investingreview.org logo
Avoid Fraud, Get The Facts, And Find The Best
Nothings Found.

Reported Holdings Of The
Stone House Investment Management LLC

Legal Name: STONE HOUSE INVESTMENT MANAGEMENT, LLC

Period of report: Jun 30, 2019
Effectiveness Date: Jul 9, 2019

Security Shares Held / Principal Amount Market Value Option
ISHARES TR CORE S&P500 ETF (464287200) 80,708 $23,789k
ISHARES TR (46429B267) 820,460 $21,180k
PROCTER & GAMBLE CO (742718109) 184,447 $20,225k
ISHARES TR CORE US AGGBD ET (464287226) 123,082 $13,705k
ISHARES RUS (464287689) 67,807 $11,687k
ISHARES TR S&P 500 GRWT ETF (464287309) 61,757 $11,069k
ISHARES TR CORE MSCI EAFE (46432F842) 163,746 $10,054k
ISHARES TR S&P 500 VAL ETF (464287408) 71,768 $8,366k
ISHARES INC CORE MSCI EMKT (46434G103) 118,770 $6,110k
ISHARES TR CORE S&P TTL STK (464287150) 88,210 $5,877k
ISHARES TR CORE S&P SCP ETF (464287804) 67,197 $5,260k
iShares Core MSCI Total Intern (46432F834) 83,866 $4,918k
ISHARES TR (464288679) 43,180 $4,778k
ISHARES (464287242) 38,233 $4,755k
FIDELITY (316092808) 74,304 $4,628k
SPDR SERIES TRUST (78464A805) 119,235 $4,347k
ISHARES TR (46429B697) 67,803 $4,185k
ISHARES TR CORE S&P MCP ETF (464287507) 17,960 $3,489k
ISHARES TR (46434V613) 65,308 $3,375k
ISHARES TR (46434V282) 101,573 $3,226k
ISHARES TR (46434V274) 98,533 $2,587k
ISHARES TR (464288588) 23,212 $2,498k
ISHARES TR (46434V878) 37,492 $1,889k
PEOPLES FINL SVCS CORP (711040105) 29,113 $1,310k
S&P WRLD EX US (78463X889) 38,536 $1,140k
SPDR SERIES TRUST (78464A649) 29,212 $852k
ISHARES INC (46434G889) 18,775 $791k
SPDR Portfolio Emerging Market (78463X509) 21,300 $762k
ISHARES U S ETF TR (46431W507) 14,774 $744k
SPDR SERIES TRUST (78464A375) 18,081 $632k
SPDR SSGA US LARGE CAP LOW VOLATILITY INDEX ETF (78468R804) 4,983 $537k
VANGUARD WHITEHALL FDS INC (921946406) 6,034 $527k
FIRST TR NASDAQ100 TECH INDE (337345102) 5,992 $512k
SPDR SERIES TRUST (78464A383) 18,317 $479k
SPDR SERIES TRUST (78464A409) 11,723 $454k
Apple Inc (037833100) 1,970 $390k
PFIZER INC (717081103) 6,342 $275k

Many people have been burned by frauds and Ponzi schemes. So we created this website to help you, the potential investor, get the facts, find the best, and avoid fraud and Ponzi schemes.

All information provided on this website is provided without warranty and for informational purposes only.
InvestingReview.org does not provide investment advice. InvestingReview.org is not an investment adviser and is not endorsed by or affiliated with any U.S. or non-U.S. regulatory agency.


Recently Searched Firms

Please note: Search data is accumulated by 3rd party and refreshed once per day.

Copyright © 2023 by InvestingReview.org / All Rights Reserved.