$62.6 Million is the total value of Stone Asset Management Inc.'s 35 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DFAT | Buy | DIMENSIONAL ETF TRUSTus targeted vlu | $491,780 | +1.6% | 11,051 | +0.3% | 0.79% | +161.1% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-04-17
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.