Stone House Investment Management

Stone House Investment Management as of Sept. 30, 2018

Portfolio Holdings for Stone House Investment Management

Stone House Investment Management holds 50 positions in its portfolio as reported in the September 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 $20M 70k 292.72
Procter & Gamble Company (PG) 9.7 $17M 204k 83.23
iShares S&P 500 Value Index (IVE) 5.8 $10M 88k 115.84
Ishares Tr fltg rate nt (FLOT) 5.8 $10M 198k 51.02
iShares S&P 500 Growth Index (IVW) 5.7 $9.9M 56k 177.17
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 5.1 $9.0M 140k 64.08
Fidelity msci info tech i (FTEC) 4.5 $7.9M 131k 60.24
iShares IBoxx $ Invest Grade Corp Bd (LQD) 4.4 $7.7M 67k 114.93
Ishares Tr fctsl msci int (INTF) 4.2 $7.4M 264k 28.08
iShares S&P SmallCap 600 Index (IJR) 3.3 $5.7M 65k 87.24
PIMCO Enhanced Short Mat Str Fund ETF (MINT) 3.2 $5.6M 55k 101.63
Ishares Inc core msci emkt (IEMG) 3.2 $5.6M 107k 51.78
iShares S&P MidCap 400 Index (IJH) 3.1 $5.4M 27k 201.28
Doubleline Total Etf etf (TOTL) 3.1 $5.4M 114k 47.25
iShares Lehman Aggregate Bond (AGG) 2.7 $4.7M 45k 105.53
Ishares Tr (LRGF) 2.3 $4.1M 121k 33.62
Ishares U S Etf Tr Commodities Select Strategy Etf (COMT) 2.2 $3.9M 100k 38.93
Ishares Tr usa min vo (USMV) 2.0 $3.5M 62k 57.03
Ishares Inc factorselect msc (EMGF) 1.9 $3.4M 78k 43.24
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) 1.9 $3.3M 30k 107.80
Spdr Series Trust dj ttl mkt etf (SPTM) 1.5 $2.6M 73k 36.20
Ishares Tr cmn (GOVT) 1.2 $2.1M 87k 24.34
Invesco Senior Loan Etf otr (BKLN) 1.2 $2.1M 89k 23.17
Ishares Tr core div grwth (DGRO) 0.9 $1.6M 42k 37.05
Ishares Trust Msci China msci china idx (MCHI) 0.9 $1.5M 25k 59.89
Peoples Financial Services Corp (PFIS) 0.7 $1.2M 29k 42.42
Ishares U S Etf Tr Short Matur sht mat bd etf (NEAR) 0.7 $1.2M 24k 50.17
iShares S&P Europe 350 Index (IEV) 0.7 $1.2M 27k 45.07
SPDR DJ Wilshire Large Cap Growth (SPYG) 0.6 $1.0M 27k 38.22
SPDR Barclay Cp Intr Trm Cr Bd (SPIB) 0.6 $967k 29k 33.30
SPDR S&P World ex-US (SPDW) 0.5 $784k 26k 30.76
SPDR Barclays Capital Aggregate Bo (SPAB) 0.4 $707k 26k 27.72
Vanguard High Dividend Yield ETF (VYM) 0.4 $678k 7.8k 87.14
Ishares Tr 0-5yr invt gr cp (SLQD) 0.3 $602k 12k 49.68
SPDR DJ Wilshire Mid Cap (SPMD) 0.3 $555k 15k 36.17
First Trust NASDAQ-100 Tech Sector InETF (QTEC) 0.3 $539k 6.8k 79.31
SPDR S&P Emerging Markets (SPEM) 0.3 $537k 15k 34.81
Ishares Em Corp Bond etf (CEMB) 0.3 $524k 11k 48.37
Apple (AAPL) 0.3 $508k 2.2k 225.98
Fidelity msci finls idx (FNCL) 0.3 $497k 12k 40.35
Spdr Tr russell 1000 lowvol (LGLV) 0.2 $440k 4.5k 97.13
Vanguard Dividend Appreciation ETF (VIG) 0.2 $335k 3.0k 110.85
Pfizer (PFE) 0.2 $302k 6.9k 44.00
Ishares Tr core tl usd bd (IUSB) 0.2 $291k 5.9k 49.08
iShares Lehman 7-10 Yr Treas. Bond (IEF) 0.2 $276k 2.7k 101.25
Cabot Oil & Gas Corporation (CTRA) 0.1 $253k 11k 22.52
SPDR DJ Wilshire Large Cap Value (SPYV) 0.1 $240k 7.7k 31.14
Ishares Tr cmn (STIP) 0.1 $238k 2.4k 98.71
Spdr Ser Tr spdr russel 2000 (SPSM) 0.1 $226k 6.8k 33.21
iShares Russell 3000 Index (IWV) 0.1 $209k 1.2k 172.73