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The Analysis of Stonekeep Investments, LLC's Holdings & P&L

Currently, Stonekeep Investments, LLC holds 66 types of securities in its portfolio with a total value $154.3M. In the most recent quarter, they have increased their positions in SCHB (+915.3K shares, valued at $23.0M), USFR (+332.9K shares, valued at $16.8M), VTI (+46.8K shares, valued at $15.0M); initiated new positions in SCHB (+915.3K shares, valued at $23.0M), USFR (+332.9K shares, valued at $16.8M), VTI (+46.8K shares, valued at $15.0M).

1M P&L

+4.6M+2.91%

3M P&L

+4.0M+2.50%

HY P&L

+6.9M+4.47%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A124.1M

82.8%

2Auto Manufacturers4.6M

3.1%

3Software - Infrastructure3.5M

2.4%

Top Industries by Stock Count

1N/A28 stocks

44.4%

2Software - Infrastructure6 stocks

9.5%

3Entertainment3 stocks

4.8%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHB Schwab U.S. Broad Market ETF915.3K sharesnew addition2026-03-312026-04-07

USFR WisdomTree Floating Rate Treasury Fund332.9K sharesnew addition2026-03-312026-04-07

VTI Vanguard Total Stock Market ETF46.8K sharesnew addition2026-03-312026-04-07

SGOV ISHARES 0-3 MONTH TREASURY BOND ETF101.9K sharesnew addition2026-03-312026-04-07

VWO Vanguard FTSE Emerging Markets ETF153.3K sharesnew addition2026-03-312026-04-07

SCHF Schwab International Equity ETF305.5K sharesnew addition2026-03-312026-04-07

BND Vanguard Total Bond Market ETF85.1K sharesnew addition2026-03-312026-04-07

VEA Vanguard FTSE Developed Markets ETF88.8K sharesnew addition2026-03-312026-04-07

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SCHZ Schwab US Aggregate Bond ETF223.5K sharesnew addition2026-03-312026-04-07

TSLA Tesla, Inc. - Common Stock12.5K sharesnew addition2026-03-312026-04-07

GOVT iShares U.S. Treasury Bond ETF186.0K sharesnew addition2026-03-312026-04-07

SCHE Schwab Emerging Markets Equity ETF114.0K sharesnew addition2026-03-312026-04-07

AGG iShares Core U.S. Aggregate Bond ETF37.4K sharesnew addition2026-03-312026-04-07

NVDA NVIDIA Corporation - Common Stock18.5K sharesnew addition2026-03-312026-04-07

AMZN AMAZON.COM INC14.5K sharesnew addition2026-03-312026-04-07

IAGG iShares International Aggregate Bond Fund47.8K sharesnew addition2026-03-312026-04-07

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Alphabet Inc. - Class C Capital Stock Alphabet Inc. - Class C Capital Stock7.9K sharesnew addition2026-03-312026-04-07

MSFT Microsoft Corporation - Common Stock5.9K sharesnew addition2026-03-312026-04-07

Vanguard S&P 500 ETF Vanguard S&P 500 ETF3.1K sharesnew addition2026-03-312026-04-07

AAPL APPLE INC7.0K sharesnew addition2026-03-312026-04-07

VCSH Vanguard Short-Term Corporate Bond ETF20.1K sharesnew addition2026-03-312026-04-07

BRK.A BERKSHIRE HATHAWAY INC D CLASS A2 shares0.00%2026-03-312026-04-07

BNDX Vanguard Total International Bond ETF26.8K sharesnew addition2026-03-312026-04-07

JPM JP Morgan Chase & Co. Common Stock4.0K sharesnew addition2026-03-312026-04-07

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ITOT iShares Core S&P Total U.S. Stock Market ETF7.8K sharesnew addition2026-03-312026-04-07

VXUS VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND ETF SHARES13.4K sharesnew addition2026-03-312026-04-07

META Meta Platforms, Inc. - Class A Common Stock1.7K sharesnew addition2026-03-312026-04-07

IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF16.9K sharesnew addition2026-03-312026-04-07

NFLX Netflix, Inc. - Common Stock7.9K sharesnew addition2026-03-312026-04-07

SCHO Schwab Short-Term U.S. Treasury ETF27.9K sharesnew addition2026-03-312026-04-07

IVV iShares Core S&P 500 ETF999 sharesnew addition2026-03-312026-04-07

VGSH Vanguard Short-Term Treasury ETF10.1K sharesnew addition2026-03-312026-04-07

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NEE NextEra Energy, Inc. Common Stock6.3K sharesnew addition2026-03-312026-04-07

IEMG iShares Core MSCI Emerging Markets ETF8.1K sharesnew addition2026-03-312026-04-07

IEFA iShares Core MSCI EAFE ETF5.9K sharesnew addition2026-03-312026-04-07

SPY State Street SPDR S&P 500 ETF Trust783 shares34.08%2026-03-312026-04-07

RBLX Roblox Corporation Class A Common Stock8.9K sharesnew addition2026-03-312026-04-07

BIL STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF5.3K sharesnew addition2026-03-312026-04-07

MA MASTERCARD INC CLASS CLASS A967 shares34.87%2026-03-312026-04-07

SPOT Spotify Technology S.A. Ordinary Shares897 shares13.26%2026-03-312026-04-07

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ROKU Roku, Inc. - Class A Common Stock4.4K sharesnew addition2026-03-312026-04-07

LLY ELI LILLY AND CO423 shares48.42%2026-03-312026-04-07

PLTR Palantir Technologies Inc. - Class A Common Stock2.6K sharesnew addition2026-03-312026-04-07

DDOG Datadog, Inc. - Class A Common Stock3.1K sharesnew addition2026-03-312026-04-07

