AI Portfolio Summary
In 2026 Q1, Stash Investments, LLC maintained a portfolio of 5 distinct positions. They heavily accumulated shares in VANGUARD INDEX FDS, increasing their position by 7.4%.
Total Positions
5
Quarter
2026 Q1
Top Holding
VTI (40.0%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-5 of 5
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD INDEX ...
|
ETF | 39.99% | 40.21% |
#1
Prev: #1
|
8.0 | 22,255 | 7.4% |
P
S
|
321,432 | $103,118,600 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 (Est.) | |||
|
IEFA
ISHARES TR
|
ETF | 17.99% | 17.99% |
#2
Prev: #2
|
6.0 | 10,849 | 2.2% |
P
S
|
512,609 | $46,406,493 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 (Est.) | |||
|
TFLO
ISHARES TR
|
ETF | 17.81% | 17.63% |
#3
1
Prev: #4
|
5.5 | 35,331 | 4.1% |
P
S
|
906,988 | $45,920,802 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 (Est.) | |||
|
IUSB
ISHARES TR
|
ETF | 17.71% | 17.63% |
#4
1
Prev: #3
|
5.0 | 43,523 | 4.6% |
P
S
|
988,610 | $45,663,896 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 (Est.) | |||
|
VWO
VANGUARD INTL E...
|
ETF | 6.51% | 6.54% |
#5
Prev: #5
|
3.6 | 7,182 | 2.4% |
P
S
|
310,428 | $16,778,633 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 (Est.) |
Showing 1-5 of 5 holdings