SFCL
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Strengthening Families & Communities LLC’s ePlus PLUS Stock Holding History

Strengthening Families & Communities LLC’s Portfolio PLUS Stock Details PLUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$33K Buy
+438
New +$35.9K 0.01% 234
2025
Q4 		– Sell
-436
Closed -$31K – 654
2025
Q3 		$31K Buy
+436
New +$30.7K 0.01% 280
2024
Q4 		– Sell
-436
Closed -$42.9K – 503
2024
Q3 		$42.9K Hold
436
– – 0.01% 253
2024
Q2 		$32K Buy
+436
New +$33.3K 0.01% 288
2023
Q4 		– Sell
-436
Closed -$28K – 352
2023
Q3 		$28K Hold
436
– – 0.01% 258
2023
Q2 		$25K Hold
436
– – 0.01% 284
2023
Q1 		$21 Hold
436
– – ﹤0.01% 195
2022
Q4 		$19K Hold
436
– – 0.01% 182
2022
Q3 		$18K Hold
436
– – 0.01% 283
2022
Q2 		$24K Hold
436
– – 0.01% 173
2022
Q1 		$24K Hold
436
– – 0.01% 173
2021
Q4 		$190 Buy
+436
New +$24.1K 0.04% 116

Other funds holding PLUS

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return