StockDriftsStockDriftsTop 50 Sagace Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VCIT | VANGUARD SCOTTSDALE FDS | 6.41% | 114.3K | $9.5M | -4.47%(-5.35K) | $80.43(+2.65%) | 2026-03-31 | |
| VO | VANGUARD INDEX FDS | 5.8% | 29.8K | $8.6M | -0.20%(-60) | $64.31(+19.80%) | 2026-03-31 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 4.48% | 34.4K | $6.6M | -2.83%(-1.00K) | $171.91(+18.04%) | 2026-03-31 | |
| BIV | VANGUARD BD INDEX FDS | 4.39% | 83.8K | $6.5M | +1.12%(+929) | $76.48(+0.19%) | 2026-03-31 | |
| BNDX | VANGUARD CHARLOTTE FDS | 3.73% | 114.5K | $5.5M | new | $48.18(-0.59%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 3.58% | 82.3K | $5.3M | -2.96%(-2.51K) | $50.25(+40.55%) | 2026-03-31 | |
| SCHP | SCHWAB STRATEGIC TR | 3.33% | 184.8K | $4.9M | +1.49%(+2.72K) | $26.71(+0.28%) | 2026-03-31 | |
| VXUS | VANGUARD STAR FDS | 3.33% | 63.7K | $4.9M | -0.60%(-386) | $71.27(+19.37%) | 2026-03-31 | |
| VCLT | VANGUARD SCOTTSDALE FDS | 3.11% | 61.4K | $4.6M | -36.19%(-34.83K) | $76.98(-3.23%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 3.07% | 7.6K | $4.5M | -1.37%(-105) | $489.61(+39.38%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +4.74% | +14.91% |
| Top 20 Holdings Unweighted | +4.99% | +15.72% |
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