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 | VTEB | VANGUARD MUN BD FDS | — | 46,889.0 | $2.4M | 1.34% | NEW | — | $50.21 | -1.6% |
| 2 | STIP | ISHARES TR | — | 1,979.0 | $201K | 0.11% | NEW | — | $101.34 | -0.7% |
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%