SCSCS Capital Management LLC
Institutional investor · Portfolio as of Q2 2025
Top Holdings549 positions
VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF | 2.7M | $823.8M | 9.1% | $211.69 | +41.56% | 26 qtrssince 2019-Q1 | Increased 65 |
ISHARES RUSSELL 3000 ETF | 1.9M | $658.3M | 7.3% | $227.75 | +52.30% | 26 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD INTERMEDIATE-TERM TREASURY ETF | 10.5M | $630.7M | 7.0% | $52.97 | +7.99% | 8 qtrssince 2023-Q3 | Decreased 0 |
VANGUARD FTSE DEVELOPED MARKETS ETF | 10.2M | $582.7M | 6.5% | $42.71 | +29.40% | 26 qtrssince 2019-Q1 | Decreased 0 |
SPDR S&P 500 ETF TR | 723,637 | $448M | 5.0% | $534.91 | +13.96% | 26 qtrssince 2019-Q1 | Increased 60 |
SCHWAB U.S. BROAD MARKET ETF | 12.2M | $291.3M | 3.2% | $15.77 | +49.44% | 22 qtrssince 2020-Q1 | Increased 58 |
SCHWAB INTERNATIONAL EQUITY ETF | 13M | $286.5M | 3.2% | $15.81 | +35.10% | 22 qtrssince 2020-Q1 | Decreased 0 |
ISHARES MSCI USA QUALITY FACTOR ETF | 1.5M | $283.1M | 3.1% | $166.54 | +8.51% | 7 qtrssince 2023-Q4 | Increased 70 |
Vanguard Index Funds S&P 500 ETF SHS | 477,804 | $272.2M | 3.0% | $505.86 | +10.69% | 2 qtrssince 2025-Q1 | Increased 57 |
VANGUARD SHORT-TERM TREASURY ETF | 4.3M | $251.8M | 2.8% | $52.11 | +7.89% | 9 qtrssince 2023-Q2 | Decreased 0 |
VANGUARD WHITEHALL FDS INC | 1.5M | $204.1M | 2.3% | $124.30 | +4.06% | 2 qtrssince 2025-Q1 | Decreased 0 |
VANGUARD INDEX FDS | 1.1M | $194.6M | 2.2% | $122.88 | +40.24% | 26 qtrssince 2019-Q1 | Decreased 0 |
STATE STREET SPDR PORTFOLIO S&P 500 ETF | 2.5M | $183.2M | 2.0% | $64.66 | +10.87% | 2 qtrssince 2025-Q1 | Decreased 0 |
Vanguard International Equity Index Funds FTSE EMR MKT ETF | 3.7M | $182.2M | 2.0% | $39.35 | +22.26% | 26 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD LONG-TERM TREASURY ETF | 3.2M | $178.1M | 2.0% | $54.58 | -2.47% | 7 qtrssince 2023-Q4 | Increased 48 |
STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | 1.8M | $175.1M | 1.9% | $69.75 | +35.77% | 21 qtrssince 2020-Q2 | Increased 49 |
ISHARES CORE MSCI EAFE ETF | 1.6M | $136.6M | 1.5% | $72.49 | +12.75% | 13 qtrssince 2022-Q2 | Increased 49 |
VANGUARD TAX-EXEMPT BOND ETF | 2M | $100M | 1.1% | $45.35 | +3.93% | 22 qtrssince 2020-Q1 | Decreased 0 |
iShares Trust CORE S&P500 ETF | 125,627 | $78M | 0.9% | $555.75 | +10.09% | 2 qtrssince 2025-Q1 | Increased 45 |
VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF | 803,708 | $72.4M | 0.8% | $80.26 | +9.32% | 2 qtrssince 2025-Q1 | Decreased 0 |
SCS Capital Management LLC manages $9B across 549 positions as of Q2 2025. Top holdings: VTI (9.1%), IWV (7.3%), VGIT (7.0%). Fund DNA: Steady Compounder. HoldingsIntel Score: 4/5.0.
Active quarter - 55 new positions, 19 exits, 230 increased. Top move: QUAL (INCREASED, conviction 70). Portfolio: $9.0B across 549 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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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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