Wolfstich Capital, LLC
45 holdingsFiling period: 2026-03-31Current AUM: $122.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 711.1K | $27.2M | $31.2M | 25.49% | -27,380 | 2026-03-31 |
| 2 | DFAX | DIMENSIONAL ETF TRUST | 740.5K | $24.4M | $26.2M | 21.46% | -55,394 | 2026-03-31 |
| 3 | DFSD | DIMENSIONAL ETF TRUST | 409.7K | $19.6M | $19.3M | 15.80% | -48,515 | 2026-03-31 |
| 4 | DUSB | DIMENSIONAL ETF TRUST | 139.2K | $7.1M | $7.1M | 5.77% | -4,204 | 2026-03-31 |
| 5 | SGVT | SCHWAB STRATEGIC TR | 2.47M | $2.5M | $2.5M | 2.02% | +2.16M | 2026-03-31 |
| 6 | FEGE | RBB FUND TRUST | 28.3K | $2.3M | $2.5M | 2.02% | -- | 2026-03-31 |
| 7 | DFLV | DIMENSIONAL ETF TRUST | 64.9K | $2.3M | $2.6M | 2.12% | -117,505 | 2026-03-31 |
| 8 | SCHY | SCHWAB STRATEGIC TR | 71.2K | $2.2M | $2.3M | 1.91% | -- | 2026-03-31 |
| 9 | DUHP | DIMENSIONAL ETF TRUST | 57.7K | $2.1M | $2.3M | 1.89% | -12,710 | 2026-03-31 |
| 10 | IBMO | ISHARES TR | 83.4K | $2.0M | $2.0M | 1.65% | -- | 2026-03-31 |
| 11 | SCHD | SCHWAB STRATEGIC TR | 60.1K | $1.8M | $2.0M | 1.63% | -- | 2026-03-31 |
| 12 | IBMP | ISHARES TR | 69.1K | $1.7M | $1.7M | 1.36% | -- | 2026-03-31 |
| 13 | DFSU | DIMENSIONAL ETF TRUST | 38.3K | $1.5M | $1.8M | 1.43% | -692 | 2026-03-31 |
| 14 | SCHK | SCHWAB STRATEGIC TR | 108.5K | $1.5M | $1.7M | 1.38% | -- | 2026-03-31 |
| 15 | IBM | INTERNATIONAL BUSINESS MACHS | 5.9K | $1.4M | $1.3M | 1.05% | -- | 2026-03-31 |
| 16 | VIG | VANGUARD SPECIALIZED FUNDS | 5.6K | $1.2M | $1.3M | 1.07% | -- | 2026-03-31 |
| 17 | IBMQ | ISHARES TR | 36.8K | $929K | $928K | 0.76% | -- | 2026-03-31 |
| 18 | AWR | AMER STATES WTR CO | 11.6K | $888K | $1.0M | 0.82% | -- | 2026-03-31 |
| 19 | TROW | PRICE T ROWE GROUP INC | 8.5K | $753K | $934K | 0.76% | -- | 2026-03-31 |
| 20 | ABBV | ABBVIE INC | 3.3K | $703K | $811K | 0.66% | -- | 2026-03-31 |
| 21 | VZ | VERIZON COMMUNICATIONS INC | 13.9K | $700K | $653K | 0.53% | -- | 2026-03-31 |
| 22 | DEXC | DIMENSIONAL ETF TRUST | 56.6K | $653K | $740K | 0.61% | -- | 2026-03-31 |
| 23 | MDLZ | MONDELEZ INTL INC | 10.9K | $632K | $683K | 0.56% | -- | 2026-03-31 |
| 24 | DFAW | DIMENSIONAL ETF TRUST | 16.1K | $617K | $694K | 0.57% | -- | 2026-03-31 |
| 25 | CVX | CHEVRON CORPORATION | 2.6K | $557K | $530K | 0.43% | -- | 2026-03-31 |
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