Stone House Investment Management

Latest statistics and disclosures from Stone House Investment Management's latest quarterly 13F-HR filing:

Portfolio Holdings for Stone House Investment Management

Companies in the Stone House Investment Management portfolio as of the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
iShares S&P; 500 Index (IVV) 14.91 98768 NEW 258.40
Ishares Tr cmn 14.35 876821 -12% 28.01
Procter & Gamble Company (PG) 11.55 179830 -10% 110.00
iShares Lehman Aggregate Bond (AGG) 7.49 111070 NEW 115.37
Ishares Core Msci Eafe Etf core msci eafe 6.33 217253 +29% 49.89
iShares Lehman Short Treasury Bond (SHV) 5.86 90365 +646% 111.02
iShares Lehman MBS Bond Fund (MBB) 4.36 67546 NEW 110.44
Ishares Tr etf msci usa 4.01 119428 NEW 57.49
Ishares Msci Usa Quality Facto invalid 3.83 80989 +27% 81.04
Ishares Tr core div grwth 3.78 198741 NEW 32.59
Ishares Tr 3.01 194606 +65% 26.45
iShares S&P; 500 Growth Index (IVW) 2.59 26866 -7% 165.04
Ishares Inc msci em esg se 2.54 158957 NEW 27.37
Ishares Tr usa min vo 2.08 65962 +10% 54.02
iShares S&P; 500 Value Index (IVE) 1.99 35364 NEW 96.26
Fidelity msci info tech i 1.95 53194 -28% 62.70
Ishares Msci Usa Size Factor 1.49 35676 -19% 71.39
iShares Barclays Inter Crd Bd Fund ETF) (CIU) 1.46 45443 -46% 54.93
iShares Barclays 20+ Yr Treas.Bond (TLT) 1.40 14545 -5% 165.01
Ishares Inc core msci emkt 1.38 58589 NEW 40.47
Ishares Tr 0-5yr hi yl cp 0.95 39833 NEW 40.87
Peoples Financial Services Corp 0.66 28373 NEW 39.76
Fidelity Bond Etf 0.38 12613 +216% 51.77
iShares S&P; MidCap 400 Index (IJH) 0.36 4290 NEW 143.82
Apple (AAPL) 0.31 2119 NEW 254.37
iShares S&P; 1500 Index Fund (ISI) 0.22 6486 -84% 57.20
Vanguard High Dividend Yield ETF (VYM) 0.21 5112 NEW 70.81
SPDR Barclays Capital Aggregate Bo (LAG) 0.20 11466 -79% 30.26
iShares Barclays TIPS Bond Fund (TIP) 0.16 2383 +20% 117.92
Pfizer (PFE) 0.12 6407 32.62
Fidelity msci energy idx 0.05 12183 NEW 7.55
Chesapeake Energy Corporation (CHK) 0.00 34899 NEW 0.17

Past Filings by Stone House Investment Management

View past SEC 13F filings by Stone House Investment Management

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