Top 50 Passive Capital Management, LLC. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | Dimensional US Core Equity 2 ETF | 16.47% | 1.42M | $55.2M | +5.23%(+70.54K) | $29.42(+47.81%) | 2026-03-31 | |
| VNQ | Vanguard Real Estate Index Fund ETF Shares | 11.49% | 433.8K | $38.5M | +0.02%(+78) | $104.87(-9.11%) | 2026-03-31 | |
| SCHO | Schwab Short-Term U.S. Treasury ETF | 8.94% | 1.23M | $30.0M | +5.84%(+68.15K) | $25.03(-3.53%) | 2026-03-31 | |
| DFIC | DIMENSIONAL ETF TR INTL CORE EQUITY | 6.45% | 607.9K | $21.6M | +8.47%(+47.47K) | $24.65(+54.23%) | 2026-03-31 | |
| AVUS | Avantis U.S. Equity ETF | 6.23% | 187.7K | $20.9M | -0.24%(-453) | $66.86(+88.29%) | 2026-03-31 | |
| VTEB | Vanguard Tax-Exempt Bond Index Fund ETF Shares | 4.84% | 325.0K | $16.2M | +2.24%(+7.14K) | $53.19(-5.90%) | 2026-03-31 | |
| AVDE | Avantis International Equity ETF | 4.7% | 185.7K | $15.8M | -0.39%(-730) | $56.53(+61.15%) | 2026-03-31 | |
| SCHB | Schwab U.S. Broad Market ETF | 3.96% | 528.2K | $13.3M | +0.28%(+1.49K) | $17.99(+60.03%) | 2026-03-31 | |
| DFSD | DIMENSIONAL ETF TR SHORT DURAT ION FIXED INCOME | 3.75% | 262.2K | $12.6M | +12.78%(+29.71K) | $47.40(+0.99%) | 2026-03-31 | |
| AVEM | Avantis Emerging Markets Equity ETF | 2.92% | 121.5K | $9.8M | -0.37%(-456) | $55.34(+71.71%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +7.84% | +25.40% |
| Top 20 Holdings Unweighted | +8.18% | +26.60% |
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