Schoolcraft Capital 13F annual report
Schoolcraft Capital is an investment fund managing more than $396 billion ran by Oana Bolton. There are currently 26 companies in Mrs. Bolton’s portfolio. The largest investments include Ishares Tr and Dimensional Etf Trust, together worth $293 billion.
$396 billion Assets Under Management (AUM)
As of 22nd January 2024, Schoolcraft Capital’s top holding is 1,944,462 shares of Ishares Tr currently worth over $193 billion and making up 48.7% of the portfolio value.
In addition, the fund holds 2,994,896 shares of Dimensional Etf Trust worth $100 billion.
The third-largest holding is Dbx Etf Tr worth $31.6 billion and the next is Vanguard Index Fds worth $32.8 billion, with 238,796 shares owned.
Currently, Schoolcraft Capital's portfolio is worth at least $396 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Schoolcraft Capital
The Schoolcraft Capital office and employees reside in Boulder, Colorado. According to the last 13-F report filed with the SEC, Oana Bolton serves as the Chief Compliance Officer at Schoolcraft Capital.
Recent trades
In the most recent 13F filing, Schoolcraft Capital revealed that it had opened a new position in
Union Pac Corp and bought 2,399 shares worth $589 million.
The investment fund also strengthened its position in Ishares Tr by buying
75,223 additional shares.
This makes their stake in Ishares Tr total 1,944,462 shares worth $193 billion.
On the other hand, there are companies that Schoolcraft Capital is getting rid of from its portfolio.
Schoolcraft Capital closed its position in International Business Machs on 29th January 2024.
It sold the previously owned 3,156 shares for $422 million.
Oana Bolton also disclosed a decreased stake in Dbx Etf Tr by approximately 0.1%.
This leaves the value of the investment at $31.6 billion and 853,754 shares.
One of the average hedge funds
The two most similar investment funds to Schoolcraft Capital are Hound Partners and Advisory Resource. They manage $396 billion and $396 billion respectively.
Oana Bolton investment strategy
Schoolcraft Capital’s portfolio is diversified across 8 sectors.
Currently, their heaviest sector is Miscellaneous — making up 0.8% of
the total portfolio value.
The fund focuses on investments in the United States as
42.3% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
42% of the total holdings value.
On the other hand, small-cap stocks make up only 3.8% of the portfolio.
The average market cap of the portfolio companies is close to $534 billion.
The complete list of Schoolcraft Capital trades based on 13F SEC filings
These positions were updated on January 29th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Ishares Tr |
4.02%
1,944,462
|
$192,862,517,000 | 48.69% |
| Dimensional Etf Trust |
13.16%
2,994,896
|
$99,994,957,000 | 25.24% |
| Dbx Etf Tr |
2.03%
853,754
|
$31,571,823,000 | 7.97% |
| Vanguard Index Fds |
14.07%
238,796
|
$32,799,640,000 | 8.28% |
| Ishares Inc |
2.39%
141,703
|
$7,167,335,000 | 1.81% |
| Vanguard Tax-managed Fds |
1.57%
120,808
|
$5,786,690,000 | 1.46% |
| Wisdomtree Tr |
0.18%
71,320
|
$5,341,894,000 | 1.35% |
| Fidelity Covington Trust |
19.85%
114,131
|
$3,041,587,000 | 0.77% |
| Spdr Index Shs Fds |
6.13%
106,510
|
$2,906,664,000 | 0.73% |
| Schwab Strategic Tr |
5.14%
184,470
|
$4,911,793,000 | 1.24% |
| Vanguard Intl Equity Index F |
2.15%
51,498
|
$2,673,122,000 | 0.67% |
| Berkshire Hathaway Inc. |
No change
2,153
|
$1,852,426,000 | 0.47% |
| Microsoft Corporation |
2.64%
1,770
|
$665,584,000 | 0.17% |
| Union Pac Corp |
Opened
2,399
|
$589,242,000 | 0.15% |
| Apple Inc |
60.83%
3,014
|
$580,217,000 | 0.15% |
| JPMorgan Chase & Co. |
30.88%
2,869
|
$487,970,000 | 0.12% |
| International Business Machs |
Closed
3,156
|
$422,304,000 | |
| NVIDIA Corp |
No change
750
|
$371,415,000 | 0.09% |
| Spdr S&p 500 Etf Tr |
2.17%
765
|
$363,643,000 | 0.09% |
| Alphabet Inc |
Closed
2,961
|
$354,432,000 | |
| Coca-Cola Co |
Closed
5,798
|
$349,156,000 | |
| Amazon.com Inc. |
16.58%
2,194
|
$333,356,000 | 0.08% |
| Cisco Sys Inc |
Closed
6,187
|
$320,115,000 | |
| Johnson & Johnson |
Closed
1,904
|
$315,150,000 | |
| Aflac Inc. |
No change
3,660
|
$301,950,000 | 0.08% |
| Home Depot, Inc. |
Closed
924
|
$287,031,000 | |
| Vanguard Scottsdale Fds |
0.27%
4,806
|
$285,092,000 | 0.07% |
| Visa Inc |
Closed
1,200
|
$284,976,000 | |
| Motorola Solutions Inc |
Closed
969
|
$284,188,000 | |
| Philip Morris International Inc |
Closed
2,900
|
$283,098,000 | |
| Altria Group Inc. |
Closed
6,225
|
$281,993,000 | |
| Stryker Corp. |
No change
916
|
$274,305,000 | 0.07% |
| Mondelez International Inc. |
Closed
3,640
|
$265,502,000 | |
| Vanguard Index Fds |
Opened
852
|
$264,870,000 | 0.07% |
| Walmart Inc |
5.85%
1,673
|
$263,748,000 | 0.07% |
| Henry Jack & Assoc Inc |
Closed
1,570
|
$262,708,000 | |
| 3M Co. |
Closed
2,269
|
$227,104,000 | |
| Exxon Mobil Corp. |
51.24%
2,190
|
$218,956,000 | 0.06% |
| Texas Instrs Inc |
Closed
1,143
|
$205,763,000 | |
| Pfizer Inc. |
Closed
5,558
|
$203,867,000 | |
| Palo Alto Networks Inc |
Opened
690
|
$203,467,000 | 0.05% |
| No transactions found | |||
| Showing first 500 out of 41 holdings | |||
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