Fund HoldingsStonehearth Capital Management, LLC

Total Portfolio Value
$203.49M
Total Bought
$28.19M
Total Sold
$16.97M
Net Transaction
+$11.22M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
INVESCO QQQ TR012,908+12,90805,2862.60%+5,286
ISHARES TR0179,267+179,26705,2092.56%+5,209
ISHARES TR
MSCI USA VALUE
251,963270,981+19,01822,85827,41213.47%+4,554
ISHARES TR
MSCI USA MMENTM
136,529139,440+2,91119,07321,87710.75%+2,804
ISHARES TR019,657+19,65702,0000.98%+2,000
GOLDMAN SACHS ETF TR33,10689,963+56,8579942,9381.44%+1,944
ALPS ETF TR
OSHARES US SMLCP
327,919327,477-44211,51312,8316.31%+1,317
ISHARES TR
MSCI USA QLT FCT
104,866102,687-2,17913,82015,1097.43%+1,289
SPDR GOLD TR(GLD)36,86136,910+496,3207,0563.47%+736
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
130,362136,514+6,1527,4508,0983.98%+648
VANGUARD WORLD FD15,53320,890+5,3571,1681,7770.87%+609
VANGUARD TAX-MANAGED FDS150,437149,107-1,3306,5777,1423.51%+565
ISHARES TR58,58459,273+6894,8345,2792.59%+445
APPLE INC(AAPL)13,32013,808+4882,2802,6581.31%+378
J P MORGAN EXCHANGE TRADED F
CORE PLUS BD ETF
05,941+5,94102800.14%+280
UNITEDHEALTH GROUP INC(UNH)0530+53002790.14%+279
SPDR SER TR
ST STR SP500FF
84,26782,197-2,0702,9273,1901.57%+263
US BANCORP DEL(USB)06,013+6,01302600.13%+260
MICROSOFT CORP(MSFT)0669+66902520.12%+252
HARTFORD FDS EXCHANGE TRADED
TOTAL RTRN ETF
06,728+6,72802290.11%+229
BOOKING HOLDINGS INC(BKNG)062+6202200.11%+220
SKYWORKS SOLUTIONS INC(SWKS)01,947+1,94702190.11%+219
ETF MANAGERS TR39,44239,418-241,9742,1911.08%+218
LOCKHEED MARTIN CORP(LMT)0478+47802160.11%+216
ISHARES TR
LOW CA OP MS ETF
13,74513,771+262,0652,2791.12%+214
SPDR INDEX SHS FDS
ST STR PO EX ETF
06,248+6,24802120.10%+212
AGCO CORP01,665+1,66502020.10%+202
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
240,725243,547+2,82212,08012,2336.01%+154
VANGUARD INTL EQUITY INDEX F237,472230,038-7,4349,3119,4554.65%+143
GOLDMAN SACHS ETF TR15,61615,152-4641,3151,4210.70%+106
GENERAL ELECTRIC CO(GE)7,6237,343-2808439370.46%+94
VERIZON COMMUNICATIONS INC(VZ)11,55412,419+8653744680.23%+94
BRISTOL-MYERS SQUIBB CO(BMY)5,5038,011+2,5083194110.20%+92
LAM RESEARCH CORP(LRCX)340388+482133040.15%+91
HOME DEPOT INC(HD)1,3501,427+774084950.24%+87
VANGUARD INDEX FDS12,03511,655-3801,6601,7420.86%+82
ISHARES TR1,7521,787+354665420.27%+76
HUNTINGTON BANCSHARES INC(HBAN)18,83321,275+2,4421962710.13%+75
J P MORGAN EXCHANGE TRADED F
DIV RTN INT EQ
18,87218,87209541,0250.50%+71
NETFLIX INC(NFLX)542543+12052640.13%+60
RTX CORPORATION(RTX)8,6578,057-6006236780.33%+55
INVESCO EXCHANGE TRADED FD T
S&P500 QUALITY
29,17027,978-1,1921,4601,5130.74%+53
ISHARES TR
MSCI USA MIN ETF
9,7449,721-237057590.37%+53
PARAMOUNT GLOBAL10,04012,022+1,9821301780.09%+48
GILEAD SCIENCES INC(GILD)2,8623,221+3592142610.13%+46
SPDR S&P 500 ETF TR(SPY)90590503874300.21%+43
BROADRIDGE FINL SOLUTIONS IN(BR)1,6151,61502893320.16%+43
NORTHROP GRUMMAN CORP(NOC)474537+632092510.12%+43
COSTCO WHSL CORP NEW(COST)43243202442850.14%+41
EMERSON ELEC CO(EMR)2,8373,213+3762743130.15%+39
HARTFORD FDS EXCHANGE TRADED
MUN OPORTUNITE
16,87016,937+676216600.32%+39
ISHARES TR
ESG AWR US AGRGT
21,15120,848-3039589950.49%+37
META PLATFORMS INC(META)829804-252492850.14%+36
ISHARES TR64964902793100.15%+31
DOUBLELINE ETF TRUST
OPPO CORE BD ETF
5,2085,642+4342302610.13%+31
VANGUARD INDEX FDS67267202642940.14%+30
SPDR INDEX SHS FDS7,8327,768-642783030.15%+25
ISHARES TR
US TREAS BD ETF
43,35742,552-8059569800.48%+25
MERCK & CO INC(MRK)3,7313,73103844070.20%+23
LOWES COS INC(LOW)1,2001,201+12492670.13%+18
DEERE & CO(DE)73073002762920.14%+16
STARBUCKS CORP(SBUX)2,8182,81802572710.13%+13
JOHNSON & JOHNSON(JNJ)6,1706,17009619670.48%+6
PFIZER INC(PFE)7,6598,957+1,2982542580.13%+4
ORACLE CORP(ORCL)2,5632,56302712700.13%-1
AUTOMATIC DATA PROCESSING IN1,1661,16602812720.13%-9
PROGRESSIVE CORP(PGR)2,3821,948-4343323100.15%-22
CHEVRON CORP NEW(CVX)1,4831,48302502210.11%-29
VACASA INC100,0000-100,000460-46
BERKSHIRE HATHAWAY INC DEL1,099947-1523853380.17%-47
SPDR INDEX SHS FDS
ST PORT MARK ETF
42,23837,113-5,1251,4181,3140.65%-104
DIMENSIONAL ETF TRUST
INTL CORE EQT MK
609,612551,987-57,62515,91715,8097.77%-108
ISHARES INC
MSCI GBL GOLD MN
10,4130-10,4132160-216
D R HORTON INC(DHI)2,2450-2,2452410-241
NUSHARES ETF TR
NUVEEN ESG SMLCP
74,18059,843-14,3372,5832,3401.15%-243
EXXON MOBIL CORP13,32913,142-1871,5671,3140.65%-253
ISHARES TR2,3570-2,3572670-267
SCHWAB STRATEGIC TR7,1100-7,1103140-314
INVESCO EXCH TRADED FD TR II16,8210-16,8216740-674
ISHARES TR79,73150,600-29,1317,5215,4772.69%-2,044
SPDR SER TR
SP KENSHO CLEAN
57,7360-57,7363,8950-3,895
VANECK ETF TRUST
GOLD MINERS ETF
153,7490-153,7494,1370-4,137
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