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Schoolcraft Capital Portfolio holdings

AUM $516M
1-Year Est. Return 16.37%
This Fund
S&P 500
This Quarter Est. Return
+0.6%
1 Year Est. Return
+16.37%
3 Year Est. Return
+44.78%
5 Year Est. Return
+41.16%
10 Year Est. Return
–
AUM
$516M
AUM Growth
+$1.56M
Cap. Flow
-$808K
Cap. Flow %
-0.16%
Top 10 Hldgs %
69.61%
Holding
67
New
1
Increased
15
Reduced
34
Closed
2

Top Buys

Rank Stock Value
1
VCRB icon
Vanguard Core Bond ETF
VCRB
+$1.44M
2
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.36M
3
DFLV icon
Dimensional US Large Cap Value ETF
DFLV
+$759K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$445K
5
DFSE
Dimensional Emerging Markets Sustainability Core 1 ETF
DFSE
+$370K

Top Sells

Rank Stock Value
1
DFIV icon
Dimensional International Value ETF
DFIV
+$1M
2
IWB icon
iShares Russell 1000 ETF
IWB
+$832K
3
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$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

Rank Sector Weight
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
$269M
$2.61M 0.51%
97,952
+5,836
+6% +$168K
EFA icon
27
iShares MSCI EAFE ETF
EFA
$78B
$2.59M 0.5%
26,660
– –
IWM icon
28
iShares Russell 2000 ETF
IWM
$79.8B
$2.48M 0.48%
9,982
-113
-1% -$29.1K
FREL icon
29
Fidelity MSCI Real Estate Index ETF
FREL
$1.5B
$2.44M 0.47%
90,648
+1,809
+2% +$50.4K
SCHH icon
30
Schwab US REIT ETF
SCHH
$11.5B
$2.24M 0.43%
104,160
-231
-0.2% -$5.06K
VWO icon
31
Vanguard FTSE Emerging Markets ETF
VWO
$121B
$1.92M 0.37%
35,496
-1,377
-4% -$77.1K
EEM icon
32
iShares MSCI Emerging Markets ETF
EEM
$28.8B
$1.92M 0.37%
33,770
-210
-0.6% -$12.4K
VB icon
33
Vanguard Morningstar Small-Cap ETF
VB
$79.5B
$1.75M 0.34%
6,699
-68
-1% -$18.4K
UNP icon
34
Union Pacific
UNP
$174B
$1.5M 0.29%
6,173
-441
-7% -$108K
VO icon
35
Vanguard Morningstar Mid-Cap ETF
VO
$106B
$1.2M 0.23%
16,768
-204
-1% -$15.2K
SCHX icon
36
Schwab US Large- Cap ETF
SCHX
$71.8B
$1.1M 0.21%
43,056
-128
-0.3% -$3.43K
VSS icon
37
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.2B
$1.1M 0.21%
7,529
– –
BRK.B icon
38
Berkshire Hathaway Class B
BRK.B
$1.1T
$957K 0.19%
1,998
– –
JPM icon
39
JPMorgan Chase
JPM
$935B
$873K 0.17%
2,968
+869
+41% +$264K
BRK.A icon
40
Berkshire Hathaway Class A
BRK.A
$1.1T
$718K 0.14%
1
– –
IWF icon
41
iShares Russell 1000 Growth ETF
IWF
$121B
$693K 0.13%
6,504
– –
IJS icon
42
iShares S&P Small-Cap 600 Value ETF
IJS
$8.12B
$663K 0.13%
5,595
– –
IEFA icon
43
iShares Core MSCI EAFE ETF
IEFA
$190B
$641K 0.12%
7,079
-82
-1% -$7.65K
WMT icon
44
Walmart Inc
WMT
$885B
$585K 0.11%
4,704
– –
SCHF icon
45
Schwab International Equity ETF
SCHF
$66.6B
$572K 0.11%
23,116
-122
-0.5% -$3.1K
SYK icon
46
Stryker
SYK
$125B
$554K 0.11%
1,687
+771
+84% +$277K
SPY icon
47
State Street SPDR S&P 500 ETF Trust
SPY
$790B
$501K 0.1%
771
-6
-0.8% -$4.08K
SCHE icon
48
Schwab Emerging Markets Equity ETF
SCHE
$12.6B
$485K 0.09%
14,731
-162
-1% -$5.53K
VTV icon
49
Vanguard Morningstar Value ETF
VTV
$188B
$441K 0.09%
2,250
+1
+0% +$200
SCHC icon
50
Schwab International Small-Cap Equity ETF
SCHC
$5.39B
$440K 0.09%
9,419
-46
-0.5% -$2.23K
1
2
3

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Schoolcraft Capital's Q1 2026 Portfolio in Review

As of Q1 2026, Schoolcraft Capital held 67 positions worth $516M, up 0.3% from $515M the previous quarter. Its ten largest holdings account for 70% of the portfolio.

Trading was light in Q1 2026: portfolio turnover was 4.5%. Schoolcraft Capital opened 1 new position and exited 2, leaving the 67-position portfolio largely intact.

By sector, the portfolio is most concentrated in Financials at 0.55% of assets, up from 0.53% a quarter earlier, followed by Industrials and Consumer Staples.

  • Schoolcraft Capital's largest Q1 2026 buy was iShares MSCI South Korea ETF: 1,731 shares worth $213K.
  • Schoolcraft Capital added most to Vanguard Core Bond ETF in Q1 2026, an estimated $1.44M increase.
  • Schoolcraft Capital's biggest Q1 2026 reduction was Dimensional International Value ETF, cutting an estimated $1M.
  • Schoolcraft Capital fully exited IBM in Q1 2026, selling an estimated $216K.
  • Schoolcraft Capital's ten largest holdings make up 70% of its $516M portfolio in Q1 2026.
  • Schoolcraft Capital opened 1 new position and closed 2 in Q1 2026.
  • Schoolcraft Capital's portfolio value rose 0.3% quarter-over-quarter to $516M.

Based on Schoolcraft Capital's 13F filing for Q1 2026, filed 13 May 2026.