Stone Asset Management Inc. 13F Holdings
CIK 0001904459 · AUSTIN, TX
As of Mar 31, 2023, Stone Asset Management Inc. reported 35 positions worth $62.6M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ISHARES RUSSELL 2000 GROWTH ETF | IWO | — | 33,047 | $7.5M | 11.98% |
| VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | VEU | — | 122,516 | $6.6M | 10.47% |
| VANGUARD MID-CAP INDEX FUND | VO | — | 29,793 | $6.3M | 10.04% |
| VANGUARD WORLD FUND | MGK | — | 26,898 | $5.5M | 8.79% |
| ISHARES RUSSELL 1000 GROWTH ETF | IWF | — | 19,435 | $4.7M | 7.59% |
| ISHARES S&P 500 VALUE ETF | IVE | — | 30,025 | $4.6M | 7.28% |
| ISHARES S&P SMALL-CAP 600 VALUE ETF | IJS | — | 37,631 | $3.5M | 5.63% |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND | VWO | — | 81,931 | $3.3M | 5.29% |
| VANGUARD SMALL-CAP VALUE INDEX FUND | VBR | — | 13,423 | $2.1M | 3.40% |
| ISHARES RUSSELL 1000 VALUE ETF | IWD | — | 13,880 | $2.1M | 3.38% |
| ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | IGSB | — | 39,767 | $2.0M | 3.21% |
| ISHARES MSCI EAFE SMALL-CAP ETF | SCZ | — | 33,158 | $2.0M | 3.15% |
| ISHARES SELECT US REIT ETF | ICF | — | 34,026 |