0001550191-23-000010.txt : 20231011
0001550191-23-000010.hdr.sgml : 20231011
20231011125744
ACCESSION NUMBER: 0001550191-23-000010
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230930
FILED AS OF DATE: 20231011
DATE AS OF CHANGE: 20231011
EFFECTIVENESS DATE: 20231011
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Stonehearth Capital Management, LLC
CENTRAL INDEX KEY: 0001550191
IRS NUMBER: 421632296
STATE OF INCORPORATION: MA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-16365
FILM NUMBER: 231320093
BUSINESS ADDRESS:
STREET 1: 100 CONIFER HILL DRIVE
STREET 2: UNIT 105
CITY: DANVERS
STATE: MA
ZIP: 01923
BUSINESS PHONE: 978-624-3000
MAIL ADDRESS:
STREET 1: 100 CONIFER HILL DRIVE
STREET 2: UNIT 105
CITY: DANVERS
STATE: MA
ZIP: 01923
FORMER COMPANY:
FORMER CONFORMED NAME: Wealth Management Group, LLC
DATE OF NAME CHANGE: 20120516
13F-HR
1
primary_doc.xml
X0202
13F-HR
LIVE
false
false
true
0001550191
XXXXXXXX
09-30-2023
09-30-2023
Stonehearth Capital Management, LLC
100 CONIFER HILL DRIVE
UNIT 105
DANVERS
MA
01923
13F HOLDINGS REPORT
028-16365
000128866
801-67868
N
Amanda M Sylvia
Senior Client Service Associate
978-624-3000
Amanda M Sylvia
Danvers
MA
10-11-2023
0
69
183263802
false
INFORMATION TABLE
2
Export.xml
ALPS ETF TR
OSHARES US SMLCP
00162Q395
11513237
327919
SH
SOLE
0
0
0
327919
APPLE INC
COM
037833100
2280490
13320
SH
SOLE
0
0
0
13320
AUTOMATIC DATA PROCESSING IN
COM
053015103
280516
1166
SH
SOLE
0
0
0
1166
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
384980
1099
SH
SOLE
0
0
0
1099
BRISTOL-MYERS SQUIBB CO
COM
110122108
319394
5503
SH
SOLE
0
0
0
5503
BROADRIDGE FINL SOLUTIONS IN
COM
11133T103
289166
1615
SH
SOLE
0
0
0
1615
CHEVRON CORP NEW
COM
166764100
250063
1483
SH
SOLE
0
0
0
1483
COSTCO WHSL CORP NEW
COM
22160K105
244063
432
SH
SOLE
0
0
0
432
D R HORTON INC
COM
23331A109
241270
2245
SH
SOLE
0
0
0
2245
DEERE & CO
COM
244199105
275586
730
SH
SOLE
0
0
0
730
DIMENSIONAL ETF TRUST
INTL CORE EQT MK
25434V203
15916969
609612
SH
SOLE
0
0
0
609612
DOUBLELINE ETF TRUST
OPPORTUNISTIC BD
25861R105
229788
5208
SH
SOLE
0
0
0
5208
EMERSON ELEC CO
COM
291011104
273969
2837
SH
SOLE
0
0
0
2837
ETF MANAGERS TR
ETHO CLIMATE LEA
26924G888
1973961
39442
SH
SOLE
0
0
0
39442
EXXON MOBIL CORP
COM
30231G102
1567224
13329
SH
SOLE
0
0
0
13329
GENERAL ELECTRIC CO
COM NEW
369604301
842667
7623
SH
SOLE
0
0
0
7623
GILEAD SCIENCES INC
COM
375558103
214478
2862
SH
SOLE
0
0
0
2862
GOLDMAN SACHS ETF TR
ACTIVEBETA US LG
381430503
1315336
15616
SH
SOLE
0
0
0
15616
GOLDMAN SACHS ETF TR
ACTIVEBETA INT
381430107
994173
33106
SH
SOLE
0
0
0
33106
HARTFORD FDS EXCHANGE TRADED
MUN OPORTUNITE
41653L503
620941
16870
SH
SOLE
0
0
0
16870
HOME DEPOT INC
COM
437076102
407916
1350
SH
SOLE
0
0
0
1350
HUNTINGTON BANCSHARES INC
COM
446150104
195863
18833
SH
SOLE
0
0
0
18833
INVESCO EXCH TRADED FD TR II
KBW BK ETF
46138E628
674017
16821
SH
SOLE
0
0
0
16821
INVESCO EXCHANGE TRADED FD T
S&P500 QUALITY
46137V241
1459673
29170
SH
SOLE
0
0
0
29170
ISHARES INC
MSCI GBL GOLD MN
46434G855
215557
10413
SH
SOLE
0
0
0
10413
ISHARES TR
US TREAS BD ETF
46429B267
955588
43357
SH
