Top 35 Stone Asset Management Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IWO | ISHARES TR | 11.98% | 33.0K | $7.5M | -56.87%(-43.57K) | — | 2023-03-31 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 10.47% | 122.5K | $6.6M | -59.04%(-176.57K) | — | 2023-03-31 | |
| VO | VANGUARD INDEX FDS | 10.04% | 29.8K | $6.3M | -70.20%(-70.17K) | — | 2023-03-31 | |
| MGK | VANGUARD WORLD FD | 8.79% | 26.9K | $5.5M | -37.80%(-16.35K) | — | 2023-03-31 | |
| IWF | ISHARES TR | 7.59% | 19.4K | $4.7M | -74.45%(-56.62K) | — | 2023-03-31 | |
| IVE | ISHARES TR | 7.28% | 30.0K | $4.6M | -57.86%(-41.22K) | — | 2023-03-31 | |
| IJS | ISHARES TR | 5.63% | 37.6K | $3.5M | -58.24%(-52.47K) | — | 2023-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 5.29% | 81.9K | $3.3M | -45.04%(-67.13K) | — | 2023-03-31 | |
| VBR | VANGUARD INDEX FDS | 3.4% | 13.4K | $2.1M | -69.60%(-30.73K) | — | 2023-03-31 | |
| IWD | ISHARES TR | 3.38% | 13.9K | $2.1M | -71.19%(-34.30K) | — | 2023-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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