Tassel Capital Management, Inc. - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 13, 2026, for the 2025 Q4 period, Tassel Capital Management, Inc. held in its portfolio 34 assets valued at $165,236,025 (i.e. $165.24M).

The most valuable assets in the portfolio included: DIMENSIONAL ETF TRUST ($32.71M), DIMENSIONAL ETF TRUST ($28.06M), and DIMENSIONAL ETF TRUST ($18.52M).

The chart below shows the top 10 valuable assets, and the table below shows the top 34 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in Tassel Capital Management, Inc. Portfolio

DIMENSIONAL ETF TRUST

ISHARES TR

Tassel Capital Management, Inc. - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
DIMENSIONAL ETF TRUST	949329	32713890	INTL CORE EQUITY
DIMENSIONAL ETF TRUST	659345	28061739	CORE FIXED INCOM
DIMENSIONAL ETF TRUST	265846	18521468	US SMALL CAP ETF
DIMENSIONAL ETF TRUST	476101	18106123	US HIGH PROFITAB
DIMENSIONAL ETF TRUST	539690	17664046	WORLD EX US CORE
DIMENSIONAL ETF TRUST	375251	17561769	US CORE EQT MKT
DIMENSIONAL ETF TRUST	217009	16095526	US EQUITY MARKET
DIMENSIONAL ETF TRUST	63503	3058922	NATL MUN BD ETF
ISHARES TR	5042	2386171	RUS 1000 GRW ETF
ISHARES TR	5036	1059363	RUS 1000 VAL ETF
VANECK ETF TRUST	20806	726769	REAL ASSETS ETF
ISHARES TR	6184	662418	NATIONAL MUN ETF
ISHARES TR	5515	628278	EAFE GRWTH ETF
ISHARES INC	8644	581075	CORE MSCI EMKT
INVESCO EXCH TRD SLF IDX FD	29199	576395	BULSHS 2027 CB
DIMENSIONAL ETF TRUST	14379	547989	INTL CORE EQT MK
ISHARES TR	4516	542690	CORE S&P SCP ETF
ISHARES TR	1619	522856	RUS 2000 GRW ETF
ISHARES TR	2977	407726	RUS MD CP GR ETF
INVESCO EXCH TRD SLF IDX FD	16401	403167	BULLETSHARE 2034
INVESCO EXCH TRD SLF IDX FD	15122	390978	INVESCO BULLETSH
ISHARES TR	2137	387318	RUS 2000 VAL ETF
INVESCO EXCH TRD SLF IDX FD	18196	374830	INVSCO BLSH 28
INVESCO EXCH TRD SLF IDX FD	15791	373377	BULSHS 2026 MUNI
DIMENSIONAL ETF TRUST	6760	337319	INTERNATNAL VAL
ISHARES TR	1349	332111	RUSSELL 2000 ETF
INVESCO EXCH TRD SLF IDX FD	16349	320026	BULSHS 2026 CB
INVESCO EXCH TRD SLF IDX FD	13547	316185	INVSCO BLSH 26
INVESCO EXCH TRD SLF IDX FD	16426	309382	BULETSHS 2029
INVESCO EXCH TRD SLF IDX FD	11590	274291	BULSHS 2027 MUNI
INVESCO EXCH TRD SLF IDX FD	12117	260630	BULETSHS 2029 HG
INVESCO EXCH TRD SLF IDX FD	10969	248067	BULETSHS 2027
ISHARES TR	4042	248020	GLB INFRASTR ETF
INVESCO EXCH TRD SLF IDX FD	10687	235111	INVSCO 28 HYCORP