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 | XOM | EXXON MOBIL CORP | Energy | 2,956.0 | $502K | 0.09% | +718.0 | +32.1% | $169.67 | -10.0% |
| 42 | VGSH | VANGUARD SCOTTSDALE FDS | — | 8,476.0 | $496K | 0.09% | +2K | +40.8% | $58.54 | -0.6% |
| 43 | IUSV | ISHARES TR | — | 4,841.0 | $495K | 0.09% | +38.0 | +0.8% | $102.25 | +5.7% |
| 44 | VTV | VANGUARD INDEX FDS | — | 2,492.0 | $489K | 0.09% | +25.0 | +1.0% | $196.20 | +5.3% |
| 45 | PNC | PNC FINL SVCS GROUP INC | Financial Services | 2,011.0 | $418K | 0.07% | +2K | +10000.0% | $208.10 | +2.6% |
| 46 | VEA | VANGUARD TAX-MANAGED FDS | — | 6,526.0 | $418K | 0.07% | -880.0 | -11.9% | $64.08 | +7.8% |
| 47 | RSP | INVESCO EXCHANGE TRADED FD T | — | 2,100.0 | $403K | 0.07% | -34.0 | -1.6% | $191.91 | +5.0% |
| 48 | USMV | ISHARES TR | — | 4,075.0 | $378K | 0.07% | +53.0 | +1.3% | $92.74 | +2.1% |
| 49 | CB | CHUBB LTD SWITZ | Financial Services | 1,140.0 | $371K | 0.07% | — | — | $325.84 | -0.5% |
| 50 | AMD | ADVANCED MICRO DEVICES INC | Technology | 1,794.0 | $365K | 0.07% | — | — | $203.43 | +108.5% |
| 51 | BNDX | VANGUARD CHARLOTTE FDS | — | 7,273.0 | $349K | 0.06% | +3K | +78.4% | $48.05 | -1.0% |
| 52 | JPM | JPMORGAN CHASE & CO | Financial Services | 1,178.0 | $346K | 0.06% | -39.0 | -3.2% | $294.12 | +2.0% |
| 53 | VOO | VANGUARD INDEX FDS | — | 562.0 | $336K | 0.06% | +317.0 | +129.4% | $597.55 | +13.7% |
| 54 | WMT | WALMART INC | Consumer Defensive | 2,662.0 | $331K | 0.06% | — | — | $124.29 | +6.6% |
| 55 | SPTI | SPDR SERIES TRUST | — | 11,459.0 | $328K | 0.06% | +6K | +98.9% | $28.66 | -1.5% |
| 56 | BND | VANGUARD BD INDEX FDS | — | 4,362.0 | $321K | 0.06% | +2K | +94.0% | $73.64 | -1.2% |
| 57 | GLD | SPDR GOLD TR | Financial Services | 715.0 | $308K | 0.06% | +50.0 | +7.5% | $430.29 | -0.7% |
| 58 | TSLA | TESLA INC | Consumer Cyclical | 749.0 | $278K | 0.05% | -12.0 | -1.6% | $371.50 | +19.3% |
| 59 | FBTC | FIDELITY WISE ORIGIN BITCOIN | Financial Services | 4,663.0 | $275K | 0.05% | +2K | +65.8% | $59.03 | +20.1% |
| 60 | ICVT | ISHARES TR | — | 2,571.0 | $262K | 0.05% | -2K | -48.8% | $101.79 | +15.1% |
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
52.4%
Financial Services
16.3%
Technology
9.8%
Consumer Cyclical
5.4%
Industrials
4.4%
Communication Services
3.8%
Energy
2.9%
Healthcare
2.4%
Utilities
1.5%
Basic Materials
0.8%