The Analysis of Sagace Wealth Management LLC's Holdings
Currently, Sagace Wealth Management LLC holds 64 types of securities in its portfolio with a total value $146.8M. In the most recent quarter, they have increased their positions in VXUS (+64.8K shares, valued at $4.8M), VCLT (+52.1K shares, valued at $4.0M), SCHP (+149.5K shares, valued at $4.0M); decreased their positions in IQLT (-102.5K shares, valued at $4.5M), SRLN (-101.8K shares, valued at $4.2M), VCSH (-38.7K shares, valued at $3.1M); initiated new positions in VXUS (+64.8K shares, valued at $4.8M), AVEM (+29.5K shares, valued at $2.2M), VYM (+12.0K shares, valued at $1.7M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VCIT VANGUARD SCOTTSDALE FDS118.1K shares-5.97%2025-09-302025-10-15
VO VANGUARD INDEX FDS30.0K shares1.27%2025-09-302025-10-15 VCLT VANGUARD SCOTTSDALE FDS95.0K shares121.16%2025-09-302025-10-15 RSP INVESCO EXCHANGE TRADED FD T35.8K shares5.14%2025-09-302025-10-15 BIV VANGUARD BD INDEX FDS81.5K shares93.68%2025-09-302025-10-15 VEA VANGUARD TAX-MANAGED FDS85.4K shares0.12%2025-09-302025-10-15 SCHP SCHWAB STRATEGIC TR180.4K shares483.39%2025-09-302025-10-15 VOT VANGUARD INDEX FDS16.2K shares-12.07%2025-09-302025-10-15 VXUS VANGUARD STAR FDS64.8K sharesnew addition2025-09-302025-10-15 VOO VANGUARD INDEX FDS7.8K shares9.01%2025-09-302025-10-15 BLV VANGUARD BD INDEX FDS65.5K shares358.04%2025-09-302025-10-15 PFF ISHARES TR137.5K shares16.81%2025-09-302025-10-15 EFG ISHARES TR35.9K shares-10.04%2025-09-302025-10-15 VB VANGUARD INDEX FDS15.9K shares5.08%2025-09-302025-10-15 HYG ISHARES TR46.1K shares-9.44%2025-09-302025-10-15 XMHQ INVESCO EXCHANGE TRADED FD T35.6K shares0.60%2025-09-302025-10-15 VTIP VANGUARD MALVERN FDS64.1K shares245.78%2025-09-302025-10-15 VUG VANGUARD INDEX FDS6.5K shares-9.54%2025-09-302025-10-15 TDIV FIRST TR EXCHANGE TRADED FD30.3K shares-14.49%2025-09-302025-10-15 DLR DIGITAL RLTY TR INC15.6K shares9.29%2025-09-302025-10-15 IAU ISHARES GOLD TR36.9K shares5.39%2025-09-302025-10-15 SCHH SCHWAB STRATEGIC TR123.5K shares7.04%2025-09-302025-10-15 VOE VANGUARD INDEX FDS15.1K shares24.61%2025-09-302025-10-15 IBIT ISHARES BITCOIN TRUST ETF37.9K shares5.43%2025-09-302025-10-15 VWO VANGUARD INTL EQUITY INDEX F43.7K shares0.42%2025-09-302025-10-15 EFV ISHARES TR33.4K shares29.22%2025-09-302025-10-15 VCSH VANGUARD SCOTTSDALE FDS28.0K shares-58.05%2025-09-302025-10-15 AVEM AMERICAN CENTY ETF TR29.5K sharesnew addition2025-09-302025-10-15 QQQ INVESCO QQQ TR3.5K shares-11.34%2025-09-302025-10-15 VTV VANGUARD INDEX FDS11.0K shares3.10%2025-09-302025-10-15 VAW VANGUARD WORLD FD9.9K shares-3.46%2025-09-302025-10-15 SRLN SSGA ACTIVE ETF TR44.2K shares-69.73%2025-09-302025-10-15 VBK VANGUARD INDEX FDS5.7K shares-4.01%2025-09-302025-10-15 VYM VANGUARD WHITEHALL FDS12.0K sharesnew addition2025-09-302025-10-15 BSV VANGUARD BD INDEX FDS20.2K shares-61.71%2025-09-302025-10-15 VIG VANGUARD SPECIALIZED FUNDS7.0K shares-22.70%2025-09-302025-10-15 AAPL APPLE INC4.9K shares-1.34%2025-09-302025-10-15 SPHQ INVESCO EXCHANGE TRADED FD T16.9K shares-44.05%2025-09-302025-10-15 VBR VANGUARD INDEX FDS4.6K shares43.23%2025-09-302025-10-15 AMZN AMAZON COM INC3.2K shares-5.10%2025-09-302025-10-15 META META PLATFORMS INC847 shares-5.57%2025-09-302025-10-15 NFLX NETFLIX INC493 shares-1.60%2025-09-302025-10-15 AVGO BROADCOM INC1.7K shares-28.91%2025-09-302025-10-15 MSFT MICROSOFT CORP973 shares-5.17%2025-09-302025-10-15 JNJ JOHNSON & JOHNSON2.5K shares-20.57%2025-09-302025-10-15 V VISA INC1.3K shares0.23%2025-09-302025-10-15 IBM INTERNATIONAL BUSINESS MACHS1.5K sharesnew addition2025-09-302025-10-15 BRK.B BERKSHIRE HATHAWAY INC DEL796 sharesnew addition2025-09-302025-10-15 XOM EXXON MOBIL CORP3.4K shares2.68%2025-09-302025-10-15 C CITIGROUP INC3.8K sharesnew addition2025-09-302025-10-15 HD HOME DEPOT INC876 sharesnew addition2025-09-302025-10-15 IVW ISHARES TR2.8K shares-5.24%2025-09-302025-10-15 PG PROCTER AND GAMBLE CO2.1K shares-17.74%2025-09-302025-10-15 UBER UBER TECHNOLOGIES INC3.2K shares7.94%2025-09-302025-10-15 IQLT ISHARES TR7.0K shares-93.62%2025-09-302025-10-15 CSCO CISCO SYS INC4.3K shares-4.91%2025-09-302025-10-15 IVE ISHARES TR1.3K shares0.00%2025-09-302025-10-15 ADSK AUTODESK INC824 shares4.04%2025-09-302025-10-15 CRWD CROWDSTRIKE HLDGS INC509 shares2.62%2025-09-302025-10-15 MMM 3M CO1.6K shares-5.09%2025-09-302025-10-15 GE GE AEROSPACE757 shares-21.96%2025-09-302025-10-15 CAT CATERPILLAR INC451 sharesnew addition2025-09-302025-10-15 GILD GILEAD SCIENCES INC1.8K sharesnew addition2025-09-302025-10-15 CAN CANAAN INC15.7K sharesnew addition2025-09-302025-10-15 Call Option Holdings
Put Option Holdings
No put option holdings data available