Fund HoldingsStonehearth Capital Management, LLC

Total Portfolio Value
$241.46M
Total Bought
$33.76M
Total Sold
$45.28M
Net Transaction
-$11.52M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
2023 ETF SERIES TRUST II
US QUALITY ETF
0389,209+389,209013,3345.52%+13,334
ISHARES TR0242,966+242,96606,3682.64%+6,368
DIMENSIONAL ETF TRUST
INTL CORE EQT MK
680,359700,613+20,25421,24824,22010.03%+2,973
ISHARES TR
MSCI USA MMENTM
141,112129,658-11,45428,52331,15912.90%+2,637
ISHARES INC
CORE MSCI EMKT
024,782+24,78201,4880.62%+1,488
VANGUARD INTL EQUITY INDEX F281,659282,684+1,02512,74813,9825.79%+1,234
VANGUARD WHITEHALL FDS07,827+7,82701,0430.43%+1,043
VANGUARD TAX-MANAGED FDS176,886172,970-3,9168,9919,8614.08%+870
VANGUARD WELLINGTON FD06,510+6,51007700.32%+770
ISHARES TR
LOW CA OP MS ETF
12,99315,205+2,2122,4843,2211.33%+737
VANGUARD WORLD FD35,33737,229+1,8923,4614,0821.69%+621
SPDR SER TR
ST STR SP500FF
69,63472,472+2,8383,1863,6911.53%+505
ALPS ETF TR
OSHARES US SMLCP
351,897350,366-1,53114,78715,1396.27%+353
DOUBLELINE ETF TRUST
OPPO CORE BD ETF
07,573+7,57303500.15%+350
ORACLE CORP(ORCL)4,2384,244+65939280.38%+335
AMERICAN CENTY ETF TR04,442+4,44203290.14%+329
ISHARES TR
MSCI USA QLT FCT
53,38151,657-1,7249,1229,4443.91%+322
SPDR INDEX SHS FDS
ST STR PO EX ETF
07,322+7,32202960.12%+296
FIDELITY COVINGTON TRUST3,6026,980+3,3782345300.22%+295
GOLDMAN SACHS ETF TR16,43617,323+8871,8092,1030.87%+293
NVIDIA CORPORATION(NVDA)01,809+1,80902860.12%+286
GE AEROSPACE(GE)4,9474,94709901,2730.53%+283
WAYFAIR INC(W)05,185+5,18502650.11%+265
MICROSTRATEGY INC(MSTR)2,2062,20606368920.37%+256
BOYD GAMING CORP(BYD)02,999+2,99902350.10%+235
TIDAL TR II010,364+10,36402300.10%+230
CACI INTL INC(CACI)0472+47202250.09%+225
ISHARES SILVER TR(SLV)06,682+6,68202190.09%+219
GE VERNOVA INC(GEV)957940-172924970.21%+205
ISHARES TR19,58719,929+3421,2441,4480.60%+204
J P MORGAN EXCHANGE TRADED F
INTL BD OPP ETF
04,181+4,18102030.08%+203
GOLDMAN SACHS ETF TR87,52283,734-3,7883,1203,3211.38%+201
NORTHERN TR CORP(NTRS)01,582+1,58202010.08%+201
SPDR INDEX SHS FDS
ST PORT MARK ETF
38,10538,848+7431,5001,6600.69%+160
SPDR INDEX SHS FDS5,3108,177+2,8672283870.16%+159
ISHARES TR
US TREAS BD ETF
81,72288,622+6,9001,8782,0370.84%+158
HARTFORD FDS EXCHANGE TRADED
MUN OPORTUNITE
23,78827,120+3,3329151,0380.43%+124
NETFLIX INC(NFLX)28328302643790.16%+115
ISHARES TR1,8121,81206547690.32%+115
RTX CORPORATION(RTX)8,2298,22901,0901,2020.50%+112
AMAZON COM INC(AMZN)3,1983,181-176086980.29%+89
J P MORGAN EXCHANGE TRADED F
CORE PLUS BD ETF
5,9867,537+1,5512823550.15%+73
AMPLIFY ETF TR23,60323,538-651,2981,3680.57%+70
MICROSOFT CORP(MSFT)54654602052720.11%+67
META PLATFORMS INC(META)443436-72553220.13%+66
INVESCO EXCHANGE TRADED FD T
S&P500 QUALITY
15,83815,665-1731,0511,1160.46%+66
