PC

Passive Capital Management, LLC.

13F
Passive Capital Management, LLC.
Last update 2025-05-07 83 Stocks (21 new)
Value $316.00 Mil Turnover 12 %
Countries:
Top Holdings: VNQ(14.63%)DFAC(12.19%)VTEB(10.23%)SCHO(9.11%)AVUS(5.62%)
Summary Stock Picks Current Portfolio
Passive Capital Management, LL... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VNQ
Vanguard Real Estate Index Fund ETF
510,197
46,193.2
-0.43%
14.630
-0.07%
0.130
+7.03%
+5.41%
34,182.3
 
DFAC
Dimensional U.S. Core Equity 2 ETF
1,166,312
38,476.7
+15.28%
12.190
+1.62%
0.120
+18.17%
+7.50%
36,018.1
 
VTEB
Vanguard Tax-Exempt Bond ETF
650,855
32,295.5
-0.61%
10.230
-0.07%
0.090
+0.70%
-1.57%
35,683.6
 
SCHO
Schwab Short-Term U.S. Treasury ETF
1,182,104
28,772.4
+2.67%
9.110
+0.24%
0.260
+0.86%
+3.13%
10,961.7
 
AVUS
Avantis U.S. Equity ETF
192,225
17,757.8
-2.44%
5.620
-0.16%
0.230
+17.97%
+7.13%
8,993.6
 
DFIC
Dimensional International Core Equity 2 ETF
Dimensional International Core Equity 2 ETF
489,550
13,594.8
+13.13%
4.310
+0.50%
0.160
+13.41%
+23.68%
9,993.9
 
AVDE
Avantis International Equity ETF
195,834
12,977.9
+0.35%
4.110
+0.01%
0.210
+13.49%
+24.16%
7,696.2
 
DFSB
Dimensional Global Sustainability Fixed Income ETF
Dimensional Global Sustainability Fixed Income ETF
376,440
12,554.3
New Holding
3.980
+3.98%
4.210
+2.01%
+2.47%
490.7
 
SCHB
Schwab U.S. Broad Market ETF
545,864
11,752.5
+1.23%
3.720
+0.05%
0.040
+19.13%
+8.48%
35,306.3
 
DFSD
Dimensional Short-Duration Fixed Income ETF
Dimensional Short-Duration Fixed Income ETF
170,356
8,095.3
+50.16%
2.560
+0.86%
0.180
+1.18%
+2.18%
4,895.4
 

Passive Capital Management, LLC.'s Historical Top Holdings Breakdowns

Passive Capital Management, LLC.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
DFSB
Dimensional Global Sustainability Fixed Income ETF
Dimensional Global Sustainability Fixed Income ETF
2025-03-31
New Buy
New Buy
+3.98%
●
50.2 ($51.21) 51.96
$52.20
1.93%
New holding
376,440
376,440
DFAC
Dimensional U.S. Core Equity 2 ETF
2025-03-31
Add
Add
+1.62%
●
32.42 ($34.71) 36.1
$36.98
6.54%
Add 15.28%
1,166,312
154,550
DFSD
Dimensional Short-Duration Fixed Income ETF
Dimensional Short-Duration Fixed Income ETF
2025-03-31
Add
Add
+0.86%
●
46.74 ($47.22) 47.57
$47.90
1.44%
Add 50.16%
170,356
56,907
DFIC
Dimensional International Core Equity 2 ETF
Dimensional International Core Equity 2 ETF
2025-03-31
Add
Add
+0.50%
●
25.54 ($27.31) 28.8
$31.96
17.03%
Add 13.13%
489,550
56,805
SCHX
Schwab U.S. Large-Cap ETF
2025-03-31
New Buy
New Buy
+0.41%
●
21.75 ($23.28) 24.28
$25.12
7.90%
New holding
59,166
59,166
VUG
Vanguard Growth ETF
2025-03-31
New Buy
New Buy
+0.35%
●
369.1 ($404.54) 427.61
$450.40
11.34%
New holding
2,965
2,965
AVSU
Avantis Responsible U.S. Equity ETF
2025-03-31
Sold Out
Sold Out
-0.29%
●
61.45 ($66.22) 69.08
$70.41
6.32%
Sold Out
0
-12,598
SCHO
Schwab Short-Term U.S. Treasury ETF
2025-03-31
Add
Add
+0.24%
●
24.1 ($24.21) 24.34
$24.30
0.37%
Add 2.67%
1,182,104
30,740
AAPL
Apple Inc
2025-03-31
Add
Add
+0.24%
●
209.68 ($231.67) 247.1
$214.15
-7.56%
Add 87.27%
7,459
3,476
SCHH
Schwab U.S. REIT ETF
2025-03-31
Add
Add
+0.23%
●
20.2 ($21.37) 22.24
$21.77
1.87%
Add 15.57%
254,336
34,257

Passive Capital Management, LLC. Total Holding History ($B)

To

Passive Capital Management, LLC.'s Asset Allocation

To

Passive Capital Management, LLC. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Passive Capital Management, LLC.'s Hypothetical Growth since 2025-03-31

Passive Capital Management, LLC.'s Yearly Returns

Year Portfolio % % Excess Gain %

Passive Capital Management, LLC.'s Holdings Heat Map

Size field:

Passive Capital Management, LLC.'s Holdings Bubble Chart

Passive Capital Management, LLC. News

  • 1

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