Stone House Investment Management, LLC
data from 30/09/2025
Capitalization
$ 593.567 M
9.11 %
Performance
$ 187.650 M
68.61 %
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2025/09/30 | SPY | SPDR S&P 500 ETF TR | 9.93% | 58.926 M $ | 88454 | 2022/12/31 | 4.222 M $ | 7.82 % |
| 2025/09/30 | IUSB | ISHARES TR | 7.85% | 46.582 M $ | 997268 | 2021/06/30 | 535.245 K $ | 1.04 % |
| 2025/09/30 | IVV | ISHARES TR | 6.95% | 41.267 M $ | 61656 | 2016/12/31 | 2.723 M $ | 7.80 % |
| 2025/09/30 | DYNF | BLACKROCK ETF TRUST | 6.37% | 37.821 M $ | 638866 | 2024/03/31 | 2.622 M $ | 8.70 % |
| 2025/09/30 | PG | PROCTER AND GAMBLE CO | 5.94% | 35.258 M $ | 229467 | 2016/12/31 | -1.207 M $ | -3.56 % |
| 2025/09/30 | IVW | ISHARES TR | 5.69% | 33.789 M $ | 279896 | 2023/09/30 | 3.113 M $ | 9.65 % |
| 2025/09/30 | EFV | ISHARES TR | 5.20% | 30.869 M $ | 455087 | 2021/06/30 | 2.234 M $ | 6.85 % |
| 2025/09/30 | QUAL | ISHARES TR | 4.98% | 29.533 M $ | 151841 | 2023/03/31 | 2.138 M $ | 6.39 % |
| 2025/09/30 | IVE | ISHARES TR | 4.81% | 28.546 M $ | 138231 | 2024/03/31 | 1.428 M $ | 5.67 % |
| 2025/09/30 | OEF | ISHARES TR | 4.57% | 27.147 M $ | 81563 | 2023/12/31 | 1.240 M $ | 9.36 % |
| 2025/09/30 | IEMG | ISHARES INC | 4.28% | 25.380 M $ | 385015 | 2023/03/31 | 2.010 M $ | 9.81 % |
| 2025/09/30 | IXUS | ISHARES TR | 4.08% | 24.231 M $ | 293428 | 2022/12/31 | 1.505 M $ | 6.82 % |
| 2025/09/30 | TLH | ISHARES TR | 2.94% | 17.475 M $ | 169677 | 2021/12/31 | 172.098 K $ | 1.37 % |
| 2025/09/30 | THRO | BLACKROCK ETF TRUST | 2.47% | 14.647 M $ | 386884 | 2025/03/31 | 852.720 K $ | 6.41 % |
| 2025/09/30 | BAI | BLACKROCK ETF TRUST | 2.42% | 14.361 M $ | 420411 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | MBB | ISHARES TR | 2.07% | 12.292 M $ | 129190 | 2019/03/31 | 152.888 K $ | 1.34 % |
| 2025/09/30 | FBND | FIDELITY MERRIMACK STR TR | 1.91% | 11.309 M $ | 244568 | 2025/06/30 | 116.598 K $ | 1.07 % |
| 2025/09/30 | MTUM | ISHARES TR | 1.67% | 9.897 M $ | 38591 | 2024/12/31 | 603.052 K $ | 6.71 % |
| 2025/09/30 | IAU | ISHARES GOLD TR | 1.62% | 9.597 M $ | 131887 | 2023/03/31 | 937.920 K $ | 16.69 % |
| 2025/09/30 | IAGG | ISHARES TR | 1.58% | 9.358 M $ | 182662 | 2023/09/30 | 24.362 K $ | 0.27 % |
| 2025/09/30 | BINC | BLACKROCK ETF TRUST II | 1.36% | 8.047 M $ | 151152 | 2024/03/31 | 57.022 K $ | 0.76 % |
| 2025/09/30 | MUB | ISHARES TR | 1.00% | 5.911 M $ | 55503 | 2022/03/31 | 122.714 K $ | 1.92 % |
| 2025/09/30 | IWV | ISHARES TR | 0.99% | 5.895 M $ | 15557 | 2024/09/30 | 440.054 K $ | 7.96 % |
| 2025/09/30 | ITA | ISHARES TR | 0.89% | 5.278 M $ | 25224 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | EFG | ISHARES TR | 0.58% | 3.426 M $ | 30089 | 2020/06/30 | 230.213 K $ | 1.68 % |
