SCSCS Capital Management LLC
Institutional investor · Portfolio as of Q1 2019
Top Holdings29 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ISHARES RUSSELL 3000 ETF | 4.1M | $682.5M | 25.4% | $151.89 | 0.00% | 1 qtr | New 99 |
VANGUARD FTSE DEVELOPED ETF | 10.7M | $437.7M | 16.3% | $33.05 | 0.00% | 1 qtr | New 97 |
VANGUARD TOTAL STOCK MARKET VIPERS | 2.5M | $354.6M | 13.2% | $130.70 | 0.00% | 1 qtr | New 97 |
VANGUARD INTERMEDIATE-TERM T | 2.7M | $174.3M | 6.5% | $52.86 | 0.00% | 1 qtr | New 95 |
ISHARES MSCI EAFE ETF CL USD INC | 2.1M | $138.9M | 5.2% | $52.49 | 0.00% | 1 qtr | New 94 |
VANGUARD FTSE EMERGING MARKETS | 3.2M | $137M | 5.1% | $34.28 | 0.00% | 1 qtr | New 94 |
ISHARES S&P 100 ETF CL USD INC | 1M | $127.9M | 4.8% | $114.19 | 0.00% | 1 qtr | New 85 |
ISHARES 3-7 YEAR TREASURY BO | 985,792 | $121.5M | 4.5% | $104.95 | 0.00% | 1 qtr | New 84 |
ISHARES TR | 1.1M | $121.1M | 4.5% | $87.90 | 0.00% | 1 qtr | New 84 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 382,015 | $107.9M | 4.0% | $255.16 | 0.00% | 1 qtr | New 84 |
ISHARES EDGE MSCI MIN VOL US | 1.1M | $64.7M | 2.4% | $52.27 | 0.00% | 1 qtr | New 77 |
SPDR SERIES TRUST | 1.4M | $49.3M | 1.8% | $29.47 | 0.00% | 1 qtr | New 68 |
ISHARES 20 PLUS YEAR TREASURY BD | 301,367 | $38.1M | 1.4% | $101.82 | 0.00% | 1 qtr | New 67 |
VANGUARD HEALTH CARE ETF | 181,359 | $31.3M | 1.2% | $156.05 | 0.00% | 1 qtr | New 67 |
WISDOMTREE JAPAN HEDGED EQ | 525,865 | $26.6M | 1.0% | $41.57 | 0.00% | 1 qtr | New 57 |
ISHARES MSCI EMERGING MARKETS INDEX FUND | 576,858 | $24.8M | 0.9% | $36.52 | 0.00% | 1 qtr | New 57 |
VANGUARD ENERGY ETF | 152,236 | $13.6M | 0.5% | $68.98 | 0.00% | 1 qtr | New 56 |
ISHARES MSCI EAFE VALUE ETF | 180,990 | $8.8M | 0.3% | $36.64 | 0.00% | 1 qtr | New 47 |
SPDR GOLD TRUST | 61,555 | $7.5M | 0.3% | $122.01 | 0.00% | 1 qtr | New 46 |
ISHARES IBOXX INVESTMENT GRA | 43,217 | $5.1M | 0.2% | $91.57 | 0.00% | 1 qtr | New 46 |
SCS Capital Management LLC manages $2.7B across 29 positions as of Q1 2019. Top holdings: IWV (25.4%), VEA (16.3%), VTI (13.2%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 4/5.0.
Active quarter - 29 new positions, 0 exits, 0 increased. Top move: IWV (NEW, conviction 99). Portfolio: $2.7B across 29 positions.
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Portfolio allocation by GICS sector
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer