Stonekeep Investments

Stonekeep Investments as of Dec. 31, 2024

Portfolio Holdings for Stonekeep Investments

Stonekeep Investments holds 58 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
Wisdomtree Tr Floatng Rat Trea (USFR) 16.9 $23M 450k 50.32
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 13.4 $18M 794k 22.70
Ishares Tr 0-3 Mnth Treasry (SGOV) 11.3 $15M 152k 100.32
Vanguard Index Fds Total Stk Mkt (VTI) 8.2 $11M 38k 289.81
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 4.2 $5.6M 128k 44.04
Tesla Motors (TSLA) 4.0 $5.4M 13k 403.84
Schwab Strategic Tr Intl Eqty Etf (SCHF) 3.7 $5.0M 271k 18.50
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 3.2 $4.4M 61k 71.91
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.6 $3.5M 74k 47.82
Ishares Tr Core Us Aggbd Et (AGG) 2.5 $3.4M 35k 96.90
Amazon (AMZN) 2.2 $3.0M 14k 219.39
Schwab Strategic Tr Us Aggregate B (SCHZ) 1.9 $2.6M 115k 22.70
NVIDIA Corporation (NVDA) 1.9 $2.5M 19k 134.29
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 1.8 $2.4M 91k 26.63
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.8 $2.4M 31k 78.01
Microsoft Corporation (MSFT) 1.7 $2.3M 5.5k 421.53
Ishares Tr Us Treas Bd Etf (GOVT) 1.7 $2.3M 101k 22.98
Ishares Tr Core Intl Aggr (IAGG) 1.7 $2.2M 45k 49.92
Apple (AAPL) 1.2 $1.6M 6.4k 250.43
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 1.1 $1.5M 16k 91.43
Alphabet Cap Stk Cl C (GOOG) 1.1 $1.5M 7.8k 190.45
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.9 $1.2M 2.2k 538.87
Meta Platforms Cl A (META) 0.7 $906k 1.5k 585.44
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.6 $871k 17k 51.70
JPMorgan Chase & Co. (JPM) 0.6 $857k 3.6k 239.74
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.6 $791k 13k 58.93
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ) 0.6 $746k 31k 24.38
Netflix (NFLX) 0.5 $719k 806.00 891.79
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.5 $645k 13k 49.05
Ishares Tr Core S&p500 Etf (IVV) 0.5 $606k 1.0k 588.78
Roblox Corp Cl A (RBLX) 0.4 $481k 8.3k 57.86
Datadog Cl A Com (DDOG) 0.3 $438k 3.1k 142.90
UnitedHealth (UNH) 0.3 $428k 846.00 506.00
Hims & Hers Health Com Cl A (HIMS) 0.3 $410k 17k 24.18
Block Cl A (XYZ) 0.3 $392k 4.6k 84.99
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.3 $383k 6.6k 58.18
Mastercard Incorporated Cl A (MA) 0.3 $378k 717.00 526.57
Shift4 Pmts Cl A (FOUR) 0.3 $375k 3.6k 103.78
Sea Sponsord Ads (SE) 0.3 $364k 3.4k 106.11
Spotify Technology S A SHS (SPOT) 0.3 $350k 782.00 447.16
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $318k 542.00 586.27
Nextera Energy (NEE) 0.2 $316k 4.4k 71.70
FedEx Corporation (FDX) 0.2 $310k 1.1k 281.33
Walt Disney Company (DIS) 0.2 $306k 2.7k 111.34
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.2 $295k 12k 24.06
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $282k 2.2k 128.62
Coca-Cola Company (KO) 0.2 $280k 4.5k 62.26
Toast Cl A (TOST) 0.2 $273k 7.5k 36.45
Roku Com Cl A (ROKU) 0.2 $261k 3.5k 74.35
Draftkings Com Cl A (DKNG) 0.2 $255k 6.9k 37.20
Kkr & Co (KKR) 0.2 $244k 1.6k 147.91
Eli Lilly & Co. (LLY) 0.2 $232k 301.00 772.00
Shopify Cl A (SHOP) 0.2 $231k 2.2k 106.32
Palantir Technologies Cl A (PLTR) 0.2 $226k 3.0k 75.63
Crowdstrike Hldgs Cl A (CRWD) 0.2 $221k 645.00 342.23
Mid-America Apartment (MAA) 0.2 $217k 1.4k 154.56
Nu Hldgs Ord Shs Cl A (NU) 0.1 $114k 11k 10.36
Opendoor Technologies (OPEN) 0.1 $74k 46k 1.60