Stone House Investment Management

Stone House Investment Management as of Dec. 31, 2022

Portfolio Holdings for Stone House Investment Management

Stone House Investment Management holds 45 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 15.4 $43M 112k 384.21
Procter & Gamble Company (PG) 12.7 $36M 236k 151.56
Spdr S&p 500 Etf Tr Tr Unit (SPY) 11.5 $32M 85k 382.43
Ishares Tr Core Total Usd (IUSB) 11.2 $31M 698k 44.93
Ishares Tr Esg Awr Msci Usa (ESGU) 7.8 $22M 257k 84.75
Ishares Tr Mbs Etf (MBB) 4.4 $12M 133k 92.75
Ishares Tr Eafe Value Etf (EFV) 4.0 $11M 247k 45.88
Ishares Tr Core Msci Total (IXUS) 4.0 $11M 194k 57.88
Ishares Tr Us Treas Bd Etf (GOVT) 3.3 $9.4M 412k 22.72
Ishares Tr Eafe Grwth Etf (EFG) 3.3 $9.1M 109k 83.76
Ishares Tr Core Us Aggbd Et (AGG) 3.1 $8.8M 91k 96.99
Ishares Msci Emerg Mrkt (EEMV) 2.7 $7.5M 142k 53.05
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 2.2 $6.1M 149k 40.89
Ishares Tr Core 1 5 Yr Usd (ISTB) 1.9 $5.3M 115k 46.44
Ishares Tr U.s. Tech Etf (IYW) 1.4 $4.0M 54k 74.49
Ishares Tr 10-20 Yr Trs Etf (TLH) 1.4 $3.8M 35k 108.18
Ishares Tr Msci Usa Mmentm (MTUM) 1.1 $3.1M 21k 145.93
Ishares Tr Msci Usa Min Vol (USMV) 1.1 $3.0M 42k 72.10
Ishares Tr Core S&p Scp Etf (IJR) 1.0 $2.9M 30k 94.64
Ishares Tr Tips Bd Etf (TIP) 0.9 $2.4M 23k 106.44
Ishares Tr Conv Bd Etf (ICVT) 0.8 $2.2M 32k 69.47
Ishares Tr National Mun Etf (MUB) 0.6 $1.7M 16k 105.52
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) 0.5 $1.5M 55k 28.19
Ishares Tr Faln Angls Usd (FALN) 0.4 $1.2M 47k 24.61
Apple (AAPL) 0.4 $990k 7.6k 129.94
Ishares Tr Us Infrastruc (IFRA) 0.3 $929k 26k 36.26
Dbx Etf Tr Xtrckr Msci Us (USSG) 0.3 $855k 25k 34.85
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.3 $838k 13k 63.98
Peoples Financial Services Corp (PFIS) 0.2 $643k 12k 51.84
Proshares Tr Ultrpro S&p500 (UPRO) 0.2 $520k 16k 32.77
Fidelity Covington Trust Msci Energy Idx (FENY) 0.2 $513k 22k 23.84
Innovator Etfs Tr Us Eqt Ultra Bf (UMAR) 0.2 $461k 16k 28.16
Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $460k 4.4k 104.26
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.2 $443k 4.4k 99.55
Innovator Etfs Tr Us Eqt Ultra Bf (UAUG) 0.1 $387k 15k 26.12
Fidelity Covington Trust Msci Utils Index (FUTY) 0.1 $350k 7.7k 45.58
Fidelity Covington Trust Consmr Staples (FSTA) 0.1 $349k 7.8k 44.81
Innovator Etfs Tr Us Eqt Ultra Bf (UAPR) 0.1 $329k 13k 24.81
Innovator Etfs Tr Us Eqt Ultra Bfr (UFEB) 0.1 $316k 12k 26.32
Innovator Etfs Tr Us Eqty Pwr Buf (PJUN) 0.1 $246k 8.3k 29.73
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.1 $217k 4.8k 45.02
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.1 $205k 2.2k 94.51
Pfizer (PFE) 0.1 $201k 3.9k 51.24
Amyris Com New (AMRSQ) 0.0 $22k 14k 1.53
Esports Entmt Group 0.0 $4.3k 57k 0.08