Stone Asset Management Inc. current holdings: USA ETF
Stone Asset Management Inc. reported $0.06 billion in exchange-traded fund shares (known by the fund name on the filing) (listed in the US), 31 positions, in its Form 13F for the quarter ended 2023-03-31; the largest are IWO, VEU, VO.
- IWO: Country of operation —; Class RUS 2000 GRW ETF; Shares 33,047; Value $7,495,814.
- VEU: Country of operation —; Class ALLWRLD EX US; Shares 122,516; Value $6,550,907.
- VO: Country of operation —; Class MID CAP ETF; Shares 29,793; Value $6,283,946.
- MGK: Country of operation —; Class MEGA GRWTH IND; Shares 26,898; Value $5,500,897.
Form 13F-HR as filed (SEC CIK 1904459): quarter ended 2023-03-31, filed 2023-04-17. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2023-03-31 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | Quarter end | Filed | Performance |
|---|---|---|---|---|---|---|---|
| IWO ISHARES TR | RUS 2000 GRW ETF | 33,047 | $7,495,814 | 2023-03-31 | 2023-04-17 | ||
| VEU VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 122,516 | $6,550,907 | 2023-03-31 | 2023-04-17 | ||
| VO VANGUARD INDEX FDS | MID CAP ETF | 29,793 | $6,283,946 | 2023-03-31 | 2023-04-17 | ||
| MGK VANGUARD WORLD FD | MEGA GRWTH IND | 26,898 | $5,500,897 | 2023-03-31 | 2023-04-17 | ||
| IWF ISHARES TR | RUS 1000 GRW ETF | 19,435 | $4,748,658 | 2023-03-31 | 2023-04-17 | ||
| IVE ISHARES TR | S&P 500 VAL ETF | 30,025 | $4,556,583 | 2023-03-31 | 2023-04-17 | ||
| IJS ISHARES TR | SP SMCP600VL ETF | 37,631 | $3,521,907 | 2023-03-31 | 2023-04-17 | ||
| VWO VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 81,931 | $3,310,013 | 2023-03-31 | 2023-04-17 | ||
| VBR VANGUARD INDEX FDS | SM CP VAL ETF | 13,423 | $2,131,011 | 2023-03-31 | 2023-04-17 | ||
| IWD ISHARES TR | RUS 1000 VAL ETF | 13,880 | $2,113,371 | 2023-03-31 | 2023-04-17 | ||
| IGSB ISHARES TR | ISHS 1-5YR INVS | 39,767 | $2,009,839 | 2023-03-31 | 2023-04-17 | ||
| SCZ ISHARES TR | EAFE SML CP ETF | 33,158 | $1,973,260 | 2023-03-31 | 2023-04-17 | ||
| ICF ISHARES TR | COHEN STEER REIT | 34,026 | $1,889,812 | 2023-03-31 | 2023-04-17 | ||
| IVV ISHARES TR | CORE S&P500 ETF | 2,750 | $1,130,413 | 2023-03-31 | 2023-04-17 | ||
| EFA ISHARES TR | MSCI EAFE ETF | 14,842 | $1,061,501 | 2023-03-31 | 2023-04-17 | ||
| IJH ISHARES TR | CORE S&P MCP ETF | 3,917 | $979,845 | 2023-03-31 | 2023-04-17 | ||
| VCLT VANGUARD SCOTTSDALE FDS | LG-TERM COR BD | 8,797 | $701,321 | 2023-03-31 | 2023-04-17 | ||
| VGLT VANGUARD SCOTTSDALE FDS | LONG TERM TREAS | 10,023 | $656,625 | 2023-03-31 | 2023-04-17 | ||
| AGG ISHARES TR | CORE US AGGBD ET | 5,575 | $555,488 | 2023-03-31 | 2023-04-17 | ||
| VSS VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | 4,899 | $535,215 | 2023-03-31 | 2023-04-17 | ||
| EEM ISHARES TR | MSCI EMG MKT ETF | 13,302 | $524,898 | 2023-03-31 | 2023-04-17 | ||
| VTIP VANGUARD MALVERN FDS | STRM INFPROIDX | 10,856 | $519,111 | 2023-03-31 | 2023-04-17 | ||
| DFAT DIMENSIONAL ETF TRUST | US TARGETED VLU | 11,051 | $491,780 | 2023-03-31 | 2023-04-17 | ||
| VTV VANGUARD INDEX FDS | VALUE ETF | 2,448 | $338,144 | 2023-03-31 | 2023-04-17 | ||
| VBK VANGUARD INDEX FDS | SML CP GRW ETF | 1,446 | $312,940 | 2023-03-31 | 2023-04-17 | ||
| VNQ VANGUARD INDEX FDS | REAL ESTATE ETF | 3,659 | $303,834 | 2023-03-31 | 2023-04-17 | ||
| VUG VANGUARD INDEX FDS | GROWTH ETF | 1,183 | $295,088 | 2023-03-31 | 2023-04-17 | ||
| VCSH VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 3,615 | $275,590 | 2023-03-31 | 2023-04-17 | ||
| SPY SPDR S&P 500 ETF TR | TR UNIT | 598 | $245,003 | 2023-03-31 | 2023-04-17 | ||
| IVW ISHARES TR | S&P 500 GRWT ETF | 3,492 | $223,104 | 2023-03-31 | 2023-04-17 | ||
| IJT ISHARES TR | S&P SML 600 GWT | 1,842 | $202,513 | 2023-03-31 | 2023-04-17 |
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