Passive Capital Management, LLC. Top Holdings and 13F Report (2025) About Passive Capital Management, LLC.Investment ActivityPassive Capital Management, LLC. has $284.13 million in total holdings as of December 31, 2024.Passive Capital Management, LLC. owns shares of 65 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 12.18% of the portfolio was purchased this quarter.About 0.84% of the portfolio was sold this quarter.This quarter, Passive Capital Management, LLC. has purchased 65 new stocks and bought additional shares in 31 stocks.Passive Capital Management, LLC. sold shares of 7 stocks and completely divested from 1 stock this quarter.Largest Holdings Vanguard Real Estate ETF $45,643,537Dimensional U.S. Core Equity 2 ETF $34,996,839Vanguard Tax-Exempt Bond ETF $32,828,603Schwab Short-Term U.S. Treasury ETF $27,701,812Avantis U.S. Equity ETF $19,099,188 Largest New Holdings this Quarter Vanguard Short-Term Tax-Exempt Bond ETF $2,515,363 Holding Largest Purchases this Quarter Schwab Short-Term U.S. Treasury ETF 599,843 shares (about $14.43M)Schwab US Broad Market ETF 357,694 shares (about $8.12M)Vanguard Short-Term Tax-Exempt Bond ETF 25,091 shares (about $2.52M)Schwab Intermediate-Term U.S. Treasury ETF 61,631 shares (about $1.50M)Dimensional Short-Duration Fixed Income ETF 30,184 shares (about $1.42M) Largest Sales this Quarter Vanguard Tax-Exempt Bond ETF 26,583 shares (about $1.33M)iShares National Muni Bond ETF 5,804 shares (about $618.41K)ServiceNow 87 shares (about $92.23K)Apple 282 shares (about $70.62K)ACV Auctions 2,465 shares (about $53.24K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPassive Capital Management, LLC. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVNQVanguard Real Estate ETF$45,643,537$414,311 ▲0.9%512,38816.1%ETFDFACDimensional U.S. Core Equity 2 ETF$34,996,839$1,019,090 ▲3.0%1,011,76212.3%ETFVTEBVanguard Tax-Exempt Bond ETF$32,828,603$1,332,607 ▼-3.9%654,86911.6%ETFSCHOSchwab Short-Term U.S. Treasury ETF$27,701,812$14,432,220 ▲108.8%1,151,3649.7%ETFAVUSAvantis U.S. Equity ETF$19,099,188$22,100 ▲0.1%197,0416.7%ETFSCHBSchwab US Broad Market ETF$12,240,424$8,119,650 ▲197.0%539,2264.3%ETFAVDEAvantis International Equity ETF$11,976,168$265,364 ▲2.3%195,1474.2%ETFDFICDimensional International Core Equity 2 ETF$11,184,299$722,704 ▲6.9%432,7453.9%ETFDFATDimensional U.S. Targeted Value ETF$7,481,612$2,839 ▲0.0%134,4162.6%ETFAVEMAvantis Emerging Markets Equity ETF$7,391,636$83,658 ▲1.1%125,7292.6%ETFMUBiShares National Muni Bond ETF$5,756,346$618,414 ▼-9.7%54,0252.0%ETFAVUVAvantis U.S. Small Cap Value ETF$5,337,497$18,920 ▲0.4%55,2941.9%ETFDFSDDimensional Short-Duration Fixed Income ETF$5,318,471$1,415,021 ▲36.3%113,4491.9%ETFSCHHSchwab U.S. REIT ETF$4,634,854$194,046 ▲4.4%220,0791.6%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$4,128,876$299,299 ▲7.8%157,6511.5%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$3,938,349$198,571 ▲5.3%81,3371.4%ManufacturingAVSCAvantis U.S. Small Cap Equity ETF$3,397,5000.0%62,5001.2%ETFSTIPiShares 0-5 Year TIPS Bond ETF$3,163,5680.0%31,4471.1%ETFSCHRSchwab Intermediate-Term U.S. Treasury