Universe · entity
Stonehearth Capital Management, LLC
Institutional manager (13F) · CIK 1550191
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $240M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ISHARES TR | $34M | 236,423 |
| 2 | ISHARES TR | $30M | 124,002 |
| 3 | DIMENSIONAL ETF TRUST | $24M | 606,116 |
| 4 | SCHWAB STRATEGIC TR | $20M | 643,261 |
| 5 | ALPS ETF TR | $16M | 368,027 |
| 6 | GMO ETF TRUST | $16M | 440,926 |
| 7 | VANGUARD INTL EQUITY INDEX F | $15M | 283,862 |
| 8 | SPDR GOLD TR | $9M | 20,394 |
| 9 | ISHARES TR | $9M | 44,828 |
| 10 | BARCLAYS BANK PLC | $7M | 152,846 |
| 11 | AMERICAN CENTY ETF TR | $6M | 73,775 |
| 12 | VANGUARD WORLD FD | $4M | 35,631 |
| 13 | SPDR SERIES TRUST | $4M | 68,884 |
| 14 | APPLE INC | $3M | 12,532 |
| 15 | ISHARES TR | $3M | 14,248 |
| 16 | GOLDMAN SACHS ETF TR | $3M | 68,242 |
| 17 | VANGUARD TAX-MANAGED FDS | $2M | 34,551 |
| 18 | GOLDMAN SACHS ETF TR | $2M | 17,078 |
| 19 | ISHARES TR | $2M | 57,179 |
| 20 | VANGUARD SCOTTSDALE FDS | $2M | 33,190 |
| 21 | VANGUARD INDEX FDS | $2M | 9,797 |
| 22 | ISHARES INC | $2M | 25,687 |
| 23 | NUSHARES ETF TR | $2M | 39,119 |
| 24 | EXXON MOBIL CORP | $2M | 9,750 |
| 25 | SPDR INDEX SHS FDS | $2M | 34,038 |
| 26 | RTX CORPORATION | $2M | 7,868 |
| 27 | AMPLIFY ETF TR | $1M | 22,137 |
| 28 | INVESCO EXCHANGE TRADED FD T | $1M | 15,595 |
| 29 | ISHARES TR | $1M | 24,385 |
| 30 | VANGUARD WHITEHALL FDS | $1M | 7,827 |
| 31 | GE AEROSPACE | $1M | 3,751 |
| 32 | J P MORGAN EXCHANGE TRADED F | $1M | 14,514 |
| 33 | BERKSHIRE HATHAWAY INC DEL | $982k | 2,050 |
| 34 | ISHARES TR | $961k | 41,938 |
| 35 | HARTFORD FDS EXCHANGE TRADED | $942k | 24,326 |
| 36 | VANGUARD WELLINGTON FD | $844k | 6,268 |
| 37 | STATE STR SPDR S&P 500 ETF T | $819k | 1,259 |
| 38 | GE VERNOVA INC | $802k | 919 |
| 39 | ISHARES TR | $773k | 1,812 |
| 40 | AMAZON COM INC | $700k | 3,361 |
| 41 | JOHNSON & JOHNSON | $671k | 2,745 |
| 42 | NEW YORK LIFE INVESTMENTS ET | $633k | 17,408 |
| 43 | ORACLE CORP | $624k | 4,244 |
| 44 | ISHARES TR | $609k | 6,563 |
| 45 | VANGUARD INDEX FDS | $595k | 996 |
| 46 | FIDELITY COVINGTON TRUST | $559k | 6,980 |
| 47 | VERIZON COMMUNICATIONS INC | $552k | 10,999 |
| 48 | HOME DEPOT INC | $459k | 1,396 |
| 49 | NEWMONT CORP | $405k | 3,744 |
| 50 | DOUBLELINE ETF TRUST | $389k | 8,497 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.