Schoolcraft Capital LLC - Q4 2021 holdings

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$330 Million is the total value of Schoolcraft Capital LLC's 52 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 3.8% .

All
New
Buy
Sell
Exit
Unchanged
 Value Shares↓ Weighting
QUAL BuyISHARES TRmsci usa qlt fct$54,781,129
+17.2%
376,347
+6.0%
16.58%
+5.7%
IWB BuyISHARES TRrus 1000 etf$33,290,998
+18.6%
125,897
+8.4%
10.08%
+6.9%
HEFA BuyISHARES TRhdg msci eafe$30,001,731
+18.1%
849,186
+14.9%
9.08%
+6.5%
IVV SellISHARES TRcore s&p500 etf$29,717,781
+5.0%
62,303
-5.2%
8.99%
-5.3%
IEI BuyISHARES TR3 7 yr treas bd$26,508,924
+4.8%
206,023
+6.0%
8.02%
-5.5%
DBEF SellDBX ETF TRxtrack msci eafe$23,215,531
+3.5%
591,177
-0.5%
7.03%
-6.7%
BuyDIMENSIONAL ETF TRUSTinternatnal val$20,737,264
+2.6%
631,848
+2.3%
6.28%
-7.5%
VNQ BuyVANGUARD INDEX FDSreal estate etf$20,199,245
+27.1%
174,116
+11.5%
6.11%
+14.6%
VOO BuyVANGUARD INDEX FDS$12,828,106
+13.3%
29,384
+2.4%
3.88%
+2.2%
IEMG BuyISHARES INCcore msci emkt$8,748,651
-2.0%
146,152
+1.1%
2.65%
-11.6%
SCZ BuyISHARES TReafe sml cp etf$7,424,660
+1.9%
101,582
+3.8%
2.25%
-8.1%
IWC SellISHARES TRmicro-cap etf$7,240,392
-3.4%
51,817
-0.2%
2.19%
-12.8%
DFJ BuyWISDOMTREE TRjp smallcp div$6,608,654
+62.2%
92,636
+74.7%
2.00%
+46.3%
VEA SellVANGUARD TAX-MANAGED FDSvan ftse dev mkt$6,530,467
+0.1%
127,898
-1.0%
1.98%
-9.7%
IWM SellISHARES TRrussell 2000 etf$4,726,135
+1.0%
21,246
-0.7%
1.43%
-9.0%
SCHH SellSCHWAB STRATEGIC TRus reit etf$4,297,493
+13.9%
81,562
-1.2%
1.30%
+2.8%
DFAT BuyDIMENSIONAL ETF TRUSTus targeted vlu$4,009,854
+11.1%
84,382
+3.8%
1.21%
+0.2%
EFA BuyISHARES TRmsci eafe etf$3,132,709
+0.9%
39,816
+0.1%
0.95%
-9.0%
RWX BuySPDR INDEX SHS FDSdj intl rl etf$3,070,718
+11.5%
86,256
+11.2%
0.93%
+0.4%
EEM BuyISHARES TRmsci emg mkt etf$2,605,596
-2.4%
53,339
+0.7%
0.79%
-11.9%
VWO SellVANGUARD INTL EQUITY INDEX Fftse emr mkt etf$2,312,479
-2.4%
46,755
-1.3%
0.70%
-11.9%
VB SellVANGUARD INDEX FDSsmall cp etf$1,918,922
-1.0%
8,490
-4.3%
0.58%
-10.8%
DFAS SellDIMENSIONAL ETF TRUSTus small cap etf$1,285,584
+3.7%
21,430
-0.6%
0.39%
-6.5%
SCHX SellSCHWAB STRATEGIC TRus lrg cap etf$1,215,815
+8.5%
10,682
-0.8%
0.37%
-2.1%
VSS BuyVANGUARD INTL EQUITY INDEX Fftse smcap etf$1,157,987
+1.0%
8,644
+0.8%
0.35%
-9.1%
BRKA  BERKSHIRE HATHAWAY INC DELcl a$901,324
+9.5%
20.0%0.27%
-1.1%
AAPL SellAPPLE INC$829,252
+21.8%
4,670
-2.9%
0.25%
+10.1%
IWF  ISHARES TRrus 1000 grw etf$801,096
+11.5%
2,6210.0%0.24%
+0.4%
VO SellVANGUARD INDEX FDSmid cap etf$787,448
