$295 Million is the total value of Schoolcraft Capital LLC's 54 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IEF | New | ISHARES TR7-10 yr trsy bd | $22,948,258 | – | 239,069 | +100.0% | 7.78% | – |
| MSFT | New | MICROSOFT CORP | $355,378 | – | 1,526 | +100.0% | 0.12% | – |
| OXY | New | OCCIDENTAL PETE CORP | $312,493 | – | 5,085 | +100.0% | 0.11% | – |
| UNH | New | UNITEDHEALTH GROUP INC | $250,153 | – | 495 | +100.0% | 0.08% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-17
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 19 | Q3 2023 | 16.6% |
| ISHARES TR | 19 | Q3 2023 | 12.2% |
| DBX ETF TR | 19 | Q3 2023 | 9.3% |
| ISHARES TR | 19 | Q3 2023 | 10.1% |
| ISHARES TR | 19 | Q3 2023 | 9.1% |
| VANGUARD INDEX FDS | 19 | Q3 2023 | 6.2% |
| VANGUARD INDEX FDS | 19 | Q3 2023 | 5.0% |
| ISHARES INC | 19 | Q3 2023 | 5.7% |
| VANGUARD TAX-MANAGED FDS | 19 | Q3 2023 | 3.8% |
| ISHARES TR | 19 | Q3 2023 | 3.1% |
View Schoolcraft Capital LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-15 |
| 13F-HR | 2024-01-29 |
| 13F-HR | 2023-10-26 |
| 13F-HR | 2023-10-26 |
| 13F-HR | 2023-10-26 |
| 13F-HR | 2023-10-26 |
| 13F-HR | 2023-10-26 |
| 13F-HR | 2023-10-18 |
| 13F-HR | 2023-10-18 |
| 13F-HR | 2023-10-18 |
View Schoolcraft Capital LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.