| 2025/09/30 | EMB | ISHARES TR | 0.51% | 3.029 M $ | 31822 | 2023/03/31 | 71.481 K $ | 2.77 % |
| 2025/09/30 | EFA | ISHARES TR | 0.40% | 2.392 M $ | 25618 | 2023/12/31 | 101.597 K $ | 4.45 % |
| 2025/09/30 | ISTB | ISHARES TR | 0.36% | 2.157 M $ | 44172 | 2022/03/31 | 8.093 K $ | 0.39 % |
| 2025/09/30 | AAPL | APPLE INC | 0.30% | 1.790 M $ | 7028 | 2017/03/31 | 344.389 K $ | 24.11 % |
| 2025/09/30 | CZNC | CITIZENS & NORTHN CORP | 0.26% | 1.517 M $ | 76595 | 2024/03/31 | 86.536 K $ | 4.59 % |
| 2025/09/30 | IYW | ISHARES TR | 0.23% | 1.345 M $ | 6867 | 2022/12/31 | 1.784 M $ | 13.04 % |
| 2025/09/30 | AMZN | AMAZON COM INC | 0.22% | 1.329 M $ | 6052 | 2023/03/31 | 1.088 K $ | 0.08 % |
| 2025/09/30 | SPXL | DIREXION SHS ETF TR | 0.22% | 1.295 M $ | 6111 | 2024/03/31 | 234.479 K $ | 22.11 % |
| 2025/09/30 | NVDA | NVIDIA CORPORATION | 0.22% | 1.288 M $ | 6903 | 2023/03/31 | 186.406 K $ | 18.10 % |
| 2025/09/30 | BLACKROCK ETF TRUST II | 0.17% | 1.001 M $ | 20353 | 2025/03/31 | 8.453 K $ | 1.15 % | |
| 2025/09/30 | MSFT | MICROSOFT CORP | 0.16% | 957.728 K $ | 1849 | 2023/03/31 | 37.547 K $ | 4.13 % |
| 2025/09/30 | AGG | ISHARES TR | 0.15% | 886.734 K $ | 8845 | 2016/12/31 | 9.722 K $ | 1.06 % |
| 2025/09/30 | STIP | ISHARES TR | 0.15% | 876.474 K $ | 8480 | 2023/03/31 | 3.488 K $ | 0.44 % |
| 2025/09/30 | GOOG | ALPHABET INC | 0.12% | 714.923 K $ | 2935 | 2023/03/31 | 196.693 K $ | 37.30 % |
| 2025/09/30 | GOOGL | ALPHABET INC | 0.12% | 707.914 K $ | 2912 | 2023/03/31 | 197.667 K $ | 37.95 % |
| 2025/09/30 | SPMO | INVESCO EXCH TRADED FD TR II | 0.11% | 678.420 K $ | 5604 | 2025/03/31 | 44.092 K $ | 7.64 % |
| 2025/09/30 | VO | VANGUARD INDEX FDS | 0.11% | 633.327 K $ | 2156 | 2023/03/31 | 29.878 K $ | 4.97 % |
| 2025/09/30 | VONG | VANGUARD SCOTTSDALE FDS | 0.10% | 618.647 K $ | 5134 | 2024/03/31 | 58.014 K $ | 10.35 % |
| 2025/09/30 | PFIS | PEOPLES FINL SVCS CORP | 0.10% | 567.932 K $ | 11683 | 2016/12/31 | -8.869 K $ | -1.54 % |
| 2025/09/30 | IJH | ISHARES TR | 0.09% | 550.004 K $ | 8428 | 2023/03/31 | 29.636 K $ | 5.22 % |
| 2025/09/30 | GOVT | ISHARES TR | 0.09% | 512.150 K $ | 22152 | 2018/03/31 | 2.919 K $ | 0.61 % |
| 2025/09/30 | FQAL | FIDELITY COVINGTON TRUST | 0.08% | 502.585 K $ | 6726 | 2025/03/31 | 34.235 K $ | 7.31 % |
| 2025/09/30 | VTV | VANGUARD INDEX FDS | 0.08% | 458.579 K $ | 2459 | 2025/03/31 | 21.713 K $ | 5.52 % |
| 2025/09/30 | ICVT | ISHARES TR | 0.07% | 425.125 K $ | 4249 | 2024/03/31 | 39.849 K $ | 11.04 % |
| 2025/09/30 | IUSV | ISHARES TR | 0.07% | 424.547 K $ | 4248 | 2025/03/31 | 22.594 K $ | 5.62 % |
