Wolfstich Capital

Wolfstich Capital as of Dec. 31, 2024

Portfolio Holdings for Wolfstich Capital

Wolfstich Capital holds 23 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC) 24.7 $28M 806k 34.59
Dimensional Etf Trust World Ex Us Core (DFAX) 13.8 $16M 626k 24.86
Dimensional Etf Trust Short Duration F (DFSD) 11.7 $13M 281k 46.88
Dimensional Etf Trust Us Sustainabilty (DFSU) 9.3 $11M 278k 37.90
Ishares Tr Ibonds 27 Etf (IBDS) 6.9 $7.8M 324k 23.96
Ishares Tr Ibonds Dec2026 (IBDR) 6.4 $7.2M 300k 24.07
Ishares Tr Ibonds 25 Trm Ts (IBTF) 6.1 $6.9M 294k 23.32
Ishares Tr Ibds Dec28 Etf (IBDT) 4.1 $4.6M 187k 24.90
Dimensional Etf Trust Us High Profitab (DUHP) 3.9 $4.4M 131k 33.79
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 3.3 $3.7M 92k 40.49
Dimensional Etf Trust Ultrashort Fixed (DUSB) 1.9 $2.1M 42k 50.59
Schwab Strategic Tr Internl Divid (SCHY) 1.7 $1.9M 81k 23.12
International Business Machines (IBM) 1.4 $1.5M 6.9k 219.83
Vanguard Index Fds Total Stk Mkt (VTI) 0.8 $945k 3.3k 289.81
Dimensional Etf Trust Core Fixed Incom (DFCF) 0.8 $942k 23k 41.27
Vanguard Specialized Funds Div App Etf (VIG) 0.8 $887k 4.5k 195.83
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.6 $702k 26k 27.32
Ishares Tr Core Div Grwth (DGRO) 0.6 $625k 10k 61.34
Vanguard World Esg Us Stk Etf (ESGV) 0.3 $325k 3.1k 104.89
Wisdomtree Tr Us Largecap Divd (DLN) 0.3 $313k 4.0k 77.79
Ishares Tr Russell 2000 Etf (IWM) 0.3 $290k 1.3k 220.96
Dimensional Etf Trust International (DFSI) 0.2 $249k 7.6k 32.85
Dimensional Etf Trust Us Large Cap Vec (DFVX) 0.2 $246k 3.8k 65.29