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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
+0.62%
1 Year Est. Return
+16.37%
3 Year Est. Return
+44.78%
5 Year Est. Return
+41.16%
10 Year Est. Return
–
AUM
$509M
AUM Growth
+$29.8M
Cap. Flow
+$28.3M
Cap. Flow %
5.57%
Top 10 Hldgs %
70.29%
Holding
74
New
6
Increased
18
Reduced
37
Closed
–

Top Buys

Rank Stock Value
1
VCRB icon
Vanguard Core Bond ETF
VCRB
+$30.9M
2
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$2.17M
3
VONE icon
Vanguard Russell 1000 ETF
VONE
+$1.36M
4
NVDA icon
NVIDIA
NVDA
+$782K
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$729K

Top Sells

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.75M
2
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$2.14M
3
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$1.64M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$897K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$630K

Sector Composition

Rank Sector Weight
1 Financials 0.77%
2 Technology 0.67%
3 Industrials 0.31%
4 Consumer Staples 0.13%
5 Healthcare 0.13%
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
$2.84M 0.56%
115,982
-4,888
-4% -$117K
SCHH icon
27
Schwab US REIT ETF
SCHH
$11.5B
$2.83M 0.56%
131,741
-4,065
-3% -$86.9K
IWM icon
28
iShares Russell 2000 ETF
IWM
$79.8B
$2.18M 0.43%
10,910
-20
-0.2% -$4.34K
EEM icon
29
iShares MSCI Emerging Markets ETF
EEM
$28.8B
$2.14M 0.42%
49,067
– –
DFSE
30
Dimensional Emerging Markets Sustainability Core 1 ETF
DFSE
$599M
$1.96M 0.39%
58,270
-11,529
-17% -$391K
VONE icon
31
Vanguard Russell 1000 ETF
VONE
$8.27B
$1.85M 0.36%
7,285
+5,096
+233% +$1.36M
VWO icon
32
Vanguard FTSE Emerging Markets ETF
VWO
$121B
$1.7M 0.33%
37,591
-478
-1% -$21.5K
BRK.A icon
33
Berkshire Hathaway Class A
BRK.A
$1.1T
$1.6M 0.31%
2
+1
+100% +$729K
VB icon
34
Vanguard Morningstar Small-Cap ETF
VB
$79.5B
$1.59M 0.31%
7,192
-567
-7% -$135K
UNP icon
35
Union Pacific
UNP
$174B
$1.58M 0.31%
6,699
-403
-6% -$97K
NVDA icon
36
NVIDIA
NVDA
$4.86T
$1.48M 0.29%
13,672
+6,172
+82% +$782K
SCHX icon
37
Schwab US Large- Cap ETF
SCHX
$71.8B
$1.32M 0.26%
59,831
-17,192
-22% -$400K
BRK.B icon
38
Berkshire Hathaway Class B
BRK.B
$1.1T
$1.27M 0.25%
2,392
+61
+3% +$29.7K
VO icon
39
Vanguard Morningstar Mid-Cap ETF
VO
$106B
$1.13M 0.22%
17,440
– –
VSS icon
40
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.2B
$870K 0.17%
7,529
– –
MSFT icon
41
Microsoft
MSFT
$3.45T
$869K 0.17%
2,316
+694
+43% +$283K
JPM icon
42
JPMorgan Chase
JPM
$935B
$733K 0.14%
2,987
+351
+13% +$89.5K
IWF icon
43
iShares Russell 1000 Growth ETF
IWF
$121B
$675K 0.13%
7,476
– –
ESGV icon
44
Vanguard ESG US Stock ETF
ESGV
$13.1B
$647K 0.13%
+6,602
New +$690K
IJS icon
45
iShares S&P Small-Cap 600 Value ETF
IJS
$8.12B
$638K 0.13%
6,547
-35
-0.5% -$3.69K
AAPL icon
46
Apple
AAPL
$4.54T
$601K 0.12%
2,706
+505
+23% +$117K
VTI icon
47
Vanguard Morningstar Total Stock Market ETF
VTI
$660B
$593K 0.12%
2,157
+643
+42% +$187K
IEFA icon
48
iShares Core MSCI EAFE ETF
IEFA
$190B
$578K 0.11%
7,645
-192
-2% -$14.4K
SCHF icon
49
Schwab International Equity ETF
SCHF
$66.6B
$526K 0.1%
26,589
-2,251
-8% -$44.2K
IEI icon
50
iShares 3-7 Year Treasury Bond ETF
IEI
$18.1B
$487K 0.1%
4,120
-117
-3% -$13.6K
1
2
3

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Schoolcraft Capital's Q1 2025 Portfolio in Review

As of Q1 2025, Schoolcraft Capital held 74 positions worth $509M, up 6.2% from $479M the previous quarter. Its ten largest holdings account for 70% of the portfolio.

Schoolcraft Capital deployed $28.3M of net new capital in Q1 2025, opening 6 new positions and adding to 18 existing holdings. Its largest new stake was Vanguard Core Bond ETF: 403,597 shares worth $31.3M.

By sector, the portfolio is most concentrated in Financials at 0.77% of assets, up from 0.57% a quarter earlier, followed by Technology and Industrials.

On the sell side, the largest reduction was iShares Core S&P 500 ETF, an estimated $2.75M trimmed.

  • Schoolcraft Capital's largest Q1 2025 buy was Vanguard Core Bond ETF: 403,597 shares worth $31.3M.
  • Schoolcraft Capital added most to Dimensional Emerging Markets Core Equity 2 ETF in Q1 2025, an estimated $2.17M increase.
  • Schoolcraft Capital's biggest Q1 2025 reduction was iShares Core S&P 500 ETF, cutting an estimated $2.75M.
  • Schoolcraft Capital's ten largest holdings make up 70% of its $509M portfolio in Q1 2025.
  • Schoolcraft Capital opened 6 new positions and closed 0 in Q1 2025.
  • Schoolcraft Capital's portfolio value rose 6.2% quarter-over-quarter to $509M.

Based on Schoolcraft Capital's 13F filing for Q1 2025, filed 16 Apr 2025.