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Dodd Disler

@Sagace Wealth Management Llc

Latest period2024 - Q4ReportedManaged Assets$133.784MTotal holdings59
Assets growth rate3.23%Assets growth rate (2-Q avg)14.99%Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Sagace Wealth Management Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 59 positions.

Assets under management

The assets under management (AUM) of Sagace Wealth Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 133.784M in assets, with a quarterly growth rate of 3.23% and a 2-quarter average growth rate of 14.99%. The portfolio is managed by Dodd Disler, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VOVanguard Index Fds
Recent Activity
Increased 132.69%
6.7%
$8.955M
33,904 shares@ $264.14 avg price
SRLNSsga Active Etf Tr
Recent Activity
Increased 273.77%
6.4%
$8.553M
204,963 shares@ $41.74 avg price
RSPInvesco Exchange Traded Fd T
Recent Activity
Increased 53.64%
4.82%
$6.446M
36,787 shares@ $175.23 avg price
VCSHVanguard Scottsdale Fds
Recent Activity
Increased 168.75%
3.95%
$5.275M
67,625 shares@ $78.01 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Increased 261.44%
3.53%
$4.709M
98,479 shares@ $47.83 avg price
IQLTIshares Tr
Recent Activity
Increased 27.53%
3.46%
$4.627M
124,655 shares@ $37.13 avg price
VOOVanguard Index Fds
Recent Activity
Increased 0.49%
3.42%
$4.571M
8,484 shares@ $538.81 avg price
VAWVanguard World Fd
Recent Activity
Increased 12.65%
3.1%
$4.134M
22,010 shares@ $187.84 avg price
HYGIshares Tr
Recent Activity
Increased 418.21%
2.99%
$3.999M
50,851 shares@ $78.65 avg price
EFGIshares Tr
Recent Activity
Increased 7.53%
1.54%
$2.056M
21,236 shares@ $96.84 avg price