Stone Asset Management

Stone Asset Management as of Dec. 31, 2022

Portfolio Holdings for Stone Asset Management

Stone Asset Management holds 43 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Mid Cap Etf (VO) 12.6 $20M 100k 203.81
Ishares Tr Rus 2000 Grw Etf (IWO) 10.2 $16M 77k 214.52
Ishares Tr Rus 1000 Grw Etf (IWF) 10.1 $16M 76k 214.24
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 9.3 $15M 299k 50.14
Ishares Tr S&p 500 Val Etf (IVE) 6.4 $10M 71k 145.07
Ishares Tr Sp Smcp600vl Etf (IJS) 5.1 $8.2M 90k 91.31
Vanguard World Mega Grwth Ind (MGK) 4.6 $7.4M 43k 172.07
Ishares Tr Rus 1000 Val Etf (IWD) 4.5 $7.3M 48k 151.65
Vanguard Index Fds Sm Cp Val Etf (VBR) 4.4 $7.0M 44k 158.80
Ishares Tr Eafe Sml Cp Etf (SCZ) 3.8 $6.1M 108k 56.48
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.6 $5.8M 149k 38.98
Ishares Tr Cohen Steer Reit (ICF) 3.5 $5.7M 103k 54.84
Ishares Tr Ishs 1-5yr Invs (IGSB) 3.2 $5.1M 103k 49.82
Ishares Tr Msci Eafe Etf (EFA) 2.7 $4.4M 67k 65.64
Ishares Tr Core S&p Mcp Etf (IJH) 2.6 $4.1M 17k 241.89
Ishares Tr Core Us Aggbd Et (AGG) 1.5 $2.4M 25k 96.99
Ishares Tr Core S&p500 Etf (IVV) 1.0 $1.6M 4.2k 384.23
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.9 $1.4M 14k 102.81
Ishares Tr Msci Emg Mkt Etf (EEM) 0.9 $1.4M 37k 37.90
Vanguard Index Fds Real Estate Etf (VNQ) 0.9 $1.4M 17k 82.48
Vanguard Index Fds Value Etf (VTV) 0.8 $1.3M 9.1k 140.38
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 0.8 $1.3M 17k 75.71
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.8 $1.2M 6.2k 200.55
Apple (AAPL) 0.6 $1.0M 8.0k 129.94
Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.6 $924k 15k 61.62
Vanguard Index Fds Growth Etf (VUG) 0.4 $721k 3.4k 213.10
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.4 $713k 17k 41.97
Investment Managers Ser Tr I Axs Change Finan (CHGX) 0.4 $695k 26k 27.12
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.4 $629k 8.4k 75.19
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.4 $601k 13k 44.81
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.3 $524k 11k 46.71
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.3 $484k 11k 43.95
Amazon (AMZN) 0.3 $405k 4.8k 84.00
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $377k 987.00 382.40
Microsoft Corporation (MSFT) 0.2 $349k 1.5k 239.79
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.2 $347k 14k 25.13
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $306k 1.6k 191.25
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $291k 941.00 308.90
Ishares Tr S&P SML 600 GWT (IJT) 0.2 $252k 2.3k 108.06
Alphabet Cap Stk Cl C (GOOG) 0.1 $220k 2.5k 88.73
Costco Wholesale Corporation (COST) 0.1 $207k 454.00 456.60
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $204k 3.5k 58.50
Retractable Technologies (RVP) 0.0 $51k 31k 1.64