$257 Million is the total value of Stone House Investment Management, LLC's 38 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FDIS | Exit | FIDELITY COVINGTON TRUSTmsci consm dis | $0 | – | -3,024 | -100.0% | -0.11% | – |
| TSLA | Exit | TESLA INC | $0 | – | -314 | -100.0% | -0.11% | – |
| SHV | Exit | ISHARES TRshort treas bd | $0 | – | -2,229 | -100.0% | -0.12% | – |
| PSEP | Exit | INNOVATOR ETFS TRs&p 500 pwr | $0 | – | -9,389 | -100.0% | -0.13% | – |
| LGLV | Exit | SPDR SER TRssga us lrg etf | $0 | – | -3,649 | -100.0% | -0.22% | – |
| VIG | Exit | VANGUARD SPECIALIZED FUNDSdiv app etf | $0 | – | -3,719 | -100.0% | -0.26% | – |
| USMV | Exit | ISHARES TRmsci usa min vol | $0 | – | -39,946 | -100.0% | -1.37% | – |
| IEFA | Exit | ISHARES TRcore msci eafe | $0 | – | -46,446 | -100.0% | -1.62% | – |
| SHYG | Exit | ISHARES TR0-5yr hi yl cp | $0 | – | -83,699 | -100.0% | -1.92% | – |
| IHI | Exit | ISHARES TRu.s. med dvc etf | $0 | – | -14,571 | -100.0% | -2.40% | – |
| DGRO | Exit | ISHARES TRcore div grwth | $0 | – | -180,119 | -100.0% | -4.07% | – |
| LQD | Exit | ISHARES TRiboxx inv cp etf | $0 | – | -84,402 | -100.0% | -5.87% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-08-13
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 | 2024-05-15 |
| 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 |
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.