Pacific Sage Partners

Pacific Sage Partners as of March 31, 2025

Portfolio Holdings for Pacific Sage Partners

Pacific Sage Partners holds 110 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 16.3 $73M 193k 375.39
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 15.2 $67M 2.7M 24.86
Vanguard Scottsdale Fds Short Term Treas (VGSH) 10.4 $46M 786k 58.69
Schwab Strategic Tr Intl Eqty Etf (SCHF) 7.7 $34M 1.7M 19.78
Ishares Tr Rus 1000 Val Etf (IWD) 6.0 $27M 141k 188.16
Strategy Day Hagan Ned (SSUS) 3.6 $16M 389k 40.71
Amazon (AMZN) 2.8 $12M 65k 190.26
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 2.7 $12M 461k 26.20
Ishares Tr Rus 1000 Grw Etf (IWF) 2.1 $9.4M 26k 361.08
Global X Fds Short-term Treas (SLDR) 1.9 $8.5M 170k 50.20
Sprott Physical Gold & Silve Tr Unit (CEF) 1.9 $8.3M 293k 28.41
Dimensional Etf Trust Intl Small Cap V (DISV) 1.8 $8.2M 282k 29.12
Sprott Physical Gold Tr Unit (PHYS) 1.8 $7.9M 327k 24.06
Ishares Tr Mbs Etf (MBB) 1.8 $7.8M 83k 93.78
Ishares Msci Emrg Chn (EMXC) 1.7 $7.5M 136k 55.09
Apple (AAPL) 1.6 $7.3M 33k 222.13
Dimensional Etf Trust Us Small Cap Etf (DFAS) 1.6 $7.0M 116k 59.75
Costco Wholesale Corporation (COST) 1.4 $6.4M 6.7k 945.81
Sprott Physical Silver Tr Tr Unit (PSLV) 1.1 $4.9M 420k 11.60
Adobe Systems Incorporated (ADBE) 0.9 $4.0M 10k 383.53
Starbucks Corporation (SBUX) 0.8 $3.4M 34k 98.09
Spdr Ser Tr Bloomberg 3-12 M (BILS) 0.7 $3.2M 32k 99.49
Global X Fds 1-3 Month T-bill (CLIP) 0.6 $2.8M 28k 100.44
NVIDIA Corporation (NVDA) 0.6 $2.6M 24k 108.38
Oracle Corporation (ORCL) 0.6 $2.5M 18k 139.81
Palo Alto Networks (PANW) 0.5 $2.2M 13k 170.64
Home Depot (HD) 0.5 $2.1M 5.7k 366.51
Progressive Corporation (PGR) 0.5 $2.1M 7.3k 283.01
Tesla Motors (TSLA) 0.5 $2.0M 7.9k 259.16
Deere & Company (DE) 0.4 $2.0M 4.2k 469.35
F5 Networks (FFIV) 0.4 $1.9M 7.3k 266.27
Alphabet Cap Stk Cl C (GOOG) 0.4 $1.9M 12k 156.23
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $1.8M 3.4k 532.58
Alphabet Cap Stk Cl A (GOOGL) 0.4 $1.7M 11k 154.64
Amgen (AMGN) 0.4 $1.7M 5.3k 311.56
Visa Com Cl A (V) 0.4 $1.6M 4.6k 350.47
Boeing Company (BA) 0.3 $1.5M 8.8k 170.56
Netflix (NFLX) 0.3 $1.4M 1.5k 932.53
Paccar (PCAR) 0.3 $1.4M 14k 97.37
Applied Materials (AMAT) 0.3 $1.3M 8.9k 145.13
Chevron Corporation (CVX) 0.3 $1.2M 7.2k 167.29
Exxon Mobil Corporation (XOM) 0.3 $1.2M 9.8k 118.93
Eli Lilly & Co. (LLY) 0.3 $1.2M 1.4k 825.91
Spdr Gold Tr Gold Shs (GLD) 0.3 $1.1M 3.9k 288.14
Cisco Systems (CSCO) 0.2 $1.0M 17k 61.71
Meta Platforms Cl A (META) 0.2 $1.0M 1.7k 576.39
Wal-Mart Stores (WMT) 0.2 $1.0M 11k 87.79
Cigna Corp (CI) 0.2 $912k 2.8k 328.98
Johnson & Johnson (JNJ) 0.2 $702k 4.2k 165.86
Procter & Gamble Company (PG) 0.1 $649k 3.8k 170.43
At&t (T) 0.1 $637k 23k 28.28
McKesson Corporation (MCK) 0.1 $579k 860.00 672.99
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $556k 1.2k 468.92
Ishares Tr Msci Eafe Etf (EFA) 0.1 $552k 6.8k 81.73
