| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2019 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 6 | Q1 2023 | 29.8% |
| VANGUARD MUN BD FDS | 6 | Q1 2023 | 18.7% |
| SCHWAB STRATEGIC TR | 6 | Q1 2023 | 11.6% |
| ISHARES TR | 6 | Q1 2023 | 8.0% |
| SCHWAB STRATEGIC TR | 6 | Q1 2023 | 5.9% |
| AMERICAN CENTY ETF TR | 6 | Q1 2023 | 8.3% |
| AMERICAN CENTY ETF TR | 6 | Q1 2023 | 4.1% |
| SCHWAB STRATEGIC TR | 6 | Q1 2023 | 3.2% |
| VANGUARD MALVERN FDS | 6 | Q1 2023 | 2.7% |
| SCHWAB STRATEGIC TR | 6 | Q1 2023 | 2.4% |
View Passive Capital Management, LLC.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2023-07-28 |
| 13F-HR | 2023-07-28 |
| 13F-HR | 2023-07-28 |
| 13F-HR | 2023-07-28 |
| 13F-HR | 2023-07-28 |
| 13F-HR | 2023-07-28 |
View Passive Capital Management, LLC.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.