$199 Million is the total value of Stone House Investment Management, LLC's 33 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CHK | Exit | CHESAPEAKE ENERGY CORP | $0 | – | -34,899 | -100.0% | -0.00% | – |
| FENY | Exit | FIDELITY COVINGTON TRmsci energy idx | $0 | – | -12,183 | -100.0% | -0.05% | – |
| TIP | Exit | ISHARES TRtips bd etf | $0 | – | -2,383 | -100.0% | -0.16% | – |
| SPAB | Exit | SPDR SER TRportfolio agrgte | $0 | – | -11,466 | -100.0% | -0.20% | – |
| VYM | Exit | VANGUARD WHITEHALL FDShigh div yld | $0 | – | -5,112 | -100.0% | -0.21% | – |
| IJH | Exit | ISHARES TRcore s&p mcp etf | $0 | – | -4,290 | -100.0% | -0.36% | – |
| IEMG | Exit | ISHARES INCcore msci emkt | $0 | – | -58,589 | -100.0% | -1.38% | – |
| IGIB | Exit | ISHARES TRintrm tr crp etf | $0 | – | -45,443 | -100.0% | -1.46% | – |
| SIZE | Exit | ISHARES TRusa size factor | $0 | – | -35,676 | -100.0% | -1.49% | – |
| QUAL | Exit | ISHARES TRusa quality fctr | $0 | – | -80,989 | -100.0% | -3.83% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-07-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| PROCTER & GAMBLE CO | 28 | Q3 2023 | 18.3% |
| PFIZER INC | 28 | Q3 2023 | 0.2% |
| ISHARES TR | 27 | Q3 2023 | 20.9% |
| ISHARES TR | 27 | Q3 2023 | 7.8% |
| FIDELITY COVINGTON TRUST | 27 | Q3 2023 | 4.5% |
| PEOPLES FINL SVCS CORP | 27 | Q3 2023 | 1.2% |
| ISHARES TR | 26 | Q3 2023 | 3.3% |
| APPLE INC | 26 | Q3 2023 | 0.6% |
| ISHARES TR | 25 | Q3 2023 | 3.9% |
| ISHARES TR | 24 | Q3 2023 | 8.5% |
View Stone House Investment Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-01-31 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-11 |
| 13F-HR | 2023-04-26 |
| 13F-HR | 2023-01-20 |
| 13F-HR | 2022-10-12 |
| 13F-HR | 2022-07-19 |
| 13F-HR | 2022-04-27 |
| 13F-HR | 2022-01-14 |
| 13F-HR/A | 2021-10-21 |
View Stone House Investment 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.