KLA CORP(KLAC)305302-32072710.11%+63
SPDR S&P 500 ETF TR(SPY)1,2871,259-287207780.32%+58
JPMORGAN CHASE & CO.(JPM)1,1141,11402733230.13%+50
J P MORGAN EXCHANGE TRADED F
DIV RTN INT EQ
18,77117,492-1,2791,0731,1220.46%+49
UBER TECHNOLOGIES INC(UBER)3,0742,880-1942242690.11%+45
SOUNDHOUND AI INC(SOUN)15,27315,27301241640.07%+40
ISHARES TR50650602843140.13%+30
VANGUARD INDEX FDS569548-212112400.10%+29
HUNTINGTON BANCSHARES INC(HBAN)17,23116,891-3402592830.12%+24
TESLA INC(TSLA)1,110980-1302883110.13%+24
DEERE & CO(DE)52152102452650.11%+20
COSTCO WHSL CORP NEW(COST)39139103703870.16%+17
ISHARES TR1,5531,55302923020.12%+9
LOCKHEED MARTIN CORP(LMT)47847802132210.09%+8
STEEL DYNAMICS INC(STLD)2,2462,251+52812880.12%+7
ISHARES TR
ESG AWR US AGRGT
23,75423,864+1101,1281,1340.47%+7
AUTOMATIC DATA PROCESSING IN1,0661,06603263290.14%+3
ISHARES TR
MSCI USA MIN ETF
7,1417,14106696700.28%+2
BROADRIDGE FINL SOLUTIONS IN(BR)1,4801,48003593600.15%+1
HARTFORD FDS EXCHANGE TRADED
TOTAL RTRN ETF
9,0049,021+173053060.13%+1
HOME DEPOT INC(HD)1,4041,40405155150.21%0
LOEWS CORP(L)2,7002,70002482470.10%-1
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
6,7446,681-633413390.14%-3
NEWMONT CORP(NEM)5,8684,780-1,0882832780.12%-5
NORTHROP GRUMMAN CORP(NOC)48848802502440.10%-6
CROCS INC(CROX)2,0191,993-262142020.08%-13
LOWES COS INC(LOW)1,2001,20002802660.11%-14
STARBUCKS CORP(SBUX)2,5562,55602512340.10%-17
PROGRESSIVE CORP(PGR)1,6531,65304684410.18%-27
SM ENERGY CO(SM)8,0168,247+2312402040.08%-36
PFIZER INC(PFE)12,84611,757-1,0893262850.12%-41
VERIZON COMMUNICATIONS INC(VZ)12,05211,482-5705474970.21%-50
VACASA INC10,0000-10,000540-54
EMERSON ELEC CO(EMR)2,8491,903-9463122540.11%-59
VANGUARD WELLINGTON FD2,1901,585-6053322730.11%-59
DICKS SPORTING GOODS INC(DKS)1,3341,059-2752692090.09%-59
VANGUARD INDEX FDS11,86511,059-8062,0501,9550.81%-95
JOHNSON & JOHNSON(JNJ)4,4574,183-2747396390.26%-100
BERKSHIRE HATHAWAY INC DEL2,0822,017-651,1099800.41%-129
INVESCO QQQ TR813411-4023812270.09%-154
ISHARES TR1,9380-1,9382040-204
ELI LILLY & CO(LLY)2500-2502060-206
EXXON MOBIL CORP10,7069,870-8361,2731,0640.44%-209
ISHARES TR2,4110-2,4112810-281
DOUBLELINE ETF TRUST
OPPO CORE BD ETF
7,4740-7,4743450-345
APPLE INC(AAPL)16,12115,751-3703,5813,2321.34%-349
NUSHARES ETF TR
NUVEEN ESG SMLCP
55,46642,106-13,3602,1271,7150.71%-411
ISHARES TR5,1880-5,1884700-470
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
47,64136,140-11,5012,8302,1620.90%-668
SPDR GOLD TR(GLD)34,63728,340-6,2979,9808,6393.58%-1,341
VANGUARD INTL EQUITY INDEX F19,2470-19,2471,3510-1,351
SCHWAB STRATEGIC TR633,985557,803-76,18217,72614,7826.12%-2,944
ISHARES TR
MSCI USA VALUE
307,792262,426-45,36632,82629,70912.30%-3,117
ISHARES TR56,4652,701-53,7645,9052950.12%-5,609
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