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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
IYR icon
51
iShares US Real Estate ETF
IYR
$4.66B
$434K 0.08%
4,595
VTI icon
52
Vanguard Total Stock Market ETF
VTI
$658B
$426K 0.08%
1,329
SCHV
53
Schwab US Large-Cap Value ETF
SCHV
$16B
$426K 0.08%
13,958
-66
AAPL icon
54
Apple
AAPL
$4.38T
$377K 0.07%
1,484
+94
IWD icon
55
iShares Russell 1000 Value ETF
IWD
$77B
$373K 0.07%
1,745
TPL icon
56
Texas Pacific Land
TPL
$24.8B
$363K 0.07%
765
IEI icon
57
iShares 3-7 Year Treasury Bond ETF
IEI
$18.4B
$350K 0.07%
2,950
-148
VGIT icon
58
Vanguard Intermediate-Term Treasury ETF
VGIT
$41.1B
$343K 0.07%
5,756
+183
CAT icon
59
Caterpillar
CAT
$439B
$335K 0.06%
473
AFL icon
60
Aflac
AFL
$59.3B
$301K 0.06%
2,741
VV icon
61
Vanguard Large-Cap ETF
VV
$52.7B
$268K 0.05%
896
-113
IVW icon
62
iShares S&P 500 Growth ETF
IVW
$74.6B
$247K 0.05%
2,185
EWY icon
63
iShares MSCI South Korea ETF
EWY
$24.4B
$213K 0.04%
+1,731
EFV icon
64
iShares MSCI EAFE Value ETF
EFV
$24.6B
$211K 0.04%
2,833
-1,300
VGT icon
65
Vanguard Information Technology ETF
VGT
$144B
$207K 0.04%
2,376
IBM icon
66
IBM
IBM
$254B
– –
-728
XLF icon
67
State Street Financial Select Sector SPDR ETF
XLF
$51.2B
– –
-3,779
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