Instuitional Investor - Sagace Wealth Management Llc
Fund Profile
Filing Period:
Fund Name: | Sagace Wealth Management Llc |
Portfolio Value | $147,152,226 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Vanguard Scottsdale Funds | 118,081 | $9,931,793 | 6.75% | |
2. | Vanguard Index Fds - MID CAP ETF | 30,046 | $8,825,712 | 6% | |
3. | Vanguard Scottsdale Funds | 95,037 | $7,379,623 | 5.01% | |
4. | Invesco Exchange Traded Fd T - S&P500 EQL WGT | 35,771 | $6,785,759 | 4.61% | |
5. | BND | 81,547 | $6,368,005 | 4.33% |