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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
SPY icon
1
State Street SPDR S&P 500 ETF Trust
SPY
$822B
$54M 9.92%
87,363
-5,144
-6% -$2.94M
IUSB icon
2
iShares Core Universal USD Bond ETF
IUSB
$43.2B
$51.6M 9.48%
1,115,094
-5,052
-0.5% -$231K
IVV icon
3
iShares Core S&P 500 ETF
IVV
$901B
$34.9M 6.42%
56,252
-52,256
-48% -$30M
PG icon
4
Procter & Gamble
PG
$337B
$33.9M 6.24%
212,944
+4,046
+2% +$660K
QUAL icon
5
iShares MSCI USA Quality Factor ETF
QUAL
$47.8B
$33.5M 6.15%
183,013
+14,392
+9% +$2.48M
EFV icon
6
iShares MSCI EAFE Value ETF
EFV
$29.5B
$32.6M 5.99%
513,646
+186,253
+57% +$11.4M
IVW icon
7
iShares S&P 500 Growth ETF
IVW
$77.6B
$32.3M 5.93%
293,141
-22,015
-7% -$2.18M
DYNF icon
8
BlackRock US Equity Factor Rotation ETF
DYNF
$39.9B
$30.1M 5.54%
553,264
+13,938
+3% +$699K
IVE icon
9
iShares S&P 500 Value ETF
IVE
$49.6B
$25.2M 4.63%
128,796
+16,969
+15% +$3.16M
IXUS icon
10
iShares Core MSCI Total International Stock ETF
IXUS
$60.2B
$22.1M 4.06%
285,574
-25,439
-8% -$1.86M
IEMG icon
11
iShares Core MSCI Emerging Markets ETF
IEMG
$156B
$20.5M 3.77%
341,294
+172,840
+103% +$9.64M
EFG icon
12
iShares MSCI EAFE Growth ETF
EFG
$17.3B
$13.7M 2.52%
122,454
+3,375
+3% +$356K
IYW icon
13
iShares US Technology ETF
IYW
$25.2B
$13.7M 2.52%
78,963
+7,792
+11% +$1.18M
THRO
14
iShares U.S. Thematic Rotation Active ETF
THRO
$6.69B
$13.3M 2.45%
374,000
+345,512
+1,213% +$11.4M
OEF icon
15
iShares S&P 100 ETF
OEF
$20.5B
$13.2M 2.44%
43,527
+14,264
+49% +$3.97M
TLH icon
16
iShares 10-20 Year Treasury Bond ETF
TLH
$10.9B
$12.6M 2.31%
123,812
+35,567
+40% +$3.57M
MBB icon
17
iShares MBS ETF
MBB
$39.1B
$11.4M 2.09%
121,340
-2,020
-2% -$187K
FBND icon
18
Fidelity Total Bond ETF
FBND
$27.3B
$10.9M 2%
+237,957
New +$10.8M
MTUM icon
19
iShares MSCI USA Momentum Factor ETF
MTUM
$26.4B
$8.98M 1.65%
37,387
+1,544
+4% +$337K
IAGG icon
20
iShares Core International Aggregate Bond Fund
IAGG
$11B
$8.89M 1.63%
174,017
+172,347
+10,320% +$8.73M
BINC icon
21
BlackRock Flexible Income ETF
BINC
$16.1B
$7.53M 1.38%
142,557
+7,527
+6% +$392K
MUB icon
22
iShares National Muni Bond ETF
MUB
$45.5B
$6.38M 1.17%
61,052
+15,902
+35% +$1.65M
IAU icon
23
iShares Gold Trust
IAU
$67.7B
$5.62M 1.03%
90,098
-17,680
-16% -$1.1M
IWV icon
24
iShares Russell 3000 ETF
IWV
$20.3B
$5.53M 1.02%
15,750
+15,559
+8,146% +$5.05M
EMB icon
25
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.7B
$2.58M 0.47%
27,814
+2,766
+11% +$249K
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.