| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2020 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | 1 | Q2 2024 | 10.7% |
| VANGUARD SCOTTSDALE FDS | 1 | Q2 2024 | 9.4% |
| INVESCO EXCHANGE TRADED FD T | 1 | Q2 2024 | 5.4% |
| VANGUARD INDEX FDS | 1 | Q2 2024 | 4.5% |
| INVESCO EXCHANGE TRADED FD T | 1 | Q2 2024 | 4.2% |
| VANGUARD INDEX FDS | 1 | Q2 2024 | 4.1% |
| VANGUARD BD INDEX FDS | 1 | Q2 2024 | 3.6% |
| DIGITAL RLTY TR INC | 1 | Q2 2024 | 3.4% |
| VANGUARD WORLD FD | 1 | Q2 2024 | 3.3% |
| INVESCO EXCHANGE TRADED FD T | 1 | Q2 2024 | 3.1% |
View Sagace Wealth Management LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-23 |
View Sagace Wealth Management 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.