STONE LOFT WEALTH MANAGEMENT LLC
31 holdingsFiling period: 2026-06-30Current AUM: $174.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 110.1K | $41.0M | $41.3M | 23.63% | +4.7K | 2026-06-30 |
| 2 | VXUS | VANGUARD STAR FDS | 330.9K | $28.1M | $28.2M | 16.12% | +56.9K | 2026-06-30 |
| 3 | BND | VANGUARD BD INDEX FDS | 317.6K | $23.1M | $22.4M | 12.82% | +91.4K | 2026-06-30 |
| 4 | VOO | VANGUARD INDEX FDS | 24.2K | $16.8M | $17.0M | 9.75% | -530 | 2026-06-30 |
| 5 | BNDX | VANGUARD CHARLOTTE FDS | 309.4K | $14.9M | $14.4M | 8.23% | +52.1K | 2026-06-30 |
| 6 | VEU | VANGUARD INTL EQUITY INDEX F | 150.5K | $12.5M | $12.5M | 7.16% | +708 | 2026-06-30 |
| 7 | VXF | VANGUARD INDEX FDS | 22.6K | $5.4M | $5.2M | 2.96% | +944 | 2026-06-30 |
| 8 | VCIT | VANGUARD SCOTTSDALE FDS | 56.4K | $4.6M | $4.4M | 2.54% | +24.7K | 2026-06-30 |
| 9 | SGOV | ISHARES TR | 39.3K | $3.9M | $3.9M | 2.26% | +17.9K | 2026-06-30 |
| 10 | VUG | VANGUARD INDEX FDS | 36.7K | $3.2M | $3.3M | 1.86% | +30.6K | 2026-06-30 |
| 11 | VTV | VANGUARD INDEX FDS | 12.0K | $2.6M | $2.7M | 1.53% | -45 | 2026-06-30 |
| 12 | VTEB | VANGUARD MUN BD FDS | 46.9K | $2.4M | $2.2M | 1.28% | -- | 2026-06-30 |
| 13 | VCSH | VANGUARD SCOTTSDALE FDS | 29.2K | $2.3M | $2.3M | 1.29% | +18.2K | 2026-06-30 |
| 14 | VO | VANGUARD INDEX FDS | 22.3K | $1.8M | $1.8M | 1.02% | +16.8K | 2026-06-30 |
| 15 | VB | VANGUARD INDEX FDS | 5.7K | $1.7M | $1.6M | 0.93% | +5 | 2026-06-30 |
| 16 | VEA | VANGUARD TAX-MANAGED FDS | 23.7K | $1.7M | $1.7M | 0.96% | +126 | 2026-06-30 |
| 17 | VIG | VANGUARD SPECIALIZED FUNDS | 6.9K | $1.6M | $1.6M | 0.94% | -4,470 | 2026-06-30 |
| 18 | SGVT | SCHWAB STRATEGIC TR | 12.6K | $1.3M | $1.3M | 0.73% | -690 | 2026-06-30 |
| 19 | VTEI | VANGUARD MUN BD FDS | 11.6K | $1.2M | $1.1M | 0.64% | +157 | 2026-06-30 |
| 20 | VTEL | VANGUARD MUN BD FDS | 8.1K | $845K | $792K | 0.45% | -276 | 2026-06-30 |
| 21 | VTES | VANGUARD WELLINGTON FD | 8.2K | $830K | $816K | 0.47% | -279 | 2026-06-30 |
| 22 | MSFT | MICROSOFT CORP | 1.7K | $662K | $882K | 0.50% | +1 | 2026-06-30 |
| 23 | SPY | STATE STR SPDR S&P 500 ETF T | 793 | $598K | $607K | 0.35% | -- | 2026-06-30 |
| 24 | MSI | MOTOROLA SOLUTIONS INC | 1.2K | $497K | $561K | 0.32% | +7 | 2026-06-30 |
| 25 | VV | VANGUARD INDEX FDS | 1.2K | $405K | $411K | 0.24% | +4 | 2026-06-30 |
← Scroll →
Page 1 of 2