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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
HYGIshares Tr
Recent Activity
Increased 418.21%
2.99%
$3.999M
50,851 shares@ $78.65 avg price
XMHQInvesco Exchange Traded Fd T
Recent Activity
Decreased -47.11%
2.89%
$3.857M
39,165 shares@ $98.48 avg price
BSVVanguard Bd Index Fds
Recent Activity
New Position
2.85%
$3.811M
49,325 shares@ $77.28 avg price
PFFIshares Tr
Recent Activity
New Position
2.72%
$3.626M
115,325 shares@ $31.44 avg price
BIVVanguard Bd Index Fds
Recent Activity
Decreased -18.22%
2.4%
$3.21M
42,950 shares@ $74.74 avg price
VCLTVanguard Scottsdale Fds
Recent Activity
Decreased -70.7%
2.39%
$3.185M
42,595 shares@ $74.78 avg price
SPHQInvesco Exchange Traded Fd T
Recent Activity
Decreased -45.93%
1.87%
$2.489M
37,131 shares@ $67.04 avg price
DLRDigital Rlty Tr Inc
Recent Activity
Decreased -45.04%
1.84%
$2.452M
13,829 shares@ $177.34 avg price
SCHHSchwab Strategic Tr
Recent Activity
New Position
1.74%
$2.323M
110,289 shares@ $21.06 avg price
VUGVanguard Index Fds
Recent Activity
Decreased -19.51%
1.69%
$2.25M
5,482 shares@ $410.44 avg price