$193 Million is the total value of Stonehearth Capital Management, LLC's 67 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
QCLN | New | FIRST TR EXCHANGE-TRADED FDnas clnedg green | $3,014,000 | – | 44,345 | +100.0% | 1.56% | – |
RING | New | ISHARES INCmsci gbl gold mn | $677,000 | – | 25,087 | +100.0% | 0.35% | – |
PPL | New | PPL CORP | $208,000 | – | 6,915 | +100.0% | 0.11% | – |
LGLV | New | SPDR SER TRssga us lrg etf | $204,000 | – | 1,355 | +100.0% | 0.11% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-01-19
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 37 | Q4 2023 | 15.8% |
ISHARES TR | 36 | Q4 2023 | 12.8% |
ISHARES TR | 36 | Q4 2023 | 13.5% |
VERIZON COMMUNICATIONS INC | 36 | Q4 2023 | 0.7% |
VANGUARD INTL EQUITY INDEX F | 33 | Q4 2023 | 9.3% |
Exxon Mobil Corporation | 33 | Q4 2023 | 0.9% |
VANGUARD TAX-MANAGED INTL FD | 32 | Q4 2023 | 7.5% |
APPLE INC | 32 | Q4 2023 | 1.4% |
ISHARES TR | 32 | Q1 2023 | 1.3% |
GOLDMAN SACHS ETF TR | 31 | Q4 2023 | 0.9% |
View Stonehearth Capital Management, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-02 |
13F-HR | 2024-01-08 |
13F-HR | 2023-10-11 |
13F-HR | 2023-07-06 |
13F-HR/A | 2023-04-04 |
13F-HR | 2023-04-04 |
13F-HR/A | 2023-02-10 |
13F-HR/A | 2023-02-09 |
13F-HR | 2023-01-03 |
13F-HR | 2022-10-05 |
View Stonehearth Capital Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.