Wolfstich Capital as of June 30, 2025
Portfolio Holdings for Wolfstich Capital
Wolfstich Capital holds 13 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 31.6 | $14M | 402k | 35.84 | |
| Dimensional Etf Trust World Ex Us Core (DFAX) | 25.4 | $12M | 395k | 29.37 | |
| Dimensional Etf Trust Core Fixed Incom (DFCF) | 16.6 | $7.6M | 179k | 42.26 | |
| Dimensional Etf Trust Us High Profitab (DUHP) | 6.5 | $3.0M | 83k | 35.56 | |
| Dimensional Etf Trust Us Sustainabilty (DFSU) | 4.9 | $2.2M | 57k | 39.25 | |
| International Business Machines (IBM) | 4.1 | $1.9M | 6.4k | 294.78 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 2.8 | $1.3M | 6.2k | 204.67 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 2.6 | $1.2M | 3.9k | 303.93 | |
| Schwab Strategic Tr Internl Divid (SCHY) | 2.4 | $1.1M | 71k | 15.21 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 1.0 | $478k | 18k | 26.50 | |
| Vanguard World Esg Us Stk Etf (ESGV) | 0.7 | $340k | 3.1k | 109.64 | |
| Wisdomtree Tr Us Largecap Divd (DLN) | 0.7 | $331k | 4.0k | 82.14 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.6 | $260k | 1.2k | 215.79 |
