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Institutional Investment Manager
STONE HOUSE INVESTMENT MANAGEMENT, LLC
STONE HOUSE INVESTMENT MANAGEMENT, LLC (CIK: 0001696497). Institutional holdings reported to the SEC.

Institutional Holdings (2017Q1)
Portfolio Summary: 38 holdings with a total value of $133,529,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 ISHARES TR 4,126 208,000 0.16%
2 ISHARES 2,867 221,000 0.17%
3 APPLE INC 1,564 225,000 0.17%
4 ISHARES TR 2,160 230,000 0.17%
5 PFIZER INC 7,164 245,000 0.18%
6 PIMCO 1-5 YEAR U.S. TIPS INDEX EXCHANGE-TRADED FUND 5,737 303,000 0.23%
7 VANGUARD WHITEHALL FDS 4,567 355,000 0.27%
8 FIDELITY 11,380 400,000 0.30%
9 VANGUARD BD INDEX FDS 5,688 453,000 0.34%
10 ISHARES TR 16,902 465,000 0.35%
11 VANGUARD SPECIALIZED FUNDS 6,260 563,000 0.42%
12 ISHARES TR 55,661 1,131,000 0.85%
13 PEOPLES FINL SVCS CORPORATION 30,447 1,273,000 0.95%
14 ISHARES TR 43,365 1,320,000 0.99%
15 ISHARES TR 26,940 1,345,000 1.01%
16 ISHARES TR 38,162 1,615,000 1.21%
17 ISHARES U.S. ETF TRUST ISHARES GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF 49,535 1,661,000 1.24%
18 ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 20,923 1,837,000 1.38%
19 FIDELITY 44,807 1,844,000 1.38%
20 ISHARES TR 38,843 1,854,000 1.39%
21 ISHARES 7-10 YEAR TREASURY BOND ETF 18,742 1,979,000 1.48%
22 POWERSHARES ETF TRUST II 94,605 2,201,000 1.65%
23 ISHARES TR 18,342 2,412,000 1.81%
24 SSGA ACTIVE ETF TR 57,060 2,789,000 2.09%
25 ISHARES TR 27,077 3,104,000 2.32%
26 ISHARES TR 50,917 3,521,000 2.64%
27 ISHARES TR 30,370 3,581,000 2.68%
28 ISHARES TR 80,987 4,074,000 3.05%
29 ISHARES TR 41,984 4,774,000 3.58%
30 ISHARES INC 101,984 4,874,000 3.65%
31 ISHARES TR 54,250 5,504,000 4.12%
32 ISHARES TR 33,154 5,677,000 4.25%
33 ISHARES TR 57,006 6,185,000 4.63%
34 ISHARES TR 145,312 7,392,000 5.54%
35 ISHARES TR 170,871 9,902,000 7.42%
36 ISHARES TR 131,660 13,698,000 10.26%
37 ISHARES TR 71,602 16,989,000 12.72%
38 PROCTER AND GAMBLE CO 192,825 17,325,000 12.97%

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001606587-17-000300, filed 2017.05.10).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.