Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Passive Capital Management, LLC. (CIK 1958250) reported $334.9M across 104 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFAC ($55.2M, 16.47%), VNQ ($38.5M, 11.49%), SCHO ($30.0M, 8.94%), DFIC ($21.6M, 6.45%), AVUS ($20.9M, 6.23%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 ETF | $55.2M | 16.47% | 1.4M | Added |
| 2 | VNQ | Vanguard Real Estate Index Fund ETF Shares | $38.5M | 11.49% | 433,750 | Added |
| 3 | SCHO | Schwab Short-Term U.S. Treasury ETF | $30.0M | 8.94% | 1.2M | Added |
| 4 | DFIC | DIMENSIONAL ETF TR INTL CORE EQUITY | $21.6M | 6.45% | 607,940 | Added |
| 5 | AVUS | Avantis U.S. Equity ETF | $20.9M | 6.23% | 187,708 | Trimmed |
| 6 | VTEB | Vanguard Tax-Exempt Bond Index Fund ETF Shares | $16.2M | 4.84% | 325,037 | Added |
| 7 | AVDE | Avantis International Equity ETF | $15.8M | 4.70% | 185,707 | Trimmed |
| 8 | SCHB | Schwab U.S. Broad Market ETF | $13.3M | 3.96% | 528,214 | Added |
| 9 | DFSD | DIMENSIONAL ETF TR SHORT DURAT ION FIXED INCOME | $12.6M | 3.75% | 262,217 | Added |
| 10 | AVEM | Avantis Emerging Markets Equity ETF | $9.8M | 2.92% | 121,494 | Trimmed |
| 11 | DFEM | DIMENSIONAL EMERG MARK CRE EQY 2 ETF | $7.9M | 2.35% | 228,197 | Added |
| 12 | SCHH | Schwab U.S. REIT ETF | $6.7M | 2.00% | 311,865 | Added |
| 13 | AVUV | Avantis U.S. Small Cap Value ETF | $4.9M | 1.47% | 44,692 | Added |
| 14 | DFAT | DIMENSIONAL ETF TRUST US TARGETED VLU | $4.9M | 1.47% | 78,863 | Added |
| 15 | AVSC | AMERICAN CENTURY ETF TRUST AVANTIS U S SMALL CAP EQUITY ETF | $3.9M | 1.16% | 62,500 | Hold |
| 16 | VTIP | Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares | $3.5M | 1.04% | 69,986 | Trimmed |
| 17 | STIP | iShares 0-5 Year TIPS Bond ETF | $3.4M | 1.00% | 32,534 | Trimmed |
| 18 | JBGS | JBG SMITH Properties | $3.2M | 0.96% | 220,639 | Added |
| 19 | BND | Vanguard Total Bond Market Index Fund ETF Shares | $3.0M | 0.88% | 40,153 | Added |
| 20 | EMXC | iShares MSCI Emerging Markets ex China ETF | $2.6M | 0.79% | 33,590 | Added |
| 21 | VTES | VANGUARD WELLINGTON FD VANGUARD SHORT TERM TAX EXEMPT BOND ETF | $2.5M | 0.73% | 24,225 | Added |
| 22 | SCHR | Schwab Intermediate-Term U.S. Treasury ETF | $2.2M | 0.67% | 89,480 | Trimmed |
| 23 | VOO | Vanguard S&P 500 ETF | $2.0M | 0.61% | 3,396 | Added |
| 24 | SCHF | Schwab International Equity ETF | $2.0M | 0.61% | 82,141 | Trimmed |
| 25 | AAPL | Apple Inc | $2.0M | 0.59% | 7,850 | Added |
Source: SEC Form 13F filings · as of 2026-03-31