Portfolio (Quarterly) Guide ↗

Stash Investments, LLC

· CIK 0002008308

13F Portfolio $310M AUM 17 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 12 New 5 Added

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Chg Shares	Chg %	Period Price ①	Since Period ①
1	VTI	VANGUARD INDEX FDS	—	333,819.0	$123.5M	39.82%	+12K	+3.9%	$370.04	+1.4%
2	IEFA	ISHARES TR	—	544,042.0	$52.5M	16.94%	+31K	+6.1%	$96.58	+2.9%
3	TFLO	ISHARES TR	—	1,011,545.0	$51.2M	16.51%	+105K	+11.5%	$50.63	-0.2%
4	IUSB	ISHARES TR	—	1,108,163.0	$51.1M	16.48%	+120K	+12.1%	$46.15	-2.2%
5	VWO	VANGUARD INTL EQUITY INDEX F	—	330,293.0	$19.7M	6.36%	+20K	+6.4%	$59.69	+1.7%
6	IVV	ISHARES TR	—	5,046.0	$3.8M	1.22%	NEW	—	$748.89	+2.2%
7	VEA	VANGUARD TAX-MANAGED FDS	—	23,150.0	$1.6M	0.53%	NEW	—	$71.25	+1.2%
8	IXUS	ISHARES TR	—	16,169.0	$1.5M	0.50%	NEW	—	$95.44	+1.3%
9	AOA	ISHARES TR	—	9,635.0	$940K	0.30%	NEW	—	$97.60	+0.6%
10	VGIT	VANGUARD SCOTTSDALE FDS	—	15,821.0	$933K	0.30%	NEW	—	$58.98	-1.9%
11	VCIT	VANGUARD SCOTTSDALE FDS	—	8,969.0	$741K	0.24%	NEW	—	$82.65	-2.7%
12	VNQ	VANGUARD INDEX FDS	—	7,108.0	$685K	0.22%	NEW	—	$96.43	-0.1%
13	MBB	ISHARES TR	—	5,671.0	$536K	0.17%	NEW	—	$94.52	-2.2%
14	BNDX	VANGUARD CHARLOTTE FDS	—	10,335.0	$501K	0.16%	NEW	—	$48.43	-2.4%
15	SCHP	SCHWAB STRATEGIC TR	—	12,829.0	$340K	0.11%	NEW	—	$26.50	-2.6%
16	NVDA	NVIDIA CORPORATION	Technology	1,194.0	$239K	0.08%	NEW	—	$200.09	+8.7%
17	IJH	ISHARES TR	—	2,822.0	$218K	0.07%	NEW	—	$77.11	-3.3%

① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation

Technology 100.0%