Sign In
test

Jeffrey Gomez

G2 Capital Management, Llc Oh

Assets Managed
$411.373M
Holdings
73
Last Quarter
2026 - Q1
Filed Date
18d ago
Growth Rate
-0.82%(2Q avg: 1.94%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in G2 Capital Management, Llc Oh's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 73 positions.

Assets under management

The assets under management (AUM) of G2 Capital Management, Llc Oh over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 411.373M in assets, with a quarterly growth rate of -0.82% and a 2-quarter average growth rate of 1.94%. The portfolio is managed by Jeffrey Gomez, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFUS
Dimensional Us Eq Mkt Etf
Recent Activity
Increased 0.77%
40.09%
$164.91M
2.326M shares@ $70.92 avg price
JMUB
Jpmorgan Municipal Etf
Recent Activity
Increased 2.1%
9.7%
$39.888M
797,923 shares@ $50.0 avg price
MOAT
Vaneck Morningstar Wide Moat
Recent Activity
Increased 1.2%
9.51%
$39.113M
404,482 shares@ $96.71 avg price
BND
Vanguard Total Bond Market
Recent Activity
Increased 1.73%
6.86%
$28.18M
382,675 shares@ $73.65 avg price
DUHP
Dimensional Us High Profi Et
Recent Activity
Increased 1.5%
4.88%
$20.054M
545,526 shares@ $36.77 avg price
DFAS
Dimensional Us Small Cap Etf
Recent Activity
Increased 1.13%
3.98%
$16.368M
230,115 shares@ $71.13 avg price
SCHX
Schwab Us Large-cap Etf
Recent Activity
Decreased -0.16%
2.92%
$11.991M
467,675 shares@ $25.64 avg price
AAPL
Apple Inc
Recent Activity
Decreased -1.82%
2.42%
$9.932M
39,136 shares@ $253.79 avg price
DFIV
Dimensional International Va
Recent Activity
Increased 0.5%
2.38%
$9.767M
185,042 shares@ $52.79 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 0.12%
1.5%
$6.139M
35,198 shares@ $174.41 avg price

1-10 of 73