STONE LOFT WEALTH MANAGEMENT LLC

CIK 2130930 · Lihat di SEC EDGAR ↗

Nilai portofolio QoQ: +25.6% 13F tidak mengungkapkan kas

Bobot 10 kepemilikan teratas87,40%

Bobot 25 kepemilikan teratas98,98%

Posisi di atas 1%14

Jumlah posisi efektif8,2

Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)

Perputaran Q2 2026: 1,07% Perkiraan pembelian $28.191.590 · penjualan $1.685.464

Posisi baru2

Meningkat19

Menurun9

Tertutup0

Nilai Portofolio $175.8M #6.940 dari 9.337 berdasarkan nilai 13F · top 74.3%

Posisi 31

Per tanggal 30 Juni 2026 Data per Q2 2026

Rincian sektor

Technology 0,4%

Communication Services 0,3%

Healthcare 0,1%

Lainnya/Tidak terpetakan 99,2%

Portofolio lengkap 31 posisi

					Rentetan
VTI Vanguard Morningstar Total Stock Market ETF	$41.005.470	23,32%	110.105	$7.188.251	Naik ×2
VXUS Vanguard Total International Stock ETF	$28.125.983	16,00%	330.933	$6.996.564	Naik ×2
BND Vanguard Total Bond Market ETF	$23.130.430	13,16%	317.638	$6.467.287	Naik ×2
VOO Vanguard S&P 500 ETF	$16.808.475	9,56%	24.227	$2.014.945	Turun ×1
BNDX Vanguard Total International Bond ETF	$14.861.760	8,45%	309.427	$2.497.065	Naik ×2
VEU Vanguard FTSE All World Ex US ETF	$12.511.690	7,12%	150.508	$1.261.720	Naik ×2
VXF Vanguard Extended Market ETF	$5.424.339	3,09%	22.574	$972.795	Naik ×2
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$4.620.373	2,63%	56.394	$2.000.191	Naik ×2
SGOV iShares Trust	$3.948.807	2,25%	39.276	$1.800.434	Naik ×1
VUG Vanguard Morningstar Growth ETF	$3.219.297	1,83%	36.683	$551.529	Naik ×2
VTV Vanguard Morningstar Value ETF	$2.614.368	1,49%	12.021	$246.962	Turun ×1
VTEB Vanguard Tax-Exempt Bond ETF	$2.354.279	1,34%	46.889		Naik ×1
VCSH Vanguard Short-Term Corporate Bond ETF	$2.296.950	1,31%	29.175	$1.428.136	Naik ×1
VO Vanguard Morningstar Mid-Cap ETF	$1.795.964	1,02%	22.324	$197.502	Naik ×2
VB Vanguard Morningstar Small-Cap ETF	$1.696.659	0,97%	5.712	$201.905	Naik ×2
VEA Vanguard FTSE Developed Markets ETF	$1.677.858	0,95%	23.692	$167.748	Naik ×2
VIG Vanguard Div Appreciation ETF	$1.640.298	0,93%	6.911	$-807.212	Turun ×1
SGVT SCHWAB STRATEGIC TRUST	$1.272.647	0,72%	12.648	$-70.778	Turun ×2
VTEI Vanguard Tax-Managed Funds Vanguard Intermediate-Term Tax-Exempt Bond ETF	$1.164.145	0,66%	11.599	$20.601	Naik ×2
VTEL Vanguard Long-Term Tax-Exempt Bond ETF	$845.585	0,48%	8.148	$-17.989	Turun ×1
VTES Vanguard Wellington Fund Vanguard Short-Term Tax Exempt Bond ETF	$830.442	0,47%	8.221	$-29.225	Turun ×1
MSFT Microsoft Corporation - Common Stock	$662.527	0,38%	1.675	$42.751	Naik ×1
SPY SPY	$598.545	0,34%	793	$83.138
MSI Motorola Solutions, Inc. Common Stock	$497.136	0,28%	1.221	$-29.704	Naik ×1
VV Vanguard Morningstar Large-Cap ETF	$405.950	0,23%	1.168	$57.970	Naik ×1
IVW iShares S&P 500 Growth ETF	$404.898	0,23%	2.922	$74.522	Naik ×2
IWF iShares Russell 1000 Growth Fund	$386.099	0,22%	3.124	$38.540	Naik ×2
QQQ Invesco QQQ Trust, Series 1	$308.975	0,18%	430	$45.781	Turun ×1
MRK Merck & Company, Inc. Common Stock (new)	$260.692	0,15%	2.109	$-69.382	Turun ×1
BIV VANGUARD BOND INDEX FUNDS	$231.921	0,13%	3.046	$-27.078	Turun ×1
STIP iShares 0-5 Year TIPS Bond ETF	$200.560	0,11%	1.979		Naik ×1
Tidak ada hasil

Taruhan baru terbesar

Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.

Sekuritas	Nilai	Saham	% dari portofolio
VTEB	$2.354.279	46.889	1,34%
STIP	$200.560	1.979	0,11%

Penggerak teratas (QoQ)

Sekuritas	Aksi	Saham Δ	Nilai Δ
VTI	Beli lebih banyak	+5K	+$7.2M
VXUS	Beli lebih banyak	+57K	+$7.0M
BND	Beli lebih banyak	+91K	+$6.5M
BNDX	Beli lebih banyak	+52K	+$2.5M
VOO	Dipangkas	-530	+$2.0M
VCIT	Beli lebih banyak	+25K	+$2.0M
SGOV	Beli lebih banyak	+18K	+$1.8M
VCSH	Beli lebih banyak	+18K	+$1.4M
VEU	Beli lebih banyak	+708	+$1.3M
VXF	Beli lebih banyak	+944	+$973K