192 is the total number of securities Stonehearth Capital Management, LLC has owned. The longest Stonehearth Capital Management, LLC has owned a single stock is 37 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
USMV | ISHARES TR | 37 | 37 | 0.37% | 8.21% | 15.76% | Q4 2014 | Q4 2023 | 37 |
QUAL | ISHARES TR | 36 | 36 | 6.44% | 9.69% | 12.79% | Q1 2015 | Q4 2023 | 36 |
VLUE | ISHARES TR | 36 | 36 | 0.90% | 8.08% | 13.47% | Q1 2015 | Q4 2023 | 36 |
VZ | VERIZON COMMUNICATIONS... | 18 | 18 | 0.14% | 0.29% | 0.68% | Q4 2014 | Q4 2023 | 36 |
VWO | VANGUARD INTL EQUITY I... | 32 | 1 | 0.96% | 6.55% | 9.33% | Q2 2015 | Q4 2023 | 33 |
XOM | Exxon Mobil Corporation | 13 | 3 | 0.12% | 0.44% | 0.89% | Q4 2014 | Q4 2023 | 33 |
VEA | VANGUARD TAX-MANAGED I... | 31 | 1 | 0.42% | 4.77% | 7.52% | Q2 2015 | Q4 2023 | 32 |
AAPL | APPLE INC | 31 | 1 | 0.19% | 0.83% | 1.36% | Q4 2015 | Q4 2023 | 32 |
AOR | ISHARES TR | 31 | 1 | 0.11% | 0.64% | 1.31% | Q4 2014 | Q1 2023 | 32 |
GSLC | GOLDMAN SACHS ETF TR | 31 | 31 | 0.61% | 0.77% | 0.94% | Q2 2016 | Q4 2023 | 31 |
BSV | VANGUARD BD INDEX FDS | 29 | 29 | 0.10% | 1.42% | 2.63% | Q4 2014 | Q4 2021 | 29 |
HD | The Home Depot Inc | 27 | 2 | 0.16% | 0.21% | 0.29% | Q4 2015 | Q4 2023 | 29 |
GE | GENERAL ELECTRIC CO | 27 | 27 | 0.26% | 1.28% | 3.21% | Q4 2014 | Q2 2021 | 27 |
SPYX | SPDR SER TR | 27 | 27 | 0.17% | 1.03% | 1.60% | Q2 2017 | Q4 2023 | 27 |
FM | ISHARES INC | 26 | 26 | 3.72% | 5.09% | 6.58% | Q4 2014 | Q1 2021 | 26 |
IYLD | ISHARES TR | 26 | 26 | 0.13% | 1.66% | 2.32% | Q4 2014 | Q1 2021 | 26 |
ETHO | Etho | 26 | 26 | 0.17% | 0.76% | 1.08% | Q3 2017 | Q4 2023 | 26 |
CRBN | ISHARES TR | 26 | 26 | 0.18% | 0.73% | 1.13% | Q3 2017 | Q4 2023 | 26 |
JPIN | JP MORGAN EXCHANGE TRA... | 25 | 25 | 0.47% | 3.12% | 6.62% | Q4 2017 | Q4 2023 | 25 |
AOK | ISHARES TR | 25 | 25 | 0.13% | 0.53% | 0.85% | Q4 2014 | Q4 2020 | 25 |
EFAV | ISHARES TR | 24 | 24 | 0.98% | 3.89% | 6.67% | Q4 2014 | Q3 2020 | 24 |
PSK | SPDR SER TR | 24 | 24 | 0.73% | 1.14% | 1.40% | Q1 2017 | Q4 2022 | 24 |
EEMV | ISHARES INC | 23 | 23 | 0.16% | 1.21% | 5.23% | Q4 2014 | Q2 2020 | 23 |
SPHQ | INVESCO EXCHANGE TRADE... | 23 | 23 | 0.72% | 0.89% | 1.16% | Q2 2018 | Q4 2023 | 23 |
VUG | VANGUARD INDEX FDS | 13 | 2 | 0.14% | 0.32% | 3.69% | Q4 2014 | Q1 2022 | 23 |
MNA | IQ | 22 | 22 | 1.15% | 5.60% | 8.10% | Q4 2014 | Q1 2020 | 22 |
