Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
IJT | Exit | ISHARES TRs&p sml 600 gwt | $0 | – | -1,842 | -100.0% | -0.32% | – |
MSFT | Exit | MICROSOFT CORP | $0 | – | -757 | -100.0% | -0.35% | – |
IVW | Exit | ISHARES TRs&p 500 grwt etf | $0 | – | -3,492 | -100.0% | -0.36% | – |
Exit | INVESTMENT MANAGERS SER TR Iaxs change finan | $0 | – | -8,337 | -100.0% | -0.38% | – | |
SPY | Exit | SPDR S&P 500 ETF TRtr unit | $0 | – | -598 | -100.0% | -0.39% | – |
VCSH | Exit | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $0 | – | -3,615 | -100.0% | -0.44% | – |
VUG | Exit | VANGUARD INDEX FDSgrowth etf | $0 | – | -1,183 | -100.0% | -0.47% | – |
VNQ | Exit | VANGUARD INDEX FDSreal estate etf | $0 | – | -3,659 | -100.0% | -0.48% | – |
AMZN | Exit | AMAZON COM INC | $0 | – | -2,980 | -100.0% | -0.49% | – |
VBK | Exit | VANGUARD INDEX FDSsml cp grw etf | $0 | – | -1,446 | -100.0% | -0.50% | – |
VTV | Exit | VANGUARD INDEX FDSvalue etf | $0 | – | -2,448 | -100.0% | -0.54% | – |
AAPL | Exit | APPLE INC | $0 | – | -2,308 | -100.0% | -0.61% | – |
DFAT | Exit | DIMENSIONAL ETF TRUSTus targeted vlu | $0 | – | -11,051 | -100.0% | -0.79% | – |
VTIP | Exit | VANGUARD MALVERN FDSstrm infproidx | $0 | – | -10,856 | -100.0% | -0.83% | – |
EEM | Exit | ISHARES TRmsci emg mkt etf | $0 | – | -13,302 | -100.0% | -0.84% | – |
VSS | Exit | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $0 | – | -4,899 | -100.0% | -0.86% | – |
AGG | Exit | ISHARES TRcore us aggbd et | $0 | – | -5,575 | -100.0% | -0.89% | – |
VGLT | Exit | VANGUARD SCOTTSDALE FDSlong term treas | $0 | – | -10,023 | -100.0% | -1.05% | – |
VCLT | Exit | VANGUARD SCOTTSDALE FDSlg-term cor bd | $0 | – | -8,797 | -100.0% | -1.12% | – |
IJH | Exit | ISHARES TRcore s&p mcp etf | $0 | – | -3,917 | -100.0% | -1.57% | – |
EFA | Exit | ISHARES TRmsci eafe etf | $0 | – | -14,842 | -100.0% | -1.70% | – |
IVV | Exit | ISHARES TRcore s&p500 etf | $0 | – | -2,750 | -100.0% | -1.81% | – |
ICF | Exit | ISHARES TRcohen steer reit | $0 | – | -34,026 | -100.0% | -3.02% | – |
SCZ | Exit | ISHARES TReafe sml cp etf | $0 | – | -33,158 | -100.0% | -3.15% | – |
IGSB | Exit | ISHARES TR | $0 | – | -39,767 | -100.0% | -3.21% | – |
IWD | Exit | ISHARES TRrus 1000 val etf | $0 | – | -13,880 | -100.0% | -3.38% | – |
VBR | Exit | VANGUARD INDEX FDSsm cp val etf | $0 | – | -13,423 | -100.0% | -3.40% | – |
VWO | Exit | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $0 | – | -81,931 | -100.0% | -5.29% | – |
IJS | Exit | ISHARES TRsp smcp600vl etf | $0 | – | -37,631 | -100.0% | -5.63% | – |
IVE | Exit | ISHARES TRs&p 500 val etf | $0 | – | -30,025 | -100.0% | -7.28% | – |
IWF | Exit | ISHARES TRrus 1000 grw etf | $0 | – | -19,435 | -100.0% | -7.59% | – |
MGK | Exit | VANGUARD WORLD FDmega grwth ind | $0 | – | -26,898 | -100.0% | -8.79% | – |
VO | Exit | VANGUARD INDEX FDSmid cap etf | $0 | – | -29,793 | -100.0% | -10.04% | – |
VEU | Exit | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $0 | – | -122,516 | -100.0% | -10.47% | – |
IWO | Exit | ISHARES TRrus 2000 grw etf | $0 | – | -33,047 | -100.0% | -11.98% | – |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD INDEX FDS | 6 | Q1 2023 | 12.9% |
VANGUARD INTL EQUITY INDEX F | 6 | Q1 2023 | 11.8% |
ISHARES TR | 6 | Q1 2023 | 12.0% |
ISHARES TR | 6 | Q1 2023 | 11.0% |
ISHARES TR | 6 | Q1 2023 | 7.3% |
VANGUARD WORLD FD | 6 | Q1 2023 | 8.8% |
ISHARES TR | 6 | Q1 2023 | 5.6% |
VANGUARD INTL EQUITY INDEX F | 6 | Q1 2023 | 5.3% |
VANGUARD INDEX FDS | 6 | Q1 2023 | 4.5% |
ISHARES TR | 6 | Q1 2023 | 4.5% |
View Stone Asset Management Inc.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2023-04-17 |
13F-HR | 2023-01-25 |
13F-HR | 2022-10-20 |
13F-HR | 2022-07-11 |
13F-HR | 2022-04-11 |
13F-HR | 2022-01-31 |
View Stone Asset Management Inc.'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.