SCSCS Capital Management LLC
Institutional investor · Portfolio as of Q4 2020
Top Holdings43 positions
ISHARES TR | 6.1M | $1.4B | 13.5% | $176.46 | +18.27% | 8 qtrssince 2019-Q1 | Increased 96 |
VANGUARD INDEX FDS | 5.8M | $1.1B | 11.2% | $152.88 | +17.64% | 8 qtrssince 2019-Q1 | Increased 98 |
VANGUARD MUN BD FDS | 19.6M | $1.1B | 10.7% | $46.85 | +1.38% | 4 qtrssince 2020-Q1 | Increased 100 |
ISHARES TR | 7.6M | $1B | 10.0% | $116.34 | +0.12% | 4 qtrssince 2020-Q1 | Increased 92 |
SCHWAB STRATEGIC TR | 9.8M | $888.9M | 8.8% | $11.54 | +21.98% | 4 qtrssince 2020-Q1 | Increased 98 |
VANGUARD TAX-MANAGED FDS | 16.3M | $767.4M | 7.6% | $34.67 | +14.84% | 8 qtrssince 2019-Q1 | Increased 83 |
SCHWAB STRATEGIC TR | 20.5M | $738.2M | 7.3% | $13.08 | +17.01% | 4 qtrssince 2020-Q1 | Increased 97 |
VANGUARD MALVERN FDS | 13.6M | $693.8M | 6.9% | $41.03 | +1.30% | 5 qtrssince 2019-Q4 | Increased 100 |
VANGUARD INDEX FDS | 4.1M | $486.6M | 4.8% | $94.41 | +10.09% | 8 qtrssince 2019-Q1 | Increased 88 |
VANGUARD INTL EQUITY INDEX F | 6.2M | $310.1M | 3.1% | $39.27 | +8.27% | 8 qtrssince 2019-Q1 | Increased 93 |
ISHARES TR | 3M | $216.7M | 2.2% | $57.32 | +9.80% | 8 qtrssince 2019-Q1 | Increased 83 |
BROADMARK RLTY CAP INC | 21M | $213.7M | 2.1% | — | — | 5 qtrssince 2019-Q4 | Increased 85 |
ISHARES TR | 6.4M | $146.7M | 1.5% | $16.83 | +9.17% | 3 qtrssince 2020-Q2 | Increased 74 |
SPDR SER TR | 2.5M | $138.9M | 1.4% | $48.65 | +8.61% | 3 qtrssince 2020-Q2 | Increased 78 |
SPDR S&P 500 ETF TR | 365,384 | $136.6M | 1.4% | $297.67 | +16.34% | 8 qtrssince 2019-Q1 | Increased 76 |
SCHWAB STRATEGIC TR | 4.4M | $135M | 1.3% | $22.85 | +15.03% | 4 qtrssince 2020-Q1 | Increased 78 |
ISHARES TR | 1.8M | $83.1M | 0.8% | $34.56 | +7.36% | 8 qtrssince 2019-Q1 | Increased 67 |
APPLE INC | 577,484 | $76.6M | 0.8% | $105.69 | +21.88% | 4 qtrssince 2020-Q1 | Increased 68 |
ISHARES TR | 1.1M | $73M | 0.7% | $49.67 | +23.88% | 4 qtrssince 2020-Q1 | Increased 68 |
MICROSOFT CORP | 273,338 | $60.8M | 0.6% | $192.04 | +10.43% | 4 qtrssince 2020-Q1 | Increased 66 |
SCS Capital Management LLC manages $10.1B across 43 positions as of Q4 2020. Top holdings: IWV (13.5%), VTI (11.2%), VTEB (10.7%). Fund DNA: Steady Compounder. HoldingsIntel Score: 4/5.0.
Added 3 new positions, exited 2, increased 35, trimmed 5. Top move: VTEB (INCREASED, conviction 100). Portfolio: $10.1B across 43 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
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