Stash Investments
Latest statistics and disclosures from Stash Investments's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VTI, IUSB, TFLO, IEFA, VWO, and represent 100.00% of Stash Investments's stock portfolio.
- Added to shares of these 5 stocks: IEFA, IUSB, TFLO, VWO, VTI.
- Stash Investments was a net buyer of stock by $11M.
- Stash Investments has $177M in assets under management (AUM), dropping by 4.53%.
- Central Index Key (CIK): 0002008308
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Portfolio Holdings for Stash Investments
Stash Investments holds 5 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Total Stk Mkt (VTI) | 39.9 | $71M | 244k | 289.81 |
|
|
| Ishares Tr Core Total Usd (IUSB) | 18.0 | $32M | +10% | 705k | 45.20 |
|
| Ishares Tr TRS FLT RT BD (TFLO) | 17.9 | $32M | +6% | 628k | 50.47 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 17.8 | $32M | +16% | 448k | 70.28 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 6.4 | $11M | +8% | 258k | 44.04 |
|
Past Filings by Stash Investments
SEC 13F filings are viewable for Stash Investments going back to 2023
- Stash Investments 2024 Q4 filed Jan. 27, 2025
- Stash Investments 2024 Q3 filed Oct. 21, 2024
- Stash Investments 2024 Q2 filed July 25, 2024
- Stash Investments 2024 Q1 filed May 1, 2024
- Stash Investments 2023 Q4 filed Feb. 2, 2024