Portfolio (Quarterly)
Guide ↗
Stone House Investment Management, LLC
· CIK 0001696497| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | PFIS | PEOPLES FINL SVCS CORP | Financial Services | 11,832.0 | $785K | 0.10% | +2K | +16.2% | $66.37 | +7.4% |
| 42 | PNC | PNC FINL SVCS GROUP INC | Financial Services | 2,802.0 | $690K | 0.09% | +791.0 | +39.3% | $246.24 | +3.3% |
| 43 | VONG | VANGUARD SCOTTSDALE FDS | — | 5,363.0 | $685K | 0.09% | — | — | $127.81 | -0.9% |
| 44 | VO | VANGUARD INDEX FDS | — | 7,921.0 | $638K | 0.09% | +6K | +301.3% | $80.57 | +3.2% |
| 45 | STIP | ISHARES TR | — | 6,180.0 | $631K | 0.08% | +5K | +438.8% | $102.15 | -1.3% |
| 46 | AGG | ISHARES TR | — | 6,346.0 | $628K | 0.08% | -3K | -29.4% | $98.97 | -1.6% |
| 47 | VTV | VANGUARD INDEX FDS | — | 2,696.0 | $588K | 0.08% | +204.0 | +8.2% | $217.93 | +3.8% |
| 48 | VOO | VANGUARD INDEX FDS | — | 841.0 | $578K | 0.08% | +279.0 | +49.6% | $687.08 | +2.7% |
| 49 | VEA | VANGUARD TAX-MANAGED FDS | — | 7,089.0 | $505K | 0.07% | +563.0 | +8.6% | $71.25 | +1.6% |
| 50 | MU | MICRON TECHNOLOGY INC | Technology | 395.0 | $456K | 0.06% | -234.0 | -37.2% | $1154.29 | -18.5% |
| 51 | USMV | ISHARES TR | — | 4,641.0 | $448K | 0.06% | +566.0 | +13.9% | $96.45 | +4.2% |
| 52 | JPM | JPMORGAN CHASE & CO | Financial Services | 1,354.0 | $443K | 0.06% | +176.0 | +14.9% | $327.37 | +11.0% |
| 53 | — | BERKSHIRE HATHAWAY INC DEL | — | 876.0 | $438K | 0.06% | +505.0 | +136.1% | $500.39 | — |
| 54 | MS | MORGAN STANLEY | Financial Services | 2,009.0 | $420K | 0.06% | +2K | +2411.2% | $209.08 | +4.1% |
| 55 | RSP | INVESCO EXCHANGE TRADED FD T | — | 1,912.0 | $407K | 0.05% | -188.0 | -8.9% | $212.80 | +3.3% |
| 56 | TSLA | TESLA INC | Consumer Cyclical | 960.0 | $404K | 0.05% | +211.0 | +28.2% | $420.38 | -19.9% |
| 57 | XOM | EXXON MOBIL CORP | Energy | 2,949.0 | $403K | 0.05% | — | — | $136.71 | +21.1% |
| 58 | JPIE | J P MORGAN EXCHANGE TRADED F | — | 8,538.0 | $393K | 0.05% | -5K | -38.8% | $46.05 | -0.4% |
| 59 | CB | CHUBB LIMITED | Financial Services | 1,152.0 | $392K | 0.05% | +12.0 | +1.1% | $340.68 | +1.4% |
| 60 | VGSH | VANGUARD SCOTTSDALE FDS | — | 6,689.0 | $389K | 0.05% | -2K | -21.1% | $58.20 | -0.1% |
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
45.6%
Financial Services
16.4%
Technology
14.2%
Consumer Cyclical
5.7%
Industrials
4.9%
Communication Services
4.3%
Healthcare
3.0%
Energy
2.4%
Utilities
1.8%
Basic Materials
1.4%