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Home > Institutional Investor > Wolfstich Capital, Llc > 13F Holdings

Instuitional Investor - Wolfstich Capital, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 542,460 $24,215,436 19.66%
2.
Dimensional Etf Trust
 DFAC 542,460 $24,215,436 19.66%
3.
Dimensional Etf Trust
 DFAC 629,149 $23,448,380 19.03%
4.
Dimensional Etf Trust
 DFAC 360,398 $16,740,846 13.59%
5.
Dimensional Etf Trust
 DFAC 191,613 $9,672,610 7.85%
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.