Stone House Investment Management, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Tunkhannock, PA
CIK
0001696497
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 319 289,946 IVV, SPY, PG, IUSB 13F-HR 1/30/2024 000169649724000001
Q3 2023 337 287,388 IVV, SPY, PG, RSP 13F-HR 11/14/2023 000169649723000005
Q2 2023 339 275,816 IVV, IUSB, PG, QUAL 13F-HR 8/10/2023 000169649723000004
Q1 2023 312 295,807 IVV, IUSB, SPY, PG 13F-HR 4/25/2023 000169649723000003
Q4 2022 45 280,510 IVV, PG, SPY, IUSB 13F-HR 1/20/2023 000169649723000001
Q3 2022 42 215,492 IVV, PG, IUSB, ESGU 13F-HR 10/12/2022 000160658722001847
Q2 2022 40 221,220 IVV, PG, ESGU, IUSB 13F-HR 7/19/2022 000160658722001341
Q1 2022 46 293,583 IVV, SPY, PG, ESGU 13F-HR 4/27/2022 000160658722000757
Q4 2021 42 292,248 SPY, PG, IVV, ESGU 13F-HR 1/14/2022 000160658722000015
Q3 2021 38 256,522 SPY, IVV, PG, ESGU RESTATEMENT 10/21/2021 000160658721001344
Q2 2021 38 256,522 SPY, IVV, PG, ESGU 13F-HR 8/13/2021 000160658721001175
Q1 2021 35 198,507 IVV, PG, ESGU, EFG 13F-HR 4/27/2021 000160658721000436
Q4 2020 36 198,559 IVV, PG, ESGU, EFG 13F-HR 1/13/2021 000160658721000021
Q3 2020 38 247,438 IVV, PG, SPY, GOVT 13F-HR 10/15/2020 000160658720001049
Q2 2020 33 199,258 IVV, PG, GOVT, AGG 13F-HR 7/13/2020 000160658720000725
Q1 2020 32 171,195 IVV, GOVT, PG, AGG 13F-HR 4/17/2020 000160658720000360
Q4 2019 27 136,955 GOVT, PG, IWV, IEFA 13F-HR 1/7/2020 000160658720000005
Q3 2019 42 200,652 IVV, PG, GOVT, AGG 13F-HR 10/9/2019 000160658719000831
Q2 2019 37 191,402 IVV, GOVT, PG, AGG 13F-HR 7/9/2019 000160658719000591
Q1 2019 227 192,000 IVV, PG, SHV, IEFA 13F-HR 4/12/2019 000160658719000338
Q4 2018 49 158,356 IVV, PG, SHV, IEFA 13F-HR 1/16/2019 000160658719000044
Q3 2018 50 174,301 IVV, PG, IVE, FLOT 13F-HR 10/11/2018 000160658718000729
Q2 2018 47 157,016 IVV, PG, IVW, IEFA 13F-HR 7/23/2018 000160658718000521
Q1 2018 43 153,915 IVV, PG, IEFA, IEMG 13F-HR 4/16/2018 000160658718000294
Q4 2017 37 147,755 PG, IVV, IEMG, IEFA 13F-HR 2/12/2018 000160658718000169
Q3 2017 37 140,419 PG, IVV, IEFA, IVE 13F-HR 11/13/2017 000160658717000687
Q2 2017 37 139,207 IVV, PG, IEFA, IVE 13F-HR 8/8/2017 000160658717000462
Q1 2017 38 133,529 PG, IVV, IVE, IEFA 13F-HR 5/10/2017 000160658717000300
Q4 2016 35 118,921 IVE, PG, IVW, IEFA 13F-HR 2/9/2017 000160658717000115
Additional filings from Stone House Investment Management, LLC that have since been restated