Stone House Investment Management

Stone House Investment Management as of March 31, 2017

Portfolio Holdings for Stone House Investment Management

Stone House Investment Management holds 38 positions in its portfolio as reported in the March 2017 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Procter & Gamble Company (PG) 13.0 $17M 193k 89.85
iShares S&P 500 Index (IVV) 12.7 $17M 72k 237.27
iShares S&P 500 Value Index (IVE) 10.3 $14M 132k 104.04
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 7.4 $9.9M 171k 57.95
Ishares Tr fltg rate nt (FLOT) 5.5 $7.4M 145k 50.87
iShares Lehman Aggregate Bond (AGG) 4.6 $6.2M 57k 108.50
iShares S&P MidCap 400 Index (IJH) 4.2 $5.7M 33k 171.23
Ishares Tr cmn (STIP) 4.1 $5.5M 54k 101.46
Ishares Inc core msci emkt (IEMG) 3.6 $4.9M 102k 47.79
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) 3.6 $4.8M 42k 113.71
iShares MSCI EAFE Value Index (EFV) 3.0 $4.1M 81k 50.30
iShares IBoxx $ Invest Grade Corp Bd (LQD) 2.7 $3.6M 30k 117.91
iShares S&P SmallCap 600 Index (IJR) 2.6 $3.5M 51k 69.15
iShares Barclays TIPS Bond Fund (TIP) 2.3 $3.1M 27k 114.64
Doubleline Total Etf etf (TOTL) 2.1 $2.8M 57k 48.88
iShares S&P 500 Growth Index (IVW) 1.8 $2.4M 18k 131.50
Powershares Senior Loan Portfo mf 1.6 $2.2M 95k 23.27
iShares Lehman 7-10 Yr Treas. Bond (IEF) 1.5 $2.0M 19k 105.59
Ishares Tr usa min vo (USMV) 1.4 $1.9M 39k 47.73
iShares iBoxx $ High Yid Corp Bond (HYG) 1.4 $1.8M 21k 87.80
Fidelity msci info tech i (FTEC) 1.4 $1.8M 45k 41.15
Ishares U S Etf Tr Commodities Select Strategy Etf (COMT) 1.2 $1.7M 50k 33.53
iShares S&P Global Infrastructure Index (IGF) 1.2 $1.6M 38k 42.32
Ishares Trust Msci China msci china idx (MCHI) 1.0 $1.3M 27k 49.93
Ishares Tr core div grwth (DGRO) 1.0 $1.3M 43k 30.44
Peoples Financial Services Corp (PFIS) 0.9 $1.3M 30k 41.81
MSCI Europe Financials Sector Index Fund (EUFN) 0.8 $1.1M 56k 20.32
Vanguard Dividend Appreciation ETF (VIG) 0.4 $563k 6.3k 89.94
Ishares Tr hdg msci eafe (HEFA) 0.3 $465k 17k 27.51
Vanguard Short-Term Bond ETF (BSV) 0.3 $453k 5.7k 79.64
Fidelity msci finls idx (FNCL) 0.3 $400k 11k 35.15
Vanguard High Dividend Yield ETF (VYM) 0.3 $355k 4.6k 77.73
PIMCO 1-5 Year US TIPS Index Fund (STPZ) 0.2 $303k 5.7k 52.82
Pfizer (PFE) 0.2 $245k 7.2k 34.20
Apple (AAPL) 0.2 $225k 1.6k 143.86
iShares Lehman MBS Bond Fund (MBB) 0.2 $230k 2.2k 106.48
Ishares Inc ctr wld minvl (ACWV) 0.2 $221k 2.9k 77.08
Ishares Tr 0-5yr invt gr cp (SLQD) 0.2 $208k 4.1k 50.41