Stone House Investment Management

Stone House Investment Management as of March 31, 2020

Portfolio Holdings for Stone House Investment Management

Stone House Investment Management holds 32 positions in its portfolio as reported in the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares S&P 500 Index (IVV) 14.9 $26M 99k 258.40
Ishares Tr cmn (GOVT) 14.3 $25M 877k 28.01
Procter & Gamble Company (PG) 11.6 $20M 180k 110.00
iShares Lehman Aggregate Bond (AGG) 7.5 $13M 111k 115.37
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 6.3 $11M 217k 49.89
iShares Lehman Short Treasury Bond (SHV) 5.9 $10M 90k 111.02
iShares Lehman MBS Bond Fund (MBB) 4.4 $7.5M 68k 110.44
Ishares Tr etf msci usa (ESGU) 4.0 $6.9M 119k 57.49
Ishares Msci Usa Quality Facto invalid (QUAL) 3.8 $6.6M 81k 81.04
Ishares Tr core div grwth (DGRO) 3.8 $6.5M 199k 32.59
Ishares Tr (LRGF) 3.0 $5.1M 195k 26.45
iShares S&P 500 Growth Index (IVW) 2.6 $4.4M 27k 165.04
Ishares Inc msci em esg se (ESGE) 2.5 $4.4M 159k 27.37
Ishares Tr usa min vo (USMV) 2.1 $3.6M 66k 54.02
iShares S&P 500 Value Index (IVE) 2.0 $3.4M 35k 96.26
Fidelity msci info tech i (FTEC) 1.9 $3.3M 53k 62.70
Ishares Msci Usa Size Factor (SIZE) 1.5 $2.5M 36k 71.39
iShares Barclays Inter Crd Bd Fund ETF) (IGIB) 1.5 $2.5M 45k 54.93
iShares Barclays 20+ Yr Treas.Bond (TLT) 1.4 $2.4M 15k 165.01
Ishares Inc core msci emkt (IEMG) 1.4 $2.4M 59k 40.47
Ishares Tr 0-5yr hi yl cp (SHYG) 0.9 $1.6M 40k 40.87
Peoples Financial Services Corp (PFIS) 0.7 $1.1M 28k 39.76
Fidelity Bond Etf (FBND) 0.4 $653k 13k 51.77
iShares S&P MidCap 400 Index (IJH) 0.4 $617k 4.3k 143.82
Apple (AAPL) 0.3 $539k 2.1k 254.37
iShares S&P 1500 Index Fund (ITOT) 0.2 $371k 6.5k 57.20
Vanguard High Dividend Yield ETF (VYM) 0.2 $362k 5.1k 70.81
SPDR Barclays Capital Aggregate Bo (SPAB) 0.2 $347k 12k 30.26
iShares Barclays TIPS Bond Fund (TIP) 0.2 $281k 2.4k 117.92
Pfizer (PFE) 0.1 $209k 6.4k 32.62
Fidelity msci energy idx (FENY) 0.1 $92k 12k 7.55
Chesapeake Energy Corporation 0.0 $6.0k 35k 0.17