Passive Capital Management, Llc. Purchases in Q2 2024

Passive Capital Management, Llc.

  • $269 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
165K
+ 20.91%
$30.09 - $32.37 $4.97M - $5.34M
955K $30.8B
SCHO
Schwab Short Term Us Treasury

ETFs
34.9K
+ 6.76%
$47.75 - $48.13 $1.66M - $1.68M
550K $26.5B
DFSD
Dimensional ETF Tr Short Durat

ETFs
29K
+ 87.51%
$46.64 - $47.15 $1.35M - $1.37M
62.2K $2.92B
DFIC
Dimensional ETF Tr Dimensional

ETFs
47.4K
+ 13.78%
$25.73 - $27.44 $1.22M - $1.3M
392K $10.3B
BND
Vanguard Bd Index Fd Inc Total

ETFs
14.7K
New
$70.55 - $72.66 $1.04M - $1.07M
14.7K $1.06B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
24.9K
+ 21.75%
$24.84 - $27.2 $619K - $678K
140K $3.73B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
908
+ 29.91%
$455.1 - $504.28 $413K - $458K
3.94K $1.97B
AVEM
American Centy ETF Tr Avantis

ETFs
5.38K
+ 4.53%
$56.42 - $62.42 $303K - $336K
124K $7.58B
LLY
Eli Lilly & CO

Healthcare
718
New
$724.87 - $909.04 $520K - $653K
718 $650M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
33.3K
+ 18.9%
$18.53 - $20.2 $617K - $673K
209K $4.18B
AAPL
Apple Inc.

Technology
1.46K
+ 52.55%
$165.0 - $216.67 $241K - $317K
4.24K $894M
MSFT
Microsoft Corp

Technology
792
New
$389.33 - $452.85 $308K - $359K
792 $354M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.92K
New
$159.21 - $168.37 $305K - $322K
1.92K $315M
DVY
Ishares Tr

ETFs
2.5K
New
$115.73 - $125.75 $289K - $314K
2.5K $302M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
735
New
$396.73 - $420.24 $292K - $309K
735 $299M
MUB
Ishares National Muni Bond ETF

ETFs
2.77K
+ 4.79%
$105.37 - $107.16 $292K - $297K
60.6K $6.46B
PM
Philip Morris International Inc.

Consumer Defensive
2.09K
New
$88.6 - $104.24 $185K - $218K
2.09K $211M
COF
Capital One Financial Corp

Financial Services
1.46K
New
$133.7 - $148.87 $195K - $218K
1.46K $202M
AVUS
American Centy ETF Tr Avantis

ETFs
418
+ 0.21%
$84.59 - $90.63 $35.4K - $37.9K
198K $17.8B
SCHE
Schwab Strategic Tr Us Emergin

ETFs
96
+ 0.18%
$24.67 - $27.2 $2.37K - $2.61K
54.1K $1.44B
AVDV
American Centy ETF Tr Avantis

ETFs
234
+ 1.27%
$63.81 - $68.36 $14.9K - $16K
18.6K $1.21B
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
288
+ 3.89%
$87.24 - $97.37 $25.1K - $28K
7.68K $742M
AVSU
American Centy ETF Tr Avantis

ETFs
694
+ 6.15%
$57.39 - $62.24 $39.8K - $43.2K
12K $739M
HON
Honeywell International Inc

Industrials
125
+ 11.97%
$190.36 - $215.89 $23.8K - $27K
1.17K $250M
AVSD
American Centy ETF Tr Avantis

ETFs
255
+ 5.28%
$54.31 - $58.32 $13.8K - $14.9K
5.08K $282M
VXF
Vanguard Extended Market ETF

ETFs
143
+ 12.41%
$161.82 - $174.44 $23.1K - $24.9K
1.3K $219M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
151
+ 0.8%
$98.69 - $99.57 $14.9K - $15K
19.1K $1.9B
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
29
+ 0.54%
$54.72 - $58.75 $1.59K - $1.7K
5.4K $309M
SCHR
Schwab Intermediate Term Us Tr

ETFs
686
+ 0.87%
$47.85 - $49.0 $32.8K - $33.6K
79.6K $3.88B
DFAE
Dimensional ETF Tr

ETFs
39
+ 0.47%
$24.03 - $26.3 $937 - $1.03K
8.27K $214M
MA
Mastercard Inc

Financial Services
42
+ 9.95%
$441.1 - $479.43 $18.5K - $20.1K
464 $205M
AVUV
American Centy ETF Tr Avantis

ETFs
59
+ 0.11%
$86.93 - $93.77 $5.13K - $5.53K
55K $4.94B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
2.09K
+ 0.31%
$49.55 - $50.44 $104K - $105K
682K $34.2B
Activity Summary
Buys All Purchases 34 New Holdings 8 Increased Positions 26 Sells All Sells 14 Reductions 13 Sold out 1 Options Calls 0 Puts 0
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