Wolfstich Capital, LLC
- SEC CIK
- 0002047009
- Latest filing
- Jul 24, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Feb 6, 2025. Long positions only.
- Positions
- 23
- No filing for Q3 2024
- Portfolio value
- $112.8M
- No filing for Q3 2024
Wolfstich Capital, LLC did not file a 13F for Q3 2024, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 805,473 | $27.9M | 24.7% | – | – | – |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 625,980 | $15.6M | 13.8% | – | – | – |
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 280,676 | $13.2M | 11.7% | – | – | – |
| Dimensional ETF Trust25434V716 | US SUSTAINABILTY | 277,702 | $10.5M | 9.3% | – | – | – |
| iShares Ibonds Dec 2027 Term Corporate ETF46435UAA9 | ETF | 324,373 | $7.77M | 6.9% | – | – | – |
| iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0 | ETF | 299,957 | $7.22M | 6.4% | – | – | – |
| iShares Tr46436E866 | IBONDS 25 TRM TS | 294,180 | $6.86M | 6.1% | – | – | – |
| iShares Ibonds Dec 2028 Term Corporate ETF46435U515 | ETF | 186,617 | $4.65M | 4.1% | – | – | – |
| Dimensional ETF Trust25434V831 | US HIGH PROF ETF | 130,553 | $4.41M | 3.9% | – | – | – |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 91,783 | $3.72M | 3.3% | – | – | – |
| Dimensional Ultrashort Fixed Income ETF25434V591 | ETF | 41,915 | $2.12M | 1.9% | – | – | – |
| Schwab Strategic Tr808524672 | INTERNL DIVID | 81,313 | $1.88M | 1.7% | – | – | – |
| IBMInternational Business Machines Corp | Stock | 6,949 | $1.53M | 1.4% | – | – | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 3,262 | $945.4K | 0.8% | – | – | – |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 22,815 | $941.6K | 0.8% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 4,528 | $886.7K | 0.8% | – | – | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 25,692 | $701.9K | 0.6% | – | – | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 10,192 | $625.2K | 0.6% | – | – | – |
| Vanguard World FD921910733 | ESG US STK ETF | 3,097 | $324.8K | 0.3% | – | – | – |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 4,024 | $313.0K | 0.3% | – | – | – |
| iShares Russell 2000 ETF464287655 | ETF | 1,313 | $290.1K | 0.3% | – | – | – |
| Dimensional ETF Trust25434V690 | INTERNATIONAL | 7,577 | $248.9K | 0.2% | – | – | – |
| Dimensional ETF Trust25434V641 | US LARGE CAP VEC | 3,774 | $246.4K | 0.2% | – | – | – |