$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $937,422 | +15.3% | 2 | 0.0% | 0.29% | +4.7% | |
| XOM | EXXON MOBIL CORP | $670,624 | +26.3% | 6,080 | 0.0% | 0.21% | +14.4% | |
| VO | VANGUARD INDEX FDSmid cap etf | $575,082 | +8.4% | 2,822 | 0.0% | 0.18% | -1.7% | |
| IWD | ISHARES TRrus 1000 val etf | $338,326 | +11.5% | 2,231 | 0.0% | 0.10% | +1.0% | |
| IEFA | ISHARES TRcore msci eafe | $317,332 | +17.0% | 5,148 | 0.0% | 0.10% | +6.5% | |
| IVW | ISHARES TRs&p 500 grwt etf | $271,440 | +1.1% | 4,640 | 0.0% | 0.08% | -7.7% | |
| AFL | AFLAC INC | $263,300 | +28.0% | 3,660 | 0.0% | 0.08% | +15.7% | |
| AMCR | AMCOR PLCord | $125,984 | +11.0% | 10,578 | 0.0% | 0.04% | +2.6% |
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.