Stonekeep Investments

Stonekeep Investments as of March 31, 2025

Portfolio Holdings for Stonekeep Investments

Stonekeep Investments holds 60 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Wisdomtree Tr Floatng Rat Trea (USFR) 16.1 $22M 433k 50.33
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 13.6 $19M 859k 21.53
Ishares Tr 0-3 Mnth Treasry (SGOV) 10.1 $14M 136k 100.67
Vanguard Index Fds Total Stk Mkt (VTI) 8.3 $11M 41k 274.84
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 4.5 $6.1M 134k 45.26
Schwab Strategic Tr Intl Eqty Etf (SCHF) 4.3 $5.9M 298k 19.78
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 3.7 $5.1M 69k 73.45
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.9 $3.9M 76k 50.83
Ishares Tr Core Us Aggbd Et (AGG) 2.7 $3.7M 37k 98.92
Tesla Motors (TSLA) 2.6 $3.6M 14k 259.17
Schwab Strategic Tr Us Aggregate B (SCHZ) 2.5 $3.4M 147k 23.16
Ishares Tr Us Treas Bd Etf (GOVT) 2.5 $3.4M 148k 22.98
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 2.2 $2.9M 106k 27.57
Amazon (AMZN) 1.9 $2.6M 14k 190.26
Ishares Tr Core Intl Aggr (IAGG) 1.7 $2.3M 46k 49.99
Microsoft Corporation (MSFT) 1.5 $2.1M 5.5k 375.38
NVIDIA Corporation (NVDA) 1.5 $2.0M 19k 108.38
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.4 $1.9M 24k 78.94
Berkshire Hathaway Inc Del Cl A (BRK.A) 1.2 $1.6M 2.00 798441.50
Apple (AAPL) 1.1 $1.4M 6.4k 222.14
Alphabet Cap Stk Cl C (GOOG) 0.9 $1.2M 7.8k 156.22
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.8 $1.1M 2.1k 513.88
Meta Platforms Cl A (META) 0.7 $891k 1.5k 576.19
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.7 $883k 17k 52.37
JPMorgan Chase & Co. (JPM) 0.6 $881k 3.6k 245.31
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.6 $834k 13k 62.10
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.6 $793k 16k 48.82
Netflix (NFLX) 0.5 $728k 780.00 932.84
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.5 $722k 7.9k 91.73
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ) 0.5 $660k 27k 24.64
Ishares Tr Core S&p500 Etf (IVV) 0.4 $573k 1.0k 561.94
Ishares Tr Core S&p Ttl Stk (ITOT) 0.4 $560k 4.6k 122.01
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.4 $556k 9.5k 58.69
Roblox Corp Cl A (RBLX) 0.4 $519k 8.9k 58.29
Hims & Hers Health Com Cl A (HIMS) 0.4 $496k 17k 29.55
Sea Sponsord Ads (SE) 0.3 $465k 3.6k 130.49
UnitedHealth (UNH) 0.3 $460k 878.00 523.53
Spotify Technology S A SHS (SPOT) 0.3 $417k 757.00 550.19
Mastercard Incorporated Cl A (MA) 0.3 $393k 717.00 548.12
Walt Disney Company (DIS) 0.2 $334k 3.4k 98.70
Nextera Energy (NEE) 0.2 $333k 4.7k 70.89
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.2 $327k 13k 24.34
Shift4 Pmts Cl A (FOUR) 0.2 $316k 3.9k 81.71
Datadog Cl A Com (DDOG) 0.2 $313k 3.2k 99.21
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $303k 542.00 559.78
Ishares Core Msci Emkt (IEMG) 0.2 $297k 5.5k 53.97
Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.2 $294k 2.9k 100.18
Ishares Tr Core Msci Eafe (IEFA) 0.2 $287k 3.8k 75.64
Block Cl A (XYZ) 0.2 $279k 5.1k 54.33
Roku Com Cl A (ROKU) 0.2 $274k 3.9k 70.44
Toast Cl A (TOST) 0.2 $258k 7.8k 33.17
Mid-America Apartment (MAA) 0.2 $257k 1.5k 167.59
Eli Lilly & Co. (LLY) 0.2 $249k 301.00 825.91
Draftkings Com Cl A (DKNG) 0.2 $240k 7.2k 33.21
Palantir Technologies Cl A (PLTR) 0.2 $229k 2.7k 84.41
Crowdstrike Hldgs Cl A (CRWD) 0.2 $224k 635.00 352.60
Visa Com Cl A (V) 0.2 $213k 608.00 350.31
Shopify Cl A (SHOP) 0.1 $203k 2.1k 95.47
Nu Hldgs Ord Shs Cl A (NU) 0.1 $120k 12k 10.24
Opendoor Technologies (OPEN) 0.0 $64k 63k 1.02