Stonekeep Investments, LLC
66 holdingsFiling period: 2026-03-31Current AUM: $166.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SCHB | Schwab U.S. Broad Market ETF | 915.3K | $23.0M | $26.4M | 15.86% | -- | 2026-03-31 |
| 2 | USFR | WisdomTree Floating Rate Treasury Fund | 332.9K | $16.8M | $16.8M | 10.07% | -- | 2026-03-31 |
| 3 | VTI | Vanguard Total Stock Market ETF | 46.8K | $15.0M | $17.2M | 10.35% | -- | 2026-03-31 |
| 4 | SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | 101.9K | $10.3M | $10.3M | 6.16% | -- | 2026-03-31 |
| 5 | VWO | Vanguard FTSE Emerging Markets ETF | 153.3K | $8.3M | $9.0M | 5.41% | -- | 2026-03-31 |
| 6 | SCHF | Schwab International Equity ETF | 305.5K | $7.6M | $8.4M | 5.03% | -- | 2026-03-31 |
| 7 | BND | Vanguard Total Bond Market ETF | 85.1K | $6.3M | $6.1M | 3.69% | -- | 2026-03-31 |
| 8 | VEA | Vanguard FTSE Developed Markets ETF | 88.8K | $5.7M | $6.3M | 3.77% | -- | 2026-03-31 |
| 9 | SCHZ | Schwab US Aggregate Bond ETF | 223.5K | $5.2M | $5.1M | 3.05% | -- | 2026-03-31 |
| 10 | TSLA | Tesla, Inc. - Common Stock | 12.5K | $4.6M | $3.9M | 2.33% | -- | 2026-03-31 |
| 11 | GOVT | iShares U.S. Treasury Bond ETF | 186.0K | $4.3M | $4.2M | 2.51% | -- | 2026-03-31 |
| 12 | SCHE | Schwab Emerging Markets Equity ETF | 114.0K | $3.8M | $4.1M | 2.47% | -- | 2026-03-31 |
| 13 | AGG | iShares Core U.S. Aggregate Bond ETF | 37.4K | $3.7M | $3.6M | 2.19% | -- | 2026-03-31 |
| 14 | NVDA | NVIDIA Corporation - Common Stock | 18.5K | $3.2M | $3.7M | 2.23% | -- | 2026-03-31 |
| 15 | AMZN | AMAZON.COM INC | 14.5K | $3.0M | $3.9M | 2.37% | -- | 2026-03-31 |
| 16 | IAGG | iShares International Aggregate Bond Fund | 47.8K | $2.4M | $2.4M | 1.43% | -- | 2026-03-31 |
| 17 | GOOG | Alphabet Inc. - Class C Capital Stock | 7.9K | $2.3M | $2.8M | 1.69% | -- | 2026-03-31 |
| 18 | MSFT | Microsoft Corporation - Common Stock | 5.9K | $2.2M | $2.7M | 1.64% | -- | 2026-03-31 |
| 19 | VOO | Vanguard S&P 500 ETF | 3.1K | $1.8M | $2.1M | 1.27% | -- | 2026-03-31 |
| 20 | AAPL | APPLE INC | 7.0K | $1.8M | $2.2M | 1.30% | -- | 2026-03-31 |
| 21 | VCSH | Vanguard Short-Term Corporate Bond ETF | 20.1K | $1.6M | $1.6M | 0.95% | -- | 2026-03-31 |
| 22 | BRK-A | BERKSHIRE HATHAWAY INC D CLASS A | 2 | $1.4M | $1.4M | 0.86% | -- | 2026-03-31 |
| 23 | BNDX | Vanguard Total International Bond ETF | 26.8K | $1.3M | $1.3M | 0.77% | -- | 2026-03-31 |
| 24 | JPM | JP Morgan Chase & Co. Common Stock | 4.0K | $1.2M | $1.4M | 0.84% | -- | 2026-03-31 |
| 25 | ITOT | iShares Core S&P Total U.S. Stock Market ETF | 7.8K | $1.1M | $1.3M | 0.77% | -- | 2026-03-31 |
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