Stonehearth Capital Management

Latest statistics and disclosures from Stonehearth Capital Management's latest quarterly 13F-HR filing:

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Positions held by Stonehearth Capital Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Stonehearth Capital Management

Companies in the Stonehearth Capital Management portfolio as of the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Msci Usa Value (VLUE) 11.2 $21M 202k 102.46
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 8.3 $15M 292k 52.05
Ishares Tr Msci Usa Mmentm (MTUM) 7.8 $14M 89k 160.86
Ishares Tr Msci Usa Qlt Fct (QUAL) 7.2 $13M 109k 121.78
Ishares Tr Msci Usa Min Vol (USMV) 7.0 $13M 185k 69.19
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 6.8 $13M +4% 187k 67.23
J P Morgan Exchange-traded F Div Rtn Int Eq (JPIN) 6.6 $12M 200k 61.00
Osi Etf Tr Oshares Us Smlcp (OUSM) 6.4 $12M 343k 34.14
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 4.5 $8.2M 167k 49.11
Ishares Msci Frontier (FM) 4.1 $7.5M +3% 255k 29.49
Ishares Tr Core S&p Scp Etf (IJR) 2.9 $5.3M -3% 49k 108.53
Vaneck Vectors Etf Tr Gold Miners Etf (GDX) 2.8 $5.2M NEW 159k 32.50
Ishares Silver Tr Ishares (SLV) 2.3 $4.2M 184k 22.70
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 1.3 $2.3M 53k 43.78

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Spdr Ser Tr Spdr S&p 500 Etf (SPYX) 1.2 $2.3M 23k 98.21
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 1.2 $2.2M +2% 47k 48.20
Spdr Ser Tr Wells Fg Pfd Etf (PSK) 1.1 $2.1M +3% 48k 43.43
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 1.1 $2.0M -5% 46k 43.04
Apple (AAPL) 1.1 $2.0M 16k 122.16
Ishares Tr Iboxx Inv Cp Etf (LQD) 1.0 $1.8M 14k 130.08
Ishares Tr Msci Lw Crb Tg (CRBN) 0.9 $1.7M +6% 11k 156.10
Vanguard Index Fds Value Etf (VTV) 0.9 $1.7M 13k 131.48
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.9 $1.6M 37k 44.34
Etf Managers Tr Etho Climate Lea (ETHO) 0.9 $1.6M -6% 27k 57.58
Spdr Gold Tr Gold Shs (GLD) 0.8 $1.5M -76% 9.7k 159.96
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.7 $1.2M +8% 22k 54.71
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.6 $1.1M 15k 79.10
Johnson & Johnson (JNJ) 0.6 $1.1M -4% 6.8k 164.44
Spdr Index Shs Fds S&p Intl Smlcp (GWX) 0.6 $1.0M 28k 37.38
General Electric Company (GE) 0.5 $885k 67k 13.13
Deere & Company (DE) 0.5 $847k 2.3k 374.28
Ishares Tr Tips Bd Etf (TIP) 0.4 $813k 6.5k 125.56
Spdr Ser Tr Portfli Tips Etf (SPIP) 0.4 $647k -2% 21k 30.56
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $642k +78% 1.6k 396.54
Ishares Tr Pfd And Incm Sec (PFF) 0.3 $639k -8% 17k 38.42
JPMorgan Chase & Co. (JPM) 0.3 $595k 3.9k 152.33
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.3 $478k +7% 6.7k 71.77
Schwab Strategic Tr Intrm Trm Tres (SCHR) 0.2 $458k 8.1k 56.40
Progressive Corporation (PGR) 0.2 $427k -13% 4.5k 95.72
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $426k 1.8k 243.15
Abbott Laboratories (ABT) 0.2 $423k 3.5k 119.90
Home Depot (HD) 0.2 $412k 1.4k 305.19
Verizon Communications (VZ) 0.2 $396k +15% 6.8k 58.15
Analog Devices (ADI) 0.2 $357k 2.3k 155.15
Ishares Tr Grwt Allocat Etf (AOR) 0.2 $350k 6.5k 53.54
Vanguard Index Fds Growth Etf (VUG) 0.2 $321k +25% 1.2k 257.01
Southwest Airlines (LUV) 0.2 $302k +2% 4.9k 61.06
Exxon Mobil Corporation (XOM) 0.2 $295k -2% 5.3k 55.82
Ishares Tr Core S&p500 Etf (IVV) 0.2 $293k 737.00 397.56
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.2 $280k NEW 6.1k 45.71
Starbucks Corporation (SBUX) 0.2 $278k 2.5k 109.45
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.1 $254k 7.2k 35.29
J P Morgan Exchange-traded F Intl Bd Opp Etf (JPIB) 0.1 $252k NEW 4.9k 51.38
Ishares Tr Mrngstr Inc Etf (IYLD) 0.1 $246k 11k 23.44
Merck & Co (MRK) 0.1 $236k 3.1k 77.00
Target Corporation (TGT) 0.1 $236k 1.2k 198.32
Lowe's Companies (LOW) 0.1 $228k NEW 1.2k 190.00
Newmont Mining Corporation (NEM) 0.1 $227k NEW 3.8k 60.29
Emerson Electric (EMR) 0.1 $225k NEW 2.5k 90.11
D.R. Horton (DHI) 0.1 $218k NEW 2.5k 88.98
CVS Caremark Corporation (CVS) 0.1 $217k NEW 2.9k 75.29
Gap (GPS) 0.1 $216k NEW 7.2k 29.81
Pfizer (PFE) 0.1 $216k 6.0k 36.28
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $204k 2.5k 82.09

Past Filings by Stonehearth Capital Management

SEC 13F filings are viewable for Stonehearth Capital Management going back to 2014

View all past filings