SOLE
0
0
0
43357
ISHARES TR
MSCI USA MMENTM
46432F396
19073085
136529
SH
SOLE
0
0
0
136529
ISHARES TR
MSCI USA VALUE
46432F388
22858044
251963
SH
SOLE
0
0
0
251963
ISHARES TR
MSCI USA QLT FCT
46432F339
13820288
104866
SH
SOLE
0
0
0
104866
ISHARES TR
3 7 YR TREAS BD
464288661
266718
2357
SH
SOLE
0
0
0
2357
ISHARES TR
JPMORGAN USD EMG
464288281
4834352
58584
SH
SOLE
0
0
0
58584
ISHARES TR
MSCI USA MIN VOL
46429B697
705253
9744
SH
SOLE
0
0
0
9744
ISHARES TR
ESG AWR US AGRGT
46435U549
958133
21151
SH
SOLE
0
0
0
21151
ISHARES TR
MSCI LW CRB TG
46434V464
2065108
13745
SH
SOLE
0
0
0
13745
ISHARES TR
CORE S&P SCP ETF
464287804
7521052
79731
SH
SOLE
0
0
0
79731
ISHARES TR
CORE S&P500 ETF
464287200
278596
649
SH
SOLE
0
0
0
649
ISHARES TR
RUS 1000 GRW ETF
464287614
466014
1752
SH
SOLE
0
0
0
1752
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT INC
46641Q837
12079575
240725
SH
SOLE
0
0
0
240725
J P MORGAN EXCHANGE TRADED F
DIV RTN INT EQ
46641Q209
953993
18872
SH
SOLE
0
0
0
18872
JOHNSON & JOHNSON
COM
478160104
960900
6170
SH
SOLE
0
0
0
6170
LAM RESEARCH CORP
COM
512807108
213102
340
SH
SOLE
0
0
0
340
LOWES COS INC
COM
548661107
249408
1200
SH
SOLE
0
0
0
1200
MERCK & CO INC
COM
58933Y105
384106
3731
SH
SOLE
0
0
0
3731
META PLATFORMS INC
CL A
30303M102
248874
829
SH
SOLE
0
0
0
829
NETFLIX INC
COM
64110L106
204659
542
SH
SOLE
0
0
0
542
NORTHROP GRUMMAN CORP
COM
666807102
208650
474
SH
SOLE
0
0
0
474
NUSHARES ETF TR
NUVEEN ESG SMLCP
67092P607
2582944
74180
SH
SOLE
0
0
0
74180
ORACLE CORP
COM
68389X105
271420
2563
SH
SOLE
0
0
0
2563
PARAMOUNT GLOBAL
CLASS B COM
92556H206
129516
10040
SH
SOLE
0
0
0
10040
PFIZER INC
COM
717081103
254049
7659
SH
SOLE
0
0
0
7659
PROGRESSIVE CORP
COM
743315103
331813
2382
SH
SOLE
0
0
0
2382
RTX CORPORATION
COM
75513E101
623076
8657
SH
SOLE
0
0
0
8657
SCHWAB STRATEGIC TR
US AGGREGATE B
808524839
314475
7110
SH
SOLE
0
0
0
7110
SPDR GOLD TR
GOLD SHS
78463V107
6319856
36861
SH
SOLE
0
0
0
36861
SPDR INDEX SHS FDS
PORTFOLIO EMG MK
78463X509
1417930
42238
SH
SOLE
0
0
0
42238
SPDR INDEX SHS FDS
MSCI EAFE FS ETF
78470E106
277822
7832
SH
SOLE
0
0
0
7832
SPDR S&P 500 ETF TR
TR UNIT
78462F103
386869
905
SH
SOLE
0
0
0
905
SPDR SER TR
SPDR S&P 500 ETF
78468R796
2926609
84267
SH
SOLE
0
0
0
84267
SPDR SER TR
S&P KENSHO CLEAN
78468R655
3894652
57736
SH
SOLE
0
0
0
57736
STARBUCKS CORP
COM
855244109
257199
2818
SH
SOLE
0
0
0
2818
VACASA INC
CLASS A COM
91854V107
46110
100000
SH
SOLE
0
0
0
100000
VANECK ETF TRUST
GOLD MINERS ETF
92189F106
4137373
153749
SH
SOLE
0
0
0
153749
VANGUARD INDEX FDS
VALUE ETF
922908744
1659942
12035
SH
SOLE
0
0
0
12035
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
263894
672
SH
SOLE
0
0
0
672
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
9311280
237472
SH
SOLE
0
0
0
237472
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
92206C706
7450212
130362
SH
SOLE
0
0
0
130362
VANGUARD TAX-MANAGED FDS
VAN FTSE DEV MKT
921943858
6577097
150437
SH
SOLE
0
0
0
150437
VANGUARD WORLD FD
ESG US STK ETF
921910733
1168392
15533
SH
SOLE
0
0
0
15533
VERIZON COMMUNICATIONS INC
COM
92343V104
374477
11554
SH
SOLE
0
0
0
11554