Schoolcraft Capital

Latest statistics and disclosures from Schoolcraft Capital's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are QUAL, DFUV, IVV, DBEF, IWB, and represent 46.41% of Schoolcraft Capital's stock portfolio.
  • Added to shares of these 10 stocks: DFEM, IEF, DFIV, IBTA, TPL, IBM, DISV, RWX, DFIS, VONE.
  • Started 3 new stock positions in IBM, IBTA, TPL.
  • Reduced shares in these 10 stocks: QUAL, IWB, DBEF, VOO, IVV, DFJ, WPS, SCZ, IEMG, VNQ.
  • Sold out of its position in WPS.
  • Schoolcraft Capital was a net seller of stock by $-601k.
  • Schoolcraft Capital has $493M in assets under management (AUM), dropping by 5.70%.
  • Central Index Key (CIK): 0001994333

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Portfolio Holdings for Schoolcraft Capital

Schoolcraft Capital holds 68 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Msci Usa Qlt Fct (QUAL) 14.6 $72M 401k 179.30
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Dimensional Etf Trust Us Mktwide Value (DFUV) 9.2 $45M 1.1M 41.69
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Ishares Tr Core S&p500 Etf (IVV) 8.0 $39M 68k 576.82
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Dbx Etf Tr Xtrack Msci Eafe (DBEF) 7.3 $36M 861k 42.02
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Ishares Tr Rus 1000 Etf (IWB) 7.3 $36M 114k 314.39
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Ishares Tr 7-10 Yr Trsy Bd (IEF) 6.5 $32M +2% 324k 98.12
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Ishares Tr Hdg Msci Eafe (HEFA) 6.2 $31M 861k 35.42
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Dimensional Etf Trust Internatnal Val (DFIV) 6.0 $29M 772k 38.08
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Vanguard Index Fds Real Estate Etf (VNQ) 4.2 $21M 212k 97.42
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Dimensional Etf Trust Emerging Mkts Co (DFEM) 3.5 $17M +11% 605k 28.15
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.9 $14M -3% 27k 527.67
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Dimensional Etf Trust Us Large Cap Val (DFLV) 2.7 $14M 438k 30.81
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Ishares Tr Eafe Sml Cp Etf (SCZ) 1.9 $9.6M 141k 67.70
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Ishares Core Msci Emkt (IEMG) 1.7 $8.3M 145k 57.41
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Ishares Tr Micro-cap Etf (IWC) 1.6 $8.0M 65k 123.32
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Dimensional Etf Trust Intl Small Cap V (DISV) 1.4 $7.1M +2% 245k 29.06
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Dimensional Etf Trust Us Targeted Vlu (DFAT) 1.2 $6.1M 109k 55.63
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.2 $6.0M 114k 52.81
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Wisdomtree Tr Jp Smallcp Div (DFJ) 1.1 $5.5M -4% 68k 80.66
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Dimensional Etf Trust Us Small Cap Val (DFSV) 0.9 $4.4M 142k 30.80
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Fidelity Covington Trust Msci Rl Est Etf (FREL) 0.7 $3.6M 124k 29.48
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Dimensional Etf Trust Intl Small Cap E (DFIS) 0.7 $3.4M +5% 129k 26.83
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Spdr Index Shs Fds Dj Intl Rl Etf (RWX) 0.7 $3.4M +5% 122k 27.57
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Schwab Strategic Tr Us Reit Etf (SCHH) 0.7 $3.2M 138k 23.17
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Ishares Tr Msci Eafe Etf (EFA) 0.6 $3.1M 37k 83.63
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Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.6 $3.0M 46k 64.86
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Ishares Tr Russell 2000 Etf (IWM) 0.5 $2.5M 11k 220.89
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.5 $2.3M -2% 50k 45.86
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $2.0M 41k 47.85
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Vanguard Index Fds Small Cp Etf (VB) 0.4 $1.9M -5% 7.8k 237.21
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.4 $1.8M 27k 67.85
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Dimensional Etf Trust Emerging Markets (DFSE) 0.4 $1.8M 50k 35.42
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Union Pacific Corporation (UNP) 0.4 $1.8M 7.1k 246.48
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Vanguard Index Fds Mid Cap Etf (VO) 0.2 $1.2M 4.4k 263.81
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $1.1M 2.3k 460.26
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Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.2 $948k 7.5k 125.95
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NVIDIA Corporation (NVDA) 0.2 $911k 7.5k 121.44
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Ishares Tr Sp Smcp600vl Etf (IJS) 0.2 $803k 7.5k 107.66
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $756k 2.0k 375.35
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Microsoft Corporation (MSFT) 0.1 $698k 1.6k 430.30
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Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $691k 1.00 691180.00
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Vanguard Index Fds Value Etf (VTV) 0.1 $658k 3.8k 174.56
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Ishares Tr Core Msci Eafe (IEFA) 0.1 $612k 7.8k 78.05
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $596k 15k 41.12
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JPMorgan Chase & Co. (JPM) 0.1 $556k 2.6k 210.86
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Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $531k 18k 29.18
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Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.1 $530k +12% 2.0k 260.08
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Apple (AAPL) 0.1 $513k 2.2k 233.00
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Ishares Tr 3 7 Yr Treas Bd (IEI) 0.1 $505k -2% 4.2k 119.60
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Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.1 $450k 12k 38.53
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Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $449k 2.4k 189.80
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Ishares Tr U.s. Real Es Etf (IYR) 0.1 $447k 4.4k 101.87
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $435k 758.00 573.81
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Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $429k 1.5k 283.16
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AFLAC Incorporated (AFL) 0.1 $409k 3.7k 111.80
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Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $406k 5.0k 80.37
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $380k -13% 4.0k 95.75
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Wal-Mart Stores (WMT) 0.1 $380k 4.7k 80.75
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Vanguard Index Fds Large Cap Etf (VV) 0.1 $331k -8% 1.3k 263.25
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Stryker Corporation (SYK) 0.1 $331k 916.00 361.26
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.1 $327k +6% 5.4k 60.42
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Amazon (AMZN) 0.1 $306k 1.6k 186.33
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Ibotta Class A Com Shs (IBTA) 0.1 $261k NEW 4.2k 61.61
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Ishares Tr Eafe Value Etf (EFV) 0.1 $260k 4.5k 57.54
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Palo Alto Networks (PANW) 0.0 $236k 690.00 341.80
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Texas Pacific Land Corp (TPL) 0.0 $226k NEW 255.00 884.74
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International Business Machines (IBM) 0.0 $218k NEW 984.00 221.08
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D Fluidigm Corp Del (LAB) 0.0 $143k 74k 1.93
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Past Filings by Schoolcraft Capital

SEC 13F filings are viewable for Schoolcraft Capital going back to 2023

View all past filings