Institutional Manager · CIK 0001904459
Stone Asset Management Inc.
AUSTIN, TX · File #028-21534
Latest AUM
$62.6M
Positions
35
Top-10 Concentration
73.8%
Filings
2
Sector Allocation
Filing History
View all filings →Top 20 Holdings — Jun 2023
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287648 | 33,047 | $7.5M | 11.98% |
| 2 | VANGUARD INTL EQUITY INDEX F | 922042775 | 122,516 | $6.6M | 10.47% |
| 3 | VANGUARD INDEX FDS | 922908629 | 29,793 | $6.3M | 10.04% |
| 4 | VANGUARD WORLD FD | 921910816 | 26,898 | $5.5M | 8.79% |
| 5 | ISHARES TR | 464287614 | 19,435 | $4.7M | 7.59% |
| 6 | ISHARES TR | 464287408 | 30,025 | $4.6M | 7.28% |
| 7 | ISHARES TR | 464287879 | 37,631 | $3.5M | 5.63% |
| 8 | VANGUARD INTL EQUITY INDEX F | 922042858 | 81,931 | $3.3M | 5.29% |
| 9 | VANGUARD INDEX FDS | 922908611 | 13,423 | $2.1M | 3.40% |
| 10 | ISHARES TR | 464287598 | 13,880 | $2.1M | 3.38% |
| 11 | ISHARES TR | 464288646 | 39,767 | $2.0M | 3.21% |
| 12 | ISHARES TR | 464288273 | 33,158 | $2.0M | 3.15% |
| 13 | ISHARES TR | 464287564 | 34,026 | $1.9M | 3.02% |
| 14 | ISHARES TR | 464287200 | 2,750 | $1.1M | 1.81% |
| 15 | ISHARES TR | 464287465 | 14,842 | $1.1M | 1.70% |
| 16 | ISHARES TR | 464287507 | 3,917 | $979,845 | 1.57% |
| 17 | VANGUARD SCOTTSDALE FDS | 92206C813 | 8,797 | $701,321 | 1.12% |
| 18 | VANGUARD SCOTTSDALE FDS | 92206C847 | 10,023 | $656,625 | 1.05% |
| 19 | ISHARES TR | 464287226 | 5,575 | $555,488 | 0.89% |
| 20 | VANGUARD INTL EQUITY INDEX F | 922042718 | 4,899 | $535,215 | 0.86% |