Pacific Sage Partners, LLC
Q1 2025 13F Holdings
- Locationedmonds, WA
- Num holdings
110
- Value ($000)
$444,248
- Date Filed04/23/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
MSFT MICROSOFT CORP | COM | 594918104 | $72.48 M | 16 % | 193,092 | ||
SCHR SCHWAB STRATEGIC TR | INT-TRM U.S TRES | 808524854 | $67.44 M | 15 % | 2,712,748 | ||
VGSH VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 | $46.13 M | 10 % | 785,965 | ||
SCHF SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | $34.31 M | 8 % | 1,734,788 | ||
IWD ISHARES TR | RUS 1000 VAL ETF | 464287598 | $26.59 M | 6 % | 141,313 | ||
SSUS STRATEGY SHS | DAY HAGAN NED | 86280R803 | $15.85 M | 4 % | 389,322 | ||
AMZN AMAZON COM INC | COM | 023135106 | $12.40 M | 3 % | 65,196 | ||
SCHM SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 | $12.08 M | 3 % | 461,067 | ||
IWF ISHARES TR | RUS 1000 GRW ETF | 464287614 | $9.38 M | 2 % | 25,971 | ||
GLOBAL X FDS | SHORT-TERM TREAS | 37960A412 | $8.51 M | 2 % | 169,503 |
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