13F-HR filed by Stone House Investment Management, LLC
Stone House Investment Management, LLC filed this 13F-HR for the quarter ended 2024-12-31, filed 2025-02-13, with 50 holding rows worth $393,533,131.
- Accession
- 0001696497-25-000001
- Filer
- CIK 1696497
- Filed
- 2025-02-13
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2024
A holdings report, 50 entries on the cover page, a total value of $393,533,131 stated on the cover page (in dollars after the unit check, H1), rows summing to $393,533,131 with VALUE read as dollars as filed, 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 TR CORE S&P 500 ETF | 464287200 | SHS | 101,586 | $59,801,519 | dollars as filed | |
| SPY | 78462F103 | SHS | 68,649 | $40,233,974 | dollars as filed | |
| iShares Core Total USD Bond Market ETF | 46434V613 | SHS | 878,026 | $39,686,779 | dollars as filed | |
| iShares S&P 500 Growth ETF | 464287309 | SHS | 261,264 | $26,526,135 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 150,723 | $25,268,753 | dollars as filed | |
| ISHARES MSCI USA QUALITY FACTOR ETF | 46432F339 | ETF | 131,376 | $23,395,493 | dollars as filed | |
| BLACKROCK ETF TRUST | 09290C103 | ISHARES US EQUIT | 442,435 | $22,674,773 | dollars as filed | |
| iShares MSCI EAFE Value ETF | 464288877 | SHS | 341,444 | $17,915,545 | dollars as filed | |
| ISHARES MSCI EAFE GROWTH ETF | 464288885 | ETF | 173,217 | $16,772,650 | dollars as filed | |
| ISHARES TR | 46432F834 | COM | 241,350 | $15,962,862 | dollars as filed | |
| iShares S&P 500 Value ETF | 464287408 | SHS | 61,987 | $11,832,156 | dollars as filed | |
| iShares MBS ETF | 464288588 | SHS | 111,874 | $10,256,614 | dollars as filed | |
| ISHARES INC | 46434G764 | MSCI EMRG CHN | 177,615 | $9,848,748 | dollars as filed | |
| iShares U.S. Technology ETF | 464287721 | SHS | 59,645 | $9,514,545 | dollars as filed | |
| iShares Core US Aggregate Bond ETF | 464287226 | SHS | 94,975 | $9,203,104 | dollars as filed | |
| ISHARES TR | 464288414 | NATIONAL MUN ETF | 65,641 | $6,994,099 | dollars as filed | |
| iShares MSCI USA Momentum Factor ETF | 46432F396 | SHS | 29,211 | $6,044,423 | dollars as filed | |
| BlackRock Flexible Income ETF | 092528603 | SHS | 99,816 | $5,192,451 | dollars as filed | |
| ISHARES TR | 464287689 | RUSSELL 3000 ETF | 14,482 | $4,840,563 | dollars as filed | |
| ISHARES TR | 464287432 | 20 YR TR BD ETF | 47,826 | $4,176,637 | dollars as filed | |
| iShares Core MSCI Emerging Markets ETF | 46434G103 | SHS | 73,073 | $3,815,888 | dollars as filed | |
| iShares U.S. Infrastructure ETF | 46435U713 | SHS | 63,092 | $2,920,508 | dollars as filed | |
| ISHARES TR | 464287465 | MSCI EAFE ETF | 27,293 | $2,063,632 | dollars as filed | |
| ISHARES TR | 46432F859 | CORE 1 5 YR USD | 34,886 | $1,666,498 | dollars as filed | |
| ISHARES TR | 464288281 | JPMORGAN USD EMG | 17,111 | $1,523,522 | dollars as filed | |
| Apple Inc | 037833100 | COM | 5,936 | $1,486,438 | dollars as filed | |
| iShares Gold Trust | 464285204 | COM | 28,162 | $1,394,289 | dollars as filed | |
| ISHARES TR | 464288653 | 10-20 YR TRS ETF | 12,213 | $1,215,716 | dollars as filed | |
| ISHARES TR | 464287101 | S&P 100 ETF | 3,506 | $1,012,625 | dollars as filed | |
| PROSHARES TR | 74347X864 | ULTRPRO S&P500 | 11,220 | $994,510 | dollars as filed | |
| CITIZENS NORTHERN CORP | 172922106 | COMMON STOCK | 50,565 | $940,509 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 3,793 | $832,146 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 6,165 | $827,903 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C680 | COM | 6,101 | $630,233 | dollars as filed | |
| Vanguard Mid-Cap ETF | 922908629 | SHS | 2,310 | $610,207 | dollars as filed | |
| PEOPLES FINANCIAL SERVICES | 711040105 | COMMON STOCK | 11,702 | $598,906 | dollars as filed | |
| iShares U.S. Treasury Bond ETF | 46429B267 | SHS | 24,094 | $553,689 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 1,282 | $540,346 | dollars as filed | |
| IJH | 464287507 | COM | 7,719 | $480,965 | dollars as filed | |
| ISHARES TR | 46435G102 | CONV BD ETF | 5,021 | $426,645 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 1,915 | $364,605 | dollars as filed | |
| INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF | 46137V357 | COM | 2,073 | $363,302 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 817 | $329,735 | dollars as filed | |
| iShares Currency Hedged MSCI EAFE ETF | 46434V803 | SHS | 9,426 | $327,546 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 1,451 | $274,724 | dollars as filed | |
| IShares Bitcoin Trust Registered | 46438F101 | SHS | 5,015 | $266,046 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 1,984 | $239,647 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 983 | $235,664 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 589 | $229,051 | dollars as filed | |
| VTI | 922908769 | COM | 779 | $225,813 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001696497-25-000001 | this filing | 2025-02-13 | acceptance time not in the bulk data set |