| 2025/09/30 | VEA | VANGUARD TAX-MANAGED FDS | 0.07% | 416.264 K $ | 6947 | 2025/03/31 | 18.632 K $ | 5.10 % |
| 2025/09/30 | RSP | INVESCO EXCHANGE TRADED FD T | 0.07% | 403.474 K $ | 2127 | 2023/06/30 | 16.867 K $ | 4.38 % |
| 2025/09/30 | USMV | ISHARES TR | 0.06% | 378.060 K $ | 3974 | 2021/12/31 | 5.013 K $ | 1.35 % |
| 2025/09/30 | EMXC | ISHARES INC | 0.06% | 359.251 K $ | 5321 | 2023/03/31 | 56.342 K $ | 6.92 % |
| 2025/09/30 | JPM | JPMORGAN CHASE & CO. | 0.06% | 356.802 K $ | 1131 | 2023/03/31 | 26.668 K $ | 8.80 % |
| 2025/09/30 | VGSH | VANGUARD SCOTTSDALE FDS | 0.06% | 334.445 K $ | 5683 | 2025/03/31 | 208.000 $ | 0.12 % |
| 2025/09/30 | IBIT | ISHARES BITCOIN TRUST ETF | 0.06% | 332.800 K $ | 5120 | 2024/03/31 | 16.152 K $ | 6.19 % |
| 2025/09/30 | CB | CHUBB LIMITED | 0.05% | 319.492 K $ | 1132 | 2025/03/31 | -8.411 K $ | -2.58 % |
| 2025/09/30 | TSLA | TESLA INC | 0.05% | 316.418 K $ | 712 | 2021/12/31 | 81.699 K $ | 40.03 % |
| 2025/09/30 | FMDE | FIDELITY COVINGTON TRUST | 0.05% | 308.612 K $ | 8537 | 2025/06/30 | 14.859 K $ | 5.06 % |
| 2025/09/30 | AMD | ADVANCED MICRO DEVICES INC | 0.05% | 296.237 K $ | 1831 | 2023/03/31 | 37.512 K $ | 14.02 % |
| 2025/09/30 | JPIE | J P MORGAN EXCHANGE TRADED F | 0.05% | 294.007 K $ | 6335 | 2025/03/31 | 568.000 $ | 0.19 % |
| 2025/09/30 | OKLO | OKLO INC | 0.05% | 276.619 K $ | 2478 | 2024/06/30 | 161.355 K $ | 99.37 % |
| 2025/09/30 | HD | HOME DEPOT INC | 0.05% | 276.131 K $ | 681 | 2023/03/31 | 26.098 K $ | 10.52 % |
| 2025/09/30 | META | META PLATFORMS INC | 0.05% | 272.936 K $ | 372 | 2023/03/31 | -1.305 K $ | -0.50 % |
| 2025/09/30 | FBTC | FIDELITY WISE ORIGIN BITCOIN | 0.04% | 266.093 K $ | 2666 | 2025/03/31 | 12.268 K $ | 6.19 % |
| 2025/09/30 | GVAL | CAMBRIA ETF TR | 0.04% | 258.276 K $ | 8836 | 2025/06/30 | 16.202 K $ | 7.34 % |
| 2025/09/30 | XOM | EXXON MOBIL CORP | 0.04% | 248.036 K $ | 2200 | 2023/03/31 | 6.949 K $ | 4.59 % |
| 2025/09/30 | VUG | VANGUARD INDEX FDS | 0.04% | 236.927 K $ | 494 | 2025/03/31 | 18.791 K $ | 9.40 % |
| 2025/09/30 | GDX | VANECK ETF TRUST | 0.04% | 231.874 K $ | 3035 | 2025/03/31 | 0.000 $ | 0.00 % |
| 2025/09/30 | QQQ | INVESCO QQQ TR | 0.04% | 229.120 K $ | 382 | 2023/03/31 | 18.614 K $ | 8.84 % |
| 2025/09/30 | CBU | COMMUNITY FINANCIAL SYSTEM I | 0.04% | 225.647 K $ | 3848 | 2023/03/31 | 6.368 K $ | 3.11 % |
| 2025/09/30 | JMEE | J P MORGAN EXCHANGE TRADED F | 0.04% | 225.113 K $ | 3549 | 2025/03/31 | 13.698 K $ | 7.13 % |
| 2025/09/30 | IBM | INTERNATIONAL BUSINESS MACHS | 0.04% | 221.558 K $ | 785 | 2023/03/31 | -8.291 K $ | -4.28 % |
| 2025/09/30 | WMT | WALMART INC | 0.04% | 217.372 K $ | 2109 | 2023/03/31 | 11.056 K $ | 5.40 % |
