0001904459-22-000001.txt : 20220131 0001904459-22-000001.hdr.sgml : 20220131 20220131120532 ACCESSION NUMBER: 0001904459-22-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220131 DATE AS OF CHANGE: 20220131 EFFECTIVENESS DATE: 20220131 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Stone Asset Management Inc. CENTRAL INDEX KEY: 0001904459 IRS NUMBER: 342404380 STATE OF INCORPORATION: TX FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21534 FILM NUMBER: 22572149 BUSINESS ADDRESS: STREET 1: 4210 SPICEWOOD SPRINGS RD. STREET 2: BLDG