SHIM

Stone House Investment Management Portfolio holdings

AUM $644M
1-Year Est. Return 15.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$644M
AUM Growth
+$50.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
950
New
Increased
Reduced
Closed

Top Buys

1
+$63.4M
2
+$25.8M
3
+$12.7M
4
FENI icon
Fidelity Enhanced International ETF
FENI
+$11.8M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$6.65M

Top Sells

1
+$59.5M
2
+$13.3M
3
+$5.83M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$4.53M
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$2.54M

Sector Composition

1 Consumer Staples 5.03%
2 Technology 0.92%
3 Financials 0.64%
4 Consumer Discretionary 0.51%
5 Communication Services 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MAR icon
101
Marriott International
MAR
$89B
$132K 0.02%
426
+1
CRWD icon
102
CrowdStrike
CRWD
$98.7B
$132K 0.02%
281
+3
MRK icon
103
Merck
MRK
$296B
$130K 0.02%
1,239
+71
UNH icon
104
UnitedHealth
UNH
$262B
$129K 0.02%
391
+32
GEV icon
105
GE Vernova
GEV
$227B
$128K 0.02%
196
+117
IBDV icon
106
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
$2.96B
$127K 0.02%
5,734
BRK.B icon
107
Berkshire Hathaway Class B
BRK.B
$1.04T
$124K 0.02%
247
+109
BA icon
108
Boeing
BA
$176B
$123K 0.02%
565
-107
SPHQ icon
109
Invesco S&P 500 Quality ETF
SPHQ
$16.4B
$121K 0.02%
1,611
STIP icon
110
iShares 0-5 Year TIPS Bond ETF
STIP
$14.1B
$119K 0.02%
1,162
-7,318
NSC icon
111
Norfolk Southern
NSC
$71.2B
$113K 0.02%
393
+1
ABBV icon
112
AbbVie
ABBV
$414B
$112K 0.02%
491
+3
LEU icon
113
Centrus Energy
LEU
$3.88B
$111K 0.02%
458
KO icon
114
Coca-Cola
KO
$341B
$109K 0.02%
1,562
+64
PANW icon
115
Palo Alto Networks
PANW
$127B
$108K 0.02%
585
+13
DFEM icon
116
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$7.78B
$103K 0.02%
3,122
FE icon
117
FirstEnergy
FE
$29.2B
$99.9K 0.02%
2,232
+20
IEFA icon
118
iShares Core MSCI EAFE ETF
IEFA
$173B
$98.1K 0.02%
1,097
-24
GNR icon
119
State Street SPDR S&P Global Natural Resources ETF
GNR
$4.74B
$96.9K 0.02%
1,560
-37
SO icon
120
Southern Company
SO
$107B
$96.5K 0.02%
1,107
+4
IJR icon
121
iShares Core S&P Small-Cap ETF
IJR
$95.3B
$95.3K 0.01%
793
-28
SLV icon
122
iShares Silver Trust
SLV
$42.6B
$89.7K 0.01%
1,393
+1,100
GS icon
123
Goldman Sachs
GS
$259B
$89.7K 0.01%
102
+101
FIX icon
124
Comfort Systems
FIX
$48.9B
$89.7K 0.01%
96
LLY icon
125
Eli Lilly
LLY
$951B
$87.1K 0.01%
81
-16
3 4
5
6 7