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Schoolcraft Capital Portfolio holdings

AUM $563M
1-Year Est. Return 21.42%
This Fund
S&P 500
This Quarter Est. Return
+10.86%
1 Year Est. Return
+21.42%
3 Year Est. Return
+54.3%
5 Year Est. Return
+47.51%
10 Year Est. Return
–
AUM
$563M
AUM Growth
+$46.3M
Cap. Flow
-$8.08M
Cap. Flow %
-1.44%
Top 10 Hldgs %
69.48%
Holding
68
New
3
Increased
8
Reduced
40
Closed
1

Top Buys

Rank Stock Value
1
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$939K
2
VCRB icon
Vanguard Core Bond ETF
VCRB
+$917K
3
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$260K
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$200K
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$196K

Top Sells

Rank Stock Value
1
IWB icon
iShares Russell 1000 ETF
IWB
+$2.56M
2
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.29M
3
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$776K
4
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$703K
5
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$700K

Sector Composition

Rank Sector Weight
1 Miscellaneous 98.75%
2 Financials 0.54%
3 Industrials 0.39%
4 Consumer Staples 0.09%
5 Healthcare 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IWM icon
26
iShares Russell 2000 ETF
IWM
$77B
$2.92M 0.52%
9,720
-262
-3% -$73.6K
EFA icon
27
iShares MSCI EAFE ETF
EFA
$78.4B
$2.7M 0.48%
26,001
-659
-2% -$67.8K
RWX icon
28
State Street SPDR Dow Jones International Real Estate ETF
RWX
$255M
$2.68M 0.48%
99,197
+1,245
+1% +$34.3K
FREL icon
29
Fidelity MSCI Real Estate Index ETF
FREL
$1.42B
$2.67M 0.47%
91,098
+450
+0.5% +$13.1K
SCHH icon
30
Schwab US REIT ETF
SCHH
$11B
$2.45M 0.44%
103,408
-752
-0.7% -$17.5K
VWO icon
31
Vanguard FTSE Emerging Markets ETF
VWO
$126B
$2.1M 0.37%
35,243
-253
-0.7% -$14.9K
EEM icon
32
iShares MSCI Emerging Markets ETF
EEM
$31.1B
$2.02M 0.36%
29,477
-4,293
-13% -$280K
VB icon
33
Vanguard Morningstar Small-Cap ETF
VB
$78.6B
$2.01M 0.36%
6,641
-58
-0.9% -$16.6K
UNP icon
34
Union Pacific
UNP
$168B
$1.68M 0.3%
6,173
– –
VO icon
35
Vanguard Morningstar Mid-Cap ETF
VO
$105B
$1.35M 0.24%
16,766
-2
-0% -$155
SCHX icon
36
Schwab US Large- Cap ETF
SCHX
$73.8B
$1.21M 0.21%
41,021
-2,035
-5% -$58.1K
VSS icon
37
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.9B
$1.14M 0.2%
7,373
-156
-2% -$24.5K
BRK.B icon
38
Berkshire Hathaway Class B
BRK.B
$1.09T
$1,000K 0.18%
1,998
– –
JPM icon
39
JPMorgan Chase
JPM
$927B
$943K 0.17%
2,882
-86
-3% -$26.7K
IWF icon
40
iShares Russell 1000 Growth ETF
IWF
$125B
$808K 0.14%
6,504
– –
IJS icon
41
iShares S&P Small-Cap 600 Value ETF
IJS
$7.98B
$765K 0.14%
5,595
– –
BRK.A icon
42
Berkshire Hathaway Class A
BRK.A
$1.09T
$749K 0.13%
1
– –
IEFA icon
43
iShares Core MSCI EAFE ETF
IEFA
$194B
$675K 0.12%
6,993
-86
-1% -$8.26K
SCHF icon
44
Schwab International Equity ETF
SCHF
$69B
$589K 0.1%
21,272
-1,844
-8% -$49.7K
SPY icon
45
State Street SPDR S&P 500 ETF Trust
SPY
$805B
$576K 0.1%
771
– –
WMT icon
46
Walmart Inc
WMT
$847B
$533K 0.09%
4,704
– –
SYK icon
47
Stryker
SYK
$108B
$531K 0.09%
1,687
– –
CAT icon
48
Caterpillar
CAT
$368B
$504K 0.09%
473
– –
VTI icon
49
Vanguard Morningstar Total Stock Market ETF
VTI
$686B
$492K 0.09%
1,329
– –
SCHV
50
Schwab US Large-Cap Value ETF
SCHV
$15.5B
$478K 0.09%
13,736
-222
-2% -$7.31K
1
2
3

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RSVP
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LC
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LEFP
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MIP
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ACM
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ICCFIA
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Schoolcraft Capital's Q2 2026 Portfolio in Review

As of Q2 2026, Schoolcraft Capital held 68 positions worth $563M, up 9% from $516M the previous quarter. Its ten largest holdings account for 69% of the portfolio.

Schoolcraft Capital's Q2 2026 filing shows 3 new, 8 increased, 40 reduced and 1 closed positions. Its largest new stake was iShares S&P 500 Value ETF: 894 shares worth $203K. The largest sale was iShares Russell 1000 ETF, an estimated $2.56M.

By sector, the portfolio is most concentrated in Miscellaneous at 99% of assets, up from 99% a quarter earlier, followed by Financials and Industrials.

  • Schoolcraft Capital's largest Q2 2026 buy was iShares S&P 500 Value ETF: 894 shares worth $203K.
  • Schoolcraft Capital added most to iShares 7-10 Year Treasury Bond ETF in Q2 2026, an estimated $939K increase.
  • Schoolcraft Capital's biggest Q2 2026 reduction was iShares Russell 1000 ETF, cutting an estimated $2.56M.
  • Schoolcraft Capital fully exited iShares MSCI EAFE Value ETF in Q2 2026, selling an estimated $211K.
  • Schoolcraft Capital's ten largest holdings make up 69% of its $563M portfolio in Q2 2026.
  • Schoolcraft Capital opened 3 new positions and closed 1 in Q2 2026.
  • Schoolcraft Capital's portfolio value rose 9% quarter-over-quarter to $563M.

Based on Schoolcraft Capital's 13F filing for Q2 2026, filed 11 Aug 2026.