Stash Investments, LLC
Follow13F filer, CIK 2008308, NEW YORK, NY
Stash Investments, LLC reported $177,099,495 across 5 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-01-27.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002008308-25-000001
- Period
- 2024-12-31
- Reported value
- $177M
- Holdings
- 5
- Top 10 weight
- 100%
- New
- 0
- Sold out
- 0
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| IEFAadded | +64,232 | $4.51M |
| IUSBadded | +67,761 | $3.06M |
| TFLOadded | +40,018 | $2.02M |
| VWOadded | +21,121 | $930K |
| VTIadded | +2,514 | $729K |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
None.
Holdings, Q4 2024
Share positions as resolved from 13F-HR 0002008308-25-000001, largest first. % of portfolio is the value over $177,099,495, the sum of the share positions whose value is usable for ratios (method).
| Security | History | Shares | Value | % of portfolio | Change | Latest event | Timeline |
|---|---|---|---|---|---|---|---|
| VTIVANGUARD INDEX FDS | 243,849 | $70.7M | 39.9% | +2,514 | Timeline | ||
| IUSBISHARES TR | 705,113 | $31.9M | 18% | +67,761 | Timeline | ||
| TFLOISHARES TR | 628,144 | $31.7M | 17.9% | +40,018 | Timeline | ||
| IEFAISHARES TR | 448,260 | $31.5M | 17.79% | +64,232 | Timeline | ||
| VWOVANGUARD INTL EQUITY INDEX F | 257,774 | $11.4M | 6.41% | +21,121 | Timeline |
How Q4 2024 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0002008308-25-000001 | base | 2025-01-27 | acceptance time not in the bulk data set |