account_balance

Investment manager · 13F filer · SEC CIK 1958250

Passive Capital Management, LLC.

Reported value$337Mas of Sep 30, 2026

Positions112 24 new, 6 sold out

Top 10 weight64.9%VNQ alone is 12%

FiledNov 1243 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

VNQVanguard Real Estate Index Fund ETF Shares

11.7%

SCHOSchwab Short-Term U.S. Treasury ETF

10.3%Added +24%

DFICDimensional ETF Tr Intl Core Equity

8.0%Added +29%

AVUSAvantis U.S. Equity ETF

7.2%

DFSDDimensional ETF Tr Short Durat Ion Fixed Income

6.7%Added +108%

AVDEAvantis International Equity ETF

5.0%

SCHBSchwab U.S. Broad Market ETF

4.5%

VTEBVanguard Tax-Exempt Bond Index Fund ETF Shares

4.4%

VOOVanguard S&P 500 ETF

3.6%+441%

AVEMAvantis Emerging Markets Equity ETF

3.4%

DFEMDimensional Emerg Mark Cre Eqy 2 ETF

3.2%Added +24%

SCHHSchwab U.S. REIT ETF

2.4%

VNQVanguard Real Estate Index Fund ETF Shares

11.7%

SCHOSchwab Short-Term U.S. Treasury ETF

10.3%Added +24%

DFICDimensional ETF Tr Intl Core Equity

8.0%

AVUSAvantis U.S. Equity ETF

7.2%

DFSDDimensional ETF Tr Short Durat Ion Fixed Income

6.7%+108%

AVDEAvantis International Equity ETF

5.0%

SCHBSchwab U.S. Broad Market ETF

4.5%

VTEBVanguard Tax-Exempt Bond Index Fund ETF Shares

4.4%

VOO3.6%

AVEM

DFEM3.2%

SCHH

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list

VNQ Vanguard Real Estate Index Fund ETF Shares 11.7% Held

SCHO Schwab Short-Term U.S. Treasury ETF 10.3% Added +24%

DFIC Dimensional ETF Tr Intl Core Equity 8.0% Added +29%

AVUS Avantis U.S. Equity ETF 7.2% Held

DFSD Dimensional ETF Tr Short Durat Ion Fixed Income 6.7% Added +108%

AVDE Avantis International Equity ETF 5.0% Held

SCHB Schwab U.S. Broad Market ETF 4.5% Held

VTEB Vanguard Tax-Exempt Bond Index Fund ETF Shares 4.4% Held

VOO Vanguard S&P 500 ETF 3.6% Added +441%

AVEM Avantis Emerging Markets Equity ETF 3.4% Held

DFEM Dimensional Emerg Mark Cre Eqy 2 ETF 3.2% Added +24%

SCHH Schwab U.S. REIT ETF 2.4% Added +23%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 12, 2026, compared with the Aug 10, 2026 filing

add_circleNew

QUAL $4.33M
VTI $1.84M
AUB $1.11M
FRBT $1.02M

arrow_upwardAdded

VGT +1013%
JBGS +873%
VUG +685%
VOO +441%

arrow_downwardTrimmed

AVSU −11%
VTIP −11%
SCHP −7%
CDP −7%

remove_circleSold out

DFAC $53.4M
DFAT $4.58M
T. Rowe Price $755K
GOOGL $603K

Passive Capital Management, LLC.

Where the money is

Biggest moves since Jun 30, 2026

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