SA
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Stone Asset Management Inc.13F | |
| Stone Asset Management Inc. | |
| Last update 2023-04-17 | 35 Stocks (0 new) |
| Value $63.00 Mil | Turnover 0 % |
| Portfolio Report | |
Stone Asset Management Inc. Top Holdings of 2023-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IWO | iShares Russell 2000 Growth ETF | 33,047 | 7495.810 | -56.87% | 11.980 | -5.81% | 0.080 | +17.48% | +22.18% | 13050.207 | ||
VEU | Vanguard FTSE All-World ex-US ETF | 122,516 | 6550.910 | -59.04% | 10.470 | -5.50% | 0.020 | +1.61% | +5.49% | 38298.077 | ||
VO | Vanguard Mid-Cap ETF | 29,793 | 6283.950 | -70.20% | 10.040 | -8.88% | 0.010 | +13.65% | +18.97% | 66472.053 | ||
MGK | Vanguard Mega Cap Growth ETF | 26,898 | 5500.900 | -37.80% | 8.790 | -1.75% | 0.050 | +14.09% | +31.23% | 21446.599 | ||
IWF | iShares Russell 1000 Growth ETF | 19,435 | 4748.660 | -74.45% | 7.590 | -7.53% | 0.010 | +15.01% | +31.51% | 103741.165 | ||
IVE | iShares S&P 500 Value ETF | 30,025 | 4556.580 | -57.86% | 7.280 | -3.71% | 0.020 | +8.60% | +15.62% | 36121.113 | ||
IJS | iShares S&P Small-Cap 600 Value ETF | 37,631 | 3521.910 | -58.24% | 5.630 | -2.98% | 0.050 | +15.46% | +11.64% | 7542.605 | ||
VWO | Vanguard FTSE Emerging Markets ETF | 81,931 | 3310.010 | -45.04% | 5.290 | -1.63% | 0.000 | +4.55% | +11.27% | 76200.470 | ||
VBR | Vanguard Small Cap Value ETF | 13,423 | 2131.010 | -69.60% | 3.400 | -3.03% | 0.010 | +13.93% | +17.38% | 29948.962 | ||
IWD | iShares Russell 1000 Value ETF | 13,880 | 2113.370 | -71.19% | 3.380 | -3.23% | 0.000 | +10.05% | +18.00% | 61138.740 |
Stone Asset Management Inc.'s Historical Top Holdings Breakdowns
Stone Asset Management Inc.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
VO | Vanguard Mid-Cap ETF | 2023-03-31 | Reduce | -8.88% | 200.2 ($212.08) 225.13 | $276.77 | 30.50% | Reduce -70.2% | 29,793 | -70,168 | |
IWF | iShares Russell 1000 Growth ETF | 2023-03-31 | Reduce | -7.53% | 209.46 ($229.99) 244.33 | $398.70 | 73.36% | Reduce -74.45% | 19,435 | -56,619 | |
IWO | iShares Russell 2000 Growth ETF | 2023-03-31 | Reduce | -5.81% | 212.06 ($228.31) 244.49 | $308.15 | 34.97% | Reduce -56.87% | 33,047 | -43,571 | |
VEU | Vanguard FTSE All-World ex-US ETF | 2023-03-31 | Reduce | -5.50% | 50.31 ($52.89) 54.91 | $59.22 | 11.97% | Reduce -59.04% | 122,516 | -176,571 | |
IVE | iShares S&P 500 Value ETF | 2023-03-31 | Reduce | -3.71% | 143.52 ($150.47) 158.71 | $201.06 | 33.62% | Reduce -57.86% | 30,025 | -41,223 | |
IWD | iShares Russell 1000 Value ETF | 2023-03-31 | Reduce | -3.23% | 144.89 ($153.71) 160.72 | $194.99 | 26.86% | Reduce -71.19% | 13,880 | -34,301 | |
VBR | Vanguard Small Cap Value ETF | 2023-03-31 | Reduce | -3.03% | 150.22 ($164.67) 176.65 | $211.24 | 28.28% | Reduce -69.6% | 13,423 | -30,731 | |
IJS | iShares S&P Small-Cap 600 Value ETF | 2023-03-31 | Reduce | -2.98% | 88.82 ($97.38) 106.17 | $115.07 | 18.17% | Reduce -58.24% | 37,631 | -52,473 | |
SCZ | iShares MSCI EAFE Small-Cap ETF | 2023-03-31 | Reduce | -2.64% | 56.53 ($59.37) 62.22 | $62.55 | 5.36% | Reduce -69.37% | 33,158 | -75,090 | |
ICF | iShares Cohen & Steers REIT ETF | 2023-03-31 | Reduce | -2.35% | 51.21 ($56.61) 61.59 | $63.35 | 11.91% | Reduce -67.01% | 34,026 | -69,119 |
Stone Asset Management Inc. Total Holding History ($B)
Stone Asset Management Inc.'s Asset Allocation
Stone Asset Management Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Stone Asset Management Inc.'s Hypothetical Growth since 2023-03-31
Stone Asset Management Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Stone Asset Management Inc.'s Holdings Heat Map
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Stone Asset Management Inc.'s Holdings Bubble Chart
Stone Asset Management Inc. News
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