Passive Capital Management, Llc. Purchases in Q1 2025

Passive Capital Management, Llc.

  • $316 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DFSB
Dimensional ETF Tr Dimensional
376K
New
N/A
376K $12.6B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
155K
+ 15.28%
$32.42 - $36.13 $5.01M - $5.58M
1.17M $38.5B
DFSD
Dimensional ETF Tr Short Durat

ETFs
56.9K
+ 50.16%
$46.74 - $47.55 $2.66M - $2.71M
170K $8.1B
DFIC
Dimensional ETF Tr Dimensional

ETFs
56.8K
+ 13.13%
$25.54 - $28.79 $1.45M - $1.64M
490K $13.6B
SCHX
Schwab Strategic Tr Us Large C

ETFs
59.2K
New
$21.75 - $24.28 $1.29M - $1.44M
59.2K $1.31B
VUG
Vanguard Growth ETF

ETFs
2.97K
New
$369.1 - $427.61 $1.09M - $1.27M
2.97K $1.1B
SCHO
Schwab Short Term Us Treasury

ETFs
30.7K
+ 2.67%
$24.1 - $24.34 $741K - $748K
1.18M $28.8B
AVDE
American Centy ETF Tr Avantis

ETFs
687
+ 0.35%
$60.63 - $68.55 $41.7K - $47.1K
196K $13B
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
34.3K
+ 15.57%
$20.2 - $22.24 $692K - $762K
254K $5.47B
VTV
Vanguard Value ETF

ETFs
4.24K
New
$167.73 - $179.21 $711K - $759K
4.24K $732M
AAPL
Apple Inc.

Technology
3.48K
+ 87.27%
$209.68 - $247.1 $729K - $859K
7.46K $1.66B
VGT
Vanguard Information Technolog

ETFs
1.2K
New
$542.38 - $646.34 $651K - $776K
1.2K $651M
IVV
Ishares Core S&P 500 ETF

ETFs
1.02K
New
$554.06 - $615.85 $565K - $628K
1.02K $573M
VOT
Vanguard Mid Cap Growth Index

ETFs
1.79K
New
$237.72 - $276.98 $425K - $496K
1.79K $438M
MA
Mastercard Inc

Financial Services
773
+ 165.17%
$504.67 - $576.31 $390K - $445K
1.24K $680M
AVEM
American Centy ETF Tr Avantis

ETFs
4.25K
+ 3.38%
$57.11 - $62.4 $243K - $265K
130K $7.82B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
3.33K
New
$126.11 - $135.06 $419K - $449K
3.33K $429M
Amazon.Com
2.12K
New
N/A
2.12K $403M
MCD
Mcdonalds Corp

Consumer Cyclical
1.18K
+ 156.2%
$279.74 - $321.29 $331K - $380K
1.94K $607M
IVOV
Vanguard S&P Mid Cap 400 Value

ETFs
4.03K
New
$89.89 - $100.28 $362K - $404K
4.03K $371M
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
13.8K
New
$25.08 - $25.39 $346K - $350K
13.8K $349M
VBK
Vanguard Small Cap Growth ETF

ETFs
1.33K
New
$247.97 - $296.33 $330K - $394K
1.33K $335M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
15.1K
New
$20.1 - $20.8 $304K - $315K
15.1K $314M
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
15.9K
New
$19.0 - $19.66 $303K - $313K
15.9K $313M
FRT
Federal Realty Investment Trust

Real Estate
3.19K
New
$94.7 - $111.82 $302K - $357K
3.19K $312M
GOOGL
Alphabet Inc.

Communication Services
1.91K
New
$154.33 - $206.19 $295K - $394K
1.91K $295M
VO
Vanguard Mid Cap ETF

ETFs
1.09K
New
$251.87 - $277.95 $275K - $303K
1.09K $282M
VHT
Vanguard Health Care ETF

ETFs
1.06K
New
$254.06 - $273.83 $270K - $291K
1.06K $281M
QQQ
Invesco Qqq Trust, Series 1

ETFs
824
+ 31.73%
$468.34 - $539.52 $386K - $445K
3.42K $1.6B
ITOT
Ishares Core S&P Total U.S. St

ETFs
2.05K
New
$120.29 - $134.6 $246K - $276K
2.05K $250M
MSFT
Microsoft Corp

Technology
833
+ 59.8%
$375.39 - $447.2 $313K - $373K
2.23K $836M
GOOG
Alphabet Inc.

Communication Services
1.47K
New
$156.06 - $207.71 $230K - $306K
1.47K $230M
JNJ
Johnson & Johnson

Healthcare
1.35K
New
$142.06 - $167.7 $192K - $226K
1.35K $224M
BND
Vanguard Bd Index Fd Inc Total

ETFs
2.41K
+ 12.32%
$71.17 - $73.66 $172K - $178K
22K $1.61B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
218
+ 29.66%
$442.66 - $534.52 $96.5K - $117K
953 $508M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
816
+ 0.9%
$18.36 - $20.51 $15K - $16.7K
91K $1.8B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
155
+ 0.19%
$48.43 - $49.9 $7.51K - $7.73K
81.5K $4.07B
STIP
Ishares Barclays 0 5 Year Tips

ETFs
145
+ 0.46%
$100.59 - $103.47 $14.6K - $15K
31.6K $3.27B
PG
Procter & Gamble CO

Consumer Defensive
536
+ 20.36%
$158.56 - $176.26 $85K - $94.5K
3.17K $540M
SCHR
Schwab Intermediate Term Us Tr

ETFs
811
+ 0.64%
$24.05 - $24.86 $19.5K - $20.2K
127K $3.16B
VB
Vanguard Small Cap ETF

ETFs
628
+ 20.85%
$217.89 - $252.64 $137K - $159K
3.64K $807M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
620
+ 1.14%
$25.81 - $28.52 $16K - $17.7K
55.1K $1.52B
DFAI
Dimensional ETF Tr

ETFs
16
+ 0.1%
$28.88 - $32.4 $462 - $518
16.4K $513M
Vanguard Wellington Fd
83
+ 0.33%
N/A
25.2K $2.53B
DFAE
Dimensional ETF Tr

ETFs
9
+ 0.1%
$24.64 - $26.86 $222 - $242
8.82K $228M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
241
+ 3.03%
$96.93 - $109.51 $23.4K - $26.4K
8.2K $803M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
6.64K
+ 1.23%
$21.23 - $23.75 $141K - $158K
546K $11.8B
Activity Summary
Buys All Purchases 48 New Holdings 21 Increased Positions 27 Sells All Sells 15 Reductions 15 Sold out 0 Options Calls 0 Puts 0
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