+0.3%
3,091
-6.8%
0.24%
-9.5%
IJS BuyISHARES TRsp smcp600vl etf$757,082
+4.8%
7,246
+0.9%
0.23%
-5.4%
BRKB  BERKSHIRE HATHAWAY INC DELcl b new$709,826
+9.5%
2,3740.0%0.22%
-0.9%
SPY BuySPDR S&P 500 ETF TRtr unit$678,749
+114.9%
1,429
+94.2%
0.20%
+93.4%
IYR BuyISHARES TRu.s. real es etf$651,187
+13.9%
5,607
+0.4%
0.20%
+2.6%
SCHE BuySCHWAB STRATEGIC TRemrg mkteq etf$602,563
+10.0%
20,343
+13.2%
0.18%
-1.1%
WPS BuyISHARES TRintl devppty etf$587,426
+1.8%
15,767
+1.2%
0.18%
-8.2%
VTV SellVANGUARD INDEX FDSvalue etf$465,389
+7.9%
3,164
-0.7%
0.14%
-2.8%
SCHF BuySCHWAB STRATEGIC TRintl eqty etf$428,954
+2.2%
11,036
+1.8%
0.13%
-7.8%
IVW  ISHARES TRs&p 500 grwt etf$416,342
+13.2%
4,9760.0%0.13%
+2.4%
VV SellVANGUARD INDEX FDSlarge cap etf$409,732
+7.3%
1,854
-2.5%
0.12%
-3.1%
IEFA BuyISHARES TRcore msci eafe$390,179
+0.9%
5,227
+0.4%
0.12%
-9.2%
XOM  EXXON MOBIL CORP$372,035
+4.0%
6,0800.0%0.11%
-5.8%
IWD BuyISHARES TRrus 1000 val etf$374,077
+7.4%
2,228
+0.1%
0.11%
-3.4%
SCHC BuySCHWAB STRATEGIC TRintl sceqt etf$323,712
+3.6%
7,909
+5.1%
0.10%
-6.7%
VNQI BuyVANGUARD INTL EQUITY INDEX Fglb ex us etf$318,207
+1.0%
5,898
+5.4%
0.10%
-9.4%
VUG SellVANGUARD INDEX FDSgrowth etf$305,346
+6.8%
952
-3.4%
0.09%
-4.2%
VTI BuyVANGUARD INDEX FDStotal stk mkt$304,417
+9.0%
1,261
+0.2%
0.09%
-2.1%
QCOM  QUALCOMM INC$298,261
+41.8%
1,6310.0%0.09%
+26.8%
AMZN SellAMAZON COM INC$293,422
-1.8%
88
-3.3%
0.09%
-11.0%
GOOG  ALPHABET INCcap stk cl c$254,636
+8.6%
880.0%0.08%
-2.5%
SCHV BuySCHWAB STRATEGIC TRus lcap va etf$242,590
+15.5%
3,313
+6.5%
0.07%
+4.3%
MSFT NewMICROSOFT CORP$208,518–620
+100.0%
0.06%–
AMCR  AMCOR PLCord$127,042
+3.6%
10,5780.0%0.04%
-7.3%
EWY ExitISHARES INCmsci sth kor etf$0–-2,486
-100.0%
-0.07%–
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2023-10-18
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
ISHARES TR19Q3 202316.6%
ISHARES TR19Q3 202312.2%
DBX ETF TR19Q3 20239.3%
ISHARES TR19Q3 202310.1%
ISHARES TR19Q3 20239.1%
VANGUARD INDEX FDS19Q3 20236.2%
VANGUARD INDEX FDS19Q3 20235.0%
ISHARES INC19Q3 20235.7%
VANGUARD TAX-MANAGED FDS19Q3 20233.8%
ISHARES TR19Q3 20233.1%

View Schoolcraft Capital LLC's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-04-15
13F-HR2024-01-29
13F-HR2023-10-26
13F-HR2023-10-26
13F-HR2023-10-26
13F-HR2023-10-26
13F-HR2023-10-26
13F-HR2023-10-18
13F-HR2023-10-18
13F-HR2023-10-18

View Schoolcraft Capital LLC's complete filings history.

All filings

View complete filings history.

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