Scratch Capital LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 6, 2025), Scratch Capital LLC reported 33 stock positions worth $81.9 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 14.5% of the portfolio, followed by Dimensional US Target Value (DFAT, 13.0%) and Vanguard Short-Term Treasury (VGSH, 12.8%).
- Most Recent 13F
- Q2 2026
- Location
- BOISE, ID
- CIK
- 0002055324
- Portfolio Value
- $81.9M (Q4 2024)
- SEC Filing
- 0001754960-25-000103 ↗ filed Feb 6, 2025
Holdings Value
Holdings 33 stocks · $81.9M
| DFAC Dimensional US Core Equity 2 | 14.50% | 343,241 | $11.9M | — |
| DFAT Dimensional US Target Value | 13.03% | 191,652 | $10.7M | — |
| VGSH Vanguard Short-Term Treasury | 12.81% | 180,325 | $10.5M | — |
| DFIC Dimensional International Co. | 10.65% | 337,469 | $8.7M | — |
| VTI VG Morningstar TS MKT ETF-US | 9.30% | 26,275 | $7.6M | — |
| DFIP Dimensional Inflation-Protec | 7.28% | 147,217 | $6.0M | — |
| DFEM Dimensional Emrg MRKT Core | 4.08% | 127,552 | $3.3M | — |
| SGOV iShares 0-3 Month Treasury B | 4.04% | 32,963 | $3.3M | — |
| TIP iShares Tips Bond ETF | 3.28% | 25,228 | $2.7M | — |
| VONV Vanguard Russell 1000 Value | 3.17% | 31,955 | $2.6M | — |
| NVDA Nvidia Corp. | 2.65% | 16,152 | $2.2M | — |
| BROS Dutch Bros Inc. Class A | 1.54% | 24,051 | $1.3M | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.36% | 1,900 | $1.1M | — |
| DFNM Dimensional National Muni BD | 1.35% | 23,117 | $1.1M | — |
| DFAI Dimensional International Co. | 1.25% | 35,120 | $1.0M | — |
| DFSV Dimensional US Small Cap Val | 1.24% | 32,947 | $1.0M | — |
| DUHP Dimensional US High Profi Et | 0.93% | 22,521 | $761K | — |
| INTU Intuit Inc. | 0.92% | 1,200 | $754K | — |
| MSFT Microsoft Corp. | 0.91% | 1,761 | $742K | — |
| GME Gamestop Corp. Class A | 0.87% | 22,820 | $715K | — |
| AGG iShares Core U.S. Aggregate | 0.81% | 6,842 | $663K | — |
| DFUS Dimensional US Eq MKT ETF | 0.74% | 9,466 | $603K | — |
| DFAX Dimensional World Ex US Core | 0.52% | 17,244 | $429K | — |
| SCHO Schwab Short-Term US Treas | 0.52% | 17,624 | $424K | — |
| ORCL Oracle Corp. | 0.45% | 2,200 | $367K | — |
| WFC Wells Fargo & Co. | 0.37% | 4,299 | $302K | — |
| DFLV Dim US Large Cap Value ETF | 0.31% | 8,521 | $256K | — |
| HD Home Depot Inc. | 0.28% | 580 | $226K | — |
| AAPL Apple Inc. | 0.27% | 884 | $221K | — |
| ITOT iShares Core S&P Total U.S. | 0.26% | 1,686 | $217K | — |
| DFAE Dimensional Emerging Core Eq | 0.26% | 8,440 | $214K | — |
| BAER Bridger Aerospace Group Hold | 0.04% | 13,607 | $29K | — |
| LUCD Lucid Diagnostics Inc. | 0.01% | 11,904 | $10K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 44 | $201.5M | DFAC, DFIC, DUHP, VGSH, DFSV |
| Q1 2026 | 45 | $174.6M | DFAC, DFIC, VGSH, DUHP, DFIP |
| Q4 2025 | 47 | $152.8M | DFAC, VGSH, DFIC, DUHP, DFIP |
| Q3 2025 | 63 | $151.6M | DFAC, VGSH, DFIC, DUHP, DFSV |
| Q2 2025 | 37 | $122.9M | DFAC, VGSH, DFIC, DUHP, DFIP |
| Q1 2025 | 33 | $96.9M | DFAC, VGSH, DFIC, DFAT, DFIP |
| Q4 2024 | 33 | $81.9M | DFAC, DFAT, VGSH, DFIC, VTI |