Instuitional Investor - Stone Loft Wealth Management Llc
Fund Profile
Filing Period:
| Fund Name: | Stone Loft Wealth Management Llc |
| Portfolio Value | $175,803,122 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 110,105 | $41,005,470 | 23.32% | |
| 2. | Vanguard Star Fds | 330,933 | $28,125,983 | 16% | |
| 3. | BND | 317,638 | $23,130,430 | 13.16% | |
| 4. | Vanguard Index Fds - S&P 500 ETF SHS | 24,227 | $16,808,475 | 9.56% | |
| 5. | Vanguard Charlotte Fds - TOTAL INT BD ETF | 309,427 | $14,861,760 | 8.45% |
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