Fund HoldingsStonehearth Capital Management, LLC

Total Portfolio Value
$270.30M
Total Bought
$27.02M
Total Sold
$21.08M
Net Transaction
+$5.94M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
ISHARES TR0222,274+222,27406,7682.50%+6,768
AMERICAN CENTY ETF TR071,679+71,67905,5212.04%+5,521
SPDR SERIES TRUST
ST STR SP500FF
071,322+71,32204,0081.48%+4,008
ISHARES TR
LOW CA OP MS ETF
015,041+15,04103,4671.28%+3,467
ISHARES TR
MSCI USA VALUE
259,841254,278-5,56332,49334,76712.86%+2,274
GMO ETF TRUST
US QUALITY ETF
401,138420,793+19,65514,51716,1845.99%+1,667
DIMENSIONAL ETF TRUST
INTL CORE EQT MK
705,639713,950+8,31125,65027,20910.07%+1,559
SCHWAB STRATEGIC TR616,416646,819+30,40316,82817,7426.56%+914
SPDR GOLD TR(GLD)22,47822,412-667,9908,8823.29%+892
VANGUARD TAX-MANAGED FDS173,632175,234+1,60210,40410,9474.05%+543
ELI LILLY & CO(LLY)0250+25002690.10%+269
MERCK & CO INC(MRK)02,361+2,36102490.09%+249
ISHARES TR03,708+3,70802410.09%+241
ISHARES TR02,116+2,11602270.08%+227
APPLE INC(AAPL)15,74115,573-1684,0084,2341.57%+226
J P MORGAN EXCHANGE TRADED F
INTL BD OPP ETF
04,431+4,43102160.08%+216
ALPS ETF TR
OSHARES US SMLCP
355,282368,002+12,72015,91716,0965.96%+180
ISHARES SILVER TR(SLV)6,6826,68202834300.16%+147
GOLDMAN SACHS ETF TR79,99979,493-5063,2893,4131.26%+125
EXXON MOBIL CORP9,8289,785-431,1081,1780.44%+69
NEWMONT CORP(NEM)4,8544,780-744094770.18%+68
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
35,70636,892+1,1862,1432,2110.82%+68
RTX CORPORATION(RTX)8,2297,868-3611,3771,4430.53%+66
ALPHABET INC(GOOG)86186102092690.10%+60
STEEL DYNAMICS INC(STLD)2,2872,234-533193790.14%+60
JOHNSON & JOHNSON(JNJ)2,7452,74505095680.21%+59
BERKSHIRE HATHAWAY INC DEL1,9402,050+1109751,0300.38%+55
GOLDMAN SACHS ETF TR17,47317,550+772,2762,3230.86%+47
AMPLIFY ETF TR23,48323,605+1221,4961,5410.57%+46
AMAZON COM INC(AMZN)3,3613,36107387760.29%+38
KLA CORP(KLAC)307299-83313630.13%+32
DOUBLELINE ETF TRUST
OPPO CORE BD ETF
7,3408,042+7023423730.14%+31
GE VERNOVA INC(GEV)940932-85786090.23%+31
SPDR INDEX SHS FDS8,4148,808+3944154450.16%+30
VANGUARD INDEX FDS11,05410,940-1142,0612,0890.77%+28
ISHARES INC
CORE MSCI EMKT
25,60325,519-841,6881,7150.63%+28
HARTFORD FDS EXCHANGE TRADED
TOTAL RTRN ETF
8,6989,466+7682983230.12%+25
J P MORGAN EXCHANGE TRADED F
DIV RTN INT EQ
16,21416,213-11,0801,1050.41%+25
VANGUARD WELLINGTON FD6,4286,354-748208440.31%+24
GE AEROSPACE(GE)4,9474,907-401,4881,5120.56%+23
INVESCO EXCHANGE TRADED FD T
S&P500 QUALITY
15,66515,605-601,1481,1710.43%+23
VANGUARD WHITEHALL FDS7,8277,82701,1031,1230.42%+20
NUSHARES ETF TR
NUVEEN ESG SMLCP
42,04641,975-711,8541,8740.69%+20
SPDR S&P 500 ETF TR(SPY)1,2591,25908398590.32%+20
GOLDMAN SACHS GROUP INC(GS)283278-52252440.09%+19
