WC
Wolfstich Capital Portfolio holdings
AUM
$109M
1-Year Est. Return
16.35%
1 Year Est. Return
+16.35%
AUM
$49M
AUM Growth
+$3.43M
(+7.5%)
Holding
13
Top Buys
No buys this quarter
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 3.69% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Dimensional US Core Equity 2 ETF
DFAC
$41.4B
| $15.5M | 31.6% |
401,502
|
|
||
2
Dimensional World ex US Core Equity 2 ETF
DFAX
$10.6B
| $12.4M | 25.26% |
394,556
|
|
||
3
Dimensional Core Fixed Income ETF
DFCF
$8.93B
| $7.64M | 15.59% |
178,694
|
|
||
4
Dimensional US High Profitability ETF
DUHP
$10.5B
| $3.14M | 6.42% |
83,251
|
|
||
5
Dimensional US Sustainability Core 1 ETF
DFSU
$1.91B
| $2.43M | 4.96% |
57,254
|
|
||
6
Schwab International Dividend Equity ETF
SCHY
$1.73B
| $1.99M | 4.06% |
71,217
|
|
||
7
IBM
IBM
$286B
| $1.81M | 3.69% |
6,411
|
|
||
8
Vanguard Dividend Appreciation ETF
VIG
$105B
| $1.33M | 2.72% |
6,186
|
|
||
9
Vanguard Total Stock Market ETF
VTI
$582B
| $1.29M | 2.63% |
3,922
|
|
||
10
Schwab US Dividend Equity ETF
SCHD
$75.6B
| $493K | 1.01% |
18,051
|
|
||
11
Vanguard ESG US Stock ETF
ESGV
$12B
| $367K | 0.75% |
3,097
|
|
||
12
WisdomTree US LargeCap Dividend Fund
DLN
$5.72B
| $350K | 0.71% |
4,024
|
|
||
13
iShares Russell 2000 ETF
IWM
$77.3B
| $291K | 0.59% |
1,203
|
|