Vanguard Index Fds Value Etf (VTV) 0.1 $535k 3.1k 172.76
McDonald's Corporation (MCD) 0.1 $498k 1.6k 312.37
Walt Disney Company (DIS) 0.1 $492k 5.0k 98.71
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $481k 21k 23.43
salesforce (CRM) 0.1 $476k 1.8k 268.37
Bank of America Corporation (BAC) 0.1 $473k 11k 41.73
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $467k 834.00 559.39
Trane Technologies SHS (TT) 0.1 $452k 1.3k 336.92
Abbott Laboratories (ABT) 0.1 $451k 3.4k 132.65
Verizon Communications (VZ) 0.1 $447k 9.9k 45.36
Metropcs Communications (TMUS) 0.1 $437k 1.6k 266.71
Honeywell International (HON) 0.1 $427k 2.0k 211.75
Intel Corporation (INTC) 0.1 $411k 18k 22.71
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $403k 7.9k 50.83
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $395k 1.5k 258.62
Thermo Fisher Scientific (TMO) 0.1 $375k 753.00 497.60
International Business Machines (IBM) 0.1 $374k 1.5k 248.66
Vanguard Index Fds Growth Etf (VUG) 0.1 $370k 998.00 370.82
Vanguard Index Fds Small Cp Etf (VB) 0.1 $361k 1.6k 221.75
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.1 $361k 5.2k 69.74
Lowe's Companies (LOW) 0.1 $342k 1.5k 233.19
Danaher Corporation (DHR) 0.1 $336k 1.6k 205.00
Union Pacific Corporation (UNP) 0.1 $316k 1.3k 236.24
Invesco Currencyshares Japan Japanese Yen (FXY) 0.1 $313k 5.1k 61.50
Comcast Corp Cl A (CMCSA) 0.1 $311k 8.4k 36.90
FedEx Corporation (FDX) 0.1 $282k 1.2k 243.78
Sound Finl Ban (SFBC) 0.1 $269k 5.4k 50.15
Oneok (OKE) 0.1 $256k 2.6k 99.22
JPMorgan Chase & Co. (JPM) 0.1 $250k 1.0k 245.30
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $245k 8.8k 27.96
Ishares Tr Core S&p500 Etf (IVV) 0.1 $243k 433.00 561.90
Abbvie (ABBV) 0.1 $242k 1.2k 209.52
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $241k 876.00 274.84
Nordstrom 0.1 $239k 9.8k 24.45
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $238k 2.3k 104.57
Ge Aerospace Com New (GE) 0.1 $236k 1.2k 200.15
Wells Fargo & Company (WFC) 0.1 $235k 3.3k 71.78
Nike CL B (NKE) 0.1 $234k 3.7k 63.48
Philip Morris International (PM) 0.1 $226k 1.4k 158.73
Newmont Mining Corporation (NEM) 0.1 $224k 4.6k 48.28
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.0 $219k 4.7k 46.81
Columbia Etf Tr Ii Em Core Ex Etf (XCEM) 0.0 $218k 7.4k 29.54
Coca-Cola Bottling Co. Consolidated (COKE) 0.0 $218k 161.00 1351.11
Ishares Tr S&p 100 Etf (OEF) 0.0 $215k 794.00 270.83
Barrick Gold Corp (GOLD) 0.0 $212k 11k 19.44
Bristol Myers Squibb (BMY) 0.0 $212k 3.5k 60.99
Hldgs (UAL) 0.0 $211k 3.1k 69.05
Allstate Corporation (ALL) 0.0 $210k 1.0k 207.07
United Parcel Service CL B (UPS) 0.0 $206k 1.9k 110.00
Sempra Energy (SRE) 0.0 $205k 2.9k 71.36
Impinj (PI) 0.0 $204k 2.3k 90.70
Invesco Db Multi-sector Comm Oil Fd (DBO) 0.0 $177k 12k 14.33
Gamco Global Gold Nat Res & Com Sh Ben Int (GGN) 0.0 $76k 17k 4.37
Lumen Technologies (LUMN) 0.0 $75k 19k 3.92
Bitfarms (BITF) 0.0 $60k 76k 0.79
Plug Power Com New (PLUG) 0.0 $16k 12k 1.35