Stone House Investment Management

Stone House Investment Management as of June 30, 2020

Portfolio Holdings for Stone House Investment Management

Stone House Investment Management holds 33 positions in its portfolio as reported in the June 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 13.1 $26M 84k 309.70
Procter & Gamble Company (PG) 11.3 $22M 188k 119.57
Ishares Tr Us Treas Bd Etf (GOVT) 10.6 $21M 756k 27.99
Ishares Tr Core Us Aggbd Et (AGG) 7.8 $16M 132k 118.21
Ishares Tr Esg Msci Usa Etf (ESGU) 5.9 $12M 168k 69.99
Ishares Tr Eafe Grwth Etf (EFG) 5.7 $11M 137k 83.11
Ishares Tr Iboxx Inv Cp Etf (LQD) 4.5 $9.0M 67k 134.49
Ishares Tr Core Div Grwth (DGRO) 3.4 $6.8M 181k 37.60
Ishares Esg Msci Em Etf (ESGE) 3.3 $6.6M 206k 32.08
Ishares Tr Mbs Etf (MBB) 3.2 $6.5M 58k 110.70
Ishares Tr Sh Tr Crport Etf (IGSB) 2.8 $5.7M 104k 54.71
Ishares Tr S&p 500 Val Etf (IVE) 2.7 $5.5M 50k 108.21
Ishares Tr Multifactor Usa (LRGF) 2.7 $5.4M 174k 31.07
Ishares Tr Core S&p Scp Etf (IJR) 2.5 $5.1M 74k 68.29
Ishares Tr Core Msci Eafe (IEFA) 2.4 $4.7M 82k 57.16
Fidelity Covington Tr Msci Info Tech I (FTEC) 2.2 $4.3M 53k 82.23
Ishares Tr S&p 500 Grwt Etf (IVW) 2.0 $3.9M 19k 207.50
Ishares Tr U.s. Med Dvc Etf (IHI) 1.9 $3.8M 14k 264.76
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 1.7 $3.4M 79k 42.89
Ishares Tr Msci Acwi Ex Us (ACWX) 1.5 $2.9M 68k 43.24
Ishares Tr Short Treas Bd (SHV) 1.4 $2.8M 25k 110.75
Ishares Tr U.s. Fin Svc Etf (IYG) 1.2 $2.5M 21k 119.39
Ishares Tr Msci Min Vol Etf (USMV) 1.2 $2.3M 38k 60.64
Dbx Etf Tr Xtrckr Msci Us (USSG) 1.2 $2.3M 82k 28.38
Ishares Tr S&p Mc 400gr Etf (IJK) 1.1 $2.2M 9.6k 224.00
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.6 $1.1M 6.9k 163.92
Peoples Financial Services Corp (PFIS) 0.5 $1.1M 28k 38.19
Apple (AAPL) 0.4 $773k 2.1k 364.79
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.4 $708k 13k 53.90
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $451k 3.8k 117.23
Spdr Ser Tr Ssga Us Lrg Etf (LGLV) 0.2 $387k 3.8k 102.06
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $369k 5.3k 69.40
Pfizer (PFE) 0.1 $232k 7.1k 32.75