Stone Asset Management Inc. - Q2 2023 holdings

			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

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All filings

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