Stash Investments

Latest statistics and disclosures from Stash Investments's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are VTI, IUSB, IEFA, TFLO, VWO, and represent 100.00% of Stash Investments's stock portfolio.
  • Added to shares of these 5 stocks: VTI, TFLO, IUSB, IEFA, VWO.
  • Stash Investments was a net buyer of stock by $10M.
  • Stash Investments has $169M in assets under management (AUM), dropping by 11.71%.
  • 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

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Portfolio Holdings for Stash Investments

Stash Investments holds 5 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 40.3 $68M +5% 241k 283.16
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Ishares Tr Core Total Usd (IUSB) 17.7 $30M +6% 637k 47.12
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Ishares Tr Core Msci Eafe (IEFA) 17.7 $30M +4% 384k 78.05
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Ishares Tr TRS FLT RT BD (TFLO) 17.6 $30M +9% 588k 50.60
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 6.7 $11M +6% 237k 47.85
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Past Filings by Stash Investments

SEC 13F filings are viewable for Stash Investments going back to 2023