SPEM | SPDR INDEX SHS FDS | 22 | 22 | 0.23% | 0.75% | 1.36% | Q3 2018 | Q4 2023 | 22 |
DBEF | Deutsche | 21 | 21 | 1.08% | 5.38% | 10.99% | Q1 2015 | Q1 2020 | 21 |
AOA | ISHARES TR | 21 | 21 | 0.20% | 0.51% | 0.69% | Q4 2014 | Q4 2019 | 21 |
IVV | ISHARES TR | 21 | 21 | 0.11% | 0.15% | 0.19% | Q4 2018 | Q4 2023 | 21 |
VB | VANGUARD INDEX FDS | 20 | 20 | 0.20% | 5.50% | 7.78% | Q1 2015 | Q4 2019 | 20 |
TIP | ISHARES TR | 11 | 9 | 0.18% | 1.86% | 6.82% | Q4 2014 | Q2 2022 | 20 |
CWB | SPDR SERIES TRUST | 20 | 20 | 0.98% | 1.34% | 1.62% | Q4 2014 | Q3 2019 | 20 |
JNJ | JOHNSON & JOHNSON | 20 | 20 | 0.30% | 0.59% | 0.80% | Q1 2019 | Q4 2023 | 20 |
EAGG | ISHARES TR | 20 | 20 | 0.43% | 0.59% | 0.79% | Q1 2019 | Q4 2023 | 20 |
GWX | SPDR INDEX SHS FDS | 20 | 20 | 0.13% | 0.48% | 0.69% | Q2 2018 | Q1 2023 | 20 |
DE | DEERE & CO | 12 | 8 | 0.13% | 0.25% | 0.46% | Q4 2018 | Q4 2023 | 20 |
GSIE | GOLDMAN SACHS ETF TR | 14 | 5 | 0.24% | 0.72% | 1.44% | Q4 2016 | Q4 2023 | 19 |
PGR | PROGRESSIVE CORP OHIO | 19 | 19 | 0.14% | 0.22% | 0.31% | Q2 2019 | Q4 2023 | 19 |
IWF | ISHARES TR | 13 | 5 | 0.21% | 0.45% | 4.07% | Q4 2014 | Q4 2023 | 18 |
VGIT | VANGUARD SCOTTSDALE FDS | 17 | 17 | 3.98% | 6.73% | 10.37% | Q4 2019 | Q4 2023 | 17 |
IJH | ISHARES TR | 17 | 17 | 0.16% | 2.69% | 9.62% | Q4 2014 | Q4 2018 | 17 |
JPM | JPMORGAN CHASE & CO | 17 | 17 | 0.18% | 0.29% | 0.47% | Q1 2019 | Q1 2023 | 17 |
MRK | MERCK & CO. INC | 17 | 17 | 0.12% | 0.17% | 0.23% | Q4 2019 | Q4 2023 | 17 |
PFE | PFIZER INC | 10 | 1 | 0.11% | 0.16% | 0.27% | Q2 2019 | Q4 2023 | 17 |
SBUX | STARBUCKS CORP | 14 | 3 | 0.13% | 0.15% | 0.17% | Q2 2019 | Q4 2023 | 17 |
MTUM | ISHARES TR | 15 | 1 | 0.86% | 7.76% | 10.75% | Q4 2015 | Q4 2023 | 16 |
GLD | SPDR GOLD TRUST | 16 | 16 | 0.78% | 3.18% | 6.70% | Q1 2020 | Q4 2023 | 16 |
VTV | VANGUARD INDEX FDS | 16 | 16 | 0.79% | 0.90% | 1.04% | Q1 2020 | Q4 2023 | 16 |
PFF | ISHARES TR | 15 | 1 | 0.25% | 0.41% | 0.56% | Q4 2018 | Q4 2022 | 16 |
NUSC | Nuveen | 15 | 15 | 0.51% | 1.16% | 1.42% | Q2 2020 | Q4 2023 | 15 |
HEFA | ISHARES TR | 15 | 15 | 0.26% | 0.60% | 0.95% | Q3 2016 | Q1 2020 | 15 |
IJR | ISHARES TR | 13 | 13 | 2.56% | 3.50% | 4.14% | Q4 2020 | Q4 2023 | 13 |
SCZ | ISHARES TR | 12 | 1 | 0.14% | 0.33% | 0.51% | Q4 2019 | Q1 2023 | 13 |
SPY | SPDR S&P 500 ETF TR | 13 | 13 | 0.19% | 0.21% | 0.35% | Q4 2020 | Q4 2023 | 13 |
VNQ | VANGUARD INDEX FDS | 10 | 2 | 4.46% | 5.56% | 7.23% | Q4 2014 | Q1 2018 | 12 |
