Stone House Investment Management

Stone House Investment Management as of March 31, 2022

Portfolio Holdings for Stone House Investment Management

Stone House Investment Management holds 46 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 17.7 $52M 114k 453.69
Spdr S&p 500 Etf Tr Tr Unit (SPY) 16.2 $48M 106k 451.64
Procter & Gamble Company (PG) 11.3 $33M 217k 152.80
Ishares Tr Esg Awr Msci Usa (ESGU) 10.7 $31M 309k 101.35
Ishares Tr Core Total Usd (IUSB) 7.3 $21M 431k 49.63
Ishares Tr Core Msci Total (IXUS) 5.4 $16M 239k 66.58
Ishares Tr Eafe Value Etf (EFV) 5.1 $15M 299k 50.26
Ishares Tr Us Treas Bd Etf (GOVT) 4.4 $13M 518k 24.91
Ishares Tr Eafe Grwth Etf (EFG) 2.8 $8.2M 85k 96.27
Ishares Esg Awr Msci Em (ESGE) 2.0 $5.7M 156k 36.73
Ishares Tr Core S&p Scp Etf (IJR) 1.9 $5.6M 52k 107.88
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) 1.7 $4.9M 122k 40.05
Fidelity Covington Trust Msci Energy Idx (FENY) 1.5 $4.5M 216k 20.94
Ishares Tr Tips Bd Etf (TIP) 1.4 $4.2M 34k 124.58
Ishares Tr Faln Angls Usd (FALN) 1.3 $3.8M 137k 27.76
Fidelity Covington Trust Msci Info Tech I (FTEC) 1.2 $3.6M 29k 123.09
Ishares Tr S&p 500 Val Etf (IVE) 1.2 $3.5M 23k 155.72
Ishares Tr Msci Usa Min Vol (USMV) 1.1 $3.1M 40k 77.58
Ishares Tr 10-20 Yr Trs Etf (TLH) 1.0 $2.8M 21k 134.63
Dbx Etf Tr Xtrckr Msci Us (USSG) 0.7 $2.1M 51k 41.67
Apple (AAPL) 0.5 $1.4M 8.2k 174.62
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.4 $1.2M 25k 48.46
Proshares Tr Ultrpro S&p500 (UPRO) 0.3 $909k 14k 63.64
Pimco Etf Tr Active Bd Etf (BOND) 0.3 $874k 8.6k 101.83
Ishares Tr Msci Acwi Ex Us (ACWX) 0.2 $717k 14k 52.26
Peoples Financial Services Corp (PFIS) 0.2 $665k 13k 50.47
Direxion Shs Etf Tr Drx S&p500bull (SPXL) 0.2 $577k 4.8k 119.81
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.2 $543k 8.3k 65.62
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.2 $502k 10k 49.77
Fidelity Covington Trust Msci Utils Index (FUTY) 0.2 $456k 9.5k 47.92
Innovator Etfs Tr S&p 500 Ultra (UAPR) 0.1 $389k 15k 26.46
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $384k 3.6k 107.02
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.1 $382k 3.6k 104.83
Innovator Etfs Tr S&p 500 Ultra (UJAN) 0.1 $362k 12k 30.93
Ishares Tr Mbs Etf (MBB) 0.1 $324k 3.2k 101.98
Tesla Motors (TSLA) 0.1 $321k 298.00 1077.18
Innovator Etfs Tr S&p 500 Ultra (UOCT) 0.1 $299k 11k 28.34
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.1 $295k 3.3k 88.88
Fidelity Covington Trust Consmr Staples (FSTA) 0.1 $256k 5.6k 45.77
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $246k 3.2k 76.26
Ishares Tr National Mun Etf (MUB) 0.1 $246k 2.2k 109.67
Innovator Etfs Tr S&p 500 Ultra Bf (UMAY) 0.1 $242k 8.4k 28.83
Pfizer (PFE) 0.1 $242k 4.7k 51.67
Amazon (AMZN) 0.1 $218k 67.00 3253.73
Fidelity Covington Trust Msci Matls Index (FMAT) 0.1 $216k 4.4k 49.61
Amyris Com New (AMRSQ) 0.0 $62k 14k 4.36