Sagace Wealth Management LLC
Q4 2024 13F Holdings
- Locationst. petersburg, FL
- Num holdings
60
- Value ($000)
$133,784
- Date Filed01/14/2025
- Form type13F-HR
- CIK0002027449
- 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 |
|---|---|---|---|---|---|---|---|
VCIT VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | $10.11M | 8 % | 125,947 | ||
VO VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $8.96M | 7 % | 33,904 | ||
SRLN SSGA ACTIVE ETF TR | BLACKSTONE SENR | 78467V608 | $8.55M | 6 % | 204,963 | ||
RSP INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | $6.45M | 5 % | 36,787 | ||
VB VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | $5.45M | 4 % | 22,665 | ||
VCSH VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | $5.28M | 4 % | 67,625 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $4.71M | 4 % | 98,479 | ||
IQLT ISHARES TR | MSCI INTL QUALTY | 46434V456 | $4.63M | 4 % | 124,655 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $4.57M | 3 % | 8,484 | ||
VANGUARD WORLD FD | MATERIALS ETF | 92204A801 | $4.13M | 3 % | 22,010 |
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