Stone House Investment Management, LLC
879 holdingsFiling period: 2026-06-30Current AUM: $746.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | iShares TR | 139.3K | $104.3M | $107.6M | 14.42% | +38.5K | 2026-06-30 |
| 2 | IUSB | iShares TR | 1.30M | $60.1M | $57.9M | 7.76% | +325.8K | 2026-06-30 |
| 3 | SPYM | Spdr Series Trust | 667.5K | $58.7M | $60.4M | 8.10% | +667.3K | 2026-06-30 |
| 4 | IVW | iShares TR | 303.4K | $41.7M | $42.5M | 5.69% | +6.5K | 2026-06-30 |
| 5 | DYNF | BlackRock ETF Trust | 590.3K | $40.1M | $40.8M | 5.46% | +16.3K | 2026-06-30 |
| 6 | IVE | iShares TR | 157.8K | $35.8M | $37.4M | 5.02% | -19,429 | 2026-06-30 |
| 7 | FBND | Fidelity Merrimack Str TR | 780.1K | $35.5M | $34.1M | 4.58% | +127.2K | 2026-06-30 |
| 8 | IXUS | iShares TR | 325.0K | $31.0M | $30.5M | 4.08% | +325.0K | 2026-06-30 |
| 9 | PG | Procter & Gamble Co | 206.0K | $30.2M | $32.8M | 4.40% | -2,169 | 2026-06-30 |
| 10 | IEMG | iShares Inc | 292.4K | $24.2M | $22.6M | 3.03% | -155,973 | 2026-06-30 |
| 11 | EFG | iShares TR | 166.6K | $20.7M | $19.9M | 2.67% | +7.5K | 2026-06-30 |
| 12 | BAI | BlackRock ETF Trust | 386.9K | $20.4M | $16.3M | 2.18% | -83,035 | 2026-06-30 |
| 13 | FENI | Fidelity Covington Trust | 443.0K | $17.8M | $17.6M | 2.36% | -309 | 2026-06-30 |
| 14 | IJH | iShares TR | 216.1K | $16.7M | $15.8M | 2.12% | +207.6K | 2026-06-30 |
| 15 | MTUM | iShares TR | 45.7K | $15.7M | $13.5M | 1.81% | -17,078 | 2026-06-30 |
| 16 | BLCR | BlackRock ETF Trust | 302.7K | $15.2M | $14.9M | 2.00% | -- | 2026-06-30 |
| 17 | TLH | iShares TR | 149.9K | $15.0M | $14.1M | 1.89% | -31,656 | 2026-06-30 |
| 18 | MBB | iShares TR | 150.7K | $14.2M | $13.6M | 1.83% | +9.8K | 2026-06-30 |
| 19 | GOVT | iShares TR | 606.6K | $13.8M | $13.4M | 1.79% | +40.8K | 2026-06-30 |
| 20 | ITA | iShares TR | 55.6K | $13.5M | $11.5M | 1.54% | +6.5K | 2026-06-30 |
| 21 | EFV | iShares TR | 174.6K | $13.4M | $13.8M | 1.86% | -209,073 | 2026-06-30 |
| 22 | CORO | BlackRock ETF Trust | 353.4K | $12.9M | $12.6M | 1.69% | -- | 2026-06-30 |
| 23 | THRO | BlackRock ETF Trust | 280.8K | $12.1M | $12.3M | 1.66% | -134,692 | 2026-06-30 |
| 24 | IALT | BlackRock ETF Trust | 403.1K | $11.3M | $12.0M | 1.61% | -- | 2026-06-30 |
| 25 | MUB | iShares TR | 75.0K | $8.1M | $7.7M | 1.03% | +11.7K | 2026-06-30 |
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