Stash Investments, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 1, 2024), Stash Investments, LLC reported 5 stock positions worth $139.8 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 40.4% of the portfolio, followed by Ishr CR Unvrse Usd BD ETF-Ui (IUSB, 17.9%) and iShares Treasury Floating Ra (TFLO, 17.7%). Compared with Q4 2023, it added to 5. The biggest buy was VG Morningstar TS MKT ETF-US (VTI, shares +5%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0002008308
- Portfolio Value
- $139.8M (Q1 2024)
- SEC Filing
- 0002008308-24-000004 ↗ filed May 1, 2024
Holdings Value
Holdings 5 stocks · $139.8M
| VTI VG Morningstar TS MKT ETF-US | 40.40% | 217,289 | $56.5M | Add +5.3% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 17.89% | 548,567 | $25.0M | Add +13.5% |
| TFLO iShares Treasury Floating Ra | 17.72% | 488,733 | $24.8M | Add +12.2% |
| IEFA iShares Core MSCI Eafe ETF | 17.62% | 331,933 | $24.6M | Add +7.0% |
| VWO Vanguard Ftse Emerging Marke | 6.37% | 213,135 | $8.9M | Add +9.7% |
Portfolio Sells Q4 2023 → Q1 2024
| None this quarter. | |||
Portfolio Buys Q4 2023 → Q1 2024
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 17 | $310.2M | VTI, IEFA, TFLO, IUSB, VWO |
| Q1 2026 | 5 | $257.9M | VTI, IEFA, TFLO, IUSB, VWO |
| Q4 2025 | 5 | $249.5M | VTI, IEFA, IUSB, TFLO, VWO |
| Q3 2025 | 5 | $232.4M | VTI, IEFA, IUSB, TFLO, VWO |
| Q2 2025 | 5 | $210.8M | VTI, IEFA, IUSB, TFLO, VWO |
| Q1 2025 | 5 | $186.7M | VTI, IUSB, TFLO, IEFA, VWO |
| Q4 2024 | 5 | $177.1M | VTI, IUSB, TFLO, IEFA, VWO |
| Q3 2024 | 5 | $169.4M | VTI, IUSB, IEFA, TFLO, VWO |
| Q2 2024 | 5 | $151.7M | VTI, IUSB, TFLO, IEFA, VWO |
| Q1 2024 | 5 | $139.8M | VTI, IUSB, TFLO, IEFA, VWO |