SPIP | SPDR SER TR | 12 | 12 | 0.23% | 0.37% | 0.52% | Q3 2019 | Q2 2022 | 12 |
ABT | ABBOTT LABS | 12 | 12 | 0.20% | 0.22% | 0.26% | Q4 2018 | Q3 2021 | 12 |
LOW | LOWES COS INC | 12 | 12 | 0.12% | 0.13% | 0.16% | Q1 2021 | Q4 2023 | 12 |
GDX | VANECK VECTORS ETF TR | 11 | 11 | 1.97% | 2.56% | 3.06% | Q1 2021 | Q3 2023 | 11 |
SPHQ | POWERSHARES ETF TRUST | 11 | 11 | 0.82% | 1.09% | 1.55% | Q3 2015 | Q1 2018 | 11 |
TOTL | SSGA ACTIVE ETF TR | 10 | 1 | 0.12% | 0.91% | 1.72% | Q4 2016 | Q1 2022 | 11 |
T | AT&T INC | 11 | 11 | 0.19% | 0.31% | 0.53% | Q4 2014 | Q2 2017 | 11 |
SPDW | SPDR INDEX SHS FDS | 4 | 1 | 0.10% | 0.22% | 0.79% | Q2 2019 | Q4 2023 | 11 |
ADI | ANALOG DEVICES INC | 11 | 11 | 0.17% | 0.19% | 0.20% | Q1 2019 | Q3 2021 | 11 |
ADP | AUTOMATIC DATA PROCESS... | 7 | 1 | 0.13% | 0.15% | 0.16% | Q4 2014 | Q4 2023 | 11 |
CNRG | SPDR SER TR | 10 | 10 | 2.12% | 3.65% | 6.15% | Q2 2021 | Q3 2023 | 10 |
SPSB | SPDR SER TR | 10 | 10 | 0.15% | 0.35% | 0.70% | Q2 2018 | Q3 2020 | 10 |
HMOP | HARTFORD FDS EXCHANGE ... | 10 | 10 | 0.14% | 0.32% | 0.44% | Q3 2021 | Q4 2023 | 10 |
DHI | D R HORTON INC | 6 | 4 | 0.12% | 0.14% | 0.17% | Q1 2021 | Q3 2023 | 10 |
EMR | EMERSON ELEC CO | 5 | 5 | 0.12% | 0.14% | 0.15% | Q1 2021 | Q4 2023 | 10 |
COST | COSTCO WHSL CORP NEW | 10 | 10 | 0.11% | 0.13% | 0.14% | Q3 2021 | Q4 2023 | 10 |
HBAN | HUNTINGTON BANCSHARES INC | 7 | 3 | 0.07% | 0.11% | 0.13% | Q2 2021 | Q4 2023 | 10 |
SPTS | SPDR SER TR | 9 | 9 | 0.15% | 9.53% | 13.33% | Q4 2018 | Q4 2020 | 9 |
GENERAL ELECTRIC CO | 7 | 2 | 0.30% | 0.41% | 0.48% | Q3 2021 | Q4 2023 | 9 | |
LMT | LOCKHEED MARTIN CORP | 3 | 1 | 0.11% | 0.13% | 0.18% | Q4 2017 | Q4 2023 | 9 |
JPST | J P MORGAN EXCHANGE-TR... | 8 | 8 | 6.01% | 9.17% | 14.33% | Q1 2022 | Q4 2023 | 8 |
OUSM | OSI ETF TR | 8 | 8 | 5.56% | 6.10% | 6.56% | Q2 2020 | Q1 2022 | 8 |
SLV | ISHARES SILVER TR | 8 | 8 | 0.11% | 2.24% | 3.80% | Q2 2020 | Q1 2022 | 8 |
RTX | RTX CORPORATION | 8 | 8 | 0.33% | 0.50% | 0.61% | Q1 2022 | Q4 2023 | 8 |
BRKB | Berkshire Hath B | 7 | 1 | 0.17% | 0.20% | 0.23% | Q2 2020 | Q4 2023 | 8 |
SRLN | SSGA ACTIVE ETF TR | 8 | 8 | 0.15% | 0.19% | 0.23% | Q1 2021 | Q4 2022 | 8 |
BMY | BRISTOL-MYERS SQUIBB CO | 8 | 8 | 0.10% | 0.16% | 0.20% | Q1 2022 | Q4 2023 | 8 |
CVS | CVS HEALTH CORP | 8 | 8 | 0.12% | 0.15% | 0.19% | Q1 2021 | Q4 2022 | 8 |
CVX | CHEVRON CORP NEW | 8 | 8 | 0.11% | 0.13% | 0.17% | Q1 2022 | Q4 2023 | 8 |
