Top 50 Pacific Sage Partners, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHR | SCHWAB STRATEGIC TR | 13.66% | 3.48M | $86.7M | +9.64%(+306.11K) | $24.59(+0.38%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 11.01% | 188.7K | $69.9M | +0.19%(+364) | $248.93(+62.78%) | 2026-03-31 | |
| BINC | BLACKROCK ETF TRUST II | 9.6% | 1.17M | $60.9M | +9.92%(+105.89K) | $52.98(-1.37%) | 2026-03-31 | |
| SCHF | SCHWAB STRATEGIC TR | 6.53% | 1.67M | $41.4M | +2.13%(+34.86K) | $16.38(+66.76%) | 2026-03-31 | |
| VTIP | VANGUARD MALVERN FDS | 5.91% | 750.5K | $37.5M | +10.29%(+69.99K) | $50.06(+0.80%) | 2026-03-31 | |
| VGSH | VANGUARD SCOTTSDALE FDS | 5.88% | 637.2K | $37.3M | +9.42%(+54.88K) | $58.18(+0.16%) | 2026-03-31 | |
| IWD | ISHARES TR | 5.22% | 155.0K | $33.1M | +2.00%(+3.04K) | $155.73(+50.70%) | 2026-03-31 | |
| SSUS | STRATEGY SHS | 2.87% | 389.7K | $18.2M | +5.95%(+21.89K) | $36.43(+48.78%) | 2026-03-31 | |
| SLDR | GLOBAL X FDS | 2.71% | 344.1K | $17.2M | +8.59%(+27.23K) | $50.12(-0.63%) | 2026-03-31 | |
| BILS | SPDR SERIES TRUST | 2.41% | 153.8K | $15.3M | +14.61%(+19.60K) | $99.40(-0.15%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.95% | +29.32% |
| Top 20 Holdings Unweighted | +13.08% | +44.60% |
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