Passive Capital Management, LLC.
Q1 2025 13F Holdings
- Locationbaltimore, MD
- Num holdings
83
- Value ($000)
$315,751
- Date Filed05/07/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VNQ VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | $46.19 M | 15 % | 510,197 | ||
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $38.48 M | 12 % | 1,166,312 | ||
VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | $32.30 M | 10 % | 650,855 | ||
SCHO SCHWAB STRATEGIC TR | SHT TM US TRES | 808524862 | $28.77 M | 9 % | 1,182,104 | ||
AVUS AMERICAN CENTURY ETF TR | US EQT ETF | 025072885 | $17.76 M | 6 % | 192,225 | ||
DFIC DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 | $13.59 M | 4 % | 489,550 | ||
AVDE AMERICAN CENTURY ETF TR | INTL EQT ETF | 025072703 | $12.98 M | 4 % | 195,834 | ||
DFSB DIMENSIONAL ETF TRUST | GLOBAL SUSTAINA | 25434V674 | $12.55 M | 4 % | 376,440 | ||
SCHB SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | $11.75 M | 4 % | 545,864 | ||
DFSD DIMENSIONAL ETF TRUST | SHORT DURATION | 25434V864 | $8.10 M | 3 % | 170,356 |
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