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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
+2.6%
1 Year Est. Return
+21.42%
3 Year Est. Return
+54.3%
5 Year Est. Return
+47.51%
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 Miscellaneous 98.8%
2 Financials 0.53%
3 Industrials 0.35%
4 Technology 0.12%
5 Consumer Staples 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VTV icon
51
Vanguard Morningstar Value ETF
VTV
$190B
$430K 0.08%
2,249
+1
+0% +$188
SCHV
52
Schwab US Large-Cap Value ETF
SCHV
$15.5B
$415K 0.08%
14,024
– –
AAPL icon
53
Apple
AAPL
$4.92T
$378K 0.07%
1,390
+150
+12% +$40.3K
IEI icon
54
iShares 3-7 Year Treasury Bond ETF
IEI
$17.3B
$370K 0.07%
3,098
+8
+0.3% +$957
IWD icon
55
iShares Russell 1000 Value ETF
IWD
$82.7B
$367K 0.07%
1,745
– –
VGIT icon
56
Vanguard Intermediate-Term Treasury ETF
VGIT
$39.3B
$334K 0.06%
5,573
+199
+4% +$12K
SYK icon
57
Stryker
SYK
$108B
$322K 0.06%
916
– –
VV icon
58
Vanguard Morningstar Large-Cap ETF
VV
$54B
$318K 0.06%
1,009
-32
-3% -$9.99K
AFL icon
59
Aflac
AFL
$58.4B
$302K 0.06%
2,741
– –
EFV icon
60
iShares MSCI EAFE Value ETF
EFV
$31.8B
$295K 0.06%
4,133
– –
CAT icon
61
Caterpillar
CAT
$366B
$271K 0.05%
473
– –
IVW icon
62
iShares S&P 500 Growth ETF
IVW
$76.6B
$269K 0.05%
2,185
– –
VGT icon
63
Vanguard Information Technology ETF
VGT
$149B
$224K 0.04%
2,376
– –
TPL icon
64
Texas Pacific Land
TPL
$24B
$220K 0.04%
765
– –
IBM icon
65
IBM
IBM
$225B
$216K 0.04%
+728
New +$218K
XLF icon
66
State Street Financial Select Sector SPDR ETF
XLF
$53.5B
$207K 0.04%
3,779
– –
1 2
3

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MF
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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 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 Miscellaneous at 99% of assets, down from 99% a quarter earlier, followed by Financials and Industrials.

  • 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.