Stone House Investment Management

Stone House Investment Management as of Sept. 30, 2019

Portfolio Holdings for Stone House Investment Management

Stone House Investment Management holds 42 positions in its portfolio as reported in the September 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares S&P 500 Index (IVV) 12.1 $24M 82k 298.52
Procter & Gamble Company (PG) 11.7 $24M 189k 124.38
Ishares Tr cmn (GOVT) 11.0 $22M 839k 26.33
iShares Lehman Aggregate Bond (AGG) 7.5 $15M 132k 113.17
iShares Russell 3000 Index (IWV) 6.4 $13M 74k 173.77
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 5.1 $10M 169k 61.07
iShares S&P 500 Growth Index (IVW) 4.2 $8.3M 46k 180.03
iShares S&P 500 Value Index (IVE) 3.9 $7.9M 66k 119.14
Ishares Tr usa min vo (USMV) 3.4 $6.7M 105k 64.10
Ishares Inc core msci emkt (IEMG) 3.0 $6.0M 122k 49.02
Ishares Core Intl Stock Etf core (IXUS) 2.7 $5.4M 93k 57.76
iShares Lehman MBS Bond Fund (MBB) 2.6 $5.3M 49k 108.29
iShares S&P 1500 Index Fund (ITOT) 2.5 $5.1M 76k 67.07
iShares S&P SmallCap 600 Index (IJR) 2.4 $4.7M 61k 77.84
Fidelity msci info tech i (FTEC) 2.3 $4.6M 73k 63.77
Spdr Series Trust dj ttl mkt etf (SPTM) 2.2 $4.4M 119k 36.74
iShares Lehman Short Treasury Bond (SHV) 1.8 $3.7M 33k 110.61
Ishares Tr core tl usd bd (IUSB) 1.8 $3.5M 67k 52.42
Ishares Tr (LRGF) 1.6 $3.2M 101k 31.92
Ishares Tr core div grwth (DGRO) 1.5 $2.9M 75k 39.14
Ishares Tr fctsl msci int (INTF) 1.3 $2.5M 99k 25.50
iShares Barclays 20+ Yr Treas.Bond (TLT) 1.0 $2.0M 14k 143.07
Ishares Tr liquid inc etf (ICSH) 0.9 $1.9M 38k 50.39
iShares S&P MidCap 400 Index (IJH) 0.8 $1.6M 8.3k 193.24
iShares IBoxx $ Invest Grade Corp Bd (LQD) 0.8 $1.6M 12k 127.48
SPDR Barclays Capital Aggregate Bo (SPAB) 0.7 $1.4M 47k 29.63
Peoples Financial Services Corp (PFIS) 0.7 $1.3M 29k 45.30
SPDR S&P World ex-US (SPDW) 0.6 $1.2M 41k 29.36
SPDR Barclays Capital Mortgage Back ETF (SPMB) 0.5 $894k 34k 26.28
Spdr Tr russell 1000 lowvol (LGLV) 0.4 $837k 7.5k 111.48
SPDR S&P Emerging Markets (SPEM) 0.4 $781k 23k 34.29
Ishares Inc factorselect msc (EMGF) 0.4 $769k 19k 40.89
iShares MSCI ACWI Index Fund (ACWI) 0.3 $552k 7.5k 73.71
First Trust NASDAQ-100 Tech Sector InETF (QTEC) 0.3 $539k 6.2k 87.49
Ishares U S Etf Tr Short Matur sht mat bd etf (NEAR) 0.3 $541k 11k 50.35
Vanguard High Dividend Yield ETF (VYM) 0.2 $471k 5.3k 88.70
SPDR DJ Wilshire Large Cap Growth (SPYG) 0.2 $464k 12k 38.85
Apple (AAPL) 0.2 $442k 2.0k 223.68
SPDR Barclays Capital Long Term Tr (SPTL) 0.1 $271k 6.6k 41.05
SPDR DJ Wilshire Large Cap (SPLG) 0.1 $279k 8.0k 34.83
SPDR Barclay Cp Intr Trm Cr Bd (SPIB) 0.1 $263k 7.5k 35.30
Pfizer (PFE) 0.1 $230k 6.4k 35.91