Tassel Capital Management, Inc.
Q4 2024 13F Holdings
- Locationmatthews, NC
- Num holdings
38
- Value ($000)
$112,722
- Date Filed02/07/2025
- Form type13F-HR
- CIK0001999208
- 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 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DFIC DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 | $21.72M | 19 % | 840,494 | ||
DUHP DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 | $14.77M | 13 % | 436,984 | ||
DFAX DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 | $13.03M | 12 % | 524,125 | ||
DFUS DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 | $12.61M | 11 % | 197,781 | ||
DFAU DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 | $11.89M | 11 % | 293,570 | ||
DFCF DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 | $10.32M | 9 % | 249,981 | ||
DFAS DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 | $8.88M | 8 % | 136,385 | ||
DFNM DIMENSIONAL ETF TRUST | NATL MUN BD ETF | 25434V849 | $3.53M | 3 % | 73,884 | ||
MUB ISHARES TR | NATIONAL MUN ETF | 464288414 | $3.35M | 3 % | 31,395 | ||
IWF ISHARES TR | RUS 1000 GRW ETF | 464287614 | $1.64M | 2 % | 4,096 |
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