StockDriftsStockDriftsTop 29 Stone Loft Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 24.16% | 105.4K | $33.8M | +27.20%(+22.54K) | $330.93(+11.43%) | 2026-03-31 | |
| VXUS | VANGUARD STAR FDS | 15.1% | 274.0K | $21.1M | +37.87%(+75.26K) | $74.95(+13.19%) | 2026-03-31 | |
| BND | VANGUARD BD INDEX FDS | 11.91% | 226.3K | $16.7M | +58.97%(+83.93K) | $74.08(-1.32%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 10.57% | 24.8K | $14.8M | +88.41%(+11.62K) | $616.28(+11.13%) | 2026-03-31 | |
| BNDX | VANGUARD CHARLOTTE FDS | 8.84% | 257.3K | $12.4M | +38.64%(+71.72K) | $48.69(-0.93%) | 2026-03-31 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 8.04% | 149.8K | $11.2M | +7.27%(+10.15K) | $72.59(+14.31%) | 2026-03-31 | |
| VXF | VANGUARD INDEX FDS | 3.18% | 21.6K | $4.5M | +11.49%(+2.23K) | $209.05(+16.36%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 1.91% | 6.1K | $2.7M | +23.92%(+1.18K) | $79.93(+6.96%) | 2026-03-31 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 1.87% | 31.7K | $2.6M | +102.57%(+16.03K) | $83.59(-1.49%) | 2026-03-31 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 1.75% | 11.4K | $2.4M | +42.67%(+3.40K) | $217.68(+9.62%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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