SC
Schoolcraft Capital Portfolio holdings
AUM
$500M
1-Year Est. Return
10.7%
1 Year Est. Return
+10.7%
AUM
$500M
AUM Growth
+$9.75M
(+2%)
Holding
66
Top Buys
| 1 | +$226K | |
| 2 | +$222K | |
| 3 | +$204K | |
| 4 |
Vanguard Russell 1000 ETF
VONE
|
+$202K |
| 5 |
Vanguard Core Bond ETF
VCRB
|
+$156K |
Top Sells
| 1 | +$2.44M | |
| 2 | +$2.08M | |
| 3 | +$2.02M | |
| 4 |
iShares Russell 1000 ETF
IWB
|
+$1.71M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$1.39M |
Sector Composition
| 1 | Financials | 0.55% |
| 2 | Industrials | 0.36% |
| 3 | Consumer Staples | 0.1% |
| 4 | Healthcare | 0.07% |
| 5 | Technology | 0.06% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Vanguard Value ETF
VTV
$148B
| $419K | 0.08% |
2,248
|
|
||
52
Schwab US Large-Cap Value ETF
SCHV
$14.1B
| $408K | 0.08% |
14,024
|
|
||
53
iShares 3-7 Year Treasury Bond ETF
IEI
$17B
| $369K | 0.07% |
3,090
-736
|
|
||
54
iShares Russell 1000 Value ETF
IWD
$65.3B
| $355K | 0.07% |
1,745
|
|
||
55
Stryker
SYK
$142B
| $339K | 0.07% |
916
|
|
||
56
Vanguard Intermediate-Term Treasury ETF
VGIT
$33.1B
| $323K | 0.06% |
5,374
+193
|
|
||
57
Vanguard Large-Cap ETF
VV
$47.5B
| $320K | 0.06% |
1,041
-43
|
|
||
58
Apple
AAPL
$4.02T
| $316K | 0.06% |
1,240
|
|
||
59
Aflac
AFL
$57.4B
| $306K | 0.06% |
2,741
|
|
||
60
iShares MSCI EAFE Value ETF
EFV
$27.7B
| $280K | 0.06% |
4,133
-168
|
|
||
61
iShares S&P 500 Growth ETF
IVW
$68.6B
| $264K | 0.05% |
2,185
|
|
||
62
Texas Pacific Land
TPL
$21.6B
| $238K | 0.05% |
255
|
|
||
63
Caterpillar
CAT
$276B
| $226K | 0.05% |
+473
|
|
||
64
Vanguard Information Technology ETF
VGT
$115B
| $222K | 0.04% |
+297
|
|
||
65
Financial Select Sector SPDR Fund
XLF
$54.3B
| $204K | 0.04% |
+3,779
|
|
||
66
Vanguard ESG US Stock ETF
ESGV
$11.9B
| – | – |
-6,602
|
|