Passive Capital Management, LLC.

Q2 2025 13F Holdings

  • Location
    baltimore, MD
  • Num holdings

    82

  • Value ($000)

    $321,357

  • Date Filed
    08/12/2025
  • Form type
    13F-HR
  • CIK
    0001958250
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
VNQ
VNQ

VANGUARD INDEX FDS

REAL ESTATE ETF
$44.82M
14 %

499,595

DFAC
DFAC

DIMENSIONAL ETF TRUST

US CORE EQUITY 2
$44.61M
14 %

1,237,703

---

VANGUARD MUN BD FDS

TAX EXEMPT BD
$31.62M
10 %

646,210

SCHO
SCHO

SCHWAB STRATEGIC TR

SHT TM US TRES
$27.12M
8 %

1,116,812

AVUS
AVUS

AMERICAN CENTURY ETF TR

US EQT ETF
$19.53M
6 %

192,937

DFIC
DFIC

DIMENSIONAL ETF TRUST

INTL CORE EQUITY
$15.92M
5 %

512,608

AVDE
AVDE

AMERICAN CENTURY ETF TR

INTL EQT ETF
$14.63M
5 %

197,888

SCHB
SCHB

SCHWAB STRATEGIC TR

US BRD MKT ETF
$12.87M
4 %

540,099

AVEM
AVEM

AMERICAN CENTURY ETF TR

AVANTIS EMGMKT
$9.10M
3 %

132,648

DFSD
DFSD

DIMENSIONAL ETF TRUST

SHORT DURATION
$9.10M
3 %

189,672

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