Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
STONE HOUSE INVESTMENT MANAGEMENT LLC | 08-14-2024 | 06-30-2024 | 378 | 384,814,992 |
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 |