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CIK: 0001633288
Total reported value
$717.4M
$717.4M
103 檔
30.5%
As reported in its official Q4 2024 Form 13F filing, Towercrest Capital Management's tracked investment portfolio stood at $717.4M with 103 total positions.
During Q4 2024, Towercrest Capital Management's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 10.77% | +1.20% | +3.08% | |
| 2 | SCHX | Schwab US Large-cap ETF | ETF-Other | 8.50% | +0.43% | +200.56% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 5.83% | -0.20% | +8.37% | |
| 4 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 5.39% | -0.51% | +3.44% | |
| 5 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 4.83% | -0.38% | +3.68% | |
| 6 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 3.93% | -0.59% | +94.17% | |
| 7 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 3.72% | -0.47% | +0.78% | |
| 8 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.62% | +0.31% | +1.35% | |
| 9 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 3.07% | -0.04% | +0.75% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 3.07% | +0.39% | +11.17% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 2.54% | +0.01% | +5.61% | |
| 12 | SCHF | Schwab Intl Equity ETF | ETF-Other | 2.51% | +0.01% | +98.00% | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.47% | +0.14% | +2.13% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.44% | +0.21% | -0.29% | |
| 15 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 2.37% | +0.03% | +23.81% | |
| 16 | MUB | Ishares National Muni Bond E | ETF-Other | 2.27% | -0.14% | +14.97% | |
| 17 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 2.16% | -0.11% | +1.40% | |
| 18 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.95% | +0.12% | -2.45% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.94% | +0.08% | +0.85% | |
| 20 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 1.68% | +0.06% | +197.45% | |
| 21 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.65% | +0.07% | +94.52% | |
| 22 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.61% | +0.19% | -10.67% | |
| 23 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.57% | +0.09% | +168.52% | |
| 24 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-Other | 1.52% | -0.11% | -3.12% | |
| 25 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 1.43% | -0.17% | -0.33% | |
| 26 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 1.01% | -0.12% | +0.39% | |
| 27 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.94% | +0.06% | +0.24% | |
| 28 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.91% | -0.22% | +191.94% | |
| 29 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.89% | -0.01% | +1.31% | |
| 30 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.89% | +0.02% | -2.93% | |
| 31 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 0.85% | -0.04% | +6.92% | |
| 32 | PCY | Invesco Emerging Markets Sov | ETF-Emerging Markets | 0.84% | -0.12% | +2.04% | |
| 33 | MSFT | Microsoft CORP | Stock-Tech | 0.74% | -0.05% | +0.23% | |
| 34 | IFLN | Invesco Bloomberg Enhanced F | ETF-Other | 0.69% | — | +1.95% | |
| 35 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.62% | +0.02% | — | |
| 36 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-Other | 0.57% | -0.13% | -34.46% | |
| 37 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.54% | -0.02% | -0.05% | |
| 38 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.46% | +0.02% | +300.00% | |
| 39 | NVDA | Nvidia CORP | Stock-Tech | 0.39% | — | +16.62% | |
| 40 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.39% | — | -3.19% | |
| 41 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.37% | +0.01% | -5.68% | |
| 42 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.37% | -0.03% | -0.42% | |
| 43 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.30% | — | — | |
| 44 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.27% | -0.02% | +3.76% | |
| 45 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.25% | +0.02% | -14.92% | |
| 46 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-Large Cap & Growth | 0.23% | -0.02% | -6.52% | |
| 47 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.21% | — | +5.11% | |
| 48 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.20% | — | — | |
| 49 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.18% | -0.02% | +107.94% | |
| 50 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.17% | -0.03% | -19.13% |
According to official SEC Form 13F filings, Towercrest Capital Management reported a total U.S. public equity portfolio value of $717.4M across 103 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, SCHX, AGG) accounted for 30.5% of total reported equity market value during Q4 2024.
During Q4 2024, Towercrest Capital Management's top holdings by market value included IVV (10.8%)、SCHX (8.5%)、AGG (5.8%). The largest single position, IVV, represented 10.8% of total portfolio value.
In Q4 2024, Towercrest Capital Management made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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