Tassel Capital Management, Inc.
Q1 2025 13F Holdings
- Locationmatthews, NC
- Num holdings
37
- Value ($000)
$114,357
- Date Filed04/22/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DFIC DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 | $19.51 M | 17 % | 702,440 | ||
DUHP DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 | $14.71 M | 13 % | 443,944 | ||
DFAX DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 | $14.44 M | 13 % | 550,993 | ||
DFAU DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 | $14.14 M | 12 % | 367,782 | ||
DFUS DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 | $11.69 M | 10 % | 193,249 | ||
DFCF DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 | $11.31 M | 10 % | 268,899 | ||
DFAS DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 | $8.77 M | 8 % | 146,708 | ||
MUB ISHARES TR | NATIONAL MUN ETF | 464288414 | $3.31 M | 3 % | 31,360 | ||
DFNM DIMENSIONAL ETF TRUST | NATL MUN BD ETF | 25434V849 | $2.87 M | 3 % | 60,263 | ||
DFSD DIMENSIONAL ETF TRUST | SHORT DURATION F | 25434V864 | $1.93 M | 2 % | 40,561 |
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