account_balance
Investment manager · 13F filer · SEC CIK 1999208
Tassel Capital Management, Inc.
Reported value$202Mas of Sep 30, 2026
Positions46 3 new, 2 sold out
Top 10 weight88.9%DFIC alone is 20%
FiledOct 2020 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
DFICDimensional ETF Trust
20.4%Added +4%
DFAUDimensional ETF Trust
12.3%Added +2%
DFAXDimensional ETF Trust
11.2%Added +4%
DFASDimensional ETF Trust
9.9%Added +4%
DFCFDimensional ETF Trust
9.8%Trimmed −21%
DFUSDimensional ETF Trust
9.8%Added +4%
CRUXColumbia ETF Tr I
6.5%Added +2%
AGGiShares Tr
5.5%Added +425%
SUB1.8%
MUB1.7%
IWF1.3%
VTIP0.7%
DFICDimensional ETF Trust
20.4%Added +4%
DFAUDimensional ETF Trust
12.3%+2%
DFAXDimensional ETF Trust
11.2%+4%
DFASDimensional ETF Trust
9.9%+4%
DFCFDimensional ETF Trust
9.8%
DFUSDimensional ETF Trust
9.8%
CRUX6.5%
AGG5.5%
SUB
MUB
IWF
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
DFIC Dimensional ETF Trust 20.4% Added +4%
DFAU Dimensional ETF Trust 12.3% Added +2%
DFAX Dimensional ETF Trust 11.2% Added +4%
DFAS Dimensional ETF Trust 9.9% Added +4%
DFCF Dimensional ETF Trust 9.8% Trimmed −21%
DFUS Dimensional ETF Trust 9.8% Added +4%
CRUX Columbia ETF Tr I 6.5% Added +2%
AGG iShares Tr 5.5% Added +425%
SUB iShares Tr 1.8% New
MUB iShares Tr 1.7% Added +463%
IWF iShares Tr 1.3% Held
VTIP Vanguard Malvern FDS 0.7% Added +18%
What changed
Biggest moves since Jun 30, 2026
add_circleNew
- SUB $3.66M
- BSMZ $810K
- BSMS $295K
arrow_upwardAdded
- MUB +463%
- AGG +425%
- BSMR +52%
- IWP +25%
arrow_downwardTrimmed
- DFNM −73%
- DFCF −21%
- DFAI −11%
- IEMG −4%
remove_circleSold out
- DUHP $21.3M
- BSMY $412K
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