Stonehearth Capital Management, LLC Q1 2023 vs. Q2 2023 13F Holdings Comparison

Stonehearth Capital Management, LLC, a prominent investment management firm, has provided their latest 13F holdings comparison for Q1 2023 and Q2 2023. These holdings represent the changes in holdings for various funds managed by Stonehearth Capital Management, LLC. Let's take a closer look at these changes and their potential implications for investors.

1. ISHARES TR - VLUE:

- Q1 2023 (SHARES): 206,163

- Q2 2023 (SHARES): 245,131

- Q1 2023 VALUE ($000): 19,088

- Q2 2023 VALUE ($000): 22,990

- Chg %: 20.4

Stonehearth Capital Management, LLC increased their holdings in ISHARES TR - VLUE during Q2 2023. The number of shares held rose from 206,163 to 245,131, indicating a 20.4% increase. This decision suggests that Stonehearth Capital Management, LLC has gained confidence in the performance potential of ISHARES TR - VLUE.

2. ISHARES TR - MTUM:

- Q1 2023 (SHARES): 98,615

- Q2 2023 (SHARES): 134,911

- Q1 2023 VALUE ($000): 13,711

- Q2 2023 VALUE ($000): 19,460

- Chg %: 41.9

Stonehearth Capital Management, LLC significantly increased their holdings in ISHARES TR - MTUM during Q2 2023. The number of shares rose from 98,615 to 134,911, indicating a remarkable 41.9% increase. This suggests that Stonehearth Capital Management, LLC has high expectations for the performance of ISHARES TR - MTUM.

3. DIMENSIONAL ETF TRUST - DFAI:

- Q1 2023 (SHARES): 593,591

- Q2 2023 (SHARES): 593,908

- Q1 2023 VALUE ($000): 15,997

- Q2 2023 VALUE ($000): 16,225

- Chg %: 1.4

Stonehearth Capital Management, LLC made a slight increase in their holdings of DIMENSIONAL ETF TRUST - DFAI during Q2 2023. The number of shares remained relatively stable, with a marginal increase from 593,591 to 593,908. This suggests that Stonehearth Capital Management, LLC believes in the consistency and stability of DIMENSIONAL ETF TRUST - DFAI.

4. ISHARES TR - QUAL:

- Q1 2023 (SHARES): 104,628

- Q2 2023 (SHARES): 107,199

- Q1 2023 VALUE ($000): 12,980

- Q2 2023 VALUE ($000): 14,457

- Chg %: 11.4

Stonehearth Capital Management, LLC increased their holdings in ISHARES TR - QUAL during Q2 2023. The number of shares held rose from 104,628 to 107,199, indicating an 11.4% increase. This decision suggests that Stonehearth Capital Management, LLC has a positive outlook on the potential growth and stability of ISHARES TR - QUAL.

5. ALPS ETF TR - OUSM:

- Q1 2023 (SHARES): 329,511

- Q2 2023 (SHARES): 324,937

- Q1 2023 VALUE ($000): 11,638

- Q2 2023 VALUE ($000): 11,925

- Chg %: 2.5

Stonehearth Capital Management, LLC experienced a slight decrease in their holdings of ALPS ETF TR - OUSM during Q2 2023. The number of shares held declined from 329,511 to 324,937, representing a 2.5% decrease. This suggests that Stonehearth Capital Management, LLC may have reallocated their investments to other opportunities.

These are just a few examples of the changes in holdings for various funds managed by Stonehearth Capital Management, LLC. It's important to note that these holdings are subject to market volatility and may change in the future. Investors should carefully consider their investment decisions and consult with financial advisors to make informed choices.

In conclusion, Stonehearth Capital Management, LLC's Q1 2023 vs. Q2 2023 13F holdings comparison provides valuable insights into the changes in holdings for various funds. These changes reflect the evolving investment strategies of Stonehearth Capital Management, LLC and may influence investor sentiment and potential investment opportunities. As always, thorough research and consultation with financial professionals are essential for making informed investment decisions.