$325 Million is the total value of Schoolcraft Capital LLC's 60 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| New | DIMENSIONAL ETF TRUSTemerging mkts co | $3,534,928 | – | 157,388 | +100.0% | 1.09% | – | |
| New | DIMENSIONAL ETF TRUSTintl small cap v | $3,178,606 | – | 143,116 | +100.0% | 0.98% | – | |
| New | DIMENSIONAL ETF TRUSTintl small cap e | $1,561,432 | – | 72,591 | +100.0% | 0.48% | – | |
| JPM | New | JPMORGAN CHASE & CO | $335,116 | – | 2,499 | +100.0% | 0.10% | – |
| New | DIMENSIONAL ETF TRUSTus large cap val | $258,644 | – | 10,544 | +100.0% | 0.08% | – | |
| New | DIMENSIONAL ETF TRUSTus small cap val | $254,239 | – | 10,264 | +100.0% | 0.08% | – | |
| SYK | New | STRYKER CORPORATION | $223,953 | – | 916 | +100.0% | 0.07% | – |
| SCHV | New | SCHWAB STRATEGIC TRus lcap va etf | $213,463 | – | 3,233 | +100.0% | 0.07% | – |
| New | DIMENSIONAL ETF TRUSTemerging markets | $212,653 | – | 7,547 | +100.0% | 0.06% | – | |
| WMT | New | WALMART INC | $207,439 | – | 1,463 | +100.0% | 0.06% | – |
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 | 22 | Q2 2024 | 16.6% |
| ISHARES TR | 22 | Q2 2024 | 12.2% |
| DBX ETF TR | 22 | Q2 2024 | 9.3% |
| ISHARES TR | 22 | Q2 2024 | 10.1% |
| ISHARES TR | 22 | Q2 2024 | 9.1% |
| VANGUARD INDEX FDS | 22 | Q2 2024 | 6.2% |
| VANGUARD INDEX FDS | 22 | Q2 2024 | 5.0% |
| ISHARES INC | 22 | Q2 2024 | 5.7% |
| VANGUARD TAX-MANAGED FDS | 22 | Q2 2024 | 3.8% |
| ISHARES TR | 22 | Q2 2024 | 3.1% |
View Schoolcraft Capital LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-23 |
| 13F-HR | 2024-07-26 |
| 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 |
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.