Stash-Investments

AI_NATIVE detailed information: This accession holds the following tickers:[
  "IEFA",
  "VWO",
  null,
  null,
  "VTI"
]

13F-HR • 2025-03-31

Data Enrichment

60% identified

3 identified2 unidentified

Holdings

Manager:

5 positions • $186.7M total value

Manager:

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922908769

Shares:267.7K

Value:$73.6M

% of Portfolio:39.4% ($73.6M/$186.7M)

46434V613

Shares:736.7K

Value:$33.9M

% of Portfolio:18.2% ($33.9M/$186.7M)

46434V860

Shares:662.9K

Value:$33.6M

% of Portfolio:18.0% ($33.6M/$186.7M)

46432F842

Shares:443.9K

Value:$33.6M

% of Portfolio:18.0% ($33.6M/$186.7M)

922042858

Shares:266.5K

Value:$12.1M

% of Portfolio:6.5% ($12.1M/$186.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VTIcusip922908769)	267.7K	QoQ +9.76% (+23.8K) YoY +23.18% (+50.4K)	All Managers (Combined)	$73.6M	39.4% ($73.6M/$186.7M)	QoQ +4.09% (+$2.9M) YoY +30.26% (+$17.1M)
(cusip46434V613)✕	736.7K	QoQ +4.47% (+31.5K) YoY +34.28% (+188.1K)	All Managers (Combined)	$33.9M	18.2% ($33.9M/$186.7M)	QoQ +6.50% (+$2.1M) YoY +35.73% (+$8.9M)
(cusip46434V860)✕	662.9K	QoQ +5.52% (+34.7K) YoY +35.63% (+174.1K)	All Managers (Combined)	$33.6M	18.0% ($33.6M/$186.7M)	QoQ +5.92% (+$1.9M) YoY +35.55% (+$8.8M)
(IEFAcusip46432F842)	443.9K	QoQ -0.97% (-4.4K) YoY +33.72% (+111.9K)	All Managers (Combined)	$33.6M	18.0% ($33.6M/$186.7M)	QoQ +6.58% (-$2.1M) YoY +36.30% (+$8.9M)
(VWOcusip922042858)	266.5K	QoQ +3.38% (+8.7K) YoY +25.03% (+53.4K)	All Managers (Combined)	$12.1M	6.5% ($12.1M/$186.7M)	QoQ +6.25% (+$709.6K) YoY +35.48% (+$3.2M)