ALPS ETF TR | 7 | 7 | 6.23% | 6.28% | 6.35% | Q2 2022 | Q4 2023 | 7 | |
RING | ISHARES INC | 4 | 3 | 0.12% | 0.22% | 0.41% | Q4 2021 | Q3 2023 | 7 |
JPIB | J P MORGAN EXCHANGE-TR... | 7 | 7 | 0.14% | 0.17% | 0.20% | Q1 2021 | Q3 2022 | 7 |
BR | BROADRIDGE FINL SOLUTI... | 7 | 7 | 0.13% | 0.15% | 0.16% | Q2 2022 | Q4 2023 | 7 |
GOVT | ISHARES TR | 6 | 6 | 0.44% | 0.54% | 0.68% | Q3 2022 | Q4 2023 | 6 |
IEI | ISHARES TR | 4 | 2 | 0.15% | 0.34% | 0.82% | Q1 2022 | Q3 2023 | 6 |
QUS | SPDR SER TR | 6 | 6 | 0.18% | 0.29% | 0.37% | Q2 2018 | Q3 2019 | 6 |
JPHF | JP MORGAN EXCHANGE TRA... | 6 | 6 | 0.17% | 0.21% | 0.28% | Q4 2018 | Q1 2020 | 6 |
MDIV | FIRST TR EXCHANGE TRAD... | 5 | 1 | 0.15% | 0.20% | 0.24% | Q3 2015 | Q4 2019 | 6 |
DOUBLELINE ETF TRUST | 6 | 6 | 0.12% | 0.14% | 0.18% | Q3 2022 | Q4 2023 | 6 | |
ORCL | ORACLE CORP | 5 | 1 | 0.12% | 0.13% | 0.16% | Q2 2022 | Q4 2023 | 6 |
LUV | SOUTHWEST AIRLS CO | 6 | 6 | 0.12% | 0.13% | 0.16% | Q4 2020 | Q1 2022 | 6 |
GIS | GENERAL MLS INC | 4 | 2 | 0.11% | 0.12% | 0.14% | Q2 2021 | Q1 2023 | 6 |
VACASA INC | 6 | 6 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 | |
DJP | iPath | 5 | 5 | 3.89% | 4.52% | 5.44% | Q4 2014 | Q4 2015 | 5 |
IWO | ISHARES TR | 5 | 5 | 1.06% | 2.55% | 4.82% | Q4 2014 | Q4 2015 | 5 |
VBK | VANGUARD INDEX FDS | 5 | 5 | 1.26% | 2.37% | 4.03% | Q4 2014 | Q4 2015 | 5 |
VIG | VANGUARD SPECIALIZED P... | 5 | 5 | 1.08% | 1.31% | 2.15% | Q4 2014 | Q4 2015 | 5 |
RWO | SPDR INDEX SHS FDS | 5 | 5 | 0.92% | 0.96% | 1.07% | Q4 2014 | Q4 2015 | 5 |
SPYV | SPDR SERIES TRUST | 5 | 5 | 0.35% | 0.35% | 0.36% | Q4 2018 | Q4 2019 | 5 |
SUSA | ISHARES TR | 5 | 5 | 0.21% | 0.29% | 0.34% | Q3 2017 | Q3 2018 | 5 |
JAGG | J P MORGAN EXCHANGE-TR... | 3 | 2 | 0.22% | 0.23% | 0.24% | Q2 2021 | Q3 2022 | 5 |
SCHZ | SCHWAB STRATEGIC TR | 4 | 1 | 0.17% | 0.23% | 0.40% | Q2 2022 | Q3 2023 | 5 |
SCHR | SCHWAB STRATEGIC TR | 5 | 5 | 0.12% | 0.20% | 0.27% | Q4 2020 | Q4 2021 | 5 |
UTX | UNITED TECHNOLOGIES CORP | 2 | 1 | 0.13% | 0.15% | 0.19% | Q1 2015 | Q4 2016 | 5 |
NEM | NEWMONT CORP | 5 | 5 | 0.12% | 0.13% | 0.15% | Q1 2021 | Q1 2022 | 5 |
USB | US BANCORP DEL | 2 | 1 | 0.10% | 0.13% | 0.15% | Q3 2021 | Q4 2023 | 5 |
TGT | TARGET CORP | 5 | 5 | 0.10% | 0.11% | 0.13% | Q4 2020 | Q4 2021 | 5 |
DFAI | DIMENSIONAL ETF TRUST | 4 | 4 | 7.77% | 8.40% | 8.68% | Q1 2023 | Q4 2023 | 4 |
