Stone House Investment Management

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

  • Top 5 stock holdings are SPY, IVV, PG, ESGU, IXUS, and represent 52.52% of Stone House Investment Management's stock portfolio.
  • Added to shares of these 2 stocks: FENY, FTEC.
  • Reduced shares in these 1 stocks: IVV.
  • Stone House Investment Management was a net seller of stock by $-732.278800.
  • Stone House Investment Management has $257M in assets under management (AUM), dropping by -0.00%.
  • Central Index Key (CIK): 0001696497

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Portfolio Holdings for Stone House Investment Management

Companies in the Stone House Investment Management portfolio as of the September 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf Tr Tr Unit (SPY) 15.8 $41M 95k 428.06
Ishares Tr Core S&p500 Etf (IVV) 10.8 $28M 64k 429.93
Procter & Gamble Company (PG) 10.4 $27M 198k 134.93
Ishares Tr Esg Awr Msci Usa (ESGU) 9.2 $24M 240k 98.47
Ishares Tr Core Msci Total (IXUS) 6.3 $16M 222k 73.30
Ishares Tr Core Total Usd (IUSB) 6.0 $15M 288k 53.49
Ishares Tr Us Treas Bd Etf (GOVT) 5.8 $15M 560k 26.60
Ishares Tr Eafe Value Etf (EFV) 5.4 $14M 269k 51.76
Ishares Tr Eafe Grwth Etf (EFG) 4.0 $10M 95k 107.28
Ishares Esg Awr Msci Em (ESGE) 3.9 $10M 223k 45.15
Ishares Tr S&p 500 Val Etf (IVE) 2.9 $7.4M 50k 147.63
Ishares Tr Core S&p Scp Etf (IJR) 2.7 $7.0M 62k 112.98
Ishares Tr Ishs 1-5yr Invs (IGSB) 2.7 $6.9M 126k 54.81
Fidelity Covington Trust Msci Finls Idx (FNCL) 2.3 $5.9M 112k 52.36

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Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) 1.7 $4.4M 128k 34.50
Fidelity Covington Trust Msci Energy Idx (FENY) 1.7 $4.3M 295k 14.75
Ishares Tr S&p 500 Grwt Etf (IVW) 1.6 $4.1M 56k 72.72
Fidelity Covington Trust Msci Info Tech I (FTEC) 1.0 $2.5M 21k 117.80
Ishares Tr Faln Angls Usd (FALN) 1.0 $2.5M 83k 29.96
Dbx Etf Tr Xtrckr Msci Us (USSG) 0.8 $2.2M 55k 39.52
Ishares Tr Core Us Aggbd Et (AGG) 0.6 $1.6M 14k 115.30
Apple (AAPL) 0.5 $1.2M 8.5k 136.94
Pimco Etf Tr Active Bd Etf (BOND) 0.4 $986k 8.9k 110.96
Proshares Tr Ultrpro S&p500 (UPRO) 0.4 $965k 8.5k 113.44
Peoples Financial Services Corp (PFIS) 0.3 $791k 19k 42.61
Ishares Tr Core S&p Ttl Stk (ITOT) 0.3 $687k 7.0k 98.71
Direxion Shs Etf Tr Drx S&p500bull (SPXL) 0.3 $667k 6.3k 106.65
Ishares Tr Msci Acwi Ex Us (ACWX) 0.2 $496k 8.6k 57.51
Innovator Etfs Tr Us Eqt Ultra Bf (UAPR) 0.1 $378k 15k 25.71
Ishares Tr Mbs Etf (MBB) 0.1 $350k 3.2k 108.12
Innovator Etfs Tr Us Eqty Pwr Buf (PFEB) 0.1 $310k 11k 28.34
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.1 $285k 5.3k 53.41
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $265k 1.8k 144.49
Pfizer (PFE) 0.1 $246k 6.3k 39.24
Amyris Com New (AMRS) 0.1 $233k 14k 16.38
Innovator Etfs Tr Us Eqt Ultra Bf (UMAY) 0.1 $218k 7.8k 27.91
Amazon (AMZN) 0.1 $213k 62.00 3435.48
Innovator Etfs Tr Us Eqt Ultra Bf (UMAR) 0.1 $212k 7.3k 29.14

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