| 2025/09/30 | NBTB | NBT BANCORP INC | 0.04% | 215.645 K $ | 5164 | 2023/03/31 | 1.084 K $ | 0.51 % |
| 2025/09/30 | GLD | SPDR GOLD TR | 0.04% | 209.727 K $ | 590 | 2023/03/31 | 4.557 K $ | 16.61 % |
| 2025/09/30 | LOW | LOWES COS INC | 0.03% | 199.199 K $ | 793 | 2023/03/31 | 23.169 K $ | 13.27 % |
| 2025/09/30 | COST | COSTCO WHSL CORP NEW | 0.03% | 195.401 K $ | 211 | 2024/03/31 | -13.505 K $ | -6.49 % |
| 2025/09/30 | TJX | TJX COS INC NEW | 0.03% | 195.209 K $ | 1351 | 2023/03/31 | 33.153 K $ | 17.05 % |
| 2025/09/30 | GE | GE AEROSPACE | 0.03% | 185.420 K $ | 616 | 2023/03/31 | 26.579 K $ | 16.88 % |
| 2025/09/30 | FTEC | FIDELITY COVINGTON TRUST | 0.03% | 184.401 K $ | 830 | 2025/06/30 | 18.787 K $ | 12.65 % |
| 2025/09/30 | MIDU | DIREXION SHS ETF TR | 0.03% | 177.218 K $ | 3496 | 2025/03/31 | 19.569 K $ | 12.49 % |
| 2025/09/30 | BNDX | VANGUARD CHARLOTTE FDS | 0.03% | 172.714 K $ | 3492 | 2025/03/31 | -170.000 $ | -0.10 % |
| 2025/09/30 | VYM | VANGUARD WHITEHALL FDS | 0.03% | 165.052 K $ | 1171 | 2023/03/31 | 8.251 K $ | 5.73 % |
| 2025/09/30 | MCD | MCDONALDS CORP | 0.03% | 161.965 K $ | 533 | 2023/03/31 | 6.199 K $ | 4.01 % |
| 2025/09/30 | DGRO | ISHARES TR | 0.03% | 159.340 K $ | 2340 | 2023/03/31 | 9.637 K $ | 6.48 % |
| 2025/09/30 | CVX | CHEVRON CORP NEW | 0.03% | 155.982 K $ | 1004 | 2023/03/31 | 14.035 K $ | 8.45 % |
| 2025/09/30 | BND | VANGUARD BD INDEX FDS | 0.03% | 155.359 K $ | 2089 | 2025/03/31 | 1.521 K $ | 1.01 % |
| 2025/09/30 | SPTI | SPDR SERIES TRUST | 0.03% | 154.528 K $ | 5347 | 2025/03/31 | 682.000 $ | 0.45 % |
| 2025/09/30 | PLTR | PALANTIR TECHNOLOGIES INC | 0.03% | 152.868 K $ | 838 | 2023/06/30 | 33.791 K $ | 33.82 % |
| 2025/09/30 | VOO | VANGUARD INDEX FDS | 0.03% | 150.033 K $ | 245 | 2024/09/30 | 10.865 K $ | 7.81 % |
| 2025/09/30 | BA | BOEING CO | 0.02% | 145.038 K $ | 672 | 2023/03/31 | 4.221 K $ | 3.01 % |
| 2025/09/30 | LEU | CENTRUS ENERGY CORP | 0.02% | 142.012 K $ | 458 | 2024/09/30 | 58.115 K $ | 69.27 % |
| 2025/09/30 | GD | GENERAL DYNAMICS CORP | 0.02% | 138.854 K $ | 407 | 2023/03/31 | 20.081 K $ | 16.91 % |
| 2025/09/30 | CRWD | CROWDSTRIKE HLDGS INC | 0.02% | 136.326 K $ | 278 | 2023/03/31 | -4.410 K $ | -3.72 % |
| 2025/09/30 | HEFA | ISHARES TR | 0.02% | 136.219 K $ | 3439 | 2024/03/31 | 17.110 K $ | 4.35 % |
| 2025/09/30 | VYMI | VANGUARD WHITEHALL FDS | 0.02% | 135.742 K $ | 1603 | 2025/06/30 | 6.626 K $ | 5.70 % |
| 2025/09/30 | MA | MASTERCARD INCORPORATED | 0.02% | 134.808 K $ | 237 | 2024/03/31 | 1.614 K $ | 1.22 % |
| 2025/09/30 | SMR | NUSCALE PWR CORP | 0.02% | 130.032 K $ | 3612 | 2023/03/31 | -12.638 K $ | -9.00 % |