EMB | ISHARES TR | 4 | 4 | 2.59% | 2.63% | 2.68% | Q1 2023 | Q4 2023 | 4 |
JAGG | J P MORGAN EXCHANGE-TR... | 4 | 4 | 1.68% | 2.29% | 2.61% | Q1 2020 | Q4 2020 | 4 |
TLT | ISHARES TR | 4 | 4 | 0.91% | 1.23% | 1.36% | Q1 2016 | Q4 2016 | 4 |
EFV | ISHARES TR | 4 | 4 | 0.17% | 1.09% | 3.81% | Q4 2014 | Q3 2015 | 4 |
ESGV | VANGUARD WORLD FD | 3 | 1 | 0.12% | 0.54% | 0.87% | Q2 2022 | Q4 2023 | 4 |
FLOT | ISHARES TR | 4 | 4 | 0.32% | 0.46% | 0.80% | Q1 2022 | Q4 2022 | 4 |
QEFA | SPDR INDEX SHS FDS | 4 | 4 | 0.17% | 0.19% | 0.21% | Q4 2018 | Q3 2019 | 4 |
FB | META PLATFORMS INC | 4 | 4 | 0.14% | 0.15% | 0.19% | Q1 2023 | Q4 2023 | 4 |
EFAX | SPDR INDEX SHS FDS | 3 | 1 | 0.14% | 0.15% | 0.15% | Q1 2022 | Q4 2023 | 4 |
LRCX | LAM RESEARCH CORP | 4 | 4 | 0.12% | 0.14% | 0.16% | Q1 2023 | Q4 2023 | 4 |
NOC | NORTHROP GRUMMAN CORP | 4 | 4 | 0.11% | 0.11% | 0.12% | Q1 2023 | Q4 2023 | 4 |
SHY | ISHARES TR | 3 | 3 | 6.04% | 11.27% | 19.48% | Q3 2015 | Q1 2016 | 3 |
VTI | Vanguard | 3 | 3 | 6.33% | 6.75% | 7.09% | Q4 2014 | Q2 2015 | 3 |
BND | VANGUARD BD INDEX FD INC | 2 | 1 | 0.66% | 4.22% | 6.00% | Q4 2014 | Q3 2016 | 3 |
LQD | ISHARES TR | 3 | 3 | 0.97% | 1.05% | 1.13% | Q3 2020 | Q1 2021 | 3 |
EEM | ISHARES TR | 3 | 3 | 0.22% | 1.00% | 1.50% | Q3 2015 | Q1 2016 | 3 |
SCHO | SCHWAB STRATEGIC TR | 3 | 3 | 0.57% | 0.64% | 0.73% | Q1 2020 | Q3 2020 | 3 |
KBWB | INVESCO EXCH TRADED FD... | 3 | 3 | 0.34% | 0.35% | 0.37% | Q1 2023 | Q3 2023 | 3 |
SPSM | SPDR SERIES TRUST | 3 | 3 | 0.30% | 0.33% | 0.39% | Q2 2019 | Q4 2019 | 3 |
LGLV | SPDR SER TR | 2 | 1 | 0.11% | 0.21% | 0.27% | Q1 2020 | Q4 2021 | 3 |
SPLG | SPDR SERIES TRUST | 3 | 3 | 0.17% | 0.19% | 0.21% | Q1 2019 | Q3 2019 | 3 |
VOO | VANGUARD INDEX FDS | 3 | 3 | 0.14% | 0.14% | 0.14% | Q2 2023 | Q4 2023 | 3 |
NFLX | NETFLIX INC | 3 | 3 | 0.11% | 0.12% | 0.13% | Q2 2023 | Q4 2023 | 3 |
VIAC | VIACOMCBS INC | 2 | 1 | 0.07% | 0.09% | 0.10% | Q2 2021 | Q4 2023 | 3 |
WPRT | WESTPORT FUEL SYSTEMS INC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q4 2019 | 3 |
AMJ | JPMORGAN CHASE & CO | 1 | 1 | 0.18% | 1.14% | 2.10% | Q4 2014 | Q3 2015 | 2 |
IEMG | ISHARES INC | 1 | 1 | 0.21% | 0.50% | 0.79% | Q4 2015 | Q4 2018 | 2 |
NEN | NEW ENGLAND RLTY ASSOC... | 2 | 2 | 0.16% | 0.17% | 0.17% | Q1 2017 | Q2 2017 | 2 |
DIS | DISNEY WALT CO | 1 | 1 | 0.14% | 0.15% | 0.15% | Q2 2019 | Q4 2019 | 2 |
QAI | INDEXIQ ETF TR | 2 | 2 | 0.12% | 0.12% | 0.13% | Q3 2022 | Q4 2022 | 2 |
