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, SPY, GOVT, AGG, and represent 46.58% of Stone House Investment Management's stock portfolio.
  • Added to shares of these 10 stocks: SPY (+$23M), IXUS (+$9.5M), BOND (+$8.2M), IVV (+$5.6M), ACWX, AAPL, MBB, SPXL, UPRO, AMZN.
  • Started 6 new stock positions in IXUS, UPRO, AMZN, BOND, SPY, SPXL.
  • Reduced shares in these 10 stocks: LRGF (-$5.4M), GOVT, AGG, IJK, SHV, IVE, EFG, FTEC, FBND, ESGU.
  • Sold out of its positions in LRGF.
  • Stone House Investment Management was a net buyer of stock by $37M.
  • Stone House Investment Management has $247M in assets under management (AUM), dropping by 24.18%.

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Portfolio Holdings for Stone House Investment Management

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 13.7 $34M +19% 101k 336.06
Procter & Gamble Company (PG) 10.6 $26M 189k 138.99
Spdr S&p 500 Etf Tr Tr Unit (SPY) 9.2 $23M NEW 68k 334.89
Ishares Tr Us Treas Bd Etf (GOVT) 7.4 $18M -13% 656k 27.95
Ishares Tr Core Us Aggbd Et (AGG) 5.7 $14M -10% 119k 118.06
Ishares Tr Esg Awr Msci Usa (ESGU) 5.1 $13M 165k 76.21
Ishares Tr Eafe Grwth Etf (EFG) 4.9 $12M -2% 134k 89.88
Ishares Tr Core Msci Total (IXUS) 3.9 $9.5M NEW 164k 58.34
Ishares Tr Iboxx Inv Cp Etf (LQD) 3.7 $9.2M +2% 68k 134.71
Pimco Etf Tr Active Bd Etf (BOND) 3.3 $8.2M NEW 73k 112.43
Ishares Esg Awr Msci Em (ESGE) 2.9 $7.2M 203k 35.61
Ishares Tr Core Div Grwth (DGRO) 2.9 $7.1M 179k 39.79
Ishares Tr Mbs Etf (MBB) 2.8 $6.9M +7% 63k 110.40
Ishares Tr Ishs 1-5yr Invs (IGSB) 2.4 $5.9M +3% 107k 54.91

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Ishares Tr Core S&p Scp Etf (IJR) 2.1 $5.3M 75k 70.23
Ishares Tr S&p 500 Val Etf (IVE) 2.1 $5.2M -9% 46k 112.45
Ishares Tr Core Msci Eafe (IEFA) 2.0 $5.0M 83k 60.28
Fidelity Covington Trust Msci Info Tech I (FTEC) 1.9 $4.6M -4% 51k 92.06
Ishares Tr Msci Acwi Ex Us (ACWX) 1.8 $4.4M +40% 96k 45.99
Ishares Tr S&p 500 Grwt Etf (IVW) 1.8 $4.4M 19k 231.11
Ishares Tr U.s. Med Dvc Etf (IHI) 1.7 $4.3M 14k 299.65
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 1.4 $3.5M +2% 81k 43.95
Ishares Tr U.s. Fin Svc Etf (IYG) 1.1 $2.6M +2% 21k 122.00
Ishares Tr Msci Usa Min Vol (USMV) 1.0 $2.5M 39k 63.73
Dbx Etf Tr Xtrckr Msci Us (USSG) 1.0 $2.4M -4% 78k 30.68
Ishares Tr Short Treas Bd (SHV) 0.8 $2.0M -30% 18k 110.71
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.5 $1.2M +11% 7.6k 163.24
Apple (AAPL) 0.4 $1.0M +313% 8.8k 115.83
Peoples Financial Services Corp (PFIS) 0.4 $987k 28k 34.76
Ishares Tr S&p Mc 400gr Etf (IJK) 0.3 $773k -66% 3.2k 239.10
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.2 $546k -23% 10k 54.66
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $526k +31% 7.0k 75.43
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $488k 3.8k 128.62
Direxion Shs Etf Tr Drx S&p500bull (SPXL) 0.2 $456k NEW 8.7k 52.68
Proshares Tr Ultrpro S&p500 (UPRO) 0.2 $429k NEW 7.7k 55.86
Spdr Ser Tr Ssga Us Lrg Etf (LGLV) 0.2 $400k -2% 3.7k 108.46
Pfizer (PFE) 0.1 $260k 7.1k 36.70
Amazon (AMZN) 0.1 $224k NEW 71.00 3154.93

Past Filings by Stone House Investment Management

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