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 | — | 105,412.0 | $33.8M | 24.16% | NEW | — | $320.81 | +13.8% |
| 2 | VXUS | VANGUARD STAR FDS | — | 274,017.0 | $21.1M | 15.10% | NEW | — | $77.11 | +9.7% |
| 3 | BND | VANGUARD BD INDEX FDS | — | 226,278.0 | $16.7M | 11.91% | NEW | — | $73.64 | -1.0% |
| 4 | VOO | VANGUARD INDEX FDS | — | 24,757.0 | $14.8M | 10.57% | NEW | — | $597.55 | +14.3% |
| 5 | BNDX | VANGUARD CHARLOTTE FDS | — | 257,330.0 | $12.4M | 8.84% | NEW | — | $48.05 | -0.1% |
| 6 | VEU | VANGUARD INTL EQUITY INDEX F | — | 149,800.0 | $11.2M | 8.04% | NEW | — | $75.10 | +10.0% |
| 7 | VXF | VANGUARD INDEX FDS | — | 21,630.0 | $4.5M | 3.18% | NEW | — | $205.80 | +11.1% |
| 8 | VUG | VANGUARD INDEX FDS | — | 6,108.0 | $2.7M | 1.91% | NEW | — | $436.77 | -80.0% |
| 9 | VCIT | VANGUARD SCOTTSDALE FDS | — | 31,664.0 | $2.6M | 1.87% | NEW | — | $82.75 | -0.7% |
| 10 | VIG | VANGUARD SPECIALIZED FUNDS | — | 11,381.0 | $2.4M | 1.75% | NEW | — | $215.05 | +7.4% |
| 11 | VTV | VANGUARD INDEX FDS | — | 12,066.0 | $2.4M | 1.69% | NEW | — | $196.20 | +6.5% |
| 12 | SGOV | ISHARES TR | — | 21,343.0 | $2.1M | 1.53% | NEW | — | $100.66 | -0.1% |
| 13 | VO | VANGUARD INDEX FDS | — | 5,566.0 | $1.6M | 1.14% | NEW | — | $287.18 | -73.0% |
| 14 | VEA | VANGUARD TAX-MANAGED FDS | — | 23,566.0 | $1.5M | 1.08% | NEW | — | $64.08 | +10.3% |
| 15 | VB | VANGUARD INDEX FDS | — | 5,707.0 | $1.5M | 1.07% | NEW | — | $261.92 | +9.4% |
| 16 | SGVT | SCHWAB STRATEGIC TR | — | 13,338.0 | $1.3M | 0.96% | NEW | — | $100.72 | -0.1% |
| 17 | — | VANGUARD MUN BD FDS | — | 11,442.0 | $1.1M | 0.82% | NEW | — | $99.94 | — |
| 18 | VCSH | VANGUARD SCOTTSDALE FDS | — | 10,960.0 | $869K | 0.62% | NEW | — | $79.27 | -0.5% |
| 19 | — | VANGUARD MUN BD FDS | — | 8,424.0 | $864K | 0.62% | NEW | — | $102.51 | — |
| 20 | VTES | VANGUARD WELLINGTON FD | — | 8,500.0 | $860K | 0.61% | NEW | — | $101.14 | -0.4% |
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
50.8%
Financial Services
34.5%
Healthcare
14.6%