SCSCS Capital Management LLC
Institutional investor · Portfolio as of Q1 2020
Top Holdings41 positions
ISHARES TR | 3.7M | $551.2M | 17.2% | $150.90 | -9.25% | 5 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD INDEX FDS | 3.9M | $502.7M | 15.7% | $129.52 | -9.19% | 5 qtrssince 2019-Q1 | Increased 73 |
VANGUARD TAX-MANAGED INTL FD | 11.5M | $382M | 11.9% | $32.48 | -15.08% | 5 qtrssince 2019-Q1 | Increased 66 |
SCHWAB STRATEGIC TR | 5.3M | $319M | 9.9% | $9.22 | 0.00% | 1 qtr | New 97 |
ISHARES TR | 1.8M | $242.8M | 7.6% | $115.83 | 0.00% | 1 qtr | New 96 |
SCHWAB STRATEGIC TR | 8.8M | $226.9M | 7.1% | $10.74 | 0.00% | 1 qtr | New 96 |
VANGUARD MALVERN FDS | 2.4M | $114.7M | 3.6% | $39.61 | -1.06% | 2 qtrssince 2019-Q4 | Decreased 0 |
VANGUARD INDEX FDS | 1.1M | $99.9M | 3.1% | $85.74 | -11.19% | 5 qtrssince 2019-Q1 | Increased 90 |
ISHARES MSCI EAFE ETF | 1.8M | $94.8M | 3.0% | $52.47 | -14.07% | 5 qtrssince 2019-Q1 | Increased 52 |
BROADMARK RLTY CAP INC | 12.4M | $93.1M | 2.9% | — | — | 2 qtrssince 2019-Q4 | Increased 58 |
VANGUARD FTSE EMERGING MARKE | 2.7M | $91M | 2.8% | $34.17 | -18.33% | 5 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 1.5M | $62.6M | 2.0% | $30.12 | -8.48% | 2 qtrssince 2019-Q4 | Increased 62 |
VANGUARD MUN BD FDS | 1.1M | $56.5M | 1.8% | $44.77 | 0.00% | 1 qtr | New 68 |
PROSHARES TR | 599,763 | $53.3M | 1.7% | $11.17 | 0.00% | 1 qtr | New 68 |
SPDR S&P 500 ETF TRUST | 201,366 | $51.9M | 1.6% | $253.82 | -7.12% | 5 qtrssince 2019-Q1 | Decreased 0 |
SPDR SER TR | 1.3M | $31.5M | 1.0% | $17.89 | -11.73% | 2 qtrssince 2019-Q4 | Decreased 0 |
ISHARES TR | 831,469 | $29.7M | 0.9% | $37.72 | -27.55% | 5 qtrssince 2019-Q1 | Increased 42 |
ISHARES TR | 164,674 | $27.2M | 0.8% | $39.51 | 0.00% | 1 qtr | New 57 |
SCHWAB STRATEGIC TR | 1M | $20.9M | 0.7% | $17.36 | 0.00% | 1 qtr | New 56 |
ISHARES TR | 695,887 | $19.5M | 0.6% | $22.05 | +8.29% | 2 qtrssince 2019-Q4 | Decreased 0 |
SCS Capital Management LLC manages $3.2B across 41 positions as of Q1 2020. Top holdings: IWV (17.2%), VTI (15.7%), VEA (11.9%). Fund DNA: Steady Compounder. HoldingsIntel Score: 4/5.0.
Active quarter - 13 new positions, 1 exits, 11 increased. Top move: SCHB (NEW, conviction 97). Portfolio: $3.2B across 41 positions.
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
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