Passive Capital Management, Llc. Incresed Positions in Q1 2025

Passive Capital Management, Llc.

  • $316 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
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
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
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
25.6K
+ 16.23%
$25.35 - $27.46 $649K - $703K
183K $4.85B
AAPL
Apple Inc.

Technology
3.48K
+ 87.27%
$209.68 - $247.1 $729K - $859K
7.46K $1.66B
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
QQQ
Invesco Qqq Trust, Series 1

ETFs
824
+ 31.73%
$468.34 - $539.52 $386K - $445K
3.42K $1.6B
MSFT
Microsoft Corp

Technology
833
+ 59.8%
$375.39 - $447.2 $313K - $373K
2.23K $836M
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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