Stone House Investment Management

Stone House Investment Management as of June 30, 2022

Portfolio Holdings for Stone House Investment Management

Stone House Investment Management holds 40 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 20.9 $46M 122k 379.15
Procter & Gamble Company (PG) 15.2 $34M 233k 143.79
Ishares Tr Esg Awr Msci Usa (ESGU) 12.0 $27M 316k 83.90
Ishares Tr Core Total Usd (IUSB) 9.5 $21M 451k 46.82
Ishares Tr Eafe Value Etf (EFV) 6.3 $14M 320k 43.40
Ishares Tr Us Treas Bd Etf (GOVT) 5.4 $12M 504k 23.90
Ishares Tr Tips Bd Etf (TIP) 3.6 $8.0M 70k 113.90
Ishares Msci Emerg Mrkt (EEMV) 3.4 $7.6M 136k 55.43
Ishares Tr Eafe Grwth Etf (EFG) 3.1 $6.9M 86k 80.49
Ishares Tr Core Us Aggbd Et (AGG) 2.4 $5.2M 51k 101.67
Ishares Tr Core High Dv Etf (HDV) 2.2 $4.8M 48k 100.44
Ishares Tr Core 1 5 Yr Usd (ISTB) 1.8 $4.0M 85k 47.40
Ishares Tr Sp Smcp600vl Etf (IJS) 1.6 $3.6M 41k 89.02
Ishares Tr Faln Angls Usd (FALN) 1.5 $3.3M 133k 24.62
Fidelity Covington Trust Msci Energy Idx (FENY) 1.5 $3.2M 166k 19.40
Ishares Tr 10-20 Yr Trs Etf (TLH) 1.4 $3.0M 25k 120.14
Ishares Tr Msci Usa Min Vol (USMV) 1.3 $2.9M 41k 70.22
Ishares Tr Conv Bd Etf (ICVT) 1.1 $2.4M 34k 69.35
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) 0.8 $1.9M 46k 40.93
Dbx Etf Tr Xtrckr Msci Us (USSG) 0.7 $1.5M 42k 34.91
Ishares Tr Us Infrastruc (IFRA) 0.6 $1.4M 42k 34.04
Apple (AAPL) 0.5 $1.1M 7.9k 136.79
Ishares Tr National Mun Etf (MUB) 0.3 $768k 7.2k 106.42
Peoples Financial Services Corp (PFIS) 0.3 $736k 13k 55.83
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.3 $636k 11k 60.63
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.3 $584k 5.8k 101.37
Innovator Etfs Tr Us Eqt Ultra Bf (UMAR) 0.2 $476k 17k 28.09
Fidelity Covington Trust Msci Utils Index (FUTY) 0.2 $473k 11k 45.15
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.2 $471k 10k 46.52
Innovator Etfs Tr Us Eqt Ultra Bf (UAPR) 0.2 $404k 17k 24.52
Ishares Esg Awr Msci Em (ESGE) 0.2 $352k 11k 32.30
Fidelity Covington Trust Consmr Staples (FSTA) 0.2 $349k 8.1k 43.25
Innovator Etfs Tr Us Eqt Ultra Bf (UJAN) 0.2 $341k 12k 29.13
Innovator Etfs Tr Us Eqty Ultra B (UOCT) 0.1 $329k 13k 26.34
Ishares Tr Mbs Etf (MBB) 0.1 $315k 3.2k 97.55
Innovator Etfs Tr Us Eqt Ultra Bf (UMAY) 0.1 $278k 11k 25.99
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.1 $249k 3.3k 74.93
Pfizer (PFE) 0.1 $246k 4.7k 52.51
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.1 $244k 2.5k 96.56
Amyris Com New (AMRSQ) 0.0 $26k 14k 1.83