$221 Million is the total value of Stone House Investment Management, LLC's 40 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| EEMV | New | ISHARES INCmsci emerg mrkt | $7,563,000 | – | 136,441 | +100.0% | 3.42% | – |
| HDV | New | ISHARES TRcore high dv etf | $4,778,000 | – | 47,573 | +100.0% | 2.16% | – |
| IJS | New | ISHARES TRsp smcp600vl etf | $3,646,000 | – | 40,957 | +100.0% | 1.65% | – |
| ICVT | New | ISHARES TRconv bd etf | $2,352,000 | – | 33,915 | +100.0% | 1.06% | – |
| IFRA | New | ISHARES TRus infrastruc | $1,417,000 | – | 41,627 | +100.0% | 0.64% | – |
| UMAR | New | INNOVATOR ETFS TRus eqt ultra bf | $476,000 | – | 16,945 | +100.0% | 0.22% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-07-19
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.