Stone House Investment Management

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

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Positions held by Stone House Investment Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Stone House Investment Management

Companies in the Stone House Investment Management portfolio as of the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 17.7 $52M +60% 114k 453.69
Spdr S&p 500 Etf Tr Tr Unit (SPY) 16.2 $48M +10% 106k 451.64
Procter & Gamble Company (PG) 11.3 $33M 217k 152.80
Ishares Tr Esg Awr Msci Usa (ESGU) 10.7 $31M +10% 309k 101.35
Ishares Tr Core Total Usd (IUSB) 7.3 $21M +39% 431k 49.63
Ishares Tr Core Msci Total (IXUS) 5.4 $16M -11% 239k 66.58
Ishares Tr Eafe Value Etf (EFV) 5.1 $15M -4% 299k 50.26
Ishares Tr Us Treas Bd Etf (GOVT) 4.4 $13M +8% 518k 24.91
Ishares Tr Eafe Grwth Etf (EFG) 2.8 $8.2M -39% 85k 96.27
Ishares Esg Awr Msci Em (ESGE) 2.0 $5.7M +18% 156k 36.73
Ishares Tr Core S&p Scp Etf (IJR) 1.9 $5.6M -20% 52k 107.88
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) 1.7 $4.9M -10% 122k 40.05
Fidelity Covington Trust Msci Energy Idx (FENY) 1.5 $4.5M -14% 216k 20.94
Ishares Tr Tips Bd Etf (TIP) 1.4 $4.2M -44% 34k 124.58

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Ishares Tr Faln Angls Usd (FALN) 1.3 $3.8M -35% 137k 27.76
Fidelity Covington Trust Msci Info Tech I (FTEC) 1.2 $3.6M -27% 29k 123.09
Ishares Tr S&p 500 Val Etf (IVE) 1.2 $3.5M -44% 23k 155.72
Ishares Tr Msci Usa Min Vol (USMV) 1.1 $3.1M +9% 40k 77.58
Ishares Tr 10-20 Yr Trs Etf (TLH) 1.0 $2.8M +414% 21k 134.63
Dbx Etf Tr Xtrckr Msci Us (USSG) 0.7 $2.1M -2% 51k 41.67
Apple (AAPL) 0.5 $1.4M 8.2k 174.62
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.4 $1.2M NEW 25k 48.46
Proshares Tr Ultrpro S&p500 (UPRO) 0.3 $909k +99% 14k 63.64
Pimco Etf Tr Active Bd Etf (BOND) 0.3 $874k +2% 8.6k 101.83
Ishares Tr Msci Acwi Ex Us (ACWX) 0.2 $717k +62% 14k 52.26
Peoples Financial Services Corp (PFIS) 0.2 $665k -27% 13k 50.47
Direxion Shs Etf Tr Drx S&p500bull (SPXL) 0.2 $577k -10% 4.8k 119.81
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.2 $543k NEW 8.3k 65.62
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.2 $502k +29% 10k 49.77
Fidelity Covington Trust Msci Utils Index (FUTY) 0.2 $456k NEW 9.5k 47.92
Innovator Etfs Tr S&p 500 Ultra (UAPR) 0.1 $389k 15k 26.46
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $384k -74% 3.6k 107.02
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.1 $382k NEW 3.6k 104.83
Innovator Etfs Tr S&p 500 Ultra (UJAN) 0.1 $362k NEW 12k 30.93
Ishares Tr Mbs Etf (MBB) 0.1 $324k +3% 3.2k 101.98
Tesla Motors (TSLA) 0.1 $321k 298.00 1077.18
Innovator Etfs Tr S&p 500 Ultra (UOCT) 0.1 $299k NEW 11k 28.34
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.1 $295k NEW 3.3k 88.88
Fidelity Covington Trust Consmr Staples (FSTA) 0.1 $256k NEW 5.6k 45.77
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $246k +8% 3.2k 76.26
Ishares Tr National Mun Etf (MUB) 0.1 $246k NEW 2.2k 109.67
Innovator Etfs Tr S&p 500 Ultra Bf (UMAY) 0.1 $242k 8.4k 28.83
Pfizer (PFE) 0.1 $242k -25% 4.7k 51.67
Amazon (AMZN) 0.1 $218k 67.00 3253.73
Fidelity Covington Trust Msci Matls Index (FMAT) 0.1 $216k NEW 4.4k 49.61
Amyris Com New (AMRS) 0.0 $62k 14k 4.36

Past Filings by Stone House Investment Management

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

View all past filings