Passive Capital Management, LLC.
Q4 2024 13F Holdings
- Locationbaltimore, MD
- Num holdings
65
- Value ($000)
$284,128
- Date Filed02/05/2025
- Form type13F-HR
- CIK0001958250
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VNQ VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | $45.64M | 16 % | 512,388 | ||
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $35.00M | 12 % | 1,011,762 | ||
VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | $32.83M | 12 % | 654,869 | ||
SCHO SCHWAB STRATEGIC TR | SHT TM US TRES | 808524862 | $27.70M | 10 % | 1,151,364 | ||
AVUS AMERICAN CENTURY ETF TR | US EQT ETF | 025072885 | $19.10M | 7 % | 197,041 | ||
SCHB SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | $12.24M | 4 % | 539,226 | ||
AVDE AMERICAN CENTURY ETF TR | INTL EQT ETF | 025072703 | $11.98M | 4 % | 195,147 | ||
DFIC DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 | $11.18M | 4 % | 432,745 | ||
DFAT DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | $7.48M | 3 % | 134,416 | ||
AVEM AMERICAN CENTURY ETF TR | AVANTIS EMGMKT | 025072604 | $7.39M | 3 % | 125,729 |
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