Stonehearth Capital Management, LLC Q1 2025 Filing

Filed April 1, 2025

Portfolio Value

$241.6B

Holdings

87

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (87 positions)

#StockSharesValue% PortfolioType
1
VLUEISHARES TR
307,792$32.8B13.58%
2
MTUMISHARES TR
141,112$28.5B11.80%
3
DFAIDIMENSIONAL ETF TRUST
680,359$21.2B8.79%
4
SCHDSCHWAB STRATEGIC TR
633,985$17.7B7.34%
5
OUSMALPS ETF TR
351,897$14.8B6.12%
6
VWOVANGUARD INTL EQUITY INDEX F
281,659$12.7B5.28%
7
GQ9SPDR GOLD TR
34,637$10.0B4.13%
8
QUALISHARES TR
53,381$9.1B3.78%
9
VEAVANGUARD TAX-MANAGED FDS
176,886$9.0B3.72%
10
DJPBARCLAYS BANK PLC
250,332$8.8B3.66%
11
GDXVANECK ETF TRUST
147,923$6.8B2.81%
12
MCHIISHARES TR
112,983$6.1B2.54%
13
IJRISHARES TR
56,465$5.9B2.44%
14
AAPLAPPLE INC
16,121$3.6B1.48%
15
ESGVVANGUARD WORLD FD
35,337$3.5B1.43%
16
SPYXSPDR SER TR
69,634$3.2B1.32%
17
GSIEGOLDMAN SACHS ETF TR
87,522$3.1B1.29%
18
VGITVANGUARD SCOTTSDALE FDS
47,641$2.8B1.17%
19
CRBNISHARES TR
12,993$2.5B1.03%
20
NUSCNUSHARES ETF TR
55,466$2.1B0.88%
21
VTVVANGUARD INDEX FDS
11,865$2.0B0.85%
22
AQLTISHARES TR
81,722$1.9B0.78%
23
GSLCGOLDMAN SACHS ETF TR
16,436$1.8B0.75%
24
SPEMSPDR INDEX SHS FDS
38,105$1.5B0.62%
25
VGKVANGUARD INTL EQUITY INDEX F
19,247$1.4B0.56%
26
ETHOAMPLIFY ETF TR
23,603$1.3B0.54%
27
XOMEXXON MOBIL CORP
10,706$1.3B0.53%
28
SCZISHARES TR
19,587$1.2B0.51%
29
EAGGISHARES TR
23,754$1.1B0.47%
30
BRK/BBERKSHIRE HATHAWAY INC DEL
2,082$1.1B0.46%
31
RTXRTX CORPORATION
8,229$1.1B0.45%
32
JPINJ P MORGAN EXCHANGE TRADED F
18,771$1.1B0.44%
33
SPHQINVESCO EXCHANGE TRADED FD T
15,838$1.1B0.43%
34
GEGE AEROSPACE
4,947$990.1M0.41%
35
HEMIHARTFORD FDS EXCHANGE TRADED
23,788$914.6M0.38%
36
JNJJOHNSON & JOHNSON
4,457$739.1M0.31%
37
SPYSPDR S&P 500 ETF TR
1,287$719.9M0.30%
38
USMVISHARES TR
7,141$668.8M0.28%
39
IWFISHARES TR
1,812$654.3M0.27%
40
MIGAMICROSTRATEGY INC
2,206$635.9M0.26%
41
AMZNAMAZON COM INC
3,198$608.5M0.25%
42
ORCLORACLE CORP
4,238$592.5M0.25%
43
BACVERIZON COMMUNICATIONS INC
12,052$546.7M0.23%
44
HDHOME DEPOT INC
1,404$514.6M0.21%
45
EMBISHARES TR
5,188$470.0M0.19%
46
PGRPROGRESSIVE CORP
1,653$467.8M0.19%
47
NDQINVESCO QQQ TR
813$381.4M0.16%
48
COSTCOSTCO WHSL CORP NEW
391$369.8M0.15%
49
BRBROADRIDGE FINL SOLUTIONS IN
1,480$358.8M0.15%
50
DBNDDOUBLELINE ETF TRUST
7,474$345.1M0.14%
51
JPSTJ P MORGAN EXCHANGE TRADED F
6,744$341.4M0.14%
52
VFMOVANGUARD WELLINGTON FD
2,190$332.2M0.14%
53
ADPAUTOMATIC DATA PROCESSING IN
1,066$325.7M0.13%
54
PFEPFIZER INC
12,846$325.5M0.13%
55
EMREMERSON ELEC CO
2,849$312.4M0.13%
56
HTRBHARTFORD FDS EXCHANGE TRADED
9,004$304.9M0.13%
57
IWDISHARES TR
1,553$292.2M0.12%
58
GEVGE VERNOVA INC
957$292.2M0.12%
59
TSLATESLA INC
1,110$287.7M0.12%
60
IVVISHARES TR
506$284.2M0.12%
61
NEMNEWMONT CORP
5,868$283.3M0.12%
62
JCPBJ P MORGAN EXCHANGE TRADED F
5,986$281.6M0.12%
63
STLDSTEEL DYNAMICS INC
2,246$281.0M0.12%
64
ACWIISHARES TR
2,411$280.6M0.12%
65
LOWLOWES COS INC
1,200$279.9M0.12%
66
JPMJPMORGAN CHASE & CO.
1,114$273.3M0.11%
67
DKSDICKS SPORTING GOODS INC
1,334$268.9M0.11%
68
NFLXNETFLIX INC
283$263.9M0.11%
69
HBANHUNTINGTON BANCSHARES INC
17,231$258.6M0.11%
70
METAMETA PLATFORMS INC
443$255.4M0.11%
71
SBUXSTARBUCKS CORP
2,556$250.7M0.10%
72
NOCNORTHROP GRUMMAN CORP
488$249.6M0.10%
73
LLOEWS CORP
2,700$248.2M0.10%
74
DEDEERE & CO
521$244.7M0.10%
75
SMSM ENERGY CO
8,016$240.1M0.10%
76
FDMOFIDELITY COVINGTON TRUST
3,602$234.3M0.10%
77
EFAXSPDR INDEX SHS FDS
5,310$228.1M0.09%
78
UBERUBER TECHNOLOGIES INC
3,074$224.0M0.09%
79
CROXCROCS INC
2,019$214.4M0.09%
80
LMTLOCKHEED MARTIN CORP
478$213.3M0.09%
81
VUGVANGUARD INDEX FDS
569$211.0M0.09%
82
KLACKLA CORP
305$207.4M0.09%
83
LLYELI LILLY & CO
250$206.5M0.09%
84
MSFTMICROSOFT CORP
546$205.0M0.08%
85
MUBISHARES TR
1,938$204.3M0.08%
86
SOUNSOUNDHOUND AI INC
15,273$124.0M0.05%
87
VACASA INC
10,000$53.8M0.02%