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Stone Asset Management Inc.

Portfolio Manager
Luke Ellis
Performance
0% (N/A)
AUM (13F)
$62.59M
# of Holdings
35
Performance Rank
N/A
Allocation (Top 20)
N/A

Stone Asset Management Inc. Holdings Map

Top 35 Stone Asset Management Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
IWO
ISHARES TR
11.98%33.0K$7.5M
-56.87%(-43.57K)
2022-Q3: 71.6K shares2022-Q4: 76.6K shares2023-Q1: 33.0K shares2023-03-31
VEU
VANGUARD INTL EQUITY INDEX F
10.47%122.5K$6.6M
-59.04%(-176.57K)
2022-Q3: 316.4K shares2022-Q4: 299.1K shares2023-Q1: 122.5K shares2023-03-31
VO
VANGUARD INDEX FDS
10.04%29.8K$6.3M
-70.20%(-70.17K)
2022-Q3: 95.9K shares2022-Q4: 100.0K shares2023-Q1: 29.8K shares2023-03-31
MGK
VANGUARD WORLD FD
8.79%26.9K$5.5M
-37.80%(-16.35K)
2022-Q3: 40.9K shares2022-Q4: 43.2K shares2023-Q1: 26.9K shares2023-03-31
IWF
ISHARES TR
7.59%19.4K$4.7M
-74.45%(-56.62K)
2022-Q3: 71.6K shares2022-Q4: 76.1K shares2023-Q1: 19.4K shares2023-03-31
IVE
ISHARES TR
7.28%30.0K$4.6M
-57.86%(-41.22K)
2022-Q3: 70.8K shares2022-Q4: 71.2K shares2023-Q1: 30.0K shares2023-03-31
IJS
ISHARES TR
5.63%37.6K$3.5M
-58.24%(-52.47K)
2022-Q3: 87.1K shares2022-Q4: 90.1K shares2023-Q1: 37.6K shares2023-03-31
VWO
VANGUARD INTL EQUITY INDEX F
5.29%81.9K$3.3M
-45.04%(-67.13K)
2022-Q3: 170.6K shares2022-Q4: 149.1K shares2023-Q1: 81.9K shares2023-03-31
VBR
VANGUARD INDEX FDS
3.4%13.4K$2.1M
-69.60%(-30.73K)
2022-Q3: 44.1K shares2022-Q4: 44.2K shares2023-Q1: 13.4K shares2023-03-31
IWD
ISHARES TR
3.38%13.9K$2.1M
-71.19%(-34.30K)
2022-Q3: 46.3K shares2022-Q4: 48.2K shares2023-Q1: 13.9K shares2023-03-31

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