Filed: 7/21/2025ACC: 0002008308-25-000003
📋 What this filing means
STASH INVESTMENTS, LLC filed this quarterly 13F‑HR report disclosing 5 equity positions with a total reported market value of $210.80M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
5
Positions
$210.80M
Total AUM (reported)
2.54M
Total Shares
Allocation by class
TOTAL STK MKT$84.99M40.3%
CORE MSCI EAFE$38.42M18.2%
CORE TOTAL USD$37.04M17.6%
TRS FLT RT BD$36.65M17.4%
FTSE EMR MKT ETF$13.70M6.5%
Portfolio Concentration
Top 3$160.45M76.1%
4–10$50.35M23.9%
Top 3 weight
76.1%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 2.54M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.54M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole5
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings5
Rows:
VANGUARD INDEX FDS
SOLEShares279.63K
TypeSH
Market value$84.99M
40.32%
Sole
0.00
Shared
0.00
None
279.63K
ISHARES TR
SOLEShares460.22K
TypeSH
Market value$38.42M
18.23%
Sole
0.00
Shared
0.00
None
460.22K
ISHARES TR
SOLEShares801.24K
TypeSH
Market value$37.04M
17.57%
Sole
0.00
Shared
0.00
None
801.24K
ISHARES TR
SOLEShares723.58K
TypeSH
Market value$36.65M
17.39%
Sole
0.00
Shared
0.00
None
723.58K
VANGUARD INTL EQUITY INDEX F
SOLEShares277.03K
TypeSH
Market value$13.70M
6.50%
Sole
0.00
Shared
0.00
None
277.03K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 279.63K | SH | $84.99M 40.32% | 0.00 | 0.00 | 279.63K |
ISHARES TRSOLE | CORE MSCI EAFE | 460.22K | SH | $38.42M 18.23% | 0.00 | 0.00 | 460.22K |
ISHARES TRSOLE | CORE TOTAL USD | 801.24K | SH | $37.04M 17.57% | 0.00 | 0.00 | 801.24K |
ISHARES TRSOLE | TRS FLT RT BD | 723.58K | SH | $36.65M 17.39% | 0.00 | 0.00 | 723.58K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 277.03K | SH | $13.70M 6.50% | 0.00 | 0.00 | 277.03K |