STONE LOFT WEALTH MANAGEMENT LLC
29 holdingsFiling period: 2026-03-31Current AUM: $152.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 105.4K | $33.8M | $38.8M | 25.44% | +22.5K | 2026-03-31 |
| 2 | VXUS | VANGUARD STAR FDS | 274.0K | $21.1M | $23.2M | 15.19% | +75.3K | 2026-03-31 |
| 3 | BND | VANGUARD BD INDEX FDS | 226.3K | $16.7M | $16.3M | 10.71% | +83.9K | 2026-03-31 |
| 4 | VOO | VANGUARD INDEX FDS | 24.8K | $14.8M | $17.0M | 11.14% | +11.6K | 2026-03-31 |
| 5 | BNDX | VANGUARD CHARLOTTE FDS | 257.3K | $12.4M | $12.3M | 8.06% | +71.7K | 2026-03-31 |
| 6 | VEU | VANGUARD INTL EQUITY INDEX F | 149.8K | $11.2M | $12.4M | 8.13% | +10.1K | 2026-03-31 |
| 7 | VXF | VANGUARD INDEX FDS | 21.6K | $4.5M | $5.1M | 3.35% | +2.2K | 2026-03-31 |
| 8 | VUG | VANGUARD INDEX FDS | 6.1K | $2.7M | $3.1M | 2.05% | +1.2K | 2026-03-31 |
| 9 | VCIT | VANGUARD SCOTTSDALE FDS | 31.7K | $2.6M | $2.6M | 1.69% | +16.0K | 2026-03-31 |
| 10 | VIG | VANGUARD SPECIALIZED FUNDS | 11.4K | $2.4M | $2.7M | 1.78% | +3.4K | 2026-03-31 |
| 11 | VTV | VANGUARD INDEX FDS | 12.1K | $2.4M | $2.7M | 1.74% | +2.0K | 2026-03-31 |
| 12 | SGOV | ISHARES TR | 21.3K | $2.1M | $2.1M | 1.41% | -53,657 | 2026-03-31 |
| 13 | VO | VANGUARD INDEX FDS | 5.6K | $1.6M | $1.8M | 1.18% | +4.3K | 2026-03-31 |
| 14 | VEA | VANGUARD TAX-MANAGED FDS | 23.6K | $1.5M | $1.7M | 1.09% | +15.0K | 2026-03-31 |
| 15 | VB | VANGUARD INDEX FDS | 5.7K | $1.5M | $1.7M | 1.10% | +4.5K | 2026-03-31 |
| 16 | SGVT | SCHWAB STRATEGIC TR | 13.3K | $1.3M | $1.3M | 0.88% | -12,491 | 2026-03-31 |
| 17 | VTEI | VANGUARD MUN BD FDS | 11.4K | $1.1M | $1.1M | 0.74% | +6.1K | 2026-03-31 |
| 18 | VCSH | VANGUARD SCOTTSDALE FDS | 11.0K | $868K | $861K | 0.56% | -- | 2026-03-31 |
| 19 | VTEL | VANGUARD MUN BD FDS | 8.4K | $863K | $859K | 0.56% | +4.6K | 2026-03-31 |
| 20 | VTES | VANGUARD WELLINGTON FD | 8.5K | $859K | $854K | 0.56% | +4.5K | 2026-03-31 |
| 21 | MSFT | MICROSOFT CORP | 1.7K | $619K | $777K | 0.51% | -- | 2026-03-31 |
| 22 | MSI | MOTOROLA SOLUTIONS INC | 1.2K | $526K | $528K | 0.35% | -- | 2026-03-31 |
| 23 | SPY | STATE STR SPDR S&P 500 ETF T | 793 | $515K | $592K | 0.39% | +143 | 2026-03-31 |
| 24 | VV | VANGUARD INDEX FDS | 1.2K | $347K | $399K | 0.26% | -- | 2026-03-31 |
| 25 | IWF | ISHARES TR | 815 | $347K | $385K | 0.25% | +34 | 2026-03-31 |
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