SCSCS Capital Management LLC
Institutional investor · Portfolio as of Q4 2019
Top Holdings29 positions
ISHARES TR | 3.8M | $719.5M | 21.9% | $150.90 | +14.73% | 4 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD INDEX FDS | 3.3M | $534.6M | 16.3% | $131.82 | +12.68% | 4 qtrssince 2019-Q1 | Increased 65 |
VANGUARD TAX-MANAGED FDS | 10.7M | $471.9M | 14.4% | $32.82 | +10.57% | 4 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 2.7M | $294.1M | 9.0% | $92.78 | +0.91% | 3 qtrssince 2019-Q2 | Decreased 0 |
ISHARES TR | 7.7M | $199.2M | 6.1% | $22.05 | 0.00% | 1 qtr | New 95 |
VANGUARD MALVERN FDS | 3.6M | $176.1M | 5.4% | $39.61 | 0.00% | 1 qtr | New 95 |
VANGUARD INTL EQUITY INDEX F | 3.2M | $143.7M | 4.4% | $34.17 | +8.05% | 4 qtrssince 2019-Q1 | Increased 57 |
BROADMARK RLTY CAP INC | 11M | $140.7M | 4.3% | — | — | 1 qtr | New 85 |
ISHARES TR | 1.8M | $122.9M | 3.7% | $52.49 | +10.07% | 4 qtrssince 2019-Q1 | Decreased 0 |
SPDR S&P 500 ETF TR | 226,329 | $72.8M | 2.2% | $253.82 | +15.30% | 4 qtrssince 2019-Q1 | Decreased 0 |
SPDR SERIES TRUST | 2.7M | $72.2M | 2.2% | $17.89 | 0.00% | 1 qtr | New 78 |
ISHARES TR | 486,473 | $70.1M | 2.1% | $113.67 | +16.60% | 4 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 1.1M | $52M | 1.6% | $31.06 | 0.00% | 1 qtr | New 68 |
VANGUARD INDEX FDS | 430,839 | $51.6M | 1.6% | $101.13 | +0.43% | 4 qtrssince 2019-Q1 | Increased 76 |
ISHARES TR | 819,657 | $40.9M | 1.2% | $37.87 | +0.96% | 4 qtrssince 2019-Q1 | Increased 75 |
ISHARES TR | 445,253 | $20M | 0.6% | $36.33 | +7.59% | 4 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 215,640 | $14.1M | 0.4% | $51.79 | +13.20% | 4 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD WORLD FD | 57,626 | $14.1M | 0.4% | $29.20 | 0.00% | 1 qtr | New 47 |
ISHARES TR | 105,001 | $13.4M | 0.4% | $94.94 | +5.71% | 4 qtrssince 2019-Q1 | Increased 36 |
ISHARES TR | 104,637 | $11.8M | 0.4% | $89.06 | +3.99% | 4 qtrssince 2019-Q1 | Increased 44 |
SCS Capital Management LLC manages $3.3B across 29 positions as of Q4 2019. Top holdings: IWV (21.9%), VTI (16.3%), VEA (14.4%). Fund DNA: Steady Compounder. HoldingsIntel Score: 4/5.0.
Active quarter - 6 new positions, 1 exits, 9 increased. Top move: GOVT (NEW, conviction 95). Portfolio: $3.3B across 29 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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