Stone House Investment Management

Stone House Investment Management as of June 30, 2019

Portfolio Holdings for Stone House Investment Management

Stone House Investment Management holds 37 positions in its portfolio as reported in the June 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares S&P 500 Index (IVV) 12.4 $24M 81k 294.75
Ishares Tr cmn (GOVT) 11.1 $21M 821k 25.81
Procter & Gamble Company (PG) 10.6 $20M 184k 109.65
iShares Lehman Aggregate Bond (AGG) 7.2 $14M 123k 111.35
iShares Russell 3000 Index (IWV) 6.1 $12M 68k 172.36
iShares S&P 500 Growth Index (IVW) 5.8 $11M 62k 179.23
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 5.2 $10M 164k 61.40
iShares S&P 500 Value Index (IVE) 4.4 $8.4M 72k 116.57
Ishares Inc core msci emkt (IEMG) 3.2 $6.1M 119k 51.44
iShares S&P 1500 Index Fund (ITOT) 3.1 $5.9M 88k 66.63
iShares S&P SmallCap 600 Index (IJR) 2.8 $5.3M 67k 78.28
Ishares Core Intl Stock Etf core (IXUS) 2.6 $4.9M 84k 58.64
iShares Lehman Short Treasury Bond (SHV) 2.5 $4.8M 43k 110.65
iShares IBoxx $ Invest Grade Corp Bd (LQD) 2.5 $4.8M 38k 124.37
Fidelity msci info tech i (FTEC) 2.4 $4.6M 74k 62.28
Spdr Series Trust dj ttl mkt etf (SPTM) 2.3 $4.3M 119k 36.46
Ishares Tr usa min vo (USMV) 2.2 $4.2M 68k 61.72
iShares S&P MidCap 400 Index (IJH) 1.8 $3.5M 18k 194.27
Ishares Tr core tl usd bd (IUSB) 1.8 $3.4M 65k 51.68
Ishares Tr (LRGF) 1.7 $3.2M 102k 31.76
Ishares Tr fctsl msci int (INTF) 1.4 $2.6M 99k 26.26
iShares Lehman MBS Bond Fund (MBB) 1.3 $2.5M 23k 107.62
Ishares Tr liquid inc etf (ICSH) 1.0 $1.9M 38k 50.38
Peoples Financial Services Corp (PFIS) 0.7 $1.3M 29k 45.00
SPDR S&P World ex-US (SPDW) 0.6 $1.1M 39k 29.58
SPDR Barclays Capital Aggregate Bo (SPAB) 0.5 $852k 29k 29.17
Ishares Inc factorselect msc (EMGF) 0.4 $791k 19k 42.13
SPDR S&P Emerging Markets (SPEM) 0.4 $762k 21k 35.77
Ishares U S Etf Tr Short Matur sht mat bd etf (NEAR) 0.4 $744k 15k 50.36
SPDR Barclay Cp Intr Trm Cr Bd (SPIB) 0.3 $632k 18k 34.95
Vanguard High Dividend Yield ETF (VYM) 0.3 $527k 6.0k 87.34
Spdr Tr russell 1000 lowvol (LGLV) 0.3 $537k 5.0k 107.77
First Trust NASDAQ-100 Tech Sector InETF (QTEC) 0.3 $512k 6.0k 85.45
SPDR Barclays Capital Mortgage Back ETF (SPMB) 0.2 $479k 18k 26.15
SPDR DJ Wilshire Large Cap Growth (SPYG) 0.2 $454k 12k 38.73
Apple (AAPL) 0.2 $390k 2.0k 197.97
Pfizer (PFE) 0.1 $275k 6.3k 43.36