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SHIM

Stone House Investment Management Portfolio holdings

AUM $752M
1-Year Est. Return 20.1%
This Fund
S&P 500
This Quarter Est. Return
+7.72%
1 Year Est. Return
+20.1%
3 Year Est. Return
+53.14%
5 Year Est. Return
+52.15%
10 Year Est. Return
–
AUM
$544M
AUM Growth
+$50.7M
Cap. Flow
+$14.8M
Cap. Flow %
2.72%
Top 10 Hldgs %
64.35%
Holding
585
New
148
Increased
124
Reduced
110
Closed
66

Top Buys

Rank Stock Value
1
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$11.4M
2
THRO
iShares U.S. Thematic Rotation Active ETF
THRO
+$11.4M
3
FBND icon
Fidelity Total Bond ETF
FBND
+$10.8M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$9.64M
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$8.73M

Top Sells

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$30M
2
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$9.95M
3
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$9.49M
4
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$3.16M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$2.94M

Sector Composition

Rank Sector Weight
1 Consumer Staples 6.39%
2 Technology 0.88%
3 Financials 0.79%
4 Consumer Discretionary 0.54%
5 Industrials 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EFA icon
26
iShares MSCI EAFE ETF
EFA
$79.9B
$2.28M 0.42%
25,527
+25,204
+7,803% +$2.15M
ISTB icon
27
iShares Core 1-5 Year USD Bond ETF
ISTB
$5.12B
$2.07M 0.38%
42,598
+1,277
+3% +$61.6K
CZNC icon
28
Citizens & Northern Corp
CZNC
$459M
$1.88M 0.35%
99,467
+828
+0.8% +$15.7K
AAPL icon
29
Apple
AAPL
$4.45T
$1.43M 0.26%
6,963
+234
+3% +$47.3K
AMZN icon
30
Amazon
AMZN
$2.94T
$1.33M 0.24%
6,048
-119
-2% -$23.5K
SPXL icon
31
Direxion Daily S&P 500 Bull 3x ETF
SPXL
$7.21B
$1.06M 0.19%
6,111
-453
-7% -$63.8K
NVDA icon
32
NVIDIA
NVDA
$5.27T
$1.03M 0.19%
6,520
-311
-5% -$39.1K
AGG icon
33
iShares Core US Aggregate Bond ETF
AGG
$137B
$919K 0.17%
9,260
-101,534
-92% -$9.95M
MSFT icon
34
Microsoft
MSFT
$3.74T
$909K 0.17%
1,828
+211
+13% +$91.6K
EMXC icon
35
iShares MSCI Emerging Markets ex China ETF
EMXC
$24B
$814K 0.15%
12,893
-163,037
-93% -$9.49M
STIP icon
36
iShares 0-5 Year TIPS Bond ETF
STIP
$15.9B
$798K 0.15%
7,753
+7,235
+1,397% +$742K
HIMU
37
iShares High Yield Muni Active ETF
HIMU
$2.44B
$734K 0.13%
15,096
+336
+2% +$16.2K
VO icon
38
Vanguard Morningstar Mid-Cap ETF
VO
$109B
$601K 0.11%
8,592
-1,548
-15% -$102K
SPMO icon
39
Invesco S&P 500 Momentum ETF
SPMO
$21.7B
$577K 0.11%
5,133
+3,491
+213% +$349K
PFIS icon
40
Peoples Financial Services
PFIS
$703M
$576K 0.11%
11,670
-3
-0% -$139
IJH icon
41
iShares Core S&P Mid-Cap ETF
IJH
$127B
$567K 0.1%
9,147
-123
-1% -$7.22K
VONG icon
42
Vanguard Russell 1000 Growth ETF
VONG
$45.4B
$561K 0.1%
5,134
-2,821
-35% -$278K
GOOG icon
43
Alphabet (Google) Class C
GOOG
$4.19T
$527K 0.1%
2,973
-122
-4% -$20.2K
GOOGL icon
44
Alphabet (Google) Class A
GOOGL
$4.2T
$521K 0.1%
2,956
-62
-2% -$10.1K
GOVT icon
45
iShares US Treasury Bond ETF
GOVT
$43.7B
$479K 0.09%
20,855
-8,759
-30% -$199K
FQAL icon
46
Fidelity Quality Factor ETF
FQAL
$1.46B
$468K 0.09%
6,726
+5,544
+469% +$362K
IUSV icon
47
iShares Core S&P US Value ETF
IUSV
$27.8B
$402K 0.07%
4,247
-2,605
-38% -$235K
HEFA icon
48
iShares Currency Hedged MSCI EAFE ETF
HEFA
$7.75B
$394K 0.07%
10,370
-86,498
-89% -$3.16M
VTV icon
49
Vanguard Morningstar Value ETF
VTV
$192B
$394K 0.07%
2,227
+1,553
+230% +$262K
RSP icon
50
Invesco S&P 500 Equal Weight ETF
RSP
$99.4B
$385K 0.07%
2,119
-2,054
-49% -$355K
1
2
3 4 5

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Stone House Investment Management's Q2 2025 Portfolio in Review

As of Q2 2025, Stone House Investment Management held 585 positions worth $544M, up 10% from $493M the previous quarter. Its ten largest holdings account for 64% of the portfolio.

Stone House Investment Management's Q2 2025 filing shows 148 new, 124 increased, 110 reduced and 66 closed positions. Its largest new stake was Fidelity Total Bond ETF: 237,957 shares worth $10.9M. The largest sale was iShares Core S&P 500 ETF, an estimated $30M.

By sector, the portfolio is most concentrated in Consumer Staples at 6.4% of assets, down from 7.4% a quarter earlier, followed by Technology and Financials.

  • Stone House Investment Management's largest Q2 2025 buy was Fidelity Total Bond ETF: 237,957 shares worth $10.9M.
  • Stone House Investment Management added most to iShares MSCI EAFE Value ETF in Q2 2025, an estimated $11.4M increase.
  • Stone House Investment Management's biggest Q2 2025 reduction was iShares Core S&P 500 ETF, cutting an estimated $30M.
  • Stone House Investment Management fully exited JPMorgan Equity Premium Income ETF in Q2 2025, selling an estimated $245K.
  • Stone House Investment Management's ten largest holdings make up 64% of its $544M portfolio in Q2 2025.
  • Stone House Investment Management opened 148 new positions and closed 66 in Q2 2025.
  • Stone House Investment Management's portfolio value rose 10% quarter-over-quarter to $544M.

Based on Stone House Investment Management's 13F filing for Q2 2025, filed 6 Aug 2025.