Stone Asset Management Inc. holdings history

Add to watchlist

54 is the total number of securities Stone Asset Management Inc. has owned. The longest Stone Asset Management Inc. has owned a single stock is 6 quarters.

Stone Asset Management Inc. historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
VO VANGUARD INDEX FDS6610.04%11.77%12.87%Q4 2021Q1 20236
VEU VANGUARD INTL EQUITY I...669.15%9.96%11.81%Q4 2021Q1 20236
IWO ISHARES TR667.75%9.65%11.98%Q4 2021Q1 20236
IWF ISHARES TR667.59%9.55%11.02%Q4 2021Q1 20236
IVE ISHARES TR664.54%5.90%7.28%Q4 2021Q1 20236
MGK VANGUARD WORLD FD662.33%4.66%8.79%Q4 2021Q1 20236
IJS ISHARES TR663.64%4.61%5.63%Q4 2021Q1 20236
VWO VANGUARD INTL EQUITY I...663.61%4.41%5.29%Q4 2021Q1 20236
VBR VANGUARD INDEX FDS663.40%4.12%4.45%Q4 2021Q1 20236
IWD ISHARES TR663.38%4.05%4.54%Q4 2021Q1 20236
SCZ ISHARES TR663.15%3.96%4.66%Q4 2021Q1 20236
ICF ISHARES TR663.02%3.73%4.40%Q4 2021Q1 20236
IJH ISHARES TR661.56%1.83%2.56%Q4 2021Q1 20236
EFA ISHARES TR660.63%1.61%2.74%Q4 2021Q1 20236
AGG ISHARES TR660.89%1.59%2.29%Q4 2021Q1 20236
IVV ISHARES TR660.76%1.08%1.81%Q4 2021Q1 20236
EEM ISHARES TR660.64%0.90%1.14%Q4 2021Q1 20236
AAPL APPLE INC660.57%0.77%1.04%Q4 2021Q1 20236
VSS VANGUARD INTL EQUITY I...660.20%0.77%1.35%Q4 2021Q1 20236
VCLT VANGUARD SCOTTSDALE FDS660.33%0.68%1.12%Q4 2021Q1 20236
VNQ VANGUARD INDEX FDS660.48%0.67%0.86%Q4 2021Q1 20236
VBK VANGUARD INDEX FDS660.44%0.66%0.84%Q4 2021Q1 20236
VGLT VANGUARD SCOTTSDALE FDS660.13%0.65%1.05%Q4 2021Q1 20236
AMZN AMAZON COM INC660.25%0.40%0.52%Q4 2021Q1 20236
VUG VANGUARD INDEX FDS660.26%0.34%0.47%Q4 2021Q1 20236
VCSH VANGUARD SCOTTSDALE FDS660.16%0.33%0.44%Q4 2021Q1 20236
SPY SPDR S&P 500 ETF TR660.22%0.27%0.39%Q4 2021Q1 20236
MSFT MICROSOFT CORP660.21%0.27%0.35%Q4 2021Q1 20236
IGSB ISHARES TR553.19%5.53%8.03%Q1 2022Q1 20235
IJT ISHARES TR550.15%0.71%1.48%Q1 2022Q1 20235
VEA VANGUARD TAX-MANAGED I...550.38%0.43%0.46%Q4 2021Q4 20225
VTIP VANGUARD MALVERN FDS550.20%0.41%0.83%Q1 2022Q1 20235
DFAT DIMENSIONAL ETF TRUST410.28%0.39%0.79%Q4 2021Q1 20235
SCHB SCHWAB STRATEGIC TR550.37%0.39%0.44%Q4 2021Q4 20225
VTI VANGUARD INDEX FDS550.19%0.20%0.22%Q4 2021Q4 20225
GOOG ALPHABET INC550.14%0.18%0.21%Q4 2021Q4 20225
BRKB BERKSHIRE HATHAWAY INC...550.14%0.16%0.18%Q4 2021Q4 20225
COST COSTCO WHSL CORP NEW550.12%0.13%0.16%Q4 2021Q4 20225
RVP RETRACTABLE TECHNOLOGI...550.03%0.07%0.12%Q4 2021Q4 20225
IVW ISHARES TR220.13%1.22%2.30%Q1 2022Q1 20234
VTV VANGUARD INDEX FDS440.19%0.49%0.79%Q2 2022Q1 20234
ESGA AMERICAN CENTY ETF TR440.38%0.42%0.49%Q4 2021Q3 20224
SHY ISHARES TR330.12%0.15%0.21%Q4 2021Q2 20223
VOOV VANGUARD ADMIRAL FDS INC221.72%1.73%1.75%Q1 2022Q2 20222
IXUS ISHARES TR221.49%1.51%1.52%Q1 2022Q2 20222
IWN ISHARES TR220.93%0.95%0.97%Q1 2022Q2 20222
IGIB ISHARES TR220.35%0.53%0.72%Q1 2022Q2 20222
INVESTMENT MANAGERS SE...220.38%0.41%0.43%Q4 2022Q1 20232
SCHH SCHWAB STRATEGIC TR220.12%0.13%0.14%Q4 2021Q1 20222
IAGG ISHARES TR111.26%1.26%1.26%Q4 2021Q4 20211
GOVT ISHARES TR110.48%0.48%0.48%Q4 2021Q4 20211
GSIG GOLDMAN SACHS ETF TR110.31%0.31%0.31%Q2 2022Q2 20221
SPAB SPDR SER TR110.22%0.22%0.22%Q4 2022Q4 20221
VTEB VANGUARD MUN BD FDS110.21%0.21%0.21%Q4 2021Q4 20211
 Download

The securities at the top of the list , including VANGUARD INDEX FDS, VANGUARD INTL EQUITY INDEX F, and ISHARES TR, are the highest-conviction holdings of Stone Asset Management Inc..

The conviction is calculated by counting the number of quarters a security has been reported by Stone Asset Management Inc.. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Stone Asset Management Inc. owns currently or has owned in the past.