Stone House Investment Management

Stone House Investment Management as of June 30, 2017

Portfolio Holdings for Stone House Investment Management

Stone House Investment Management holds 37 positions in its portfolio as reported in the June 2017 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares S&P 500 Index (IVV) 12.9 $18M 74k 243.41
Procter & Gamble Company (PG) 12.1 $17M 193k 87.15
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 9.8 $14M 224k 60.89
iShares S&P 500 Value Index (IVE) 8.6 $12M 114k 104.96
Ishares Tr fltg rate nt (FLOT) 5.5 $7.6M 150k 50.92
Ishares Inc core msci emkt (IEMG) 5.4 $7.5M 150k 50.04
iShares Lehman Aggregate Bond (AGG) 5.3 $7.4M 68k 109.52
Ishares Tr cmn (STIP) 4.0 $5.6M 56k 100.38
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) 3.6 $5.1M 44k 114.37
iShares MSCI EAFE Value Index (EFV) 3.1 $4.3M 83k 51.70
iShares S&P MidCap 400 Index (IJH) 3.0 $4.2M 24k 173.94
iShares S&P SmallCap 600 Index (IJR) 2.6 $3.7M 53k 70.12
iShares IBoxx $ Invest Grade Corp Bd (LQD) 2.5 $3.5M 29k 120.53
Doubleline Total Etf etf (TOTL) 2.0 $2.8M 57k 49.20
Powershares Senior Loan Portfo mf 1.6 $2.2M 96k 23.14
Ishares Tr usa min vo (USMV) 1.5 $2.1M 43k 48.92
iShares Barclays TIPS Bond Fund (TIP) 1.4 $2.0M 18k 113.41
iShares Lehman 7-10 Yr Treas. Bond (IEF) 1.4 $2.0M 19k 106.63
Fidelity msci info tech i (FTEC) 1.4 $1.9M 45k 42.71
iShares iBoxx $ High Yid Corp Bond (HYG) 1.3 $1.9M 21k 88.39
Ishares U S Etf Tr Commodities Select Strategy Etf (COMT) 1.3 $1.8M 55k 32.59
iShares S&P Global Infrastructure Index (IGF) 1.2 $1.7M 40k 43.97
iShares S&P 500 Growth Index (IVW) 1.2 $1.7M 12k 136.88
Ishares Trust Msci China msci china idx (MCHI) 1.1 $1.5M 28k 54.70
Ishares Tr core div grwth (DGRO) 1.0 $1.4M 44k 31.31
Peoples Financial Services Corp (PFIS) 0.9 $1.3M 30k 43.73
iShares Barclays 20+ Yr Treas.Bond (TLT) 0.8 $1.2M 9.4k 125.09
MSCI Europe Financials Sector Index Fund (EUFN) 0.8 $1.2M 53k 21.93
Vanguard Dividend Appreciation ETF (VIG) 0.4 $579k 6.3k 92.64
Ishares Tr hdg msci eafe (HEFA) 0.3 $494k 17k 28.41
Vanguard Short-Term Bond ETF (BSV) 0.3 $442k 5.5k 79.87
Fidelity msci finls idx (FNCL) 0.3 $416k 11k 36.35
Vanguard High Dividend Yield ETF (VYM) 0.2 $340k 4.4k 78.09
PIMCO 1-5 Year US TIPS Index Fund (STPZ) 0.2 $303k 5.8k 52.15
Pfizer (PFE) 0.2 $243k 7.2k 33.58
Apple (AAPL) 0.2 $226k 1.6k 143.95
Ishares Inc ctr wld minvl (ACWV) 0.2 $228k 2.9k 79.00