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SC

Schoolcraft Capital Portfolio holdings

AUM $516M
1-Year Est. Return 16.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$516M
AUM Growth
+$1.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$1.44M
2
+$1.36M
3
+$759K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$445K
5
DFSE icon
Dimensional Emerging Markets Sustainability Core 1 ETF
DFSE
+$370K

Top Sells

1
+$1M
2
+$832K
3
+$719K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$606K
5
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$423K

Sector Composition

1 Financials 0.55%
2 Industrials 0.36%
3 Consumer Staples 0.11%
4 Healthcare 0.11%
5 Technology 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RWX icon
26
State Street SPDR Dow Jones International Real Estate ETF
RWX
$275M
$2.61M 0.51%
97,952
+5,836
EFA icon
27
iShares MSCI EAFE ETF
EFA
$77B
$2.59M 0.5%
26,660
IWM icon
28
iShares Russell 2000 ETF
IWM
$80.3B
$2.48M 0.48%
9,982
-113
FREL icon
29
Fidelity MSCI Real Estate Index ETF
FREL
$1.47B
$2.44M 0.47%
90,648
+1,809
SCHH icon
30
Schwab US REIT ETF
SCHH
$10.2B
$2.24M 0.43%
104,160
-231
VWO icon
31
Vanguard FTSE Emerging Markets ETF
VWO
$123B
$1.92M 0.37%
35,496
-1,377
EEM icon
32
iShares MSCI Emerging Markets ETF
EEM
$30.4B
$1.92M 0.37%
33,770
-210
VB icon
33
Vanguard Small-Cap ETF
VB
$79.7B
$1.75M 0.34%
6,699
-68
UNP icon
34
Union Pacific
UNP
$158B
$1.5M 0.29%
6,173
-441
VO icon
35
Vanguard Mid-Cap ETF
VO
$105B
$1.2M 0.23%
16,768
-204
SCHX icon
36
Schwab US Large- Cap ETF
SCHX
$72.1B
$1.1M 0.21%
43,056
-128
VSS icon
37
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.7B
$1.1M 0.21%
7,529
BRK.B icon
38
Berkshire Hathaway Class B
BRK.B
$1.06T
$957K 0.19%
1,998
JPM icon
39
JPMorgan Chase
JPM
$884B
$873K 0.17%
2,968
+869
BRK.A icon
40
Berkshire Hathaway Class A
BRK.A
$1.06T
$718K 0.14%
1
IWF icon
41
iShares Russell 1000 Growth ETF
IWF
$128B
$693K 0.13%
6,504
IJS icon
42
iShares S&P Small-Cap 600 Value ETF
IJS
$7.92B
$663K 0.13%
5,595
IEFA icon
43
iShares Core MSCI EAFE ETF
IEFA
$185B
$641K 0.12%
7,079
-82
WMT icon
44
Walmart Inc
WMT
$959B
$585K 0.11%
4,704
SCHF icon
45
Schwab International Equity ETF
SCHF
$67B
$572K 0.11%
23,116
-122
SYK icon
46
Stryker
SYK
$119B
$554K 0.11%
1,687
+771
SPY icon
47
State Street SPDR S&P 500 ETF Trust
SPY
$793B
$501K 0.1%
771
-6
SCHE icon
48
Schwab Emerging Markets Equity ETF
SCHE
$12.7B
$485K 0.09%
14,731
-162
VTV icon
49
Vanguard Value ETF
VTV
$184B
$441K 0.09%
2,250
+1
SCHC icon
50
Schwab International Small-Cap Equity ETF
SCHC
$5.53B
$440K 0.09%
9,419
-46
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