Portfolio (Quarterly)
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Stone House Investment Management, LLC
· CIK 0001696497| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | GOVT | ISHARES TR | — | 24,311.0 | $560K | 0.09% | NEW | — | $23.03 | -2.0% |
| 42 | IJH | ISHARES TR | — | 8,422.0 | $556K | 0.09% | NEW | — | $66.00 | +9.4% |
| 43 | FQAL | FIDELITY COVINGTON TRUST | — | 6,733.0 | $509K | 0.08% | NEW | — | $75.59 | +5.3% |
| 44 | PFIS | PEOPLES FINL SVCS CORP | Financial Services | 10,166.0 | $495K | 0.08% | NEW | — | $48.71 | +17.9% |
| 45 | ICVT | ISHARES TR | — | 5,019.0 | $494K | 0.08% | NEW | — | $98.51 | +16.6% |
| 46 | IUSV | ISHARES TR | — | 4,803.0 | $493K | 0.08% | NEW | — | $102.55 | +5.7% |
| 47 | VTV | VANGUARD INDEX FDS | — | 2,467.0 | $471K | 0.07% | NEW | — | $190.99 | +8.2% |
| 48 | VEA | VANGUARD TAX-MANAGED FDS | — | 7,406.0 | $463K | 0.07% | NEW | — | $62.47 | +10.9% |
| 49 | RSP | INVESCO EXCHANGE TRADED FD T | — | 2,134.0 | $409K | 0.06% | NEW | — | $191.57 | +5.5% |
| 50 | JPM | JPMORGAN CHASE & CO. | Financial Services | 1,217.0 | $392K | 0.06% | NEW | — | $322.35 | -7.1% |
| 51 | AMD | ADVANCED MICRO DEVICES INC | Technology | 1,802.0 | $386K | 0.06% | NEW | — | $214.16 | +95.6% |
| 52 | USMV | ISHARES TR | — | 4,022.0 | $379K | 0.06% | NEW | — | $94.15 | +1.4% |
| 53 | CB | CHUBB LIMITED | Financial Services | 1,136.0 | $355K | 0.06% | NEW | — | $312.25 | +5.4% |
| 54 | VGSH | VANGUARD SCOTTSDALE FDS | — | 6,018.0 | $353K | 0.06% | NEW | — | $58.73 | -0.9% |
| 55 | TSLA | TESLA INC | Consumer Cyclical | 761.0 | $342K | 0.05% | NEW | — | $449.42 | -8.4% |
| 56 | AIQ | GLOBAL X FDS | — | 6,516.0 | $331K | 0.05% | NEW | — | $50.86 | +18.9% |
| 57 | JPIE | J P MORGAN EXCHANGE TRADED F | — | 6,925.0 | $321K | 0.05% | NEW | — | $46.29 | -0.9% |
| 58 | META | META PLATFORMS INC | Communication Services | 474.0 | $313K | 0.05% | NEW | — | $659.64 | -7.6% |
| 59 | WMT | WALMART INC | Consumer Defensive | 2,661.0 | $296K | 0.05% | NEW | — | $111.42 | +18.7% |
| 60 | SPY | SPDR S&P 500 ETF TR | Financial Services | 416.0 | $284K | 0.04% | NEW | — | $681.68 | +8.0% |
① 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
Consumer Defensive
49.9%
Financial Services
24.2%
Technology
9.1%
Consumer Cyclical
5.1%
Communication Services
3.4%
Industrials
2.5%
Energy
1.8%
Healthcare
1.6%
Utilities
1.5%
Basic Materials
0.6%