Stash Investments, LLC Long-Term Concentrated

Location: New York, NY

CIK: 0002008308 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: Apr 2, 2026

Total Value: $258M (100.0% shares, 0.0% debt)

Holdings (5)

VTI VANGUARD INDEX FDS 40.0%

Value $103M Shares 321,432 Est. Cost $258.17 Unrealized —

IEFA ISHARES TR 18.0%

Value $46.41M Shares 512,609 Est. Cost $73.23 Unrealized —

TFLO ISHARES TR 17.8%

Value $45.92M Shares 906,988 Est. Cost $50.53 Unrealized —

IUSB ISHARES TR 17.7%

Value $45.66M Shares 988,610 Est. Cost $46.07 Unrealized —

VWO VANGUARD INTL EQUITY INDEX F 6.5%

Value $16.78M Shares 310,428 Est. Cost $43.50 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
VTI	VANGUARD INDEX FDS	321,432	$103M	40.0%	$258.17	—	TOTAL STK MKT	922908769
IEFA	ISHARES TR	512,609	$46.41M	18.0%	$73.23	—	CORE MSCI EAFE	46432F842
TFLO	ISHARES TR	906,988	$45.92M	17.8%	$50.53	—	TRS FLT RT BD	46434V860
IUSB	ISHARES TR	988,610	$45.66M	17.7%	$46.07	—	CORE TOTAL USD	46434V613
VWO	VANGUARD INTL EQUITY INDEX F	310,428	$16.78M	6.5%	$43.50	—	FTSE EMR MKT ETF	922042858