13F-HR filed by Stone House Investment Management, LLC
Stone House Investment Management, LLC filed this 13F-HR for the quarter ended 2019-12-31, filed 2020-01-07, with 27 holding rows worth $136,955,000.
- Accession
- 0001606587-20-000005
- Filer
- CIK 1696497
- Filed
- 2020-01-07
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2019
A holdings report, 27 entries on the cover page, a total value of $136,955,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $136,955,000 with VALUE read as thousands by filing date, 13F file number 028-17659. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| iShares U.S. Treasury Bond ETF | 46429B267 | SHS | 999,693 | $25,932,000 | thousands by filing date | |
| Procter & Gamble Co | 742718109 | COM | 200,191 | $25,004,000 | thousands by filing date | |
| ISHARES TR | 464287689 | RUSSELL 3000 ETF | 78,464 | $14,790,000 | thousands by filing date | |
| iShares Core MSCI EAFE ETF | 46432F842 | SHS | 167,574 | $10,933,000 | thousands by filing date | |
| ISHARES MSCI USA QUALITY FACTOR ETF | 46432F339 | ETF | 63,474 | $6,411,000 | thousands by filing date | |
| ISHARES TR | 46432F834 | COM | 100,772 | $6,238,000 | thousands by filing date | |
| iShares S&P 500 Growth ETF | 464287309 | SHS | 28,892 | $5,595,000 | thousands by filing date | |
| Fidelity MSCI Information Technology Index ETF | 316092808 | SHS | 74,260 | $5,382,000 | thousands by filing date | |
| ISHARES TR | 464288638 | ISHS 5-10YR INVT | 85,519 | $4,958,000 | thousands by filing date | |
| SPDR Portfolio S&P 1500 Composite Stock Market ETF | 78464A805 | SHS | 110,231 | $4,394,000 | thousands by filing date | |
| ISHARES TR | 46432F370 | MSCI USA SZE FT | 44,315 | $4,317,000 | thousands by filing date | |
| ISHARES TR | 46434V282 | U S EQUITY FACTR | 117,505 | $4,052,000 | thousands by filing date | |
| iShares MSCI USA Min Vol Factor ETF | 46429B697 | SHS | 59,486 | $3,902,000 | thousands by filing date | |
| iShares Core S&P Total U.S. Stock Market ETF | 464287150 | SHS | 42,359 | $3,079,000 | thousands by filing date | |
| BlackRock Ultra Short-Term Bond ETF | 46434V878 | SHS | 52,593 | $2,647,000 | thousands by filing date | |
| ISHARES TR | 464287432 | 20 YR TR BD ETF | 15,356 | $2,080,000 | thousands by filing date | |
| SPDR SERIES TRUST | 78464A649 | ST STR AGGRE ETF | 56,578 | $1,662,000 | thousands by filing date | |
| iShares Short Treasury Bond ETF | 464288679 | SHS | 12,106 | $1,337,000 | thousands by filing date | |
| FIDELITY COVINGTON TRUST | 316092790 | QLTY FCTOR ETF | 27,167 | $1,024,000 | thousands by filing date | |
| ISHARES TR | 464288257 | MSCI ACWI ETF | 12,332 | $977,000 | thousands by filing date | |
| SPDR Portfolio Mortgage Backed Bond ETF | 78464A383 | SHS | 31,771 | $830,000 | thousands by filing date | |
| Pfizer Inc. | 717081103 | COM | 6,406 | $251,000 | thousands by filing date | |
| PROSHARES TR | 74347X864 | ULTRPRO S&P500 | 3,520 | $246,000 | thousands by filing date | |
| DIREXION SHARES ETF TRUST | 25459W862 | DA 500 BU 3X ETF | 3,689 | $244,000 | thousands by filing date | |
| SPDR Portfolio Long Term Treasury ETF | 78464A664 | SHS | 6,014 | $234,000 | thousands by filing date | |
| iShares TIPS Bond ETF | 464287176 | SHS | 1,973 | $230,000 | thousands by filing date | |
| FIDELITY MERRIMACK STR TR | 316188309 | TOTAL BD ETF | 3,979 | $206,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001606587-20-000005 | this filing | 2020-01-07 | acceptance time not in the bulk data set |