Stash Investments, LLC Top Holdings and 13F Report (2024) → Elon Musk’s PRIME is Set to Shock the World (From InvestorPlace) (Ad) About Stash Investments, LLCInvestment ActivityStash Investments, LLC has $139.80 million in total holdings as of March 31, 2024.Stash Investments, LLC owns shares of 5 different stocks, but just 4 companies or ETFs make up 80% of its holdings.Approximately 7.80% of the portfolio was purchased this quarter.This quarter, Stash Investments, LLC has purchased 5 new stocks and bought additional shares in 5 stocks.Stash Investments, LLC sold shares of 0 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $56,473,411iShares Core Total USD Bond Market ETF $25,009,170iShares Treasury Floating Rate Bond ETF $24,773,876iShares Core MSCI EAFE ETF $24,636,067Vanguard FTSE Emerging Markets ETF $8,902,649 Largest Purchases this Quarter iShares Core Total USD Bond Market ETF 65,183 shares (about $2.97M)Vanguard Total Stock Market ETF 10,971 shares (about $2.85M)iShares Treasury Floating Rate Bond ETF 53,245 shares (about $2.70M)iShares Core MSCI EAFE ETF 21,571 shares (about $1.60M)Vanguard FTSE Emerging Markets ETF 18,829 shares (about $786.49K) Sector Allocation Over TimeMap of 500 Largest Holdings ofStash Investments, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTIVanguard Total Stock Market ETF$56,473,411$2,851,363 ▲5.3%217,28940.4%ETFIUSBiShares Core Total USD Bond Market ETF$25,009,170$2,971,693 ▲13.5%548,56717.9%ManufacturingTFLOiShares Treasury Floating Rate Bond ETF$24,773,876$2,698,989 ▲12.2%488,73317.7%ETFIEFAiShares Core MSCI EAFE ETF$24,636,067$1,601,000 ▲7.0%331,93317.6%ETFVWOVanguard FTSE Emerging Markets ETF$8,902,649$786,487 ▲9.7%213,1356.4%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. Export data to Excel for your own analysis. Start Your 30-Day Free Trial Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
