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TASSEL CAPITAL MANAGEMENT, INC.
TASSEL CAPITAL MANAGEMENT, INC.
Latest filing: 2026-06-30
TASSEL CAPITAL MANAGEMENT, INC. runs TASSEL CAPITAL MANAGEMENT, INC. and currently holds 45 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $213.66M. Their top holdings are DFIC, DFCF, DFAU, DFAX, DUHP. The top five represent 62.2% of reported portfolio weight. TASSEL CAPITAL MANAGEMENT, INC. ranks #879 out of 1000 investors tracked by Alpha Score. In the most recent quarter, TASSEL CAPITAL MANAGEMENT, INC. initiated 6 new positions. They added to 20 existing positions. They trimmed 12 positions. Their current best-performing preview position is IWO with returns of +25.55%.
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45 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 DFIC DIMENSIONAL ETF TRUST | 18.34% | $28.35 | $39.39 | +38.94% | Added +8.39% |
 DFCF DIMENSIONAL ETF TRUST | 12.38% | $42.17 | $41.48 | -1.64% | Trimmed -7.61% |
 DFAU DIMENSIONAL ETF TRUST | 11.29% | $42.41 | $53.04 | +25.05% | Added +18.81% |
 DFAX DIMENSIONAL ETF TRUST | 10.21% | $26.35 | $38.13 | +44.71% | Added +9.02% |
 DUHP DIMENSIONAL ETF TRUST | 9.97% | $34.40 | $42.39 | +23.23% | Added +3.27% |
 DFAS DIMENSIONAL ETF TRUST | 9.66% | $64.91 | $83.03 | +27.92% | Trimmed -7.63% |
 DFUS DIMENSIONAL ETF TRUST | 8.78% | $65.54 | $83.66 | +27.64% | Added +6.08% |
 DFNM DIMENSIONAL ETF TRUST | 1.38% | $47.78 | $47.58 | -0.42% | Trimmed -1.83% |
 IWF ISHARES TR | 1.17% | $100.01 | $122.38 | +22.37% | Added +299.96% |
 DFSD DIMENSIONAL ETF TRUST | 1.04% | $47.88 | $47.31 | -1.19% | Trimmed -2.72% |
Showing 1-10 of 45