$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| EEM | ISHARES TRmsci emg mkt etf | $1,867,716 | -13.0% | 53,547 | 0.0% | 0.63% | -8.0% | |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $812,940 | -0.6% | 2 | 0.0% | 0.28% | +5.3% | |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $633,905 | -2.2% | 2,374 | 0.0% | 0.22% | +3.4% | |
| XOM | EXXON MOBIL CORP | $530,845 | +2.0% | 6,080 | 0.0% | 0.18% | +7.8% | |
| SPY | SPDR S&P 500 ETF TRtr unit | $502,575 | -5.3% | 1,407 | 0.0% | 0.17% | 0.0% | |
| IWF | ISHARES TRrus 1000 grw etf | $499,140 | -3.8% | 2,372 | 0.0% | 0.17% | +1.8% | |
| IYR | ISHARES TRu.s. real es etf | $451,671 | -11.5% | 5,547 | 0.0% | 0.15% | -6.1% | |
| VV | VANGUARD INDEX FDSlarge cap etf | $303,211 | -5.1% | 1,854 | 0.0% | 0.10% | +1.0% | |
| IEFA | ISHARES TRcore msci eafe | $271,153 | -10.5% | 5,148 | 0.0% | 0.09% | -5.2% | |
| IVW | ISHARES TRs&p 500 grwt etf | $268,424 | -4.1% | 4,640 | 0.0% | 0.09% | +1.1% | |
| AFL | AFLAC INC | $205,692 | +1.6% | 3,660 | 0.0% | 0.07% | +7.7% | |
| AMCR | AMCOR PLCord | $113,502 | -13.7% | 10,578 | 0.0% | 0.04% | -9.5% |
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.