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G2 Capital Management, Llc / Oh

13F Holdings
Filed: 2025-04-23
Portfolio Value
330.14M arrow_downward -2.67%
Number of Holdings
lock info
Reporting Date
2025-03-31
Key Stats trending_flat
CIK
0001910858
Filing Date
2025-04-23 09:23:19
Address
1600 West Lane Avenue
Columbus
OH
Prior Value
339.20M
Top 10 Holdings %
lock
Portfolio Value
G2 Capital Management, Llc / Oh
(13F - 2025-03-31)
Dimensional Etf Trust
DFUS
2025-04-23
Value
108.54M
Shares
1.79M
Portfolio %
32.88%
Vaneck Etf Trust
MOAT
2025-04-23
Value
32.26M
Shares
366.63K
Portfolio %
9.77%
Ishares Tr
IUSB
2025-04-23
Value
31.02M
Shares
673.23K
Portfolio %
9.40%
Ishares Tr
MUB
2025-04-23
Value
30.23M
Shares
286.75K
Portfolio %
9.16%
Vanguard Bd Index Fds
BND
2025-04-23
Value
23.89M
Shares
325.29K
Portfolio %
7.24%
Dimensional Etf Trust
DFAS
2025-04-23
Value
11.71M
Shares
196.00K
Portfolio %
3.55%
Schwab Strategic Tr
SCHX
2025-04-23
Value
10.44M
Shares
472.84K
Portfolio %
3.16%
Dimensional Etf Trust
DFAT
2025-04-23
Value
9.00M
Shares
174.71K
Portfolio %
2.72%
Apple Inc
AAPL
2025-04-23
Value
6.86M
Shares
30.88K
Portfolio %
2.08%
Dimensional Etf Trust
DFIV
2025-04-23
Value
6.22M
Shares
157.90K
Portfolio %
1.88%
Top Increases | G2 Capital Management, Llc / Oh
(2024-12-31 → 2025-03-31)
Dimensional Etf Trust
DFUS
2025-04-23
Value Change
arrow_upward 1.99M
Shares
arrow_upward 123.30K
Portfolio % Change
arrow_upward 1.47%
Portfolio %
32.88%
J P Morgan Exchange Traded F
JMUB
2025-04-23
Value Change
arrow_upward 1.05M
Shares
arrow_upward 21.31K
Portfolio % Change
arrow_upward 0.36%
Portfolio %
1.79%
Dimensional Etf Trust
DFIV
2025-04-23
Value Change
arrow_upward 876.69K
Shares
arrow_upward 7.44K
Portfolio % Change
arrow_upward 0.31%
Portfolio %
1.88%
Berkshire Hathaway Inc Del
BRK-B
2025-04-23
Value Change
arrow_upward 449.02K
Shares
arrow_upward 6.00
Portfolio % Change
arrow_upward 0.16%
Portfolio %
0.91%
Ishares Tr
IUSB
2025-04-23
Value Change
arrow_upward -389687.00
Shares
arrow_upward -21729.00
Portfolio % Change
arrow_upward 0.14%
Portfolio %
9.40%
Vaneck Etf Trust
MOAT
2025-04-23
Value Change
arrow_upward -652330.00
Shares
arrow_upward 11.65K
Portfolio % Change
arrow_upward 0.07%
Portfolio %
9.77%
Ishares Tr
MUB
2025-04-23
Value Change
arrow_upward -636091.00
Shares
arrow_upward -2982.00
Portfolio % Change
arrow_upward 0.06%
Portfolio %
9.16%
Dimensional Etf Trust
DFAI
2025-04-23
Value Change
arrow_upward 97.71K
Shares
arrow_upward 939.00
Portfolio % Change
arrow_upward 0.04%
Portfolio %
0.33%
3m Co
MMM
2025-04-23
Value Change
arrow_upward 81.83K
Shares
arrow_upward 0.00
Portfolio % Change
arrow_upward 0.03%
Portfolio %
0.20%
Invesco Exch Trd Slf Idx Fd
BSCP
2025-04-23
Value Change
arrow_upward 26.79K
Shares
arrow_upward 1.13K
Portfolio % Change
arrow_upward 0.03%
Portfolio %
0.70%
Top Decreases | G2 Capital Management, Llc / Oh
(2024-12-31 → 2025-03-31)
Vanguard Index Fds
VTI
2025-04-23
Value Change
arrow_downward -12390.00
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.07%
Dimensional Etf Trust
DFAC
2025-04-23
Value Change
arrow_downward -16774.00
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.10%
Huntington Bancshares Inc
HBAN
2025-04-23
Value Change
arrow_downward -25854.00
Shares
arrow_downward 38.00
Portfolio % Change
arrow_downward 0.01%
Portfolio %
0.10%
Ishares Tr
IVW
2025-04-23
Value Change
arrow_downward -28605.00
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 0.01%
Portfolio %
0.09%
Schwab Strategic Tr
SCHG
2025-04-23
Value Change
arrow_downward -45541.00
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 0.01%
Portfolio %
0.12%
Twilio Inc
TWLO
2025-04-23
Value Change
arrow_downward -46403.00
Shares
arrow_downward -100.00
Portfolio % Change
arrow_downward 0.01%
Portfolio %
0.10%
Microsoft Corp
MSFT
2025-04-23
Value Change
arrow_downward -67953.00
Shares
arrow_downward 146.00
Portfolio % Change
arrow_downward 0.01%
Portfolio %
0.32%
Worthington Stl Inc
WS
2025-04-23
Value Change
arrow_downward -70750.00
Shares
arrow_downward 63.00
Portfolio % Change
arrow_downward 0.02%
Portfolio %
0.09%
Ishares Tr
IWB
2025-04-23
Value Change
arrow_downward -185043.00
Shares
arrow_downward -104.00
Portfolio % Change
arrow_downward 0.03%
Portfolio %
0.91%
Exxon Mobil Corp
XOM
2025-04-23
Value Change
arrow_downward -130177.00
Shares
arrow_downward -1528.00
Portfolio % Change
arrow_downward 0.04%
Portfolio %
0.11%
G2 Capital Management, Llc / Oh (13F - 2025-03-31) Comparing to 2024-12-31
New/Increased Position added or increased from previous period Closed/Decreased Position closed or decreased from previous period
arrow_upward Increase arrow_downward Decrease
Company Ticker Type Shares Value Current % Previous % % Change $ Change $ Change % Shares Change Status Qtr End Price Filing Date
New Positions | G2 Capital Management, Llc / Oh
(2024-12-31 → 2025-03-31)
Dimensional Etf Trust
DUHP
2025-04-23
Value
add_circle 4.06M
Shares
122.37K
Portfolio %
1.23%
% Change
1.23%
Berkshire Hathaway Inc Del
BRK-A
2025-04-23
Value
add_circle 798.44K
Shares
1.00
Portfolio %
0.24%
% Change
0.24%
Costco Whsl Corp New
COST
2025-04-23
Value
add_circle 325.58K
Shares
344.00
Portfolio %
0.10%
% Change
0.10%
Closed Positions | G2 Capital Management, Llc / Oh
(2024-12-31 → 2025-03-31)
Select Sector Spdr Tr
-
2025-02-07
Value
remove_circle 205.08K
Shares
882.00
Previous %
31.41%
% Change
-31.41%