Stone House Investment Management

Stone House Investment Management as of Dec. 31, 2016

Portfolio Holdings for Stone House Investment Management

Stone House Investment Management holds 35 positions in its portfolio as reported in the December 2016 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares S&P 500 Value Index (IVE) 13.5 $16M 158k 101.38
Procter & Gamble Company (PG) 11.4 $14M 162k 84.08
iShares S&P 500 Growth Index (IVW) 8.5 $10M 83k 121.80
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 7.2 $8.6M 160k 53.63
iShares S&P 500 Index (IVV) 5.8 $6.8M 30k 224.98
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) 5.2 $6.2M 57k 110.21
iShares Lehman Aggregate Bond (AGG) 4.8 $5.7M 53k 108.07
iShares S&P MidCap 400 Index (IJH) 3.8 $4.5M 28k 165.33
Doubleline Total Etf etf (TOTL) 3.8 $4.5M 94k 48.39
iShares Lehman 1-3 Year Treas.Bond (SHY) 2.8 $3.3M 39k 84.46
iShares IBoxx $ Invest Grade Corp Bd (LQD) 2.8 $3.3M 28k 117.18
Vanguard Dividend Appreciation ETF (VIG) 2.5 $3.0M 36k 85.19
Ishares Tr cmn (STIP) 2.4 $2.8M 28k 100.73
Ishares Tr usa min vo (USMV) 2.3 $2.8M 61k 45.21
iShares S&P SmallCap 600 Index (IJR) 2.1 $2.6M 19k 137.53
Ishares Inc core msci emkt (IEMG) 2.1 $2.5M 60k 42.46
Powershares Senior Loan Portfo mf 1.8 $2.2M 94k 23.36
iShares Lehman MBS Bond Fund (MBB) 1.7 $2.0M 19k 106.33
iShares Lehman 7-10 Yr Treas. Bond (IEF) 1.5 $1.8M 17k 104.81
iShares iBoxx $ High Yid Corp Bond (HYG) 1.5 $1.8M 21k 86.57
iShares MSCI EAFE Value Index (EFV) 1.5 $1.8M 37k 47.25
Ishares U S Etf Tr Commodities Select Strategy Etf (COMT) 1.4 $1.7M 49k 34.30
Ishares Tr eafe min volat (EFAV) 1.4 $1.6M 27k 61.22
Fidelity msci info tech i (FTEC) 1.4 $1.6M 44k 36.91
iShares Barclays TIPS Bond Fund (TIP) 1.3 $1.5M 13k 113.14
Ishares Tr hdg msci eafe (HEFA) 1.3 $1.5M 57k 26.11
Peoples Financial Services Corp (PFIS) 1.2 $1.5M 30k 48.69
Ishares Trust Msci China msci china idx (MCHI) 1.0 $1.2M 26k 43.73
Fidelity msci finls idx (FNCL) 0.3 $400k 12k 34.56
Vanguard Short-Term Bond ETF (BSV) 0.3 $375k 4.7k 79.43
iShares S&P Europe 350 Index (IEV) 0.3 $377k 9.7k 38.85
Vanguard High Dividend Yield ETF (VYM) 0.3 $344k 4.5k 75.85
iShares S&P 100 Index (OEF) 0.2 $259k 2.6k 99.16
Pfizer (PFE) 0.2 $231k 7.1k 32.54
iShares Dow Jones Select Dividend (DVY) 0.2 $228k 2.6k 88.51