nasd Tech Div (TDIV)	1.2	$1.3M	16k	77.21	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	1.2	$1.2M	5.3k	235.04	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.2	$1.2M	2.4k	482.32	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	1.1	$1.2M	4.4k	260.44	View chart
Barclays Bank Djubs Cmdt Etn36 (DJP)	1.1	$1.1M	36k	31.18	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.1	$1.1M	22k	50.81	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.7	$748k	16k	48.27	View chart
Ishares Tr Msci India Etf (INDA)	0.7	$731k	13k	56.63	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.6	$632k	8.1k	78.27	View chart
Apple Call Option (AAPL)	0.6	$588k	7.5k	78.09	View chart
Microsoft Corporation (MSFT)	0.5	$485k	1.1k	442.94	View chart
NVIDIA Corporation (NVDA)	0.4	$438k	3.5k	123.54	View chart
Amazon (AMZN)	0.4	$387k	2.1k	182.55	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$357k	1.9k	183.35	View chart
Broadcom (AVGO)	0.3	$316k	2.0k	161.06	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.3	$306k	3.3k	93.55	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$252k	1.3k	188.04	View chart
Exxon Mobil Corporation (XOM)	0.2	$224k	1.9k	115.27	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.2	$219k	9.5k	22.93	View chart
Ishares Tr Esg Scrnd S&p500 (XVV)	0.2	$203k	4.7k	42.83	View chart

Past Filings by Sagace Wealth Management

SEC 13F filings are viewable for Sagace Wealth Management going back to 2024

Sagace Wealth Management 2024 Q2 filed July 23, 2024

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