VUG VANGUARD GROWTH INDEX FUND ETF SHARES804 shares0.00%2026-03-312026-04-07

UNH UnitedHealth Group Incorporated Common Stock (DE)1.2K shares43.89%2026-03-312026-04-07

SHOP Shopify Inc. - Class A Subordinate Voting Shares2.5K sharesnew addition2026-03-312026-04-07

ALPHABET INC CLASS CLASS A ALPHABET INC CLASS CLASS A1.0K sharesnew addition2026-03-312026-04-07

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JNJ Johnson & Johnson Common Stock1.2K sharesnew addition2026-03-312026-04-07

NET Cloudflare, Inc. Class A Common Stock1.4K sharesnew addition2026-03-312026-04-07

CRWD CrowdStrike Holdings, Inc. - Class A Common Stock697 shares2.35%2026-03-312026-04-07

SE Sea Limited American Depositary Shares, each representing one Class A Ordinary Share3.3K sharesnew addition2026-03-312026-04-07

TSM Taiwan Semiconductor Manufacturing Company Ltd.775 shares0.91%2026-03-312026-04-07

HIMS Hims & Hers Health, Inc. Class A Common Stock12.3K sharesnew addition2026-03-312026-04-07

DIS Walt Disney Company (The) Common Stock2.6K sharesnew addition2026-03-312026-04-07

FDX FEDEX CORP650 sharesnew addition2026-03-312026-04-07

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GBIL GOLDMAN SACHS ACCESS TREASURY 0-1 YEAR ETF2.3K sharesnew addition2026-03-312026-04-07

HD Home Depot, Inc. (The) Common Stock657 sharesnew addition2026-03-312026-04-07

TWLO Twilio Inc. Class A Common Stock1.7K sharesnew addition2026-03-312026-04-07

AEP AMERICAN ELEC PWR CO INC1.6K sharesnew addition2026-03-312026-04-07

RIO Rio Tinto Plc Common Stock2.3K sharesnew addition2026-03-312026-04-07

MCD McDonald's Corporation Common Stock671 sharesnew addition2026-03-312026-04-07

XYZ Block, Inc. Class A Common Stock,3.5K sharesnew addition2026-03-312026-04-07

CAT Caterpillar, Inc. Common Stock292 sharesnew addition2026-03-312026-04-07

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NU Nu Holdings Ltd. Class A Ordinary Shares11.4K sharesnew addition2026-03-312026-04-07

OPEN Opendoor Technologies Inc - Common Stock23.5K sharesnew addition2026-03-312026-04-07

SCHB

Schwab U.S. Broad Market ETF

New

Shares915.3K

Event2026-03-31

Filed2026-04-07

USFR

WisdomTree Floating Rate Treasury Fund

New

Shares332.9K

Event2026-03-31

Filed2026-04-07

VTI

Vanguard Total Stock Market ETF

New

Shares46.8K

Event2026-03-31

Filed2026-04-07

SGOV

ISHARES 0-3 MONTH TREASURY BOND ETF

New

Shares101.9K

Event2026-03-31

Filed2026-04-07

VWO

Vanguard FTSE Emerging Markets ETF

New

Shares153.3K

Event2026-03-31

Filed2026-04-07

SCHF

Schwab International Equity ETF

New

Shares305.5K

Event2026-03-31

Filed2026-04-07

BND

Vanguard Total Bond Market ETF

New

Shares85.1K

Event2026-03-31

Filed2026-04-07

VEA

Vanguard FTSE Developed Markets ETF

New

Shares88.8K

Event2026-03-31

Filed2026-04-07

SCHZ

Schwab US Aggregate Bond ETF

New

Shares223.5K

Event2026-03-31

Filed2026-04-07

TSLA

Tesla, Inc. - Common Stock

New

Shares12.5K

Event2026-03-31

Filed2026-04-07

GOVT

iShares U.S. Treasury Bond ETF

New

Shares186.0K

Event2026-03-31

Filed2026-04-07

SCHE

Schwab Emerging Markets Equity ETF

New

Shares114.0K

Event2026-03-31

Filed2026-04-07

AGG

iShares Core U.S. Aggregate Bond ETF

New

Shares37.4K

Event2026-03-31

Filed2026-04-07

NVDA

NVIDIA Corporation - Common Stock

New

Shares18.5K

Event2026-03-31

Filed2026-04-07

AMZN

AMAZON.COM INC

New

Shares14.5K

Event2026-03-31

Filed2026-04-07

IAGG

iShares International Aggregate Bond Fund

New

Shares47.8K

Event2026-03-31

Filed2026-04-07

Alphabet Inc. - Class C Capital Stock

New

Shares7.9K

Event2026-03-31

Filed2026-04-07

MSFT

Microsoft Corporation - Common Stock

New

Shares5.9K

Event2026-03-31

Filed2026-04-07

Vanguard S&P 500 ETF

New

Shares3.1K

Event2026-03-31

Filed2026-04-07

AAPL

APPLE INC

New

Shares7.0K

Event2026-03-31

Filed2026-04-07

VCSH

Vanguard Short-Term Corporate Bond ETF

New

Shares20.1K

Event2026-03-31

Filed2026-04-07

BRK.A

BERKSHIRE HATHAWAY INC D CLASS A

0.00%

Shares2

Event2026-03-31

Filed2026-04-07

BNDX

Vanguard Total International Bond ETF

New

Shares26.8K

Event2026-03-31

Filed2026-04-07

JPM

JP Morgan Chase & Co. Common Stock

New

Shares4.0K

Event2026-03-31

Filed2026-04-07

ITOT

iShares Core S&P Total U.S. Stock Market ETF

New

Shares7.8K

Event2026-03-31

Filed2026-04-07

VXUS

VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND ETF SHARES

New

Shares13.4K

Event2026-03-31

Filed2026-04-07