Portfolio (Quarterly)
Guide ↗
STONE LOFT WEALTH MANAGEMENT LLC
· CIK 0002130930| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | — | 110,105.0 | $41.0M | 23.32% | +5K | +4.5% | $372.42 | +1.9% |
| 2 | VXUS | VANGUARD STAR FDS | — | 330,933.0 | $28.1M | 16.00% | +57K | +20.8% | $84.99 | +3.0% |
| 3 | BND | VANGUARD BD INDEX FDS | — | 317,638.0 | $23.1M | 13.16% | +91K | +40.4% | $72.82 | -0.7% |
| 4 | VOO | VANGUARD INDEX FDS | — | 24,227.0 | $16.8M | 9.56% | -530.0 | -2.1% | $693.79 | +1.9% |
| 5 | BNDX | VANGUARD CHARLOTTE FDS | — | 309,427.0 | $14.9M | 8.45% | +52K | +20.2% | $48.03 | -0.9% |
| 6 | VEU | VANGUARD INTL EQUITY INDEX F | — | 150,508.0 | $12.5M | 7.12% | — | — | $83.13 | +2.8% |
| 7 | VXF | VANGUARD INDEX FDS | — | 22,574.0 | $5.4M | 3.08% | +944.0 | +4.4% | $240.29 | +0.9% |
| 8 | VCIT | VANGUARD SCOTTSDALE FDS | — | 56,394.0 | $4.6M | 2.63% | +25K | +78.1% | $81.93 | -1.0% |
| 9 | SGOV | ISHARES TR | — | 39,276.0 | $3.9M | 2.25% | +18K | +84.0% | $100.54 | +0.1% |
| 10 | VUG | VANGUARD INDEX FDS | — | 36,683.0 | $3.2M | 1.83% | +31K | +500.6% | $87.76 | +0.9% |
| 11 | VTV | VANGUARD INDEX FDS | — | 12,021.0 | $2.6M | 1.49% | — | — | $217.48 | +3.6% |
| 12 | VTEB | VANGUARD MUN BD FDS | — | 46,889.0 | $2.4M | 1.34% | NEW | — | $50.21 | -1.6% |
| 13 | VCSH | VANGUARD SCOTTSDALE FDS | — | 29,175.0 | $2.3M | 1.31% | +18K | +166.2% | $78.73 | -0.3% |
| 14 | VO | VANGUARD INDEX FDS | — | 22,324.0 | $1.8M | 1.02% | +17K | +301.1% | $80.45 | +2.5% |
| 15 | VB | VANGUARD INDEX FDS | — | 5,712.0 | $1.7M | 0.96% | — | — | $297.03 | +1.3% |
| 16 | VEA | VANGUARD TAX-MANAGED FDS | — | 23,692.0 | $1.7M | 0.95% | +126.0 | +0.5% | $70.82 | +3.2% |
| 17 | VIG | VANGUARD SPECIALIZED FUNDS | — | 6,911.0 | $1.6M | 0.93% | -4K | -39.3% | $237.35 | +2.4% |
| 18 | SGVT | SCHWAB STRATEGIC TR | — | 12,648.0 | $1.3M | 0.72% | -690.0 | -5.2% | $100.62 | +0.1% |
| 19 | — | VANGUARD MUN BD FDS | — | 11,599.0 | $1.2M | 0.66% | +157.0 | +1.4% | $100.37 | — |
| 20 | — | VANGUARD MUN BD FDS | — | 8,148.0 | $846K | 0.48% | -276.0 | -3.3% | $103.78 | — |
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
49.8%
Financial Services
39.0%
Healthcare
11.2%