$193 Million is the total value of Stonehearth Capital Management, LLC's 71 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| HBAN | Exit | HUNTINGTON BANCSHARES INC | $0 | – | -10,586 | -100.0% | -0.08% | – |
| BSV | Exit | VANGUARD BD INDEX FDSshort trm bond | $0 | – | -2,485 | -100.0% | -0.10% | – |
| USB | Exit | US BANCORP DEL | $0 | – | -3,584 | -100.0% | -0.10% | – |
| LGLV | Exit | SPDR SER TRssga us lrg etf | $0 | – | -1,355 | -100.0% | -0.11% | – |
| PPL | Exit | PPL CORP | $0 | – | -6,915 | -100.0% | -0.11% | – |
| TGT | Exit | TARGET CORP | $0 | – | -902 | -100.0% | -0.11% | – |
| SCHR | Exit | SCHWAB STRATEGIC TRintrm trm tres | $0 | – | -3,972 | -100.0% | -0.12% | – |
| DHI | Exit | D R HORTON INC | $0 | – | -2,741 | -100.0% | -0.15% | – |
| JAGG | Exit | J P MORGAN EXCHANGE-TRADED Fus aggregate etf | $0 | – | -8,354 | -100.0% | -0.23% | – |
| Exit | GENERAL ELECTRIC CO | $0 | – | -8,458 | -100.0% | -0.41% | – | |
| QCLN | Exit | FIRST TR EXCHANGE-TRADED FDnas clnedg green | $0 | – | -44,345 | -100.0% | -1.56% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-04-13
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.