News + Filings Holdings
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Stone House Investment Management, LLC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
iSHARES TRUST
| IVV | Common | 112,412 | 1,070 | 43,189,931,000 | 43,149,998,000 | 15.40 | |
Hist
| 12/31/2022 |
PROCTER & GAMBLE Co
| PG | Common | 235,626 | -3,880 | 35,711,489,000 | 35,681,251,000 | 12.73 | 0.01 |
Hist
| 12/31/2022 |
SPDR S&P 500 ETF TRUST
| SPY | Common | 84,502 | 84,502 | 32,316,104,000 | 32,316,104,000 | 11.52 | |
Hist
| 12/31/2022 |
iSHARES TRUST
| IUSB | Common | 698,424 | 141,753 | 31,380,206,000 | 31,355,434,000 | 11.19 | |
Hist
| 12/31/2022 |
iSHARES TRUST
| ESGU | Common | 256,611 | -25,520 | 21,747,786,000 | 21,725,382,000 | 7.75 | |
Hist
| 12/31/2022 |
iSHARES TRUST
| MBB | Common | 133,259 | 85,849 | 12,359,812,000 | 12,355,470,000 | 4.41 | |
Hist
| 12/31/2022 |
iSHARES TRUST
| EFV | MSCI VAL IDX | 247,435 | 27,950 | 11,352,323,000 | 11,343,866,000 | 4.05 | |
Hist
| 12/31/2022 |
iSHARES TRUST
| IXUS | Common | 193,923 | 193,923 | 11,224,279,000 | 11,224,279,000 | 4.00 | |
Hist
| 12/31/2022 |
iSHARES TRUST
| GOVT | Common | 411,969 | -468,602 | 9,359,929,000 | 9,339,887,000 | 3.34 | |
Hist
| 12/31/2022 |
iSHARES TRUST
| EFG | MSCI GRW IDX | 108,894 | -6,033 | 9,120,944,000 | 9,112,605,000 | 3.25 | |
Hist
| 12/31/2022 |
iSHARES TRUST
| AGG | LEHMAN AGG BND | 90,526 | 2,590 | 8,780,099,000 | 8,771,627,000 | 3.13 | |
Hist
| 12/31/2022 |
iSHARES TRUST
| EEMV | Common | 142,125 | 19,410 | 7,539,737,000 | 7,533,518,000 | 2.69 | |
Hist
| 12/31/2022 |
iSHARES TRUST
| SHYG | Common | 148,563 | 148,563 | 6,074,758,000 | 6,074,758,000 | 2.17 | |
Hist
| 12/31/2022 |
iSHARES TRUST
| ISTB | Common | 114,957 | 602 | 5,338,618,000 | 5,333,346,000 | 1.90 | |
Hist
| 12/31/2022 |
iSHARES TRUST
| IYW | Common | 54,255 | 54,255 | 4,041,437,000 | 4,041,437,000 | 1.44 | |
Hist
| 12/31/2022 |
BlackRock Funds III
| TLH | Common | 35,064 | 7,130 | 3,793,183,000 | 3,790,140,000 | 1.35 | |
Hist
| 12/31/2022 |
iSHARES TRUST
| MTUM | Common | 20,974 | 20,974 | 3,060,769,000 | 3,060,769,000 | 1.09 | |
Hist
| 12/31/2022 |
iSHARES TRUST
| USMV | Common | 41,551 | 2,790 | 2,995,827,000 | 2,993,265,000 | 1.07 | |
Hist
| 12/31/2022 |
iSHARES TRUST
| IJR | S&P SMLCAP 600 | 30,239 | -827 | 2,861,839,000 | 2,859,130,000 | 1.02 | |
Hist
| 12/31/2022 |
iSHARES TRUST
| TIP | Common | 22,603 | -46,601 | 2,405,898,000 | 2,398,638,000 | 0.86 | |
Hist
| 12/31/2022 |
iSHARES TRUST
| ICVT | Common | 31,760 | -864 | 2,206,350,000 | 2,204,102,000 | 0.79 | |
Hist
| 12/31/2022 |
MUBADALA INFRASTRUCTURE PARTNERS LP
| MUB | ETF | 15,923 | 5,861 | 1,680,196,000 | 1,679,164,000 | 0.60 | |
Hist
| 12/31/2022 |
ISHARES U S ETF TR
| COMT | Common | 54,672 | 8,190 | 1,541,202,000 | 1,539,542,000 | 0.55 | |
Hist
| 12/31/2022 |
iSHARES TRUST
| FALN | Common | 46,773 | -130,005 | 1,151,071,000 | 1,146,846,000 | 0.41 | |
Hist
| 12/31/2022 |
Apple Inc.
| AAPL | Common | 7,620 | -174 | 990,106,000 | 989,029,000 | 0.35 | 0.00 |
Hist
| 12/31/2022 |
iSHARES TRUST
| IFRA | Common | 25,625 | -707 | 929,153,000 | 928,304,000 | 0.33 | |
Hist
| 12/31/2022 |
DBX ETF TRUST
| USSG | Common | 24,546 | -11,183 | 855,332,000 | 854,167,000 | 0.30 | |
Hist
| 12/31/2022 |
AMERICAN FIDELITY ASSURANCE CO
| FHLC | Common | 13,099 | 2,977 | 838,055,000 | 837,471,000 | 0.30 | |
Hist
| 12/31/2022 |
PEOPLES FINANCIAL SERVICES CORP.
| PFIS | COM | 12,398 | -793 | 642,729,000 | 642,111,000 | 0.23 | 0.17 |
Hist
| 12/31/2022 |
AMERICAN FIDELITY ASSURANCE CO
| FENY | Common | 21,495 | 6,577 | 512,451,000 | 512,155,000 | 0.18 | |
Hist
| 12/31/2022 |
Innovator ETFs Trust
| UMAR | Common | 16,365 | -1,385 | 460,838,000 | 460,346,000 | 0.16 | |
Hist
| 12/31/2022 |
iSHARES TRUST
| SUB | Common | 4,410 | 1,222 | 459,791,000 | 459,464,000 | 0.16 | |
Hist
| 12/31/2022 |
iSHARES TRUST
| TLT | OPTION | 4,447 | 917 | 442,720,000 | 442,358,000 | 0.16 | |
Hist
| 12/31/2022 |
Innovator ETFs Trust
| UAUG | Common | 14,804 | -2,127 | 386,608,000 | 386,180,000 | 0.14 | |
Hist
| 12/31/2022 |
FIDELITY COVINGTON TRUST
| FUTY | Common | 7,679 | 760 | 350,020,000 | 349,728,000 | 0.12 | |
Hist
| 12/31/2022 |
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