Top 36 Tassel Capital Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFIC | DIMENSIONAL ETF TRUST | 18.72% | 970.1K | $34.5M | +2.19%(+20.77K) | $28.08(+35.63%) | 2026-03-31 | |
| DFCF | DIMENSIONAL ETF TRUST | 15.56% | 678.3K | $28.6M | +2.87%(+18.91K) | $42.39(-0.35%) | 2026-03-31 | |
| DFAS | DIMENSIONAL ETF TRUST | 10.48% | 271.3K | $19.3M | +2.04%(+5.41K) | $64.13(+19.29%) | 2026-03-31 | |
| DFAX | DIMENSIONAL ETF TRUST | 10.02% | 543.2K | $18.5M | +0.65%(+3.49K) | $26.27(+42.85%) | 2026-03-31 | |
| DUHP | DIMENSIONAL ETF TRUST | 9.87% | 494.3K | $18.2M | +3.83%(+18.24K) | $34.28(+16.41%) | 2026-03-31 | |
| DFAU | DIMENSIONAL ETF TRUST | 9.63% | 393.0K | $17.7M | +4.72%(+17.70K) | $40.54(+25.70%) | 2026-03-31 | |
| DFUS | DIMENSIONAL ETF TRUST | 8.31% | 215.8K | $15.3M | -0.54%(-1.17K) | $63.58(+26.96%) | 2026-03-31 | |
| DFNM | DIMENSIONAL ETF TRUST | 1.62% | 62.3K | $3.0M | -1.87%(-1.19K) | $48.13(+0.08%) | 2026-03-31 | |
| DFSD | DIMENSIONAL ETF TRUST | 1.24% | 47.8K | $2.3M | new | $47.73(+0.34%) | 2026-03-31 | |
| IWF | ISHARES TR | 1.17% | 5.0K | $2.1M | -0.02%(-1) | $388.21(-67.98%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.78% | +47.32% |
| Top 20 Holdings Unweighted | +11.60% | +38.98% |
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