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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | IVW | ISHARES TR | — | 2,920.0 | $360K | 0.34% | NEW | — | $123.24 | +9.5% |
| 22 | VB | VANGUARD INDEX FDS | — | 1,252.0 | $323K | 0.30% | NEW | — | $258.03 | +14.9% |
| 23 | BIV | VANGUARD BD INDEX FDS | — | 2,928.0 | $228K | 0.21% | NEW | — | $77.88 | -1.8% |
| 24 | MRK | MERCK & CO INC | Healthcare | 2,166.0 | $228K | 0.21% | NEW | — | $105.26 | +13.1% |
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
Financial Services
66.0%
Healthcare
34.0%