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Oana Bolton

@Schoolcraft Capital Llc

Latest period2024 - Q3ReportedManaged Assets$492.538MTotal holdings68
Assets growth rate5.7%Assets growth rate (2-Q avg)7.5%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Schoolcraft Capital Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 68 positions.

Assets under management

The assets under management (AUM) of Schoolcraft Capital Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 492.538M in assets, with a quarterly growth rate of 5.7% and a 2-quarter average growth rate of 7.5%. The portfolio is managed by Oana Bolton, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
QUALIshares Tr
Recent Activity
Decreased -1.61%
14.6%
$71.903M
401,020 shares@ $179.3 avg price
DFUVDimensional Etf Trust
Recent Activity
Increased 0.08%
9.22%
$45.388M
1.089M shares@ $41.7 avg price
IVVIshares Tr
Recent Activity
Decreased -1.12%
7.96%
$39.168M
67,903 shares@ $576.82 avg price
DBEFDbx Etf Tr
Recent Activity
Decreased -1.66%
7.35%
$36.186M
861,164 shares@ $42.03 avg price
IWBIshares Tr
Recent Activity
Decreased -1.88%
7.3%
$35.928M
114,277 shares@ $314.4 avg price
IEFIshares Tr
Recent Activity
Increased 2.18%
6.47%
$31.825M
324,344 shares@ $98.12 avg price
HEFAIshares Tr
Recent Activity
Decreased -0.32%
6.19%
$30.483M
860,615 shares@ $35.42 avg price
DFIVDimensional Etf Trust
Recent Activity
Increased 1.56%
5.98%
$29.406M
772,215 shares@ $38.09 avg price
VNQVanguard Index Fds
Recent Activity
Decreased -0.64%
4.21%
$20.695M
212,430 shares@ $97.42 avg price
DFEMDimensional Etf Trust
Recent Activity
Increased 11.81%
3.46%
$17.031M
605,023 shares@ $28.16 avg price