Passive Capital Management, LLC. - Portfolio overview

Passive Capital Management, LLC. has 109 reported holdings in this dataset, with the latest filing dated 2026-05-14.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Real Estate and Financial Services.

Largest reported holdings by portfolio allocation

1. DFAC - Dimensional US Core Equity 2 ETF, 16.35%
2. VNQ - Vanguard Real Estate Index Fund ETF Shares, 11.40%
3. SCHO - Schwab Short-Term U.S. Treasury ETF, 8.88%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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