Instuitional Investor - Stone Loft Wealth Management Llc
Fund Profile
Filing Period:
| Fund Name: | Stone Loft Wealth Management Llc |
| Portfolio Value | $139,943,314 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 105,412 | $33,817,219 | 24.16% | |
| 2. | Vanguard Star Fds | 274,017 | $21,129,419 | 15.1% | |
| 3. | BND | 226,278 | $16,663,143 | 11.91% | |
| 4. | Vanguard Index Fds - S&P 500 ETF SHS | 24,757 | $14,793,530 | 10.57% | |
| 5. | Vanguard Charlotte Fds - TOTAL INT BD ETF | 257,330 | $12,364,695 | 8.84% |