☆Stash Investments, LLC
Quality Q
0.898
AUM ($M)
310
Positions
17
Turnover
0.04
Top-10 wt
99%
Herfindahl
0.246
History (qtrs)
6
Excess Return
-10.6%
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Holdings · 17 positions · portfolio value $310M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆VTI funds › | VANGUARD INDEX FDS | ADD | — | 39.8% | -0.2% | 123.5 | 333,819 | +12,387 | 5 | — |
| ☆IEFA funds › | ISHARES TR | ADD | — | 16.9% | -1.1% | 52.5 | 544,042 | +31,433 | 5 | — |
| ☆TFLO funds › | ISHARES TR | ADD | — | 16.5% | -1.3% | 51.2 | 1,011,545 | +104,557 | 5 | — |
| ☆IUSB funds › | ISHARES TR | ADD | — | 16.5% | -1.2% | 51.1 | 1,108,163 | +119,553 | 5 | — |
| ☆VWO funds › | VANGUARD INTL EQUITY INDEX F | ADD | — | 6.4% | -0.2% | 19.7 | 330,293 | +19,865 | 5 | — |
| ☆IVV funds › | ISHARES TR | NEW | — | 1.2% | +1.2% | 3.8 | 5,046 | +5,046 | 1 | +0.2% |
| ☆VEA funds › | VANGUARD TAX-MANAGED FDS | NEW | — | 0.5% | +0.5% | 1.6 | 23,150 | +23,150 | 1 | +5.1% |
| ☆IXUS funds › | ISHARES TR | NEW | — | 0.5% | +0.5% | 1.5 | 16,169 | +16,169 | 1 | +1.7% |
| ☆AOA funds › | ISHARES TR | NEW | — | 0.3% | +0.3% | 0.9 | 9,635 | +9,635 | 1 | -2.8% |
| ☆VGIT funds › | VANGUARD SCOTTSDALE FDS | NEW | — | 0.3% | +0.3% | 0.9 | 15,821 | +15,821 | 1 | -21.5% |
| ☆VCIT funds › | VANGUARD SCOTTSDALE FDS | NEW | — | 0.2% | +0.2% | 0.7 | 8,969 | +8,969 | 1 | -22.5% |
| ☆VNQ funds › | VANGUARD INDEX FDS | NEW | — | 0.2% | +0.2% | 0.7 | 7,108 | +7,108 | 1 | -2.1% |
| ☆MBB funds › | ISHARES TR | NEW | — | 0.2% | +0.2% | 0.5 | 5,671 | +5,671 | 1 | -21.0% |
| ☆BNDX funds › | VANGUARD CHARLOTTE FDS | NEW | — | 0.2% | +0.2% | 0.5 | 10,335 | +10,335 | 1 | -21.1% |
| ☆SCHP funds › | SCHWAB STRATEGIC TR | NEW | — | 0.1% | +0.1% | 0.3 | 12,829 | +12,829 | 1 | -25.2% |
| ☆NVDA funds › | NVIDIA CORPORATION | NEW | — | 0.1% | +0.1% | 0.2 | 1,194 | +1,194 | 1 | -18.3% |
| ☆IJH funds › | ISHARES TR | NEW | — | 0.1% | +0.1% | 0.2 | 2,822 | +2,822 | 1 | +20.4% |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 310 | 17 | 0.04 | 99% | 0.246 | 0.898 | — | in |
| 2026Q1 | 258 | 5 | 0.00 | 100% | 0.260 | 0.917 | — | in |
| 2025Q4 | 249 | 5 | 0.00 | 100% | 0.260 | 0.901 | — | in |
| 2025Q3 | 232 | 5 | 0.00 | 100% | 0.262 | 0.899 | — | in |
| 2025Q2 | 211 | 5 | 0.01 | 100% | 0.261 | 0.901 | — | entered |
| 2025Q1 | 187 | 5 | 0.00 | 100% | 0.257 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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