Stone House Investment Management

Stone House Investment Management as of Dec. 31, 2021

Portfolio Holdings for Stone House Investment Management

Stone House Investment Management holds 42 positions in its portfolio as reported in the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf Tr Tr Unit (SPY) 15.5 $45M 96k 474.96
Procter & Gamble Company (PG) 11.9 $35M 213k 163.58
Ishares Tr Core S&p500 Etf (IVV) 11.6 $34M 71k 476.99
Ishares Tr Esg Awr Msci Usa (ESGU) 10.4 $30M 280k 107.90
Ishares Tr Core Msci Total (IXUS) 6.5 $19M 269k 70.94
Ishares Tr Core Total Usd (IUSB) 5.6 $16M 309k 52.93
Ishares Tr Eafe Value Etf (EFV) 5.4 $16M 314k 50.39
Ishares Tr Eafe Grwth Etf (EFG) 5.3 $15M 140k 110.29
Ishares Tr Us Treas Bd Etf (GOVT) 4.4 $13M 479k 26.68
Ishares Tr Tips Bd Etf (TIP) 2.7 $7.8M 61k 129.20
Ishares Tr Core S&p Scp Etf (IJR) 2.5 $7.4M 65k 114.51
Ishares Tr S&p 500 Val Etf (IVE) 2.2 $6.4M 41k 156.64
Ishares Tr Faln Angls Usd (FALN) 2.2 $6.4M 212k 29.97
Fidelity Covington Trust Msci Info Tech I (FTEC) 1.9 $5.5M 41k 135.40
Ishares Esg Awr Msci Em (ESGE) 1.8 $5.2M 132k 39.75
Fidelity Covington Trust Msci Finls Idx (FNCL) 1.5 $4.4M 79k 55.92
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) 1.4 $4.2M 136k 30.88
Fidelity Covington Trust Msci Energy Idx (FENY) 1.3 $3.9M 254k 15.18
Ishares Tr Msci Usa Min Vol (USMV) 1.0 $3.0M 37k 80.90
Dbx Etf Tr Xtrckr Msci Us (USSG) 0.8 $2.3M 52k 44.38
Ishares Tr Core Us Aggbd Et (AGG) 0.5 $1.6M 14k 114.08
Apple (AAPL) 0.5 $1.5M 8.3k 177.57
Proshares Tr Ultrpro S&p500 (UPRO) 0.4 $1.1M 7.2k 152.60
Peoples Financial Services Corp (PFIS) 0.3 $953k 18k 52.68
Pimco Etf Tr Active Bd Etf (BOND) 0.3 $919k 8.4k 109.42
Direxion Shs Etf Tr Drx S&p500bull (SPXL) 0.3 $770k 5.4k 143.42
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.2 $598k 4.0k 148.42
Innovator Etfs Tr Us Eqty Ultra B (USEP) 0.2 $490k 17k 28.71
Ishares Tr Msci Acwi Ex Us (ACWX) 0.2 $468k 8.4k 55.59
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.1 $414k 7.8k 52.98
Innovator Etfs Tr Us Eqt Ultra Bf (UAPR) 0.1 $387k 15k 26.33
Pfizer (PFE) 0.1 $371k 6.3k 59.00
Ishares Tr Mbs Etf (MBB) 0.1 $330k 3.1k 107.39
Tesla Motors (TSLA) 0.1 $315k 298.00 1057.05
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $278k 1.9k 148.11
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $249k 3.0k 83.84
Innovator Etfs Tr Us Eqt Ultra Bf (UMAY) 0.1 $242k 8.4k 28.83
Amazon (AMZN) 0.1 $220k 66.00 3333.33
Fidelity Covington Trust Msci Rl Est Etf (FREL) 0.1 $215k 6.2k 34.76
Advanced Micro Devices (AMD) 0.1 $210k 1.5k 143.84
Fidelity Covington Trust Msci Consm Dis (FDIS) 0.1 $200k 2.3k 88.18
Amyris Com New (AMRSQ) 0.0 $77k 14k 5.41