Stone House Investment Management, LLC quarter change: USA ETF, Added
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Stone House Investment Management, LLC opened 51 positions, added to 34, reduced 39, sold out of 39 and left 36 unchanged. The largest increase in value was SPYM (+$58,656,287); the largest decrease was BAI (-$15,485,450).
- IVV: Country of operation —; Class CORE S&P500 ETF; Shares 2026-03-31 100,845; Shares 2026-06-30 139,300.
- IXUS: Country of operation —; Class CORE MSCI TOTAL; Shares 2026-03-31 54; Shares 2026-06-30 325,020.
- IJH: Country of operation —; Class CORE S&P MCP ETF; Shares 2026-03-31 8,453; Shares 2026-06-30 216,078.
- IUSB: Country of operation —; Class CORE UNIVRSL USD; Shares 2026-03-31 977,212; Shares 2026-06-30 1,302,975.
Two Form 13F-HR filings compared (SEC CIK 1696497): 2026-03-31 (filed 2026-04-22) and 2026-06-30 (filed 2026-08-05). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
| Stock | Country of operation | Class | Shares 2026-03-31 | Shares 2026-06-30 | Share change | Value 2026-03-31 | Value 2026-06-30 | Value change |
|---|
IVV
ISHARES TR | | CORE S&P500 ETF | 100,845 | 139,300 | +38,455 | $65,872,990 | $104,320,536 | +$38,447,546 |
|---|
IXUS
ISHARES TR | | CORE MSCI TOTAL | 54 | 325,020 | +324,966 | $4,702 | $31,019,923 | +$31,015,221 |
|---|
IJH
ISHARES TR | | CORE S&P MCP ETF | 8,453 | 216,078 | +207,625 | $570,859 | $16,661,763 | +$16,090,904 |
|---|
IUSB
ISHARES TR | | CORE UNIVRSL USD | 977,212 | 1,302,975 | +325,763 | $45,137,438 | $60,132,287 | +$14,994,849 |
|---|
IVW
ISHARES TR | | S&P 500 GRWT ETF | 296,836 | 303,365 | +6,529 | $33,575,155 | $41,721,811 | +$8,146,656 |
|---|
DYNF
BLACKROCK ETF TRUST | | ISHARES US EQUIT | 574,017 | 590,312 | +16,295 | $33,396,294 | $40,147,123 | +$6,750,829 |
|---|
FBND
FIDELITY MERRIMACK STR TR | | TOTAL BD ETF | 652,885 | 780,129 | +127,244 | $29,784,606 | $35,488,073 | +$5,703,467 |
|---|
EFG
ISHARES TR | | EAFE GRWTH ETF | 159,096 | 166,577 | +7,481 | $17,718,564 | $20,725,492 | +$3,006,928 |
|---|
ITA
ISHARES TR | | US AER DEF ETF | 49,138 | 55,650 | +6,512 | $10,748,953 | $13,490,742 | +$2,741,789 |
|---|
MUB
ISHARES TR | | NATIONAL MUN ETF | 63,275 | 74,997 | +11,722 | $6,716,648 | $8,071,216 | +$1,354,568 |
|---|
MBB
ISHARES TR | | MBS ETF | 140,897 | 150,699 | +9,802 | $13,378,162 | $14,244,113 | +$865,951 |
|---|
GOVT
ISHARES TR | | US TREAS BD ETF | 565,800 | 606,615 | +40,815 | $12,962,470 | $13,818,689 | +$856,219 |
|---|
STIP
ISHARES TR | | 0-5 YR TIPS ETF | 1,147 | 6,180 | +5,033 | $118,598 | $631,310 | +$512,712 |
|---|
VOO
VANGUARD INDEX FDS | | S&P 500 ETF SHS | 562 | 841 | +279 | $335,823 | $577,834 | +$242,011 |
|---|
JEPI
J P MORGAN EXCHANGE TRADED F | | EQUITY PREMIUM | 2,532 | 5,315 | +2,783 | $143,514 | $300,191 | +$156,677 |
|---|
VTV
VANGUARD INDEX FDS | | VALUE ETF | 2,492 | 2,696 | +204 | $488,930 | $587,539 | +$98,609 |
|---|
VEA
VANGUARD TAX-MANAGED FDS | | VAN FTSE DEV MKT | 6,526 | 7,089 | +563 | $418,186 | $505,091 | +$86,905 |
|---|
VO
VANGUARD INDEX FDS | | MID CAP ETF | 1,974 | 7,921 | +5,947 | $566,855 | $638,161 | +$71,306 |
|---|
VUG
VANGUARD INDEX FDS | | GROWTH ETF | 498 | 3,262 | +2,764 | $217,521 | $280,989 | +$63,468 |
|---|
JMEE
J P MORGAN EXCHANGE TRADED F | | SMALL & MID CAP | 3,595 | 3,729 | +134 | $240,038 | $290,974 | +$50,936 |
|---|
ISTB
ISHARES TR | | CORE 1 5 YR USD | 48,739 | 49,861 | +1,122 | $2,361,876 | $2,405,796 | +$43,920 |
|---|
VYM
VANGUARD WHITEHALL FDS | | HIGH DIV YLD | 1,713 | 1,769 | +56 | $253,726 | $279,559 | +$25,833 |
|---|
IWM
ISHARES TR | | RUSSELL 2000 ETF | 310 | 311 | +1 | $76,858 | $93,332 | +$16,474 |
|---|
DGRO
ISHARES TR | | CORE DIV GRWTH | 2,577 | 2,587 | +10 | $180,839 | $196,078 | +$15,239 |
|---|
IBIT
ISHARES BITCOIN TRUST ETF | | SHS BEN INT | 2,307 | 3,101 | +794 | $88,635 | $103,232 | +$14,597 |
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VYMI
VANGUARD WHITEHALL FDS | | INTL HIGH ETF | 1,623 | 1,655 | +32 | $152,952 | $162,521 | +$9,569 |
|---|
XLSR
SSGA ACTIVE TR | | STATE STREET US | 995 | 1,000 | +5 | $57,451 | $64,847 | +$7,396 |
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SCHD
SCHWAB STRATEGIC TR | | US DIVIDEND EQ | 5,309 | 5,331 | +22 | $162,878 | $169,046 | +$6,168 |
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ARKX
ARK ETF TR | | SPACE & DEFENSE | 100 | 200 | +100 | $2,935 | $6,824 | +$3,889 |
|---|
ETHA
ISHARES ETHEREUM TR | United States | SHS | 295 | 677 | +382 | $4,670 | $8,050 | +$3,380 |
|---|
TIP
ISHARES TR | | TIPS BD ETF | 433 | 451 | +18 | $47,759 | $49,367 | +$1,608 |
|---|
SHV
ISHARES TR | | TRUST ISHARE 0-1 | 704 | 718 | +14 | $77,678 | $79,228 | +$1,550 |
|---|
PPLT
ABRDN PLATINUM ETF TRUST | United States | PHYSCL PLATM SHS | 38 | 380 | +342 | $6,773 | $5,369 | -$1,404 |
|---|
IFGL
ISHARES TR | | INTL DEV RE ETF | 2,188 | 2,204 | +16 | $48,916 | $49,154 | +$238 |
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