ETF$3,067,879$1,497,019 ▲95.3%126,3021.1%ETFVTESVanguard Short-Term Tax-Exempt Bond ETF$2,515,363$2,515,363 ▲New Holding25,0910.9%ETFVOOVanguard S&P 500 ETF$1,953,725$20,475 ▼-1.0%3,6260.7%ETFSCHPSchwab U.S. TIPS ETF$1,923,373$924,091 ▲92.5%74,4630.7%ETFEMXCiShares MSCI Emerging Markets ex China ETF$1,829,8500.0%33,0000.6%ManufacturingSCHFSchwab International Equity ETF$1,668,706$838,960 ▲101.1%90,2000.6%ETFSCHESchwab Emerging Markets Equity ETF$1,451,597$12,569 ▲0.9%54,5100.5%ETFNOWServiceNow$1,435,402$92,230 ▼-6.0%1,3540.5%Computer and TechnologyBNDVanguard Total Bond Market ETF$1,407,461$139,502 ▲11.0%19,5730.5%ETFSCHASchwab US Small-Cap ETF$1,386,130$690,725 ▲99.3%53,6010.5%ETFQQQInvesco QQQ$1,327,664$4,601 ▲0.3%2,5970.5%FinanceAVDVAvantis International Small Cap Value ETF$1,232,502$20,566 ▲1.7%18,9380.4%ETFSPYSPDR S&P 500 ETF Trust$1,009,7700.0%1,7230.4%FinanceAAPLApple$997,423$70,618 ▼-6.6%3,9830.4%Computer and TechnologySCHCSchwab International Small-Cap Equity ETF$952,075$44,354 ▲4.9%27,7330.3%ETFESGVVanguard ESG US Stock ETF$834,400$49,089 ▲6.3%7,9550.3%ETFAVSUAvantis Responsible U.S. Equity ETF$833,001$61,559 ▲8.0%12,5980.3%ETFACVAACV Auctions$818,467$53,244 ▼-6.1%37,8920.3%Retail/WholesaleVBVanguard Small-Cap ETF$723,723$240,280 ▲49.7%3,0120.3%ETFLOWLowe's Companies$718,4350.0%2,9110.3%Retail/WholesaleMSFTMicrosoft$587,150$252,900 ▲75.7%1,3930.2%Computer and TechnologyDHSWisdomTree U.S. High Dividend Fund$565,9480.0%6,0620.2%FinanceLLYEli Lilly and Company$554,2960.0%7180.2%MedicalBHRBBurke & Herbert Financial Services$553,0080.0%8,8680.2%FinanceVVVanguard Large-Cap ETF$510,2720.0%1,8920.2%ETFDFAIDimensional International Core Equity Market ETF$478,986$56,793 ▲13.5%16,4040.2%ETFRRyder System$474,8150.0%3,0270.2%TransportationPGProcter & Gamble$441,4220.0%2,6330.2%Consumer StaplesVEUVanguard FTSE All-World ex-US ETF$435,5700.0%7,5870.2%ETFDFSIDimensional International Sustainability Core 1 ETF$430,3350.0%13,1000.2%ETFDISVDimensional International Small Cap Value ETF$411,8350.0%15,5000.1%ETFDFSUDimensional US Sustainability Core 1 ETF$409,3200.0%10,8000.1%ETFVSGXVanguard ESG International Stock ETF$357,267$27,783 ▲8.4%6,3010.1%ETFBRK.BBerkshire Hathaway$333,1610.0%7350.1%FinanceDVYiShares Select Dividend ETF$328,2250.0%2,5000.1%ETFAVSDAvantis Responsible International Equity ETF$281,407$25,501 ▲10.0%5,0540.1%ETFDTHWisdomTree International High Dividend Fund$274,6610.0%7,2700.1%FinanceCOFCapital One Financial$260,7040.0%1,4620.1%FinanceVBRVanguard Small-Cap Value ETF$259,6160.0%1,3100.1%ETFBACBank of America$255,3500.0%5,8100.1%FinancePMPhilip Morris International$251,1700.0%2,0870.1%Consumer StaplesMAMastercard$246,435$1,580 ▲0.6%4680.1%Business ServicesVXFVanguard Extended Market ETF$246,0240.0%1,2950.1%ETFDFAEDimensional Emerging Core Equity Market ETF$223,616$178 ▼-0.1%8,8140.1%ETFPLDPrologis$221,9700.0%2,1000.1%FinanceMCDMcDonald's$219,7370.0%7580.1%Retail/WholesaleDFSEDimensional Emerging Markets Sustainability Core 1 ETF$208,7270.0%6,3000.1%ETFXOMExxon Mobil$0$200,095 ▼-100.0%00.0%Oils/EnergyShowing largest 100 holdings. 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