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Home > Institutional Investor > Passive Capital Management, Llc. > Profile

Instuitional Investor - Passive Capital Management, Llc.

Fund Profile
Filing Period:
Fund Name: Passive Capital Management, Llc.
Portfolio Value $319,791,735
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
 DFAC 1,348,728 $53,396,152 16.7%
2.
Vanguard Index Fds - REAL ESTATE ETF
 433,672 $38,375,594 12%
3.
Schwab Strategic Trust
 SCHD 1,166,284 $28,422,337 8.89%
4.
American Century Etf Tr - US EQT ETF
 188,161 $21,032,582 6.58%
5.
Dimensional Etf Trust
 DFAC 560,466 $19,313,668 6.04%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.