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CIK: 0002047009
Total reported value
$129.5M
$129.5M
23 檔
57.8%
The Q4 2024 SEC filing reveals that Wolfstich Capital, LLC held a total portfolio value of $129.5M, covering 23 public equity positions.
During Q4 2024, Wolfstich Capital, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including DFAC, DFAX, DFSD) accounted for 57.8% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 24.70% | +0.08% | — | |
| 2 | DFAX | Dimensional World Ex US Core | ETF-Other | 13.80% | +0.29% | — | |
| 3 | DFSD | Dimensional Short Duration | ETF-Other | 11.67% | +1.76% | — | |
| 4 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 9.33% | +0.04% | — | |
| 5 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 6.89% | — | — | |
| 6 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 6.40% | — | — | |
| 7 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 6.08% | — | — | |
| 8 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 4.12% | — | — | |
| 9 | DUHP | Dimensional US High Profi Et | ETF-Other | 3.91% | +0.38% | — | |
| 10 | DFAU | Dimensional US Core Equity M | ETF-Other | 3.30% | — | — | |
| 11 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 1.88% | +2.22% | — | |
| 12 | SCHY | Schwab International Dvd ETF | ETF-Other | 1.67% | -1.94% | EXIT | |
| 13 | IBM | Intl Business Machines CORP | Stock-Tech | 1.35% | +0.07% | — | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.84% | — | — | |
| 15 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.83% | +10.87% | NEW | |
| 16 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.79% | — | — | |
| 17 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.62% | -0.52% | — | |
| 18 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.55% | — | — | |
| 19 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.29% | -0.04% | — | |
| 20 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 0.28% | -0.03% | — | |
| 21 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.26% | +0.03% | — | |
| 22 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 0.22% | — | — | |
| 23 | DFVX | Dim US Large Cap Vector ETF | ETF-Large Cap & Growth | 0.22% | — | — |
According to official SEC Form 13F filings, Wolfstich Capital, LLC reported a total U.S. public equity portfolio value of $129.5M across 23 disclosed positions in Q4 2024.
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During Q4 2024, Wolfstich Capital, LLC's top holdings by market value included DFAC (24.7%)、DFAX (13.8%)、DFSD (11.7%). The largest single position, DFAC, represented 24.7% of total portfolio value.
In Q4 2024, Wolfstich Capital, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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