Stone Asset Management Inc. 13F Holdings · last filed Q1 2023
Stone Asset Management Inc. reported 35 securities worth $62.59M in its SEC 13F filing for Q1 2023 (period ended 2023-03-31). Top holdings: IWO (11.98%), VEU (10.47%), VO (10.04%). Among its top 25 positions this quarter: 1 added, 24 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IWO | ISHARES TR | $7.5M | 11.98% | 33,047 | Trimmed |
| 2 | VEU | VANGUARD INTL EQUITY INDEX F | $6.6M | 10.47% | 122,516 | Trimmed |
| 3 | VO | VANGUARD INDEX FDS | $6.3M | 10.04% | 29,793 | Trimmed |
| 4 | MGK | VANGUARD WORLD FD | $5.5M | 8.79% | 26,898 | Trimmed |
| 5 | IWF | ISHARES TR | $4.7M | 7.59% | 19,435 | Trimmed |
| 6 | IVE | ISHARES TR | $4.6M | 7.28% | 30,025 | Trimmed |
| 7 | IJS | ISHARES TR | $3.5M | 5.63% | 37,631 | Trimmed |
| 8 | VWO | VANGUARD INTL EQUITY INDEX F | $3.3M | 5.29% | 81,931 | Trimmed |
| 9 | VBR | VANGUARD INDEX FDS | $2.1M | 3.40% | 13,423 | Trimmed |
| 10 | IWD | ISHARES TR | $2.1M | 3.38% | 13,880 | Trimmed |
| 11 | IGSB | ISHARES TR | $2.0M | 3.21% | 39,767 | Trimmed |
| 12 | SCZ | ISHARES TR | $2.0M | 3.15% | 33,158 | Trimmed |
| 13 | ICF | ISHARES TR | $1.9M | 3.02% | 34,026 | Trimmed |
| 14 | IVV | ISHARES TR | $1.1M | 1.81% | 2,750 | Trimmed |
| 15 | EFA | ISHARES TR | $1.1M | 1.70% | 14,842 | Trimmed |
| 16 | IJH | ISHARES TR | $979,845 | 1.57% | 3,917 | Trimmed |
| 17 | VCLT | VANGUARD SCOTTSDALE FDS | $701,321 | 1.12% | 8,797 | Trimmed |
| 18 | VGLT | VANGUARD SCOTTSDALE FDS | $656,625 | 1.05% | 10,023 | Trimmed |
| 19 | AGG | ISHARES TR | $555,488 | 0.89% | 5,575 | Trimmed |
| 20 | VSS | VANGUARD INTL EQUITY INDEX F | $535,215 | 0.86% | 4,899 | Trimmed |
| 21 | EEM | ISHARES TR | $524,898 | 0.84% | 13,302 | Trimmed |
| 22 | VTIP | VANGUARD MALVERN FDS | $519,111 | 0.83% | 10,856 | Trimmed |
| 23 | DFAT | DIMENSIONAL ETF TRUST | $491,780 | 0.79% | 11,051 | Added |
| 24 | AAPL | APPLE INC | $380,659 | 0.61% | 2,308 | Trimmed |
| 25 | VTV | VANGUARD INDEX FDS | $338,144 | 0.54% | 2,448 | Trimmed |
Source: SEC Form 13F filings · as of 2023-03-31
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR