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Portfolio (Quarterly) Guide ↗

SCS Capital Management LLC

· CIK 0001303159
13F Portfolio $9.2B AUM Filed Nov 13, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 511 New
Page 1 of 26  ·  511 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VGIT VANGUARD SCOTTSDALE FDS 14,919,197.0 $895.6M 9.76% NEW $60.03 -2.2%
2 VTI VANGUARD INDEX FDS 2,565,178.0 $842.1M 9.18% NEW $328.27 +11.7%
3 IWV ISHARES TR 1,866,416.0 $707.3M 7.71% NEW $378.94 +11.5%
4 VEA VANGUARD TAX-MANAGED FDS 9,807,610.0 $587.7M 6.40% NEW $59.92 +17.6%
5 SPY SPDR S&P 500 ETF TR Financial Services 704,458.0 $469.8M 5.12% NEW $666.89 +11.8%
6 SCHB SCHWAB STRATEGIC TR 12,199,923.0 $313.7M 3.42% NEW $25.71 +11.7%
7 SCHF SCHWAB STRATEGIC TR 12,685,293.0 $295.3M 3.22% NEW $23.28 +17.1%
8 VOO VANGUARD INDEX FDS 462,582.0 $284.0M 3.10% NEW $614.02 +11.6%
9 QUAL ISHARES TR 1,244,123.0 $242.0M 2.64% NEW $194.50 +10.2%
10 VYM VANGUARD WHITEHALL FDS 1,511,250.0 $213.0M 2.32% NEW $140.95 +12.6%
11 VTV VANGUARD INDEX FDS 1,121,099.0 $209.2M 2.28% NEW $186.56 +13.0%
12 SPYM SPDR SERIES TRUST 2,553,688.0 $200.1M 2.18% NEW $78.34 +12.0%
13 VWO VANGUARD INTL EQUITY INDEX F 3,665,055.0 $198.6M 2.16% NEW $54.18 +8.9%
14 SPYG SPDR SERIES TRUST 1,898,383.0 $198.4M 2.16% NEW $104.51 +13.2%
15 IEFA ISHARES TR 1,635,604.0 $142.8M 1.56% NEW $87.31 +11.4%
16 VTEB VANGUARD MUN BD FDS 1,954,254.0 $97.8M 1.07% NEW $50.07 -0.4%
17 IVV ISHARES TR 124,576.0 $83.4M 0.91% NEW $669.30 +11.9%
18 VONG VANGUARD SCOTTSDALE FDS 622,305.0 $75.0M 0.82% NEW $120.50 +6.7%
19 VT VANGUARD INTL EQUITY INDEX F 538,183.0 $74.2M 0.81% NEW $137.80 +12.9%
20 RSP INVESCO EXCHANGE TRADED FD T 381,978.0 $72.5M 0.79% NEW $189.70 +8.9%
Page 1 of 26  ·  511 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 40.9%
Technology 15.5%
Healthcare 9.8%
Industrials 6.6%
Consumer Cyclical 6.3%
Consumer Defensive 5.8%
Communication Services 5.7%
Energy 4.0%
Real Estate 2.8%
Basic Materials 1.9%