Stash Investments, LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 25, 2024), Stash Investments, LLC reported 5 stock positions worth $151.7 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 40.2% of the portfolio, followed by Ishr CR Unvrse Usd BD ETF-Ui (IUSB, 17.9%) and iShares Treasury Floating Ra (TFLO, 17.9%). Compared with Q1 2024, it added to 5. The biggest buy was iShares Treasury Floating Ra (TFLO, shares +9%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0002008308
- Portfolio Value
- $151.7M (Q2 2024)
- SEC Filing
- 0002008308-24-000005 ↗ filed Jul 25, 2024
Holdings Value
Holdings 5 stocks · $151.7M
| VTI VG Morningstar TS MKT ETF-US | 40.24% | 228,123 | $61.0M | Add +5.0% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 17.91% | 600,733 | $27.2M | Add +9.5% |
| TFLO iShares Treasury Floating Ra | 17.87% | 535,076 | $27.1M | Add +9.5% |
| IEFA iShares Core MSCI Eafe ETF | 17.55% | 366,440 | $26.6M | Add +10.4% |
| VWO Vanguard Ftse Emerging Marke | 6.42% | 222,660 | $9.7M | Add +4.5% |
Portfolio Sells Q1 2024 → Q2 2024
| None this quarter. | |||
Portfolio Buys Q1 2024 → Q2 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 |