Stone House Investment Management

Stone House Investment Management as of Sept. 30, 2022

Portfolio Holdings for Stone House Investment Management

Stone House Investment Management holds 42 positions in its portfolio as reported in the September 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 18.5 $40M 111k 358.65
Procter & Gamble Company (PG) 14.0 $30M 240k 126.25
Ishares Tr Core Total Usd (IUSB) 11.5 $25M 557k 44.50
Ishares Tr Esg Awr Msci Usa (ESGU) 10.4 $22M 282k 79.41
Ishares Tr Us Treas Bd Etf (GOVT) 9.3 $20M 881k 22.76
Ishares Tr Core Us Aggbd Et (AGG) 3.9 $8.5M 88k 96.34
Ishares Tr Eafe Value Etf (EFV) 3.9 $8.5M 220k 38.53
Ishares Tr Eafe Grwth Etf (EFG) 3.9 $8.3M 115k 72.56
Ishares Tr Tips Bd Etf (TIP) 3.4 $7.3M 69k 104.91
Ishares Msci Emerg Mrkt (EEMV) 2.9 $6.2M 123k 50.68
Ishares Tr Core 1 5 Yr Usd (ISTB) 2.4 $5.3M 114k 46.10
Ishares Tr Mbs Etf (MBB) 2.0 $4.3M 47k 91.58
Ishares Tr Faln Angls Usd (FALN) 2.0 $4.2M 177k 23.90
Ishares Tr Core High Dv Etf (HDV) 1.5 $3.1M 34k 91.29
Ishares Tr 10-20 Yr Trs Etf (TLH) 1.4 $3.0M 28k 108.94
Ishares Tr Core S&p Scp Etf (IJR) 1.3 $2.7M 31k 87.20
Ishares Tr Msci Usa Min Vol (USMV) 1.2 $2.6M 39k 66.10
Ishares Tr Conv Bd Etf (ICVT) 1.0 $2.2M 33k 68.91
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) 0.8 $1.7M 47k 35.71
Dbx Etf Tr Xtrckr Msci Us (USSG) 0.5 $1.2M 36k 32.61
Apple (AAPL) 0.5 $1.1M 7.8k 138.18
Ishares Tr National Mun Etf (MUB) 0.5 $1.0M 10k 102.56
Ishares Tr Us Infrastruc (IFRA) 0.4 $849k 26k 32.24
Peoples Financial Services Corp (PFIS) 0.3 $618k 13k 46.85
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.3 $584k 10k 57.70
Innovator Etfs Tr Us Eqt Ultra Bf (UMAR) 0.2 $492k 18k 27.72
Innovator Etfs Tr Us Eqt Ultra Bf (UAUG) 0.2 $428k 17k 25.28
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.2 $362k 3.5k 102.55
Innovator Etfs Tr Us Eqt Ultra Bfr (UFEB) 0.2 $350k 14k 25.89
Innovator Etfs Tr Us Eqt Ultra Bf (UAPR) 0.2 $344k 14k 24.28
Ishares Esg Awr Msci Em (ESGE) 0.2 $330k 12k 27.68
Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $327k 3.2k 102.57
Fidelity Covington Trust Msci Energy Idx (FENY) 0.1 $296k 15k 19.84
Fidelity Covington Trust Msci Utils Index (FUTY) 0.1 $292k 6.9k 42.20
Innovator Etfs Tr Us Eqty Pwr Buf (PJUN) 0.1 $272k 9.6k 28.40
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.1 $237k 3.3k 71.06
Fidelity Covington Trust Consmr Staples (FSTA) 0.1 $226k 5.6k 40.08
Tesla Motors (TSLA) 0.1 $221k 832.00 265.62
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.1 $214k 4.8k 44.44
Pfizer (PFE) 0.1 $205k 4.7k 43.75
Ishares Tr Ibonds 24 Trm Ts (IBTE) 0.1 $201k 8.4k 23.97
Amyris Com New (AMRSQ) 0.0 $42k 14k 2.95