Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PASSIVE CAPITAL MANAGEMENT LLC | 07-28-2023 | 12-31-2022 | 53 | 219,773,432 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | REAL ESTATE ETF | 1 | $44,484,144 | 535,695 | 0.02 | 535,695 | +Inf | 03-31-2023 | |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 2 | $25,369,840 | 500,786 | 0.01 | 500,786 | +Inf | 03-31-2023 | |
| SCHWAB STRATEGIC TR | SHT TM US TRES | 3 | $21,402,346 | 438,663 | 0.01 | 438,663 | +Inf | 03-31-2023 | |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 4 | $9,704,284 | 202,806 | 0.00 | 202,806 | +Inf | 03-31-2023 |
