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Home > Institutional Investor > Pacific Sage Partners, Llc > Profile

Instuitional Investor - Pacific Sage Partners, Llc

Fund Profile
Filing Period:
Fund Name: Pacific Sage Partners, Llc
Portfolio Value $365,043,837
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 190,949 $71,804,637 19.67%
2.
Schwab Strategic Trust
 FNDF 1,233,128 $61,311,124 16.79%
3.
Vanguard Scottsdale Funds
 753,554 $43,954,805 12.04%
4.
Schwab Strategic Trust
 FNDF 672,926 $24,871,346 6.81%
5.
Ishares Trust
 IEF 121,727 $20,115,430 5.51%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)