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Portfolio (Quarterly) Guide ↗

Stonehearth Capital Management, LLC

· CIK 0001550191
13F Portfolio $293M AUM 94 positions Filed Jul 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 11 New 15 Added 51 Reduced 13 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SCHD SCHWAB STRATEGIC TR 969,332.0 $30.7M 10.49% +326K +50.7% $31.71 +9.7%
2 DFAI DIMENSIONAL ETF TRUST 612,525.0 $25.3M 8.62% +6K +1.1% $41.25 +5.2%
3 QLTY GMO ETF TRUST 447,576.0 $18.6M 6.36% +7K +1.5% $41.62 +3.4%
4 OUSM ALPS ETF TR 377,783.0 $18.0M 6.13% +10K +2.6% $47.52 +3.5%
5 VWO VANGUARD INTL EQUITY INDEX F 287,905.0 $17.2M 5.86% +4K +1.4% $59.69 +2.9%
6 IEMG ISHARES INC 94,505.0 $7.8M 2.67% +69K +267.9% $82.84 +1.0%
7 AVEM AMERICAN CENTY ETF TR 74,278.0 $7.2M 2.44% +503.0 +0.7% $96.49 +0.3%
8 EAGG ISHARES TR 25,393.0 $1.2M 0.41% +1K +4.1% $47.41 -2.1%
9 GOVT ISHARES TR 46,789.0 $1.1M 0.36% +5K +11.6% $22.78 -1.8%
10 IWF ISHARES TR 6,753.0 $839K 0.29% +5K +272.7% $124.17 -0.6%
11 KLAC KLA CORP Technology 1,451.0 $438K 0.15% +1K +487.4% $301.72 -38.5%
12 NVDA NVIDIA CORPORATION Technology 2,017.0 $404K 0.14% +200.0 +11.0% $200.09 +15.1%
13 DBND DOUBLELINE ETF TRUST 8,812.0 $402K 0.14% +315.0 +3.7% $45.59 -2.0%
14 VUG VANGUARD INDEX FDS 2,826.0 $243K 0.08% +2K +500.0% $86.14 +2.6%
15 JPIB J P MORGAN EXCHANGE TRADED F 4,910.0 $237K 0.08% +288.0 +6.2% $48.35 -1.5%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 26.7%
Financial Services 16.2%
Industrials 15.1%
Consumer Cyclical 12.4%
Healthcare 9.8%
Energy 6.8%
Utilities 4.1%
Basic Materials 3.6%
Consumer Defensive 2.9%
Communication Services 2.4%