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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
VGSH icon
76
Vanguard Short-Term Treasury ETF
VGSH
$30.2B
$175K 0.03%
2,972
+2,595
+688% +$152K
LOW icon
77
Lowe's Companies
LOW
$122B
$175K 0.03%
787
-16
-2% -$3.57K
BNDX icon
78
Vanguard Total International Bond ETF
BNDX
$82.9B
$169K 0.03%
3,419
+3,114
+1,021% +$153K
CVX icon
79
Chevron
CVX
$386B
$166K 0.03%
1,160
+114
+11% +$16.1K
NDIA icon
80
Global X India Active ETF
NDIA
$59.2M
$165K 0.03%
+5,370
New +$158K
OKLO
81
Oklo
OKLO
$8.44B
$162K 0.03%
2,900
– –
GE icon
82
GE Aerospace
GE
$379B
$157K 0.03%
612
+1
+0.2% +$219
MIDU icon
83
Direxion Daily Mid Cap Bull 3X ETF
MIDU
$80.2M
$157K 0.03%
3,476
-74
-2% -$2.91K
MCD icon
84
McDonald's
MCD
$195B
$155K 0.03%
529
+149
+39% +$45.9K
KRE icon
85
State Street SPDR S&P Regional Banking ETF
KRE
$4.65B
$153K 0.03%
+2,574
New +$143K
BND icon
86
Vanguard Total Bond Market
BND
$161B
$151K 0.03%
2,056
+1,985
+2,796% +$144K
XOM icon
87
ExxonMobil
XOM
$656B
$151K 0.03%
1,404
+316
+29% +$33.8K
SPTI icon
88
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$10.6B
$151K 0.03%
5,248
+5,066
+2,784% +$144K
DGRO icon
89
iShares Core Dividend Growth ETF
DGRO
$43.8B
$149K 0.03%
2,328
+7
+0.3% +$427
FTEC icon
90
Fidelity MSCI Information Technology Index ETF
FTEC
$21.3B
$149K 0.03%
+753
New +$130K
VYM icon
91
Vanguard High Dividend Yield ETF
VYM
$84.1B
$144K 0.03%
1,080
+874
+424% +$111K
SMR icon
92
NuScale Power
SMR
$3.96B
$140K 0.03%
3,550
– –
BA icon
93
Boeing
BA
$183B
$140K 0.03%
670
+73
+12% +$13.8K
VOO icon
94
Vanguard S&P 500 ETF
VOO
$1.03T
$139K 0.03%
245
+144
+143% +$75.7K
MA icon
95
Mastercard
MA
$491B
$132K 0.02%
235
-112
-32% -$61.9K
MRVL icon
96
Marvell Technology
MRVL
$198B
$128K 0.02%
1,651
+550
+50% +$34.3K
IBDV icon
97
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
$3.3B
$126K 0.02%
5,734
– –
GD icon
98
General Dynamics
GD
$107B
$119K 0.02%
407
-36
-8% -$9.91K
CRWD icon
99
CrowdStrike
CRWD
$226B
$119K 0.02%
932
+168
+22% +$18.2K
PANW icon
100
Palo Alto Networks
PANW
$315B
$117K 0.02%
570
-182
-24% -$33.8K
2 3
4
5 6

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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.