Stone House Investment Management

Stone House Investment Management as of Sept. 30, 2020

Portfolio Holdings for Stone House Investment Management

Stone House Investment Management holds 38 positions in its portfolio as reported in the September 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 13.7 $34M 101k 336.06
Procter & Gamble Company (PG) 10.6 $26M 189k 138.99
Spdr S&p 500 Etf Tr Tr Unit (SPY) 9.2 $23M 68k 334.89
Ishares Tr Us Treas Bd Etf (GOVT) 7.4 $18M 656k 27.95
Ishares Tr Core Us Aggbd Et (AGG) 5.7 $14M 119k 118.06
Ishares Tr Esg Awr Msci Usa (ESGU) 5.1 $13M 165k 76.21
Ishares Tr Eafe Grwth Etf (EFG) 4.9 $12M 134k 89.88
Ishares Tr Core Msci Total (IXUS) 3.9 $9.5M 164k 58.34
Ishares Tr Iboxx Inv Cp Etf (LQD) 3.7 $9.2M 68k 134.71
Pimco Etf Tr Active Bd Etf (BOND) 3.3 $8.2M 73k 112.43
Ishares Esg Awr Msci Em (ESGE) 2.9 $7.2M 203k 35.61
Ishares Tr Core Div Grwth (DGRO) 2.9 $7.1M 179k 39.79
Ishares Tr Mbs Etf (MBB) 2.8 $6.9M 63k 110.40
Ishares Tr Ishs 1-5yr Invs (IGSB) 2.4 $5.9M 107k 54.91
Ishares Tr Core S&p Scp Etf (IJR) 2.1 $5.3M 75k 70.23
Ishares Tr S&p 500 Val Etf (IVE) 2.1 $5.2M 46k 112.45
Ishares Tr Core Msci Eafe (IEFA) 2.0 $5.0M 83k 60.28
Fidelity Covington Trust Msci Info Tech I (FTEC) 1.9 $4.6M 51k 92.06
Ishares Tr Msci Acwi Ex Us (ACWX) 1.8 $4.4M 96k 45.99
Ishares Tr S&p 500 Grwt Etf (IVW) 1.8 $4.4M 19k 231.11
Ishares Tr U.s. Med Dvc Etf (IHI) 1.7 $4.3M 14k 299.65
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 1.4 $3.5M 81k 43.95
Ishares Tr U.s. Fin Svc Etf (IYG) 1.1 $2.6M 21k 122.00
Ishares Tr Msci Usa Min Vol (USMV) 1.0 $2.5M 39k 63.73
Dbx Etf Tr Xtrckr Msci Us (USSG) 1.0 $2.4M 78k 30.68
Ishares Tr Short Treas Bd (SHV) 0.8 $2.0M 18k 110.71
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.5 $1.2M 7.6k 163.24
Apple (AAPL) 0.4 $1.0M 8.8k 115.83
Peoples Financial Services Corp (PFIS) 0.4 $987k 28k 34.76
Ishares Tr S&p Mc 400gr Etf (IJK) 0.3 $773k 3.2k 239.10
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.2 $546k 10k 54.66
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $526k 7.0k 75.43
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $488k 3.8k 128.62
Direxion Shs Etf Tr Drx S&p500bull (SPXL) 0.2 $456k 8.7k 52.68
Proshares Tr Ultrpro S&p500 (UPRO) 0.2 $429k 7.7k 55.86
Spdr Ser Tr Ssga Us Lrg Etf (LGLV) 0.2 $400k 3.7k 108.46
Pfizer (PFE) 0.1 $260k 7.1k 36.70
Amazon (AMZN) 0.1 $224k 71.00 3154.93