SH

Stone House Investment Management, LLC

13F
Stone House Investment Management, LLC
Last update 2024-08-14 377 Stocks (42 new)
Value $385.00 Mil Turnover 10 %
Countries:
Top Holdings: IVV(18.97%)IUSB(11.97%)PG(9.53%)IVW(7.66%)QUAL(6.55%)
Portfolio Report
Summary Stock Picks Current Portfolio
Stone House Investment Managem... Top Holdings of 2024-06-30 View Full List
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 View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SPY 		S&P 500 ETF TRUST ETF2024-06-30Reduce
-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 ETF2024-06-30Reduce
-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 ETF2024-06-30Add
+3.12%
●
79.31 ($86.21) 93.31
$98.55
14.31%
Add 68.74%
318,360
129,692
EFG 		iShares MSCI EAFE Growth ETF2024-06-30Add
+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 ETF2024-06-30Reduce
-1.49%
●
497.53 ($525.83) 549.64
$584.97
11.25%
Reduce -8.29%
133,395
-12,065
EFV 		iShares MSCI EAFE Value ETF2024-06-30Reduce
-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 ETF2024-06-30Add
+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 ETF2024-06-30Add
+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 ETF2024-06-30Add
+0.70%
●
44.3 ($44.97) 45.58
$45.98
2.25%
Add 6.21%
1,018,462
59,533
IXC 		iShares Global Energy ETF2024-06-30Reduce
-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)

To

Stone House Investment Management, LLC's Asset Allocation

To

Stone House Investment Management, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Stone House Investment Management, LLC's Hypothetical Growth since 2024-06-30

Stone House Investment Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Stone House Investment Management, LLC's Holdings Heat Map

Size field:

Stone House Investment Management, LLC's Holdings Bubble Chart

Stone House Investment Management, LLC News

  • 1

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