Stash Investments, LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 21, 2024), Stash Investments, LLC reported 5 stock positions worth $169.4 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 40.3% of the portfolio, followed by Ishr CR Unvrse Usd BD ETF-Ui (IUSB, 17.7%) and iShares Core MSCI Eafe ETF (IEFA, 17.7%). Compared with Q2 2024, it added to 5. The biggest buy was Vanguard Ftse Emerging Marke (VWO, shares +6%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0002008308
- Portfolio Value
- $169.4M (Q3 2024)
- SEC Filing
- 0002008308-24-000006 ↗ filed Oct 21, 2024
Holdings Value
Holdings 5 stocks · $169.4M
| VTI VG Morningstar TS MKT ETF-US | 40.33% | 241,335 | $68.3M | Add +5.8% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 17.73% | 637,352 | $30.0M | Add +6.1% |
| IEFA iShares Core MSCI Eafe ETF | 17.69% | 384,028 | $30.0M | Add +4.8% |
| TFLO iShares Treasury Floating Ra | 17.56% | 588,126 | $29.8M | Add +9.9% |
| VWO Vanguard Ftse Emerging Marke | 6.68% | 236,653 | $11.3M | Add +6.3% |
Portfolio Sells Q2 2024 → Q3 2024
| None this quarter. | |||
Portfolio Buys Q2 2024 → Q3 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 |