Top 50 Stonehearth Capital Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VLUE | ISHARES TR | 13.32% | 236.4K | $33.6M | -7.02%(-17.86K) | $87.76(+98.17%) | 2026-03-31 | |
| MTUM | ISHARES TR | 11.79% | 124.0K | $29.8M | -2.11%(-2.67K) | $145.18(+100.51%) | 2026-03-31 | |
| DFAI | DIMENSIONAL ETF TRUST | 9.35% | 606.1K | $23.6M | -15.10%(-107.83K) | $27.15(+50.57%) | 2026-03-31 | |
| SCHD | SCHWAB STRATEGIC TR | 7.82% | 643.3K | $19.7M | -0.55%(-3.56K) | $26.79(+18.29%) | 2026-03-31 | |
| OUSM | ALPS ETF TR | 6.38% | 368.0K | $16.1M | +0.01%(+25) | $26.30(+75.54%) | 2026-03-31 | |
| QLTY | GMO ETF TRUST | 6.32% | 440.9K | $16.0M | +4.78%(+20.13K) | $33.14(+20.51%) | 2026-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 6.08% | 283.9K | $15.3M | -0.69%(-1.98K) | $44.99(+31.94%) | 2026-03-31 | |
| GLD | SPDR GOLD TR | 3.48% | 20.4K | $8.8M | -9.00%(-2.02K) | $170.38(+145.50%) | 2026-03-31 | |
| QUAL | ISHARES TR | 3.41% | 44.8K | $8.6M | -8.12%(-3.96K) | $75.20(+175.93%) | 2026-03-31 | |
| DJP | BARCLAYS BANK PLC | 2.91% | 152.8K | $7.4M | new | $33.70(+49.97%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.87% | +43.80% |
| Top 20 Holdings Unweighted | +11.68% | +39.31% |
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