Stone House Investment Management

Stone House Investment Management as of June 30, 2018

Portfolio Holdings for Stone House Investment Management

Stone House Investment Management holds 47 positions in its portfolio as reported in the June 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 273.05
Procter & Gamble Company (PG) 10.5 $17M 211k 78.06
iShares S&P 500 Growth Index (IVW) 6.7 $11M 65k 162.60
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 6.0 $9.4M 148k 63.37
iShares Lehman Aggregate Bond (AGG) 4.9 $7.6M 72k 106.33
iShares S&P 500 Value Index (IVE) 4.7 $7.4M 67k 110.12
Ishares Tr fctsl msci int (INTF) 4.6 $7.2M 262k 27.63
Ishares Inc core msci emkt (IEMG) 4.2 $6.5M 124k 52.51
iShares S&P SmallCap 600 Index (IJR) 3.7 $5.8M 70k 83.46
PIMCO Enhanced Short Mat Str Fund ETF (MINT) 3.6 $5.7M 56k 101.54
Ishares Tr fltg rate nt (FLOT) 3.6 $5.6M 111k 51.00
Doubleline Total Etf etf (TOTL) 3.5 $5.5M 115k 47.55
iShares IBoxx $ Invest Grade Corp Bd (LQD) 3.3 $5.1M 45k 114.58
iShares S&P MidCap 400 Index (IJH) 3.2 $5.0M 26k 194.78
Ishares Inc factorselect msc (EMGF) 2.8 $4.4M 96k 46.19
Ishares Tr (LRGF) 2.5 $4.0M 124k 31.97
Ishares U S Etf Tr Commodities Select Strategy Etf (COMT) 2.5 $3.9M 101k 39.06
Fidelity msci info tech i (FTEC) 2.3 $3.6M 64k 55.27
Ishares Tr usa min vo (USMV) 2.0 $3.1M 59k 53.16
Invesco Senior Loan Etf otr (BKLN) 1.4 $2.1M 93k 22.90
Ishares Trust Msci China msci china idx (MCHI) 1.3 $2.1M 33k 64.59
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) 1.3 $2.1M 19k 106.79
iShares Barclays 20+ Yr Treas.Bond (TLT) 1.3 $2.0M 17k 121.69
Ishares Tr cmn (GOVT) 1.1 $1.7M 68k 24.62
Ishares Tr core div grwth (DGRO) 1.0 $1.5M 44k 34.29
Peoples Financial Services Corp (PFIS) 0.9 $1.4M 29k 47.02
iShares S&P Europe 350 Index (IEV) 0.8 $1.2M 27k 44.69
Vanguard High Dividend Yield ETF (VYM) 0.6 $982k 12k 83.09
iShares Russell 3000 Index (IWV) 0.4 $624k 3.8k 162.29
Ishares Tr 0-5yr invt gr cp (SLQD) 0.4 $568k 11k 49.62
iShares Lehman 7-10 Yr Treas. Bond (IEF) 0.3 $518k 5.0k 102.59
Fidelity msci finls idx (FNCL) 0.3 $495k 13k 39.21
Vanguard Extended Market ETF (VXF) 0.3 $443k 3.8k 117.82
Invesco S&p 500 Equal Weight Etf (RSP) 0.3 $417k 4.1k 101.96
Apple (AAPL) 0.3 $402k 2.2k 185.00
iShares Dow Jones Select Dividend (DVY) 0.2 $341k 3.5k 97.71
Vanguard Dividend Appreciation ETF (VIG) 0.2 $335k 3.3k 101.76
Vanguard FTSE All-World ex-US ETF (VEU) 0.2 $296k 5.7k 51.84
Cabot Oil & Gas Corporation (CTRA) 0.2 $267k 11k 23.77
Energy Select Sector SPDR (XLE) 0.2 $271k 3.6k 76.04
Ishares Tr core tl usd bd (IUSB) 0.2 $272k 5.5k 49.39
Pfizer (PFE) 0.2 $247k 6.8k 36.28
Ishares Tr cmn (STIP) 0.1 $235k 2.4k 99.53
Deutsche X-trackers Ftse Developed Ex Us deef (DEEF) 0.1 $223k 7.8k 28.72
J P Morgan Exchange Traded F ultra shrt (JPST) 0.1 $220k 4.4k 50.11
Pimco Total Return Etf totl (BOND) 0.1 $206k 2.0k 103.10
Market Vectors Etf Tr Oil Svcs 0.1 $201k 7.7k 26.22