Stonehearth Capital Management, LLC Q2 2023 vs. Q3 2023 13F Holdings Comparison

Stonehearth Capital Management, LLC recently released its 13F filing for Q2 2023 and Q3 2023, revealing the changes in their holdings over the two quarters. Let's dive into the details and analyze the significant shifts in their portfolio.

ISHARES TR continues to dominate Stonehearth's portfolio, with two of its funds, VLUE and MTUM, maintaining their positions. ISHARES TR saw a minor decrease of 0.6% in shares for VLUE and a 2% drop for MTUM. Despite these declines, both funds remained strong and contributed to the overall value of the portfolio.

DIMENSIONAL ETF TRUST's DFAI also experienced a slight dip in shares, down by 1.9%. However, this decrease should not overshadow the fund's stability and overall value, as it remained a significant holding for Stonehearth Capital Management, LLC.

Another fund that saw a decrease in shares was ISHARES TR's QUAL, with a decline of 4.4%. However, this decline does not necessarily indicate a lack of confidence in the fund, as the drop in shares could be a strategic move by Stonehearth Capital Management, LLC.

J P MORGAN EXCHANGE TRADED F's JPST, on the other hand, witnessed a 1.5% increase in shares, reflecting the fund's positive performance over the two quarters. This increase highlights Stonehearth's confidence in JPST and its potential for growth.

ALPS ETF TR's OUSM experienced a minor decrease of 3.5% in shares. Despite this decline, OUSM remained a noteworthy holding for Stonehearth Capital Management, LLC.

VANGUARD INTL EQUITY INDEX F's VWO also saw a slight decrease in shares, down by 0.7%. However, this decrease does not undermine the value of VWO in Stonehearth's portfolio.

ISHARES TR's IJR faced a decline of 3.6% in shares, but it remained an important holding for Stonehearth Capital Management, LLC. The decrease in shares should not overshadow the fund's potential for growth and future profitability.

VANGUARD SCOTTSDALE FDS's VGIT experienced a dip of 2.6% in shares. Despite this decline, VGIT remained a significant holding in Stonehearth's portfolio, contributing to its overall value.

VANGUARD TAX-MANAGED FDS's VEA also witnessed a decline of 3.6% in shares. However, this dip does not diminish the fund's value and potential for future growth.

SPDR GOLD TR's GLD faced a decrease of 1.8% in shares. While this decline indicates a shift in Stonehearth's holdings, it does not imply a lack of confidence in the fund or its performance.

These are just a few examples of the changes in Stonehearth Capital Management, LLC's portfolio. The remaining holdings experienced varying degrees of fluctuations, some witnessing increases while others faced decreases. These changes highlight the dynamic nature of the market and the strategies employed by fund managers.

It is important to note that the analysis provided here is based on the holdings data disclosed in Stonehearth's 13F filing and does not take into account the rationale behind their decisions. The 13F filing provides valuable insights into the fund's activities, but it does not provide a comprehensive view of their investment strategies.

Overall, Stonehearth Capital Management, LLC's Q2 2023 vs. Q3 2023 13F holdings comparison showcases a mix of increases and decreases in their portfolio. These changes, while significant, should be interpreted within the context of the market dynamics and the fund's overall investment strategy. As always, investors should conduct their own research and seek professional advice before making any investment decisions.