Stone House Investment Management

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

  • Top 5 stock holdings are IVV, PG, ESGU, EFG, LQD, and represent 50.53% of Stone House Investment Management's stock portfolio.
  • Added to shares of these 10 stocks: ESGU (+$6.4M), LQD, ESGE, PG, BOND, IGSB, PSEP, TSLA, FDIS, IVE.
  • Started 4 new stock positions in FDIS, PSEP, TSLA, SPXS.
  • Reduced shares in these 10 stocks: , , IVV (-$9.4M), GOVT (-$7.9M), ACWX, IJR, AGG, IYG, IEFA, SHV.
  • Sold out of its positions in SPXL, IJK, IYG, IXUS, UPRO, SPY.
  • Stone House Investment Management was a net seller of stock by $-61M.
  • Stone House Investment Management has $199M in assets under management (AUM), dropping by -19.75%.

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Portfolio Holdings for Stone House Investment Management

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 14.4 $29M -24% 76k 375.39
Procter & Gamble Company (PG) 13.6 $27M +3% 195k 139.14
Ishares Tr Esg Awr Msci Usa (ESGU) 10.4 $21M +44% 239k 86.03
Ishares Tr Eafe Grwth Etf (EFG) 6.3 $12M -7% 123k 100.91
Ishares Tr Iboxx Inv Cp Etf (LQD) 5.9 $12M +23% 84k 138.12
Ishares Tr Core Us Aggbd Et (AGG) 5.3 $11M -24% 89k 118.19
Ishares Tr Us Treas Bd Etf (GOVT) 5.0 $10M -44% 366k 27.24
Ishares Esg Awr Msci Em (ESGE) 5.0 $9.8M +15% 235k 41.98
Pimco Etf Tr Active Bd Etf (BOND) 4.4 $8.7M +5% 77k 113.11
Ishares Tr Core Div Grwth (DGRO) 4.1 $8.1M 180k 44.82
Ishares Tr Ishs 1-5yr Invs (IGSB) 3.1 $6.2M +4% 113k 55.17
Ishares Tr S&p 500 Val Etf (IVE) 3.0 $6.0M +2% 47k 128.01
Ishares Tr Mbs Etf (MBB) 2.7 $5.4M -21% 49k 110.12
Fidelity Covington Trust Msci Info Tech I (FTEC) 2.6 $5.2M 50k 104.51

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Ishares Tr U.s. Med Dvc Etf (IHI) 2.4 $4.8M 15k 327.29
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 1.9 $3.8M +3% 84k 45.44
Ishares Tr Core S&p Scp Etf (IJR) 1.7 $3.3M -52% 36k 91.91
Ishares Tr Core Msci Eafe (IEFA) 1.6 $3.2M -43% 46k 69.09
Ishares Tr Msci Usa Min Vol (USMV) 1.4 $2.7M +3% 40k 67.89
Dbx Etf Tr Xtrckr Msci Us (USSG) 1.3 $2.5M -4% 74k 34.09
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.6 $1.2M +2% 7.8k 157.72
Apple (AAPL) 0.6 $1.1M 8.6k 132.69
Peoples Financial Services Corp (PFIS) 0.4 $863k -17% 24k 36.76
Ishares Tr Core S&p Ttl Stk (ITOT) 0.3 $593k 6.9k 86.19
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.3 $542k 10k 54.25
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $525k 3.7k 141.17
Ishares Tr S&p 500 Grwt Etf (IVW) 0.3 $516k -57% 8.1k 63.82
Ishares Tr Msci Acwi Ex Us (ACWX) 0.3 $513k -89% 9.7k 53.06
Spdr Ser Tr Ssga Us Lrg Etf (LGLV) 0.2 $438k 3.6k 120.03
Innovator Etfs Tr S&P 500 PWR (PSEP) 0.1 $262k NEW 9.4k 27.91
Ishares Tr Short Treas Bd (SHV) 0.1 $246k -87% 2.2k 110.36
Amazon (AMZN) 0.1 $234k 72.00 3250.00
Pfizer (PFE) 0.1 $232k -11% 6.3k 36.85
Tesla Motors (TSLA) 0.1 $222k NEW 314.00 707.01
Fidelity Covington Trust Msci Consm Dis (FDIS) 0.1 $216k NEW 3.0k 71.43
Direxion Shs Etf Tr Dly S&p500 Br 3x (SPXS) 0.0 $52k NEW 13k 3.94

Past Filings by Stone House Investment Management

SEC 13F filings are viewable for Stone House Investment Management going back to 2016