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Stone House Investment Management, LLC13F | |
Stone House Investment Management, LLC | |
Last update 2024-08-14 | 377 Stocks (42 new) |
Value $385.00 Mil | Turnover 10 % |
Portfolio Report |
Stone House Investment Managem... Top Holdings of 2024-06-30
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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 |
---|---|---|---|---|---|---|---|---|---|---|---|---|
IVV | iShares Core S&P 500 ETF | 133,395 | 72997.490 | -8.29% | 18.970 | -1.49% | - | +7.42% | +22.54% | 549284.371 | ||
IUSB | iShares Core Total USD Bond Market ETF | 1,018,462 | 46054.840 | +6.21% | 11.970 | +0.70% | - | +0.23% | -0.18% | 33214.860 | ||
PG | Procter & Gamble Co | 222,303 | 36662.160 | +1.89% | 9.530 | +0.18% | 0.010 | +4.00% | +16.93% | 393056.467 | Consumer Packaged Goods | |
IVW | iShares S&P 500 Growth ETF | 318,360 | 29461.030 | +68.74% | 7.660 | +3.12% | - | +10.85% | +31.19% | 54960.428 | ||
QUAL | iShares MSCI USA Quality Factor ETF | 147,571 | 25199.190 | +6.27% | 6.550 | +0.39% | - | +6.97% | +22.60% | 50043.049 | ||
DYNF | BlackRock U.S. Equity Factor Rotation ETF | 508,729 | 23879.750 | +16.40% | 6.210 | +0.88% | - | +9.46% | +28.33% | 12770.572 | ||
EFG | iShares MSCI EAFE Growth ETF | 203,776 | 20846.310 | +65.14% | 5.420 | +2.14% | - | +0.71% | +5.52% | 14562.057 | ||
IVE | iShares S&P 500 Value ETF | 69,778 | 12700.240 | +6.09% | 3.300 | +0.19% | - | +3.26% | +13.00% | 35466.187 | ||
IYW | iShares U.S. Technology ETF | 77,576 | 11675.230 | +5.19% | 3.030 | +0.15% | - | +11.00% | +27.85% | 19510.226 | ||
MBB | iShares MBS ETF | 125,321 | 11505.760 | +9.43% | 2.990 | +0.26% | - | -0.24% | -0.99% | 33453.767 |
Stone House Investment Management, LLC's Historical Top Holdings Breakdowns
Stone House Investment Management, LLC'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 |
---|---|---|---|---|---|---|---|---|---|---|---|
SPY | S&P 500 ETF TRUST ETF | 2024-06-30 | Reduce | -10.94% | 495.16 ($523.39) 548.49 | $582.13 | 11.22% | Reduce -99.34% | 593 | -88,928 | |
IXUS | iShares Core MSCI Total International Stock ETF | 2024-06-30 | Reduce | -4.53% | 65.1 ($67.81) 70.07 | $69.89 | 3.06% | Reduce -99.51% | 1,406 | -283,724 | |
IVW | iShares S&P 500 Growth ETF | 2024-06-30 | Add | +3.12% | 79.31 ($86.21) 93.31 | $98.55 | 14.31% | Add 68.74% | 318,360 | 129,692 | |
EFG | iShares MSCI EAFE Growth ETF | 2024-06-30 | Add | +2.14% | 97.17 ($102.22) 106.25 | $102.26 | 0.04% | Add 65.14% | 203,776 | 80,379 | |
IVV | iShares Core S&P 500 ETF | 2024-06-30 | Reduce | -1.49% | 497.53 ($525.83) 549.64 | $584.97 | 11.25% | Reduce -8.29% | 133,395 | -12,065 | |
EFV | iShares MSCI EAFE Value ETF | 2024-06-30 | Reduce | -1.13% | 52.34 ($54.36) 56.41 | $55.28 | 1.69% | Reduce -34.98% | 164,378 | -88,438 | |
IEMG | iShares Core MSCI Emerging Markets ETF | 2024-06-30 | Add | +0.89% | 50.02 ($52.73) 54.95 | $55.98 | 6.17% | Add 93.92% | 132,343 | 64,098 | |
DYNF | BlackRock U.S. Equity Factor Rotation ETF | 2024-06-30 | Add | +0.88% | 42 ($44.74) 47.28 | $50.79 | 13.52% | Add 16.4% | 508,729 | 71,695 | |
IUSB | iShares Core Total USD Bond Market ETF | 2024-06-30 | Add | +0.70% | 44.3 ($44.97) 45.58 | $45.98 | 2.25% | Add 6.21% | 1,018,462 | 59,533 | |
IXC | iShares Global Energy ETF | 2024-06-30 | Reduce | -0.55% | 39.86 ($42.85) 44.76 | $40.36 | -5.81% | Reduce -88.5% | 7,040 | -54,200 |
Stone House Investment Management, LLC Total Holding History ($B)
Stone House Investment Management, LLC's Asset Allocation
Stone House Investment Management, LLC Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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Stone House Investment Management, LLC's Hypothetical Growth since 2024-06-30
Stone House Investment Management, LLC's Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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Stone House Investment Management, LLC's Holdings Heat Map
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Stone House Investment Management, LLC's Holdings Bubble Chart
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