Stone House Investment Management, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
SH Stone House Investment Management, LLC | Institutional Filer | ▼ 13.37% | $558.1M | 1069 |
Current Portfolio Holdings
Showing top 1000 reported positions by value (Total positions in database: 1069)
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | — | 101K | $65.9M | 11.80% |
| 2 | IUSB | ISHARES TR | — | 977K | $45.1M | 8.09% |
| 3 | IVE | ISHARES TR | — | 177K | $37.4M | 6.71% |
| 4 | IVW | ISHARES TR | — | 297K | $33.6M | 6.02% |
| 5 | DYNF | BLACKROCK ETF TRUST | — | 574K | $33.4M | 5.98% |
| 6 | IEMG | ISHARES INC | — | 448K | $31.3M | 5.60% |
| 7 | PG | The Procter & Gamble Company | Consumer Defensive | 208K | $30.1M | 5.39% |
| 8 | FBND | FIDELITY MERRIMACK STR TR | — | 653K | $29.8M | 5.34% |
| 9 | EFV | ISHARES TR | — | 384K | $28.5M | 5.11% |
| 10 | TLH | ISHARES TR | — | 182K | $18.3M | 3.28% |
| 11 | EFG | ISHARES TR | — | 159K | $17.7M | 3.18% |
| 12 | QUAL | ISHARES TR | — | 86K | $16.5M | 2.96% |
| 13 | FENI | FIDELITY COVINGTON TRUST | — | 443K | $16.5M | 2.95% |
| 14 | BAI | BLACKROCK ETF TRUST | — | 470K | $15.5M | 2.77% |
| 15 | MTUM | ISHARES TR | — | 63K | $15.1M | 2.70% |
Showing 1 to 15 of 1000 holdings