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Wolfstich Capital, LLC Portfolio

$123.2M across 21 positions as of 2026-09-30, with 91% of it in the ten largest. 4 quarters on file.

Largest first

Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.

HoldingValueShareShares
DFACDimensional ETF Trust Dimensional U.S. Core Equity 2 ETF$24.2M19.7%542,460
IWMiShares Russell 2000 Index Fund$24.2M19.7%542,460
DFAXDimensional World ex U.S. Core Equity 2 ETF$23.4M19.0%629,149
DFSDDimensional ETF Trust Dimensional Short-Duration Fixed Income ETF$16.7M13.6%360,398
DUSBDimensional ETF Trust Dimensional Ultrashort Fixed Income ETF$9.7M7.9%191,613
DIMENSIONAL ETF TRUST$3.6M2.9%64,984
MILLER INVT TR$3.5M2.9%129,580
VIGVanguard Div Appreciation ETF$2.8M2.3%12,021
DCORDimensional US Core Equity 1 ETF$2.1M1.7%36,988
DIMENSIONAL ETF TRUST$1.8M1.5%37,758
VTIVanguard Total Stock Market ETF$1.8M1.4%4,710
SCHFSchwab International Equity ETF$1.6M1.3%39,538
SCHDSchwab US Dividend Equity ETF$1.5M1.2%46,813
DFA INVT DIMENSIONS GROUP IN$1.4M1.1%45,434
IBMInternational Business Machines Corp$1.2M1.0%5,642
SCHWAB STRATEGIC TR$1.2M1.0%75,483
DFLVDimensional ETF Trust Dimensional US Large Cap Value ETF$874.6K0.7%21,636
DFA INVT DIMENSIONS GROUP IN$505.4K0.4%14,561
WISDOMTREE TR$342.5K0.3%3,501
ESGVVanguard ESG U.S. Stock ETF$301.1K0.2%2,219
VANGUARD INSTL INDEX FD$264.9K0.2%5,347

Quarter ending 2026-09-30.

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