$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 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| RVP | Exit | RETRACTABLE TECHNOLOGIES INC | $0 | – | -30,800 | -100.0% | -0.03% | – |
| COST | Exit | COSTCO WHSL CORP NEW | $0 | – | -454 | -100.0% | -0.13% | – |
| GOOG | Exit | ALPHABET INCcap stk cl c | $0 | – | -2,480 | -100.0% | -0.14% | – |
| BRKB | Exit | BERKSHIRE HATHAWAY INC DELcl b new | $0 | – | -941 | -100.0% | -0.18% | – |
| VTI | Exit | VANGUARD INDEX FDStotal stk mkt | $0 | – | -1,602 | -100.0% | -0.19% | – |
| SPAB | Exit | SPDR SER TRportfolio agrgte | $0 | – | -13,825 | -100.0% | -0.22% | – |
| SCHB | Exit | SCHWAB STRATEGIC TRus brd mkt etf | $0 | – | -13,411 | -100.0% | -0.37% | – |
| VEA | Exit | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $0 | – | -16,989 | -100.0% | -0.44% | – |
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.