GILD | GILEAD SCIENCES INC | 2 | 2 | 0.12% | 0.12% | 0.13% | Q3 2023 | Q4 2023 | 2 |
IBTD | ISHARES TR | 2 | 2 | 0.11% | 0.12% | 0.12% | Q3 2022 | Q4 2022 | 2 |
GE HEALTHCARE TECHNOLO... | 2 | 2 | 0.12% | 0.12% | 0.12% | Q1 2023 | Q2 2023 | 2 | |
MSFT | MICROSOFT CORP | 1 | 1 | 0.11% | 0.12% | 0.12% | Q2 2023 | Q4 2023 | 2 |
HTRB | HARTFORD FDS EXCHANGE ... | 1 | 1 | 0.11% | 0.12% | 0.12% | Q2 2023 | Q4 2023 | 2 |
PBW | POWERSHARES ETF TRUST | 2 | 2 | 0.05% | 0.06% | 0.06% | Q2 2015 | Q3 2015 | 2 |
VEU | Vanguard | 1 | 1 | 10.93% | 10.93% | 10.93% | Q4 2014 | Q4 2014 | 1 |
Blackrock | 1 | 1 | 7.52% | 7.52% | 7.52% | Q1 2015 | Q1 2015 | 1 | |
QQQ | INVESCO QQQ TR | 1 | 1 | 2.60% | 2.60% | 2.60% | Q4 2023 | Q4 2023 | 1 |
ILF | ISHARES TR | 1 | 1 | 2.56% | 2.56% | 2.56% | Q4 2023 | Q4 2023 | 1 |
GXTG | GLOBAL X FDS | 1 | 1 | 2.41% | 2.41% | 2.41% | Q1 2022 | Q1 2022 | 1 |
DBEU | DBX ETF TR | 1 | 1 | 2.24% | 2.24% | 2.24% | Q3 2015 | Q3 2015 | 1 |
QCLN | FIRST TR EXCHANGE-TRAD... | 1 | 1 | 1.56% | 1.56% | 1.56% | Q4 2021 | Q4 2021 | 1 |
VYM | VANGUARD WHITEHALL FDS... | 1 | 1 | 1.01% | 1.01% | 1.01% | Q4 2015 | Q4 2015 | 1 |
FTGC | FIRST TR EXCHAN TRADED... | 1 | 1 | 1.00% | 1.00% | 1.00% | Q3 2015 | Q3 2015 | 1 |
ACWI | ISHARES TR | 1 | 1 | 0.98% | 0.98% | 0.98% | Q4 2023 | Q4 2023 | 1 |
VLU | SPDR SERIES TRUST | 1 | 1 | 0.95% | 0.95% | 0.95% | Q3 2015 | Q3 2015 | 1 |
SCHE | SCHWAB STRATEGIC TR | 1 | 1 | 0.67% | 0.67% | 0.67% | Q3 2015 | Q3 2015 | 1 |
JPMF | JP MORGAN EXCHANGE TRA... | 1 | 1 | 0.62% | 0.62% | 0.62% | Q4 2019 | Q4 2019 | 1 |
JETS | ETF SER SOLUTIONS | 1 | 1 | 0.54% | 0.54% | 0.54% | Q1 2022 | Q1 2022 | 1 |
DBC | PowerShares | 1 | 1 | 0.36% | 0.36% | 0.36% | Q4 2014 | Q4 2014 | 1 |
DWM | WisdomTree | 1 | 1 | 0.33% | 0.33% | 0.33% | Q4 2014 | Q4 2014 | 1 |
ACGL | ARCH CAP GROUP LTD | 1 | 1 | 0.32% | 0.32% | 0.32% | Q2 2021 | Q2 2021 | 1 |
FRN | Guggenheim | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2014 | Q4 2014 | 1 |
APPLE INC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2016 | Q1 2016 | 1 | |
SCHP | SCHWAB STRATEGIC TR | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2022 | Q2 2022 | 1 |
UPS | UNITED PARCEL SERVICE INC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2016 | Q1 2016 | 1 |
KOMP | SPDR SER TR | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2022 | Q1 2022 | 1 |
