SCSCS Capital Management LLC
Institutional investor · Portfolio as of Q4 2024
Top Holdings69 positions
VANGUARD INDEX FDS | 2.1M | $612.9M | 12.6% | $137.65 | +106.24% | 24 qtrssince 2019-Q1 | Increased 61 |
VANGUARD SCOTTSDALE FDS | 10.5M | $609.3M | 12.6% | $51.53 | +5.23% | 6 qtrssince 2023-Q3 | Increased 65 |
ISHARES TR | 1.7M | $583.4M | 12.0% | $150.90 | +117.75% | 24 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD TAX-MANAGED FDS | 7M | $336.3M | 6.9% | $33.60 | +36.28% | 24 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD SCOTTSDALE FDS | 4.2M | $244.6M | 5.0% | $50.94 | +6.72% | 7 qtrssince 2023-Q2 | Increased 63 |
VANGUARD INDEX FDS | 1.4M | $239.8M | 4.9% | $102.39 | +59.41% | 24 qtrssince 2019-Q1 | Decreased 0 |
SCHWAB STRATEGIC TR | 10.2M | $231.6M | 4.8% | $9.25 | +141.30% | 20 qtrssince 2020-Q1 | Increased 91 |
SCHWAB STRATEGIC TR | 10.8M | $199M | 4.1% | $11.12 | +59.77% | 20 qtrssince 2020-Q1 | Increased 89 |
VANGUARD SCOTTSDALE FDS | 3M | $165.3M | 3.4% | $53.08 | -3.64% | 5 qtrssince 2023-Q4 | Increased 60 |
ISHARES TR | 926,103 | $164.9M | 3.4% | $163.51 | +7.18% | 5 qtrssince 2023-Q4 | Decreased 0 |
STATE STR SPDR S&P 500 ETF T | 249,653 | $146.3M | 3.0% | $480.63 | +19.59% | 24 qtrssince 2019-Q1 | Increased 67 |
VANGUARD INTL EQUITY INDEX F | 3M | $134.2M | 2.8% | $37.82 | +12.81% | 24 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD MUN BD FDS | 2.4M | $118.4M | 2.4% | $43.97 | +7.48% | 20 qtrssince 2020-Q1 | Decreased 0 |
SPDR SERIES TRUST | 923,953 | $81.2M | 1.7% | $52.92 | +64.54% | 19 qtrssince 2020-Q2 | Decreased 0 |
MICROSOFT CORP | 177,714 | $74.9M | 1.5% | $231.92 | +79.27% | 20 qtrssince 2020-Q1 | Decreased 0 |
APPLE INC | 274,673 | $68.8M | 1.4% | $199.48 | +24.63% | 20 qtrssince 2020-Q1 | Increased 46 |
AMAZON COM INC | 311,004 | $68.2M | 1.4% | $136.65 | +60.55% | 20 qtrssince 2020-Q1 | Decreased 0 |
ISHARES TR | 565,639 | $57.4M | 1.2% | $68.22 | +47.76% | 20 qtrssince 2020-Q1 | Increased 54 |
ALPHABET INC | 294,816 | $55.8M | 1.2% | $94.58 | +98.97% | 20 qtrssince 2020-Q1 | Decreased 0 |
SCHWAB STRATEGIC TR | 2.1M | $50.4M | 1.0% | $21.08 | +6.54% | 9 qtrssince 2022-Q4 | Increased 74 |
SCS Capital Management LLC manages $4.8B across 69 positions as of Q4 2024. Top holdings: VTI (12.6%), VGIT (12.6%), IWV (12.0%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3.5/5.0.
Added 2 new positions, exited 1, increased 35, trimmed 27. Top move: SCHB (INCREASED, conviction 91). Portfolio: $4.8B across 69 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