SC

Schoolcraft Capital LLC

13F
Schoolcraft Capital LLC
Last update 2024-10-08 68 Stocks (3 new)
Value $493.00 Mil Turnover 1 %
Countries:
Top Holdings: QUAL(14.60%)DFUV(9.22%)IVV(7.95%)DBEF(7.35%)IWB(7.29%)
Portfolio Report
Summary Stock Picks Current Portfolio
Schoolcraft Capital LLC Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
QUAL 		iShares MSCI USA Quality Factor ETF
401,020
71902.810
-1.62%
14.600
-0.24%
0.140
+9.87%
+21.44%
49782.535
 
DFUV 		Dimensional US Marketwide Value ETF
1,088,701
45387.960
+0.07%
9.220
+0.01%
0.400
+8.70%
+12.47%
11359.933
 
IVV 		iShares Core S&P 500 ETF
67,903
39167.630
-1.12%
7.950
-0.09%
0.010
+11.40%
+21.33%
545905.122
 
DBEF 		Xtrackers MSCI EAFE Hedged Equity ETF
861,164
36186.130
-1.67%
7.350
-0.13%
0.560
+8.79%
+12.76%
6503.670
 
IWB 		iShares Russell 1000 ETF
114,277
35927.650
-1.88%
7.290
-0.14%
0.090
+11.78%
+20.74%
37918.756
 
IEF 		iShares 7-10 Year Treasury Bond ETF
324,344
31824.590
+2.17%
6.460
+0.14%
0.090
-3.64%
-2.25%
33560.881
 
HEFA 		iShares Currency Hedged MSCI EAFE ETF
860,615
30482.970
-0.32%
6.190
-0.02%
0.560
+8.63%
+11.49%
5371.827
 
DFIV 		Dimensional International Value ETF
772,215
29405.960
+1.55%
5.970
+0.09%
0.360
+7.53%
+8.50%
8013.145
 
VNQ 		Vanguard Real Estate Index Fund ETF
212,430
20694.900
-0.65%
4.200
-0.02%
0.060
+7.58%
+7.94%
35538.344
 
DFEM 		Dimensional Emerging Markets Core Equity 2 ETF
605,023
17031.400
+11.81%
3.460
+0.37%
0.380
+9.52%
+10.62%
4414.842
 

Schoolcraft Capital LLC's Historical Top Holdings Breakdowns

Schoolcraft Capital LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
DFEM 		Dimensional Emerging Markets Core Equity 2 ETF2024-09-30Add
+0.37%
●
25.21 ($26.85) 28.46
$27.61
2.83%
Add 11.81%
605,023
63,903
QUAL 		iShares MSCI USA Quality Factor ETF2024-09-30Reduce
-0.24%
●
162.64 ($173.44) 179.3
$178.69
3.03%
Reduce -1.62%
401,020
-6,585
IEF 		iShares 7-10 Year Treasury Bond ETF2024-09-30Add
+0.14%
●
92.67 ($96.67) 99.14
$94.22
-2.53%
Add 2.17%
324,344
6,898
IWB 		iShares Russell 1000 ETF2024-09-30Reduce
-0.14%
●
283.28 ($302.84) 314.39
$316.65
4.56%
Reduce -1.88%
114,277
-2,191
DBEF 		Xtrackers MSCI EAFE Hedged Equity ETF2024-09-30Reduce
-0.13%
●
38.33 ($41.19) 42.48
$41.70
1.24%
Reduce -1.67%
861,164
-14,585
DFIV 		Dimensional International Value ETF2024-09-30Add
+0.09%
●
34.66 ($36.99) 38.38
$37.28
0.78%
Add 1.55%
772,215
11,787
IVV 		iShares Core S&P 500 ETF2024-09-30Reduce
-0.09%
●
520.18 ($556.01) 576.82
$579.45
4.22%
Reduce -1.12%
67,903
-771
VOO 		Vanguard S&P 500 ETF2024-09-30Reduce
-0.09%
●
496.64 ($516.09) 527.7
$530.10
2.71%
Reduce -3.04%
27,345
-857
IBTA 		Ibotta Inc2024-09-30New Buy
+0.05%
●
42.66 ($60.52) 74.74
$72.92
20.49%
New holding
4,230
4,230
TPL 		Texas Pacific Land Corp2024-09-30New Buy
+0.05%
●
724.86 ($823.65) 952.13
$1,243.15
50.93%
New holding
255
255

Schoolcraft Capital LLC Total Holding History ($B)

To

Schoolcraft Capital LLC's Asset Allocation

To

Schoolcraft Capital LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Schoolcraft Capital LLC's Hypothetical Growth since 2024-09-30

Schoolcraft Capital LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Schoolcraft Capital LLC's Holdings Heat Map

Size field:

Schoolcraft Capital LLC's Holdings Bubble Chart

Schoolcraft Capital LLC News

  • 1

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