Fund HoldingsSCS Capital Management LLC

Total Portfolio Value
$4.38B
Total Bought
$644.34M
Total Sold
$197.37M
Net Transaction
+$446.96M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
SPDR SER TR
ST LON TREAS ETF
03,544,503+3,544,5030102,8612.35%+102,861
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
8,514,9849,536,708+1,021,724486,631565,71812.92%+79,086
VANGUARD SCOTTSDALE FDS
LONG TERM TREAS
01,255,167+1,255,167077,2301.76%+77,230
VANGUARD INDEX FDS2,103,9692,139,660+35,691446,904507,57011.60%+60,666
ISHARES TR6,058470,424+464,36657046,6901.07%+46,120
ISHARES TR2,162,6572,105,332-57,325532,162576,31413.17%+44,152
VANGUARD TAX-MANAGED FDS6,950,8287,239,513+288,685303,890346,7737.92%+42,883
ISHARES TR
0-5 YR TIPS ETF
0365,556+365,556036,0400.82%+36,040
SPDR SER TR
ST STR P500GRW
700,2251,001,288+301,06341,50965,1441.49%+23,634
MICROSOFT CORP(MSFT)172,951194,331+21,38054,60973,0761.67%+18,467
ISHARES TR601,621788,053+186,43241,29759,1831.35%+17,886
AMAZON COM INC(AMZN)272,335345,094+72,75934,61952,4341.20%+17,814
VANGUARD INTL EQUITY INDEX F3,319,0283,576,643+257,615130,139147,0003.36%+16,861
SCHWAB STRATEGIC TR6,139,1706,039,468-99,702208,486223,2195.10%+14,733
TOAST INC(TOST)0791,544+791,544014,4540.33%+14,454
ISHARES TR
MSCI CHINA ETF
0352,342+352,342014,3540.33%+14,354
SCHWAB STRATEGIC TR4,234,1714,034,315-199,856211,073224,5905.13%+13,517
ALPHABET INC(GOOG)342,014404,704+62,69044,75656,5331.29%+11,777
ISHARES TR
MSCI USA QLT FCT
067,919+67,91909,9940.23%+9,994
VANGUARD INDEX FDS1,593,9301,517,426-76,504219,851226,8555.18%+7,004
VANGUARD INTL EQUITY INDEX F297,526335,579+38,05327,72334,5240.79%+6,801
VANGUARD INTL EQUITY INDEX F0118,726+118,72606,6650.15%+6,665
VANGUARD INDEX FDS425,691436,720+11,02932,51538,5890.88%+6,073
ISHARES TR43,95189,428+45,4774,1599,4110.21%+5,251
SPDR S&P 500 ETF TR(SPY)88,84689,690+84438,12142,8020.98%+4,681
ISHARES TR179,309265,907+86,5986,80510,6920.24%+3,887
VANGUARD WORLD FD239,255253,804+14,54917,99721,5890.49%+3,592
META PLATFORMS INC(META)43,31946,485+3,16613,00516,4540.38%+3,449
VANGUARD WORLD FD329,465358,823+29,35816,61819,8360.45%+3,218
ISHARES TR
CORE MSCI EAFE
182,255209,122+26,86711,72814,7120.34%+2,984
SPDR SER TR
ST STR SP METAL
448,258442,619-5,63923,53426,4820.60%+2,948
ISHARES TR453,710452,381-1,32931,27034,0870.78%+2,817
TAIWAN SEMICONDUCTOR MFG LTD(TSM)023,992+23,99202,4950.06%+2,495
VANGUARD WORLD FDS
INF TECH ETF
25,41725,417010,56812,3020.28%+1,734
TESLA INC(TSLA)16,88123,681+6,8004,2245,8840.13%+1,660
VANGUARD INDEX FDS27,73127,812+817,5518,6460.20%+1,095
ISHARES TR87,24787,24706,8967,9750.18%+1,079
APPLE INC(AAPL)30,20830,211+35,1725,8170.13%+645
OWL ROCK CAPITAL CORPORATION(OBDC)876,645881,379+4,73412,43113,0090.30%+578
ISHARES TR24,52724,647+1204,9395,5060.13%+567
SCHWAB STRATEGIC TR718,404716,501-1,90317,19917,7620.41%+563
ISHARES TR29,01429,01404,4885,0450.12%+557
ISHARES TR23,79123,79103,2473,6950.08%+448
VANGUARD ADMIRAL FDS INC20,41720,41703,0503,4290.08%+379
ISHARES INC
CORE MSCI EMKT
64,73467,651+2,9173,0813,4220.08%+341
SPDR SER TR
ST STR P500VAL
47,27947,27901,9512,2050.05%+254
ALPHABET INC(GOOG)25,80025,80003,4023,6360.08%+234
ISHARES TR6,0876,08701,0811,2220.03%+141
SPDR SER TR
ST STR SP400GRW
22,81422,705-1091,5771,7180.04%+141
ISHARES TR9,7999,833+348469520.02%+107
UNDER ARMOUR INC(UA)49,78449,78403184160.01%+98
ISHARES TR6,2956,416+1216206950.02%+75
VANGUARD INDEX FDS1,6121,61206357040.02%+69
INVESCO QQQ TR86086003093520.01%+44
ISHARES TR4,6374,638+14284720.01%+44
ALPS ETF TR
ALERIAN MLP
64,51564,51502,7232,7430.06%+21
SCHWAB STRATEGIC TR1,489,1431,468,991-20,15271,31571,1731.63%-142
ISHARES TR
MSCI INTL VLU FT
315,881270,608-45,2738,0117,1740.16%-837
ISHARES TR45,42130,966-14,4555,1403,6270.08%-1,513
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
3,940,4243,854,960-85,464226,968224,8605.14%-2,109
INVESCO DB COMMDY INDX TRCK(DBC)998,718993,687-5,03124,92821,9010.50%-3,027
VANGUARD WORLD FDS
ENERGY ETF
405,874405,122-75251,79047,5131.09%-4,278
SPDR GOLD TR(GLD)111,75668,656-43,10019,16113,1250.30%-6,036
ISHARES TR669,286461,165-208,12132,74824,0270.55%-8,721
VANGUARD MUN BD FDS3,503,7822,814,204-689,578168,532143,6653.28%-24,867
ISHARES TR
US TREAS BD ETF
1,518,703364,908-1,153,79533,4728,4070.19%-25,065
INVESCO EXCH TRADED FD TR II
SR LN ETF
1,662,9470-1,662,94734,9050-34,905
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