VGLT | VANGUARD SCOTTSDALE FDS | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2016 | Q4 2016 | 1 |
MMM | 3M CO | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2018 | Q4 2018 | 1 |
IBM | INTERNATIONAL BUSINESS... | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2016 | Q1 2016 | 1 |
VTEB | VANGUARD MUN BD FDS | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2022 | Q1 2022 | 1 |
SPAB | SPDR SER TR | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2022 | Q1 2022 | 1 |
Automatic Data Processing | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2015 | Q3 2015 | 1 | |
JNK | SPDR SER TR | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2022 | Q1 2022 | 1 |
TJX | TJX COS INC NEW | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2020 | Q4 2020 | 1 |
UNH | UNITEDHEALTH GROUP INC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2023 | Q4 2023 | 1 |
JCPB | J P MORGAN EXCHANGE TR... | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2023 | Q4 2023 | 1 |
AMZN | AMAZON COM INC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2015 | Q4 2015 | 1 |
ESML | ISHARES TR | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2022 | Q2 2022 | 1 |
FDMO | FIDELITY COVINGTON TRUST | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2022 | Q2 2022 | 1 |
MUB | ISHARES TR | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2022 | Q2 2022 | 1 |
GPS | GAP INC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2021 | Q1 2021 | 1 |
PPL | PPL CORP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2021 | Q4 2021 | 1 |
BKNG | BOOKING HOLDINGS INC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2023 | Q4 2023 | 1 |
SWKS | SKYWORKS SOLUTIONS INC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2023 | Q4 2023 | 1 |
AGCO | AGCO CORP | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2023 | Q4 2023 | 1 |
ICON | ICONIX BRAND GROUP INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2015 | Q4 2015 | 1 |
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The securities at the top of the list , including ISHARES TR, ISHARES TR, and ISHARES TR, are the highest-conviction holdings of Stonehearth Capital Management, LLC.
The conviction is calculated by counting the number of quarters a security has been reported by Stonehearth Capital Management, LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Stonehearth Capital Management, LLC owns currently or has owned in the past.