News + Filings Holdings
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Stone House Investment Management, LLC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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iSHARES TRUST
| IVV | Common | 112,412 | 1,070 | 43,189,931,000 | 43,149,998,000 | 15.40 | |
Hist
| 12/31/2022 |
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iSHARES TRUST
| IUSB | Common | 698,424 | 141,753 | 31,380,206,000 | 31,355,434,000 | 11.19 | |
Hist
| 12/31/2022 |
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iSHARES TRUST
| MBB | Common | 133,259 | 85,849 | 12,359,812,000 | 12,355,470,000 | 4.41 | |
Hist
| 12/31/2022 |
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iSHARES TRUST
| EFV | MSCI VAL IDX | 247,435 | 27,950 | 11,352,323,000 | 11,343,866,000 | 4.05 | |
Hist
| 12/31/2022 |
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iSHARES TRUST
| AGG | LEHMAN AGG BND | 90,526 | 2,590 | 8,780,099,000 | 8,771,627,000 | 3.13 | |
Hist
| 12/31/2022 |
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iSHARES TRUST
| EEMV | Common | 142,125 | 19,410 | 7,539,737,000 | 7,533,518,000 | 2.69 | |
Hist
| 12/31/2022 |
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iSHARES TRUST
| ISTB | Common | 114,957 | 602 | 5,338,618,000 | 5,333,346,000 | 1.90 | |
Hist
| 12/31/2022 |
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BlackRock Funds III
| TLH | Common | 35,064 | 7,130 | 3,793,183,000 | 3,790,140,000 | 1.35 | |
Hist
| 12/31/2022 |
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iSHARES TRUST
| USMV | Common | 41,551 | 2,790 | 2,995,827,000 | 2,993,265,000 | 1.07 | |
Hist
| 12/31/2022 |
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MUBADALA INFRASTRUCTURE PARTNERS LP
| MUB | ETF | 15,923 | 5,861 | 1,680,196,000 | 1,679,164,000 | 0.60 | |
Hist
| 12/31/2022 |
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ISHARES U S ETF TR
| COMT | Common | 54,672 | 8,190 | 1,541,202,000 | 1,539,542,000 | 0.55 | |
Hist
| 12/31/2022 |
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AMERICAN FIDELITY ASSURANCE CO
| FHLC | Common | 13,099 | 2,977 | 838,055,000 | 837,471,000 | 0.30 | |
Hist
| 12/31/2022 |
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AMERICAN FIDELITY ASSURANCE CO
| FENY | Common | 21,495 | 6,577 | 512,451,000 | 512,155,000 | 0.18 | |
Hist
| 12/31/2022 |
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iSHARES TRUST
| SUB | Common | 4,410 | 1,222 | 459,791,000 | 459,464,000 | 0.16 | |
Hist
| 12/31/2022 |
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iSHARES TRUST
| TLT | OPTION | 4,447 | 917 | 442,720,000 | 442,358,000 | 0.16 | |
Hist
| 12/31/2022 |
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FIDELITY COVINGTON TRUST
| FUTY | Common | 7,679 | 760 | 350,020,000 | 349,728,000 | 0.12 | |
Hist
| 12/31/2022 |
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AMERICAN FIDELITY ASSURANCE CO
| FSTA | Common | 7,786 | 2,147 | 348,881,000 | 348,655,000 | 0.12 | |
Hist
| 12/31/2022 |
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FIDELITY FREEDOM 2020
| FBND | Common | 4,821 | 5 | 217,040,000 | 216,826,000 | 0.08 | |
Hist
| 12/31/2022 |
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