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Portfolio (Quarterly) Guide ↗

SCRATCH CAPITAL LLC

· CIK 0002055324
13F Portfolio $152M AUM Filed Oct 15, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 63 New
Page 1 of 4  ·  63 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 DFAC DIMENSIONAL ETF TRUST 605,383.0 $23.3M 15.40% NEW $38.57 +11.3%
2 VGSH VANGUARD SCOTTSDALE FDS 269,854.0 $15.9M 10.47% NEW $58.85 -1.1%
3 DFIC DIMENSIONAL ETF TRUST 423,170.0 $13.9M 9.15% NEW $32.79 +14.4%
4 DUHP DIMENSIONAL ETF TRUST 357,718.0 $13.5M 8.91% NEW $37.77 +5.7%
5 DFSV DIMENSIONAL ETF TRUST 350,953.0 $11.2M 7.37% NEW $31.84 +15.4%
6 DFIP DIMENSIONAL ETF TRUST 251,964.0 $10.6M 7.02% NEW $42.23 -1.5%
7 DFAT DIMENSIONAL ETF TRUST 132,384.0 $7.7M 5.08% NEW $58.21 +13.5%
8 VTI VANGUARD INDEX FDS 21,975.0 $7.2M 4.76% NEW $328.17 +10.4%
9 DFEM DIMENSIONAL ETF TRUST 204,287.0 $6.6M 4.32% NEW $32.07 +22.0%
10 SGOV ISHARES TR 34,252.0 $3.4M 2.27% NEW $100.70 -0.1%
11 VBIL VANGUARD INSTL INDEX FD 44,487.0 $3.4M 2.22% NEW $75.62 -0.0%
12 TIP ISHARES TR 25,252.0 $2.8M 1.85% NEW $111.22 -0.9%
13 DFNM DIMENSIONAL ETF TRUST 53,640.0 $2.6M 1.70% NEW $47.98 -0.3%
14 INTU INTUIT Technology 3,125.0 $2.1M 1.41% NEW $682.91 -54.5%
15 APH AMPHENOL CORP NEW Technology 12,896.0 $1.6M 1.05% NEW $123.75 -1.4%
16 AAPL APPLE INC Technology 5,921.0 $1.5M 0.99% NEW $254.63 +18.4%
17 NVDA NVIDIA CORPORATION Technology 6,858.0 $1.3M 0.84% NEW $186.57 +21.8%
18 SPY SPDR S&P 500 ETF TR Financial Services 1,900.0 $1.3M 0.83% NEW $666.18 +10.8%
19 WFC WELLS FARGO CO NEW Financial Services 13,706.0 $1.1M 0.76% NEW $83.82 -10.3%
20 DFAI DIMENSIONAL ETF TRUST 30,819.0 $1.1M 0.74% NEW $36.35 +13.0%
Page 1 of 4  ·  63 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
Technology 44.0%
Financial Services 20.7%
Industrials 10.7%
Healthcare 8.6%
Consumer Defensive 5.4%
Consumer Cyclical 4.9%
Communication Services 4.2%
Energy 1.2%
Basic Materials 0.3%