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SLWM

Stone Loft Wealth Management Portfolio holdings

AUM $140M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$140M
AUM Growth
+$33.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$7.56M
2
+$7.27M
3
+$6.23M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$5.98M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$3.48M

Top Sells

1
+$5.39M
2
+$1.26M

Sector Composition

1 Technology 0.82%
2 Healthcare 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VTI icon
1
Vanguard Total Stock Market ETF
VTI
$657B
$33.8M 24.16%
105,412
+22,542
VXUS icon
2
Vanguard Total International Stock ETF
VXUS
$153B
$21.1M 15.1%
274,017
+75,261
BND icon
3
Vanguard Total Bond Market
BND
$157B
$16.7M 11.91%
226,278
+83,934
VOO icon
4
Vanguard S&P 500 ETF
VOO
$985B
$14.8M 10.57%
24,757
+11,617
BNDX icon
5
Vanguard Total International Bond ETF
BNDX
$82B
$12.4M 8.84%
257,330
+71,717
VEU icon
6
Vanguard FTSE All-World ex-US ETF
VEU
$66.8B
$11.2M 8.04%
149,800
+10,148
VXF icon
7
Vanguard Extended Market ETF
VXF
$31.1B
$4.45M 3.18%
21,630
+2,230
VUG icon
8
Vanguard Growth ETF
VUG
$223B
$2.67M 1.91%
36,648
+7,074
VCIT icon
9
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.1B
$2.62M 1.87%
31,664
+16,033
VIG icon
10
Vanguard Dividend Appreciation ETF
VIG
$110B
$2.45M 1.75%
11,381
+3,404
VTV icon
11
Vanguard Value ETF
VTV
$185B
$2.37M 1.69%
12,066
+2,003
SGOV icon
12
iShares 0-3 Month Treasury Bond ETF
SGOV
$96.3B
$2.15M 1.54%
21,343
-53,657
VO icon
13
Vanguard Mid-Cap ETF
VO
$105B
$1.6M 1.14%
22,264
+17,184
VEA icon
14
Vanguard FTSE Developed Markets ETF
VEA
$230B
$1.51M 1.08%
23,566
+14,974
VB icon
15
Vanguard Small-Cap ETF
VB
$80.9B
$1.49M 1.07%
5,707
+4,455
SGVT
16
Schwab Government Money Market ETF
SGVT
$775M
$1.34M 0.96%
13,338
-12,491
VTEI icon
17
Vanguard Intermediate-Term Tax-Exempt Bond ETF
VTEI
$1.46B
$1.14M 0.82%
11,442
+6,119
VCSH icon
18
Vanguard Short-Term Corporate Bond ETF
VCSH
$43.3B
$869K 0.62%
+10,960
VTEL
19
Vanguard Long-Term Tax-Exempt Bond ETF
VTEL
$285M
$864K 0.62%
8,424
+4,634
VTES icon
20
Vanguard Short-Term Tax-Exempt Bond ETF
VTES
$2B
$860K 0.61%
8,500
+4,546
MSFT icon
21
Microsoft
MSFT
$2.85T
$620K 0.44%
+1,674
MSI icon
22
Motorola Solutions
MSI
$69.9B
$527K 0.38%
+1,214
SPY icon
23
State Street SPDR S&P 500 ETF Trust
SPY
$785B
$515K 0.37%
793
+143
VV icon
24
Vanguard Large-Cap ETF
VV
$52.5B
$348K 0.25%
+1,164
IWF icon
25
iShares Russell 1000 Growth ETF
IWF
$127B
$348K 0.25%
3,260
+136
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