Dodd Disler

@Sagace Wealth Management Llc

Latest period2024 - Q4

Reported4d ago

Managed Assets$133.784M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
VOTVanguard Index Fds Recent Activity Increased 18.5%	1.51%	$2.015M 7,939 shares@ $253.75 avg price	Increased 18.5%
FNDESchwab Strategic Tr Recent Activity Increased 1.59%	1.33%	$1.779M 61,244 shares@ $29.05 avg price	Increased 1.59%
DJPBarclays Bank Plc Recent Activity Increased 13.98%	1.15%	$1.53M 47,683 shares@ $32.09 avg price	Increased 13.98%
AVGOBroadcom Inc Recent Activity Increased 33.04%	0.67%	$887,947 3,830 shares@ $231.84 avg price	Increased 33.04%
VVisa Inc Recent Activity Increased 10.5%	0.42%	$548,961 1,737 shares@ $316.04 avg price	Increased 10.5%