Stone House Investment Management

Stone House Investment Management as of March 31, 2018

Portfolio Holdings for Stone House Investment Management

Stone House Investment Management holds 43 positions in its portfolio as reported in the March 2018 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares S&P 500 Index (IVV) 11.7 $18M 68k 265.38
Procter & Gamble Company (PG) 11.6 $18M 226k 79.28
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 6.7 $10M 156k 65.88
Ishares Inc core msci emkt (IEMG) 5.8 $8.9M 152k 58.40
iShares Lehman Aggregate Bond (AGG) 5.0 $7.7M 72k 107.26
iShares S&P 500 Value Index (IVE) 5.0 $7.6M 70k 109.34
Ishares Tr fctsl msci int (INTF) 4.1 $6.3M 219k 28.89
iShares S&P 500 Growth Index (IVW) 4.0 $6.1M 40k 155.07
iShares S&P SmallCap 600 Index (IJR) 3.9 $6.0M 78k 77.01
PIMCO Enhanced Short Mat Str Fund ETF (MINT) 3.6 $5.6M 55k 101.54
Doubleline Total Etf etf (TOTL) 3.6 $5.5M 114k 47.97
Ishares Tr fltg rate nt (FLOT) 3.4 $5.2M 103k 50.93
iShares IBoxx $ Invest Grade Corp Bd (LQD) 3.3 $5.1M 44k 117.39
iShares S&P MidCap 400 Index (IJH) 3.1 $4.7M 25k 187.58
Ishares Inc factorselect msc (EMGF) 3.0 $4.7M 91k 51.29
Ishares Tr (LRGF) 2.6 $4.0M 126k 31.50
Fidelity msci info tech i (FTEC) 2.3 $3.5M 68k 51.87
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) 1.9 $3.0M 26k 112.80
Ishares Tr usa min vo (USMV) 1.9 $3.0M 57k 51.93
Powershares Senior Loan Portfo mf 1.5 $2.4M 103k 23.13
Ishares Inc ctr wld minvl (ACWV) 1.5 $2.2M 27k 83.82
Ishares U S Etf Tr Commodities Select Strategy Etf (COMT) 1.4 $2.2M 60k 36.92
Ishares Trust Msci China msci china idx (MCHI) 1.4 $2.1M 31k 68.58
Ishares Tr cmn (GOVT) 1.0 $1.6M 64k 24.69
Ishares Tr core div grwth (DGRO) 0.9 $1.4M 42k 33.90
iShares Barclays 20+ Yr Treas.Bond (TLT) 0.9 $1.3M 11k 121.89
Peoples Financial Services Corp (PFIS) 0.9 $1.3M 29k 45.63
iShares S&P Europe 350 Index (IEV) 0.8 $1.2M 26k 46.64
Ishares Tr 0-5yr invt gr cp (SLQD) 0.4 $582k 12k 49.77
iShares Lehman 7-10 Yr Treas. Bond (IEF) 0.3 $532k 5.2k 103.28
Fidelity msci finls idx (FNCL) 0.3 $499k 12k 40.38
Vanguard Dividend Appreciation ETF (VIG) 0.2 $347k 3.4k 101.14
Vanguard High Dividend Yield ETF (VYM) 0.2 $341k 4.1k 82.47
Apple (AAPL) 0.2 $273k 1.6k 167.59
Ishares Tr core tl usd bd (IUSB) 0.2 $280k 5.6k 49.96
First Tr Exchng Traded Fd Vi tcw opportunis (FIXD) 0.2 $272k 5.5k 49.68
Cabot Oil & Gas Corporation (CTRA) 0.2 $269k 11k 24.01
Pimco Total Return Etf totl (BOND) 0.2 $256k 2.5k 104.02
Ishares Tr cmn (STIP) 0.2 $247k 2.5k 100.00
J P Morgan Exchange Traded F ultra shrt (JPST) 0.2 $245k 4.9k 50.00
Pfizer (PFE) 0.1 $233k 6.6k 35.48
Deutsche X-trackers Ftse Developed Ex Us deef (DEEF) 0.1 $219k 7.4k 29.72
Pimco Equity Ser rafi dyn emerg (MFEM) 0.1 $208k 7.9k 26.44