Stone House Investment Management

Stone House Investment Management as of Sept. 30, 2017

Portfolio Holdings for Stone House Investment Management

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Procter & Gamble Company (PG) 13.3 $19M 206k 90.98
iShares S&P 500 Index (IVV) 13.1 $18M 73k 252.94
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 7.7 $11M 169k 64.17
iShares S&P 500 Value Index (IVE) 6.8 $9.6M 89k 107.91
Ishares Inc core msci emkt (IEMG) 5.8 $8.1M 151k 54.02
iShares Lehman Aggregate Bond (AGG) 5.6 $7.9M 72k 109.59
Ishares Tr fltg rate nt (FLOT) 5.2 $7.2M 142k 50.94
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) 3.8 $5.3M 46k 116.42
iShares S&P 500 Growth Index (IVW) 3.8 $5.3M 37k 143.42
iShares MSCI EAFE Value Index (EFV) 3.2 $4.5M 83k 54.59
iShares S&P MidCap 400 Index (IJH) 2.9 $4.1M 23k 178.89
iShares S&P SmallCap 600 Index (IJR) 2.9 $4.0M 54k 74.22
Ishares Tr usa min vo (USMV) 2.5 $3.6M 71k 50.34
iShares IBoxx $ Invest Grade Corp Bd (LQD) 2.5 $3.5M 29k 121.22
Ishares Tr cmn (STIP) 2.3 $3.2M 32k 100.39
iShares Lehman 7-10 Yr Treas. Bond (IEF) 2.2 $3.1M 29k 106.51
Doubleline Total Etf etf (TOTL) 2.1 $3.0M 61k 49.27
Powershares Senior Loan Portfo mf 1.6 $2.2M 97k 23.16
Ishares Inc ctr wld minvl (ACWV) 1.5 $2.1M 26k 81.39
Fidelity msci info tech i (FTEC) 1.4 $2.0M 43k 46.17
Ishares U S Etf Tr Commodities Select Strategy Etf (COMT) 1.4 $2.0M 56k 34.85
Ishares Trust Msci China msci china idx (MCHI) 1.2 $1.7M 27k 63.08
iShares S&P Global Infrastructure Index (IGF) 1.2 $1.7M 38k 45.26
Peoples Financial Services Corp (PFIS) 1.0 $1.4M 30k 47.80
iShares Barclays 20+ Yr Treas.Bond (TLT) 0.9 $1.3M 11k 124.74
Ishares Tr core div grwth (DGRO) 0.8 $1.1M 33k 32.48
MSCI Europe Financials Sector Index Fund (EUFN) 0.7 $986k 42k 23.49
Vanguard Dividend Appreciation ETF (VIG) 0.4 $553k 5.8k 94.87
Ishares Tr hdg msci eafe (HEFA) 0.4 $501k 17k 28.92
Vanguard Short-Term Bond ETF (BSV) 0.3 $424k 5.3k 79.74
Fidelity msci finls idx (FNCL) 0.3 $418k 11k 37.99
Vanguard High Dividend Yield ETF (VYM) 0.2 $356k 4.4k 81.19
PIMCO 1-5 Year US TIPS Index Fund (STPZ) 0.2 $281k 5.4k 52.18
iShares Russell 1000 Value Index (IWD) 0.2 $248k 2.1k 118.49
Apple (AAPL) 0.2 $243k 1.6k 154.19
Pfizer (PFE) 0.2 $230k 6.5k 35.65
Ishares Tr core intl aggr (IAGG) 0.2 $225k 4.4k 51.68