$301 Million is the total value of Pacific Sage Partners, LLC's 87 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2022 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-01-31
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MICROSOFT CORP | 7 | Q2 2024 | 20.3% |
| SCHWAB STRATEGIC TR | 7 | Q2 2024 | 21.5% |
| SCHWAB STRATEGIC TR | 7 | Q2 2024 | 9.0% |
| ISHARES TR | 7 | Q2 2024 | 12.3% |
| ISHARES TR | 7 | Q2 2024 | 7.2% |
| AMAZON COM INC | 7 | Q2 2024 | 2.9% |
| SCHWAB STRATEGIC TR | 7 | Q2 2024 | 2.8% |
| ISHARES TR | 7 | Q2 2024 | 2.4% |
| SCHWAB STRATEGIC TR | 7 | Q2 2024 | 2.7% |
| APPLE INC | 7 | Q2 2024 | 1.9% |
View Pacific Sage Partners, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-21 |
| 13F-HR | 2024-08-02 |
| 13F-HR | 2024-04-22 |
| 13F-HR | 2024-02-05 |
| 13F-HR | 2023-10-30 |
| 13F-HR | 2023-07-20 |
| 13F-HR | 2023-05-02 |
| 13F-HR | 2023-01-31 |
View Pacific Sage Partners, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.