Stone House Investment Management, LLC
1,072 holdingsFiling period: 2026-03-31Current AUM: $607.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 100.8K | $65.9M | $75.7M | 12.45% | +38.2K | 2026-03-31 |
| 2 | IUSB | ISHARES TR | 977.2K | $45.1M | $44.4M | 7.31% | +34.2K | 2026-03-31 |
| 3 | IVE | ISHARES TR | 177.2K | $37.4M | $41.1M | 6.76% | -21,814 | 2026-03-31 |
| 4 | IVW | ISHARES TR | 296.8K | $33.6M | $40.1M | 6.61% | +15.2K | 2026-03-31 |
| 5 | DYNF | BLACKROCK ETF TRUST | 574.0K | $33.4M | $38.7M | 6.37% | -84,109 | 2026-03-31 |
| 6 | IEMG | ISHARES INC | 448.4K | $31.3M | $34.8M | 5.73% | -35,713 | 2026-03-31 |
| 7 | PG | PROCTER & GAMBLE CO | 208.2K | $30.1M | $30.1M | 4.95% | -10,791 | 2026-03-31 |
| 8 | FBND | FIDELITY MERRIMACK STR TR | 652.9K | $29.8M | $29.2M | 4.80% | -148,191 | 2026-03-31 |
| 9 | EFV | ISHARES TR | 383.6K | $28.5M | $31.0M | 5.10% | -6,291 | 2026-03-31 |
| 10 | TLH | ISHARES TR | 181.5K | $18.3M | $17.5M | 2.88% | +7.5K | 2026-03-31 |
| 11 | EFG | ISHARES TR | 159.1K | $17.7M | $19.3M | 3.18% | +143.8K | 2026-03-31 |
| 12 | QUAL | ISHARES TR | 86.1K | $16.5M | $18.9M | 3.11% | +1.9K | 2026-03-31 |
| 13 | FENI | FIDELITY COVINGTON TRUST | 443.3K | $16.5M | $18.0M | 2.97% | +114.3K | 2026-03-31 |
| 14 | BAI | BLACKROCK ETF TRUST | 470.0K | $15.5M | $19.4M | 3.20% | +45.5K | 2026-03-31 |
| 15 | MTUM | ISHARES TR | 62.8K | $15.1M | $18.8M | 3.09% | +3.7K | 2026-03-31 |
| 16 | THRO | BLACKROCK ETF TRUST | 415.5K | $15.1M | $17.7M | 2.91% | +20.4K | 2026-03-31 |
| 17 | MBB | ISHARES TR | 140.9K | $13.4M | $13.1M | 2.15% | +5.6K | 2026-03-31 |
| 18 | GOVT | ISHARES TR | 565.8K | $13.0M | $12.7M | 2.09% | +541.5K | 2026-03-31 |
| 19 | ITA | ISHARES TR | 49.1K | $10.7M | $11.8M | 1.94% | +21.0K | 2026-03-31 |
| 20 | IAGG | ISHARES TR | 204.8K | $10.2M | $10.2M | 1.68% | +12.7K | 2026-03-31 |
| 21 | MUB | ISHARES TR | 63.3K | $6.7M | $6.7M | 1.10% | +9.5K | 2026-03-31 |
| 22 | BINC | BLACKROCK ETF TRUST II | 126.1K | $6.5M | $6.6M | 1.08% | -28,820 | 2026-03-31 |
| 23 | IAU | ISHARES GOLD TR | 45.8K | $4.0M | $3.5M | 0.57% | -82,308 | 2026-03-31 |
| 24 | ISTB | ISHARES TR | 48.7K | $2.4M | $2.3M | 0.38% | +1.6K | 2026-03-31 |
| 25 | AAPL | APPLE INC | 8.1K | $2.0M | $2.5M | 0.41% | +933 | 2026-03-31 |
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