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Home > Institutional Investor > Sagace Wealth Management Llc > 13F Holdings

Instuitional Investor - Sagace Wealth Management Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Scottsdale Funds
 125,947 $10,109,766 7.55%
2.
Vanguard Index Fds
 33,904 $8,955,064 6.69%
3.
Ssga Active Etf Tr
 204,963 $8,553,106 6.39%
4.
Invesco Exchange Traded Fd T
 36,787 $6,446,186 4.81%
5.
Vanguard Index Fds
 22,665 $5,445,946 4.07%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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)