SCSCS Capital Management LLC
Institutional investor · Portfolio as of Q1 2025
Top Holdings513 positions
VANGUARD INDEX FDS | 2.6M | $705.7M | 9.0% | $161.03 | +67.77% | 25 qtrssince 2019-Q1 | Increased 74 |
VANGUARD SCOTTSDALE FDS | 10.7M | $637.1M | 8.1% | $51.62 | +8.25% | 7 qtrssince 2023-Q3 | Increased 62 |
ISHARES TR | 1.9M | $604.4M | 7.7% | $164.32 | +90.52% | 25 qtrssince 2019-Q1 | Increased 67 |
VANGUARD | 10.4M | $529.2M | 6.7% | $38.56 | +26.80% | 25 qtrssince 2019-Q1 | Increased 84 |
STATE STR SPDR S&P 500 ETF T | 692,477 | $388.2M | 4.9% | $525.16 | +4.78% | 25 qtrssince 2019-Q1 | Increased 92 |
SCHWAB STRATEGIC TR | 13.1M | $259.8M | 3.3% | $12.54 | +51.40% | 21 qtrssince 2020-Q1 | Increased 68 |
SCHWAB STRATEGIC TR | 11.9M | $256.2M | 3.3% | $10.95 | +93.75% | 21 qtrssince 2020-Q1 | Increased 66 |
VANGUARD SCOTTSDALE FDS | 4.4M | $255.3M | 3.2% | $51.09 | +8.08% | 8 qtrssince 2023-Q2 | Increased 58 |
VANGUARD INDEX FDS | 470,732 | $241.9M | 3.1% | $505.05 | 0.00% | 1 qtr | New 85 |
ISHARES TR | 1.2M | $207.2M | 2.6% | $164.70 | +2.34% | 6 qtrssince 2023-Q4 | Increased 66 |
VANGUARD | 1.5M | $198.7M | 2.5% | $124.30 | 0.00% | 1 qtr | New 79 |
VANGUARD | 1.1M | $190.7M | 2.4% | $102.39 | +63.60% | 25 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD SCOTTSDALE FDS | 3.2M | $181.6M | 2.3% | $53.11 | +0.94% | 6 qtrssince 2023-Q4 | Increased 55 |
VANGUARD | 3.8M | $172.2M | 2.2% | $39.03 | +12.46% | 25 qtrssince 2019-Q1 | Increased 64 |
SPDR SERIES TRUST | 2.5M | $167.3M | 2.1% | $64.66 | 0.00% | 1 qtr | New 79 |
SPDR SERIES TRUST | 1.8M | $144.1M | 1.8% | $65.91 | +20.95% | 20 qtrssince 2020-Q2 | Increased 76 |
ISHARES INC | 1.6M | $121.2M | 1.5% | $70.12 | +2.30% | 12 qtrssince 2022-Q2 | Increased 77 |
VANGUARD MUN BD FDS | 2.3M | $116.2M | 1.5% | $43.97 | +6.96% | 21 qtrssince 2020-Q1 | Decreased 0 |
VANGUARD | 928,899 | $77M | 1.0% | $80.26 | 0.00% | 1 qtr | New 58 |
ISHARES INC | 117,636 | $66.1M | 0.8% | $551.94 | 0.00% | 1 qtr | New 58 |
SCS Capital Management LLC manages $7.9B across 513 positions as of Q1 2025. Top holdings: VTI (9.0%), VGIT (8.1%), IWV (7.7%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3.5/5.0.
Active quarter - 444 new positions, 0 exits, 40 increased. Top move: SPY (INCREASED, conviction 92). Portfolio: $7.9B across 513 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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Top Losers
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
Verify source filings on SEC EDGAR