SA
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Stone Asset Management Inc.13F | |
| Stone Asset Management Inc. | |
| Last update 2023-04-17 | 35 Stocks (0 new) |
| Value $63.00 Mil | Turnover 0 % |
Stone Asset Management Inc. Top Holdings of 2023-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IWO | iShares Russell 2000 Growth ETF | 33,047 | 7,495.8 | -56.87% | 11.980 | -5.81% | 0.080 | -2.45% | -6.19% | 11,148.8 | ||
VEU | Vanguard FTSE All-World ex-US ETF | 122,516 | 6,550.9 | -59.04% | 10.470 | -5.50% | 0.020 | +7.97% | +13.97% | 40,038.1 | ||
VO | Vanguard Mid-Cap ETF | 29,793 | 6,283.9 | -70.20% | 10.040 | -8.88% | 0.010 | +0.32% | +2.74% | 74,555.2 | ||
MGK | Vanguard Mega Cap Growth ETF | 26,898 | 5,500.9 | -37.80% | 8.790 | -1.75% | 0.050 | +1.91% | +0.42% | 22,995.6 | ||
IWF | iShares Russell 1000 Growth ETF | 19,435 | 4,748.7 | -74.45% | 7.590 | -7.53% | 0.010 | +1.33% | -0.43% | 105,849.9 | ||
IVE | iShares S&P 500 Value ETF | 30,025 | 4,556.6 | -57.86% | 7.280 | -3.71% | 0.020 | -3.79% | -0.60% | 37,703.9 | ||
IJS | iShares S&P Small-Cap 600 Value ETF | 37,631 | 3,521.9 | -58.24% | 5.630 | -2.98% | 0.050 | -8.06% | -11.53% | 6,026.8 | ||
VWO | Vanguard FTSE Emerging Markets ETF | 81,931 | 3,310.0 | -45.04% | 5.290 | -1.63% | 0.000 | +5.18% | +6.83% | 80,561.0 | ||
VBR | Vanguard Small Cap Value ETF | 13,423 | 2,131.0 | -69.60% | 3.400 | -3.03% | 0.010 | -3.83% | -4.02% | 28,698.7 | ||
IWD | iShares Russell 1000 Value ETF | 13,880 | 2,113.4 | -71.19% | 3.380 | -3.23% | 0.000 | -2.54% | +2.32% | 61,170.1 |
Stone Asset Management Inc.'s Historical Top Holdings Breakdowns
Stone Asset Management Inc. Total Holding History ($B)
Stone Asset Management Inc.'s Asset Allocation
Stone Asset Management Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Stone Asset Management Inc.'s Hypothetical Growth since 2023-03-31
Stone Asset Management Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Stone Asset Management Inc.'s Holdings Heat Map
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Stone Asset Management Inc.'s Holdings Bubble Chart
Stone Asset Management Inc. News
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