Stash Investments
Latest statistics and disclosures from Stash Investments's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VTI, IEFA, IUSB, TFLO, VWO, and represent 100.00% of Stash Investments's stock portfolio.
- Added to shares of these 5 stocks: TFLO, IUSB, VTI, IEFA, VWO.
- Stash Investments was a net buyer of stock by $12M.
- Stash Investments has $232M in assets under management (AUM), dropping by 10.27%.
- Central Index Key (CIK): 0002008308
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Positions held by Stash Investments consolidated in one spreadsheet with up to 7 years of data
Download as csvPortfolio Holdings for Stash Investments
Stash Investments holds 5 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Total Stk Mkt (VTI) | 40.5 | $94M | +2% | 287k | 328.17 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 18.0 | $42M | +4% | 480k | 87.31 |
|
| Ishares Tr Core Total Usd (IUSB) | 17.5 | $41M | +8% | 870k | 46.71 |
|
| Ishares Tr TRS FLT RT BD (TFLO) | 17.4 | $40M | +10% | 798k | 50.59 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 6.6 | $15M | +2% | 283k | 54.18 |
|
Past Filings by Stash Investments
SEC 13F filings are viewable for Stash Investments going back to 2023
- Stash Investments 2025 Q3 filed Oct. 14, 2025
- Stash Investments 2025 Q2 filed July 21, 2025
- Stash Investments 2025 Q1 filed April 2, 2025
- 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