Stone Asset Management

Stone Asset Management as of Dec. 31, 2021

Portfolio Holdings for Stone Asset Management

Stone Asset Management holds 42 positions in its portfolio as reported in the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Mid Cap Etf (VO) 12.9 $22M 86k 254.76
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 11.8 $20M 327k 61.28
Ishares Tr Rus 1000 Grw Etf (IWF) 11.0 $19M 61k 305.58
Ishares Tr Rus 2000 Grw Etf (IWO) 10.2 $17M 59k 293.05
Ishares Tr S&p 500 Val Etf (IVE) 6.5 $11M 71k 156.63
Vanguard World Mega Grwth Ind (MGK) 5.1 $8.7M 33k 260.77
Ishares Tr Sp Smcp600vl Etf (IJS) 4.8 $8.2M 79k 104.50
Ishares Tr Eafe Sml Cp Etf (SCZ) 4.6 $7.9M 108k 73.09
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 4.6 $7.8M 158k 49.46
Vanguard Index Fds Sm Cp Val Etf (VBR) 4.5 $7.6M 42k 178.84
Ishares Tr Cohen Steer Reit (ICF) 4.4 $7.5M 98k 76.08
Ishares Tr Rus 1000 Val Etf (IWD) 4.2 $7.1M 42k 167.93
Ishares Tr Core Us Aggbd Et (AGG) 2.0 $3.5M 30k 114.09
Ishares Tr Core S&p Mcp Etf (IJH) 1.7 $2.9M 10k 283.08
Ishares Tr Core Intl Aggr (IAGG) 1.3 $2.1M 39k 54.52
Apple (AAPL) 1.0 $1.8M 9.9k 177.63
Ishares Tr Msci Emg Mkt Etf (EEM) 0.9 $1.5M 31k 48.84
Ishares Tr Core S&p500 Etf (IVV) 0.8 $1.4M 3.0k 476.99
Ishares Tr Msci Eafe Etf (EFA) 0.6 $1.1M 14k 78.65
Vanguard Index Fds Real Estate Etf (VNQ) 0.6 $1.0M 9.0k 116.03
American Centy Etf Tr Sustainable Eqty (ACLC) 0.5 $826k 14k 60.38
Ishares Tr Us Treas Bd Etf (GOVT) 0.5 $823k 31k 26.69
Amazon (AMZN) 0.5 $804k 241.00 3336.10
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.5 $784k 15k 51.05
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.4 $750k 2.7k 281.95
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.4 $746k 6.6k 113.01
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 0.4 $670k 6.3k 105.83
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.3 $516k 11k 47.49
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $494k 1.0k 475.46
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.3 $466k 5.7k 81.18
Vanguard Index Fds Growth Etf (VUG) 0.3 $466k 1.5k 320.72
Microsoft Corporation (MSFT) 0.2 $420k 1.3k 336.00
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $380k 1.6k 241.27
Alphabet Cap Stk Cl C (GOOG) 0.2 $359k 124.00 2895.16
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.2 $355k 4.1k 85.60
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $355k 6.5k 54.83
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.2 $340k 2.5k 133.81
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $237k 791.00 299.62
Schwab Strategic Tr Us Reit Etf (SCHH) 0.1 $231k 4.4k 52.80
Costco Wholesale Corporation (COST) 0.1 $215k 378.00 568.78
Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.1 $214k 2.4k 89.35
Retractable Technologies (RVP) 0.1 $213k 31k 6.92