VANGUARD INTL EQUITY INDEX F283,299285,845+2,54615,34915,3675.69%+18
VANGUARD INDEX FDS1,0271,031+46296460.24%+18
AMERICAN CENTY ETF TR4,4424,44203503660.14%+15
LOEWS CORP(L)2,7002,70002712840.11%+13
SPDR INDEX SHS FDS
ST STR PO EX ETF
7,3227,32203133250.12%+12
ISHARES TR1,5531,55303163270.12%+10
ISHARES TR1,8121,81208498580.32%+9
ISHARES TR50650603393460.13%+8
JPMORGAN CHASE & CO.(JPM)1,1141,11403513590.13%+8
CACI INTL INC(CACI)482463-192402470.09%+6
FIDELITY COVINGTON TRUST6,9806,98005815860.22%+6
DEERE & CO(DE)52152102382430.09%+4
VANGUARD INDEX FDS47147102262300.09%+4
ISHARES TR2,7012,70103213250.12%+4
LOCKHEED MARTIN CORP(LMT)478500+222382420.09%+3
NORTHERN TR CORP(NTRS)1,5821,58202132160.08%+3
ISHARES TR3,0853,126+413093120.12%+3
TESLA INC(TSLA)980971-94364370.16%+1
VANGUARD WELLINGTON FD1,5581,561+32992990.11%0
NVIDIA CORPORATION(NVDA)1,8091,80903383370.12%-0
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
6,6816,68103393380.13%-1
ABBVIE INC(ABBV)92092002132100.08%-3
ISHARES TR
ESG AWR US AGRGT
24,50924,50901,1771,1730.43%-4
SPDR INDEX SHS FDS
ST PORT MARK ETF
37,04736,922-1251,7341,7280.64%-6
MICROSOFT CORP(MSFT)546571+252832760.10%-7
VANGUARD WORLD FD37,11536,285-8304,3964,3891.62%-7
ISHARES TR
MSCI USA MIN ETF
7,1417,14106796720.25%-7
BOYD GAMING CORP(BYD)3,0593,014-452642570.10%-8
HUNTINGTON BANCSHARES INC(HBAN)17,19916,539-6602972870.11%-10
EMERSON ELEC CO(EMR)1,9381,836-1022542440.09%-11
LOWES COS INC(LOW)1,2001,20003022890.11%-12
PFIZER INC(PFE)11,95811,648-3103052900.11%-15
J P MORGAN EXCHANGE TRADED F
CORE PLUS BD ETF
7,6117,245-3663623430.13%-19
BROADRIDGE FINL SOLUTIONS IN(BR)1,4801,48003523300.12%-22
COSTCO WHSL CORP NEW(COST)36936903423180.12%-23
NORTHROP GRUMMAN CORP(NOC)482458-242932610.10%-33
DICKS SPORTING GOODS INC(DKS)1,0821,030-522402040.08%-37
AUTOMATIC DATA PROCESSING IN1,0461,04603072690.10%-38
META PLATFORMS INC(META)467450-173432970.11%-46
VERIZON COMMUNICATIONS INC(VZ)11,59811,374-2245104630.17%-46
UBER TECHNOLOGIES INC(UBER)2,9792,937-422922400.09%-52
NETFLIX INC(NFLX)2682,680+2,4123212510.09%-70
PROGRESSIVE CORP(PGR)1,6531,433-2204083260.12%-82
HOME DEPOT INC(HD)1,3961,39605664800.18%-85
ISHARES TR
MSCI USA QLT FCT
50,65148,789-1,8629,8529,6903.59%-161
TIDAL TRUST II13,4510-13,4511880-188
SM ENERGY CO(SM)8,4650-8,4652110-211
STARBUCKS CORP(SBUX)2,5560-2,5562160-216
HARTFORD FDS EXCHANGE TRADED
MUN OPORTUNITE
29,53923,600-5,9391,1519230.34%-228
SOUNDHOUND AI INC(SOUN)15,2730-15,2732460-246
STRATEGY INC(MSTR)1,7971,79705792730.10%-306
ORACLE CORP(ORCL)4,2444,24401,1948270.31%-366
WAYFAIR INC(W)5,1850-5,1854630-463
ISHARES TR
MSCI USA MMENTM
126,654126,674+2032,48031,70811.73%-773
ISHARES TR
US TREAS BD ETF
93,09841,801-51,2972,1529620.36%-1,190
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