0001696497-23-000003.txt : 20230426 0001696497-23-000003.hdr.sgml : 20230426 20230425210730 ACCESSION NUMBER: 0001696497-23-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230426 DATE AS OF CHANGE: 20230425 EFFECTIVENESS DATE: 20230426 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Stone House Investment Management, LLC CENTRAL INDEX KEY: 0001696497 IRS NUMBER: 260430996 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-17659 FILM NUMBER: 23846545 BUSINESS ADDRESS: STREET 1: 80 WEST TIOGA STREET CITY: TUNKHANNOCK STATE: PA ZIP: 18657 BUSINESS PHONE: 570-836-7020 MAIL ADDRESS: STREET 1: 80 WEST TIOGA STREET CITY: TUNKHANNOCK STATE: PA ZIP: 18657 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001696497 XXXXXXXX 03-31-2023 03-31-2023 Stone House Investment Management, LLC

80 WEST TIOGA STREET TUNKHANNOCK PA 18657

13F HOLDINGS REPORT 028-17659 N Ruth Thortvedt 7202109492 Ruth Thortvedt Westminster CO 04-25-2023 0 312 295807051 false INFORMATION TABLE 2 StoneHouse13FQ123.xml ISHARES TR TIPS BD ETF 464287176 74001 671 SH SOLE 0 0 671 BHP GROUP LTD SPONSORED ADS 088606108 1956 31 SH SOLE 0 0 31 GOLDMAN SACHS GROUP INC COM 38141G104 18132 55 SH SOLE 0 0 55 MCDONALDS CORP COM 580135101 19752 71 SH SOLE 0 0 71 GENERAL DYNAMICS CORP COM 369550108 12518 55 SH SOLE 0 0 55 ENBRIDGE INC COM 29250N105 2598 68 SH SOLE 0 0 68 INNOVATOR ETFS TR US EQTY ULTRA B 45782C649 25298 920 SH SOLE 0 0 920 ISHARES TR S&P 500 VAL ETF 464287408 4 0 SH SOLE 0 0 0 INTEL CORP COM 458140100 3071 94 SH SOLE 0 0 94 MONDELEZ INTL INC CL A 609207105 9757 140 SH SOLE 0 0 140 MATERIALISE NV SPONSORED ADS 57667T100 3320 400 SH SOLE 0 0 400 DLOCAL LTD CLASS A COM G29018101 12165 750 SH SOLE 0 0 750 ISHARES TR MBS ETF 464288588 14713876 155324 SH SOLE 0 0 155324 RIO TINTO PLC SPONSORED ADR 767204100 1921 28 SH SOLE 0 0 28 LIBERTY ALL 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45782C532 247075 8667 SH SOLE 0 0 8667 MDU RES GROUP INC COM 552690109 8900 292 SH SOLE 0 0 292 NEXTDOOR HOLDINGS INC COM CL A 65345M108 2150 1000 SH SOLE 0 0 1000 UNITEDHEALTH GROUP INC COM 91324P102 182875 387 SH SOLE 0 0 387 NVIDIA CORPORATION COM 67066G104 132779 478 SH SOLE 0 0 478 ILLINOIS TOOL WKS INC COM 452308109 5356 22 SH SOLE 0 0 22 DEVON ENERGY CORP NEW COM 25179M103 9081 179 SH SOLE 0 0 179 YUM BRANDS INC COM 988498101 14150 107 SH SOLE 0 0 107 AMYRIS INC COM NEW 03236M200 19345 14224 SH SOLE 0 0 14224 ISHARES TR CORE 1 5 YR USD 46432F859 3546370 75207 SH SOLE 0 0 75207 COCA COLA CO COM 191216100 14238 230 SH SOLE 0 0 230 ROYAL CARIBBEAN GROUP COM V7780T103 1502 23 SH SOLE 0 0 23 SOUTHERN CO COM 842587107 76329 1097 SH SOLE 0 0 1097 IMMERSION CORP COM 452521107 846 95 SH SOLE 0 0 95 INVESCO QQQ TR UNIT SER 1 46090E103 11978 37 SH SOLE 0 0 37 ISHARES TR EAFE SML CP ETF 464288273 46390 780 SH SOLE 0 0 780 MYRIAD GENETICS INC COM 62855J104 23230 1000 SH SOLE 0 0 1000 DBX ETF TR XTRCKR MSCI US 233051150 62936 1675 SH SOLE 0 0 1675 BNY MELLON HIGH YIELD STRATE SH BEN INT 09660L105 1198 552 SH SOLE 0 0 552 INVESCO EXCHANGE TRADED FD T S&P500 EQL STP 46137V373 38156 224 SH SOLE 0 0 224 ISHARES TR ROBOTICS ARTIF 46435U556 2542 81 SH SOLE 0 0 81 ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN 01881G106 8751 239 SH SOLE 0 0 239 CROWN CASTLE INC COM 22822V101 82066 613 SH SOLE 0 0 613 NRG ENERGY INC COM NEW 629377508 103 3 SH SOLE 0 0 3 ORACLE CORP COM 68389X105 2670 29 SH SOLE 0 0 29 CITIGROUP INC COM NEW 172967424 1968 42 SH SOLE 0 0 42 PLUG POWER INC COM NEW 72919P202 3516 300 SH SOLE 0 0 300 YAMANA GOLD INC COM 98462Y100 1006 172 SH SOLE 0 0 172 NORWOOD FINL CORP COM 669549107 10678 363 SH SOLE 0 0 363 PFIZER INC COM 717081103 159682 3914 SH SOLE 0 0 3914 ISHARES TR U.S. TECH ETF 464287721 6110202 65836 SH SOLE 0 0 65836 ISHARES TR 20 YR TR BD ETF 464287432 331724 3119 SH SOLE 0 0 3119 SALESFORCE INC COM 79466L302 7991 40 SH SOLE 0 0 40 MARATHON PETE CORP COM 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