Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
STONE HOUSE INVESTMENT MANAGEMENT LLC 08-14-2024 06-30-2024 378 384,814,992
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
ISHARES TR CORE S&P500 ETF 1 $72,997,492 133,395 0.02 0.02 -12,065 -8.29 06-30-2024
ISHARES TR CORE TOTAL USD 2 $46,054,835 1,018,462 0.01 0.01 59,533 6.21 06-30-2024
PROCTER AND GAMBLE CO COM 3 $36,662,160 222,303 0.01 0.01 4,122 1.89 06-30-2024
ISHARES TR S&P 500 GRWT ETF 4 $29,461,032 318,360 0.01 0.00 129,692 68.74 06-30-2024
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