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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
+2.6%
1 Year Est. Return
+16.37%
3 Year Est. Return
+44.78%
5 Year Est. Return
+41.16%
10 Year Est. Return
–
AUM
$515M
AUM Growth
+$14.8M
Cap. Flow
+$2M
Cap. Flow %
0.39%
Top 10 Hldgs %
69.95%
Holding
66
New
1
Increased
20
Reduced
24
Closed
–

Top Buys

Rank Stock Value
1
VCRB icon
Vanguard Core Bond ETF
VCRB
+$924K
2
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$918K
3
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$853K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$819K
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$749K

Top Sells

Rank Stock Value
1
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$1M
2
DFIV icon
Dimensional International Value ETF
DFIV
+$986K
3
IVV icon
iShares Core S&P 500 ETF
IVV
+$729K
4
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$350K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$293K

Sector Composition

Rank Sector Weight
1 Financials 0.53%
2 Industrials 0.35%
3 Technology 0.12%
4 Consumer Staples 0.1%
5 Healthcare 0.06%
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
$2.58M 0.5%
92,116
+3,264
+4% +$90.8K
EFA icon
27
iShares MSCI EAFE ETF
EFA
$78B
$2.56M 0.5%
26,660
-847
-3% -$80.3K
IWM icon
28
iShares Russell 2000 ETF
IWM
$79.8B
$2.48M 0.48%
10,095
-22
-0.2% -$5.41K
FREL icon
29
Fidelity MSCI Real Estate Index ETF
FREL
$1.5B
$2.39M 0.46%
88,839
+4,391
+5% +$120K
SCHH icon
30
Schwab US REIT ETF
SCHH
$11.5B
$2.18M 0.42%
104,391
+40
+0% +$848
VWO icon
31
Vanguard FTSE Emerging Markets ETF
VWO
$121B
$1.98M 0.39%
36,873
+4
+0% +$217
EEM icon
32
iShares MSCI Emerging Markets ETF
EEM
$28.8B
$1.86M 0.36%
33,980
– –
VB icon
33
Vanguard Morningstar Small-Cap ETF
VB
$79.5B
$1.75M 0.34%
6,767
-107
-2% -$27.4K
UNP icon
34
Union Pacific
UNP
$174B
$1.53M 0.3%
6,614
– –
VO icon
35
Vanguard Morningstar Mid-Cap ETF
VO
$106B
$1.23M 0.24%
16,972
– –
SCHX icon
36
Schwab US Large- Cap ETF
SCHX
$71.8B
$1.16M 0.23%
43,184
-188
-0.4% -$5.02K
VSS icon
37
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.2B
$1.08M 0.21%
7,529
– –
BRK.B icon
38
Berkshire Hathaway Class B
BRK.B
$1.1T
$1M 0.2%
1,998
– –
IWF icon
39
iShares Russell 1000 Growth ETF
IWF
$121B
$770K 0.15%
6,504
-172
-3% -$20.4K
BRK.A icon
40
Berkshire Hathaway Class A
BRK.A
$1.1T
$755K 0.15%
1
– –
JPM icon
41
JPMorgan Chase
JPM
$935B
$676K 0.13%
2,099
– –
IEFA icon
42
iShares Core MSCI EAFE ETF
IEFA
$190B
$641K 0.12%
7,161
– –
IJS icon
43
iShares S&P Small-Cap 600 Value ETF
IJS
$8.12B
$636K 0.12%
5,595
– –
SCHF icon
44
Schwab International Equity ETF
SCHF
$66.6B
$559K 0.11%
23,238
-229
-1% -$5.44K
SPY icon
45
State Street SPDR S&P 500 ETF Trust
SPY
$790B
$530K 0.1%
777
+33
+4% +$22.3K
WMT icon
46
Walmart Inc
WMT
$885B
$524K 0.1%
4,704
– –
SCHE icon
47
Schwab Emerging Markets Equity ETF
SCHE
$12.6B
$488K 0.09%
14,893
-665
-4% -$22.2K
VTI icon
48
Vanguard Morningstar Total Stock Market ETF
VTI
$660B
$446K 0.09%
1,329
– –
IYR icon
49
iShares US Real Estate ETF
IYR
$4.66B
$431K 0.08%
4,595
-67
-1% -$6.39K
SCHC icon
50
Schwab International Small-Cap Equity ETF
SCHC
$5.39B
$431K 0.08%
9,465
-131
-1% -$5.94K
1
2
3

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Schoolcraft Capital's Q4 2025 Portfolio in Review

As of Q4 2025, Schoolcraft Capital held 66 positions worth $515M, up 3% from $500M the previous quarter. Its ten largest holdings account for 70% of the portfolio.

Trading was light in Q4 2025: portfolio turnover was 1.5%. Schoolcraft Capital opened 1 new position and made no exits, leaving the 66-position portfolio largely intact.

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

  • Schoolcraft Capital's largest Q4 2025 buy was IBM: 728 shares worth $216K.
  • Schoolcraft Capital added most to Vanguard Core Bond ETF in Q4 2025, an estimated $924K increase.
  • Schoolcraft Capital's biggest Q4 2025 reduction was Xtrackers MSCI EAFE Hedged Equity ETF, cutting an estimated $1M.
  • Schoolcraft Capital's ten largest holdings make up 70% of its $515M portfolio in Q4 2025.
  • Schoolcraft Capital opened 1 new position and closed 0 in Q4 2025.
  • Schoolcraft Capital's portfolio value rose 3% quarter-over-quarter to $515M.

Based on Schoolcraft Capital's 13F filing for Q4 2025, filed 12 Feb 2026.