Stonekeep Investments, LLC Top Holdings and 13F Report (2024) About Stonekeep Investments, LLCInvestment ActivityStonekeep Investments, LLC has $129.51 million in total holdings as of September 30, 2024.Stonekeep Investments, LLC owns shares of 52 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Largest Holdings WisdomTree Bloomberg Floating Rate Treasury Fund $24,686,696Schwab US Broad Market ETF $17,837,867iShares 0-3 Month Treasury Bond ETF $15,955,257Vanguard Total Stock Market ETF $9,342,854Schwab International Equity ETF $5,497,802 Sector AllocationMap of 500 Largest Holdings ofStonekeep Investments, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorUSFRWisdomTree Bloomberg Floating Rate Treasury Fund$24,686,696491,57119.1%FinanceSCHBSchwab US Broad Market ETF$17,837,867268,15813.8%ETFSGOViShares 0-3 Month Treasury Bond ETF$15,955,257158,41212.3%ETFVTIVanguard Total Stock Market ETF$9,342,85432,9957.2%ETFSCHFSchwab International Equity ETF$5,497,802133,7014.2%ETFVWOVanguard FTSE Emerging Markets ETF$4,778,55199,8653.7%ETFBNDVanguard Total Bond Market ETF$4,376,35958,2663.4%ETFAGGiShares Core U.S. Aggregate Bond ETF$3,534,66934,9032.7%FinanceTSLATesla$3,309,52312,6502.6%Auto/Tires/TrucksSCHZSchwab U.S. Aggregate Bond ETF$2,958,16062,2512.3%ETFSCHESchwab Emerging Markets Equity ETF$2,803,78596,0862.2%ETFAMZNAmazon.com$2,605,23113,9822.0%Retail/WholesaleVEAVanguard FTSE Developed Markets ETF$2,593,36249,1072.0%ETFMSFTMicrosoft$2,453,0445,7011.9%Computer and TechnologyNVDANVIDIA$2,367,37219,4941.8%Computer and TechnologyVCSHVanguard Short-Term Corporate Bond ETF$2,055,68525,8841.6%ETFIAGGiShares Core International Aggregate Bond ETF$1,996,30738,5241.5%ETFVOOVanguard S&P 500 ETF$1,684,4043,1921.3%ETFGOVTiShares U.S. Treasury Bond ETF$1,595,23368,0271.2%ETFAAPLApple$1,544,1806,6271.2%Computer and TechnologyBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$1,418,55615,4511.1%ETFGOOGAlphabet$1,353,3968,0951.0%Computer and TechnologyIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$887,47916,8530.7%ManufacturingVXUSVanguard Total International Stock ETF$869,32913,4280.7%ETFMETAMeta Platforms$867,7861,5160.7%Computer and TechnologySCHJSchwab 1-5 Year Corporate Bond ETF$811,14016,3500.6%ETFJPMJPMorgan Chase & Co.$757,3273,5920.6%FinanceBNDXVanguard Total International Bond ETF$692,87913,7800.5%ETFIVViShares Core S&P 500 ETF$616,1101,0680.5%ETFNFLXNetflix$587,7768290.5%Consumer DiscretionaryUNHUnitedHealth Group$504,8128630.4%MedicalDDOGDatadog$441,1093,8340.3%Computer and TechnologyNEENextEra Energy$383,0514,5320.3%UtilitiesDISWalt Disney$380,8303,9590.3%Consumer DiscretionaryVGSHVanguard Short-Term Treasury Index ETF$367,9366,2340.3%ETFMAMastercard$354,0557170.3%Business ServicesRBLXRoblox$336,0317,5920.3%Consumer DiscretionarySPYSPDR S&P 500 ETF Trust$334,0295820.3%FinanceKOCoca-Cola$323,3704,5000.2%Consumer StaplesFOURShift4 Payments$321,8433,6330.2%Business ServicesFDXFedEx$301,0481,1000.2%TransportationHIMSHims & Hers Health$296,01616,0700.2%MedicalSPOTSpotify Technology$281,0357630.2%Business ServicesITOTiShares Core S&P Total U.S. Stock Market ETF$275,3592,1920.2%ETFLLYEli Lilly and Company$266,6683010.2%MedicalSESEA$263,4052,7940.2%Computer and TechnologySBUXStarbucks$258,1302,6480.2%Retail/WholesaleSQBlock$255,1533,8010.2%Business ServicesDKNGDraftKings$232,0095,9190.2%Consumer DiscretionaryKKRKKR & Co. Inc.$212,7751,6290.2%FinanceNUNU$162,25311,8870.1%Business ServicesOPENOpendoor Technologies$117,79858,8990.1%Business ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
