Tassel Capital Management, Inc.
Annual return '25
+20.3%
SPY '25
+17.7%
Alpha
+2.5ptsvs SPY
Invested
$184.1M
Holdings
37
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$DFIC
DIMENSIONAL ETF TRUST
Q4 2025: New position (1.01M shares)
18.7%
02
$DFCF
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
15.6%
03
$DFAS
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
10.5%
04
$DFAX
DIMENSIONAL ETF TRUST
Q4 2025: New position (364.3k shares)
10.0%
05
$DUHP
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
9.9%
06
$DFAU
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
9.6%
07
$DFUS
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
8.3%
08
$CRUX
COLUMBIA ETF TR I
Held since at least Q1 2024
7.0%
09
$DFNM
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
1.6%
10
$DFSD
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
1.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 16:27 UTC.