Pacific Sage Partners, LLC
Q4 2024 13F Holdings
- Locationedmonds, WA
- Num holdings
105
- Value ($000)
$438,478
- Date Filed01/24/2025
- Form type13F-HR
- CIK0001936845
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
MSFT MICROSOFT CORP | COM | 594918104 | $82.63M | 19 % | 196,033 | ||
SCHR SCHWAB STRATEGIC TR | INT-TRM U.S TRES | 808524854 | $62.95M | 14 % | 2,591,654 | ||
VGSH VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 | $44.96M | 10 % | 772,800 | ||
SCHF SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | $29.64M | 7 % | 1,602,068 | ||
IWD ISHARES TR | RUS 1000 VAL ETF | 464287598 | $25.48M | 6 % | 137,620 | ||
SSUS STRATEGY SHS | DAY HAGAN NED | 86280R803 | $16.56M | 4 % | 393,548 | ||
AMZN AMAZON COM INC | COM | 023135106 | $14.36M | 3 % | 65,471 | ||
SCHM SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 | $12.92M | 3 % | 466,248 | ||
IWF ISHARES TR | RUS 1000 GRW ETF | 464287614 | $11.13M | 3 % | 27,709 | ||
AAPL APPLE INC | COM | 037833100 | $8.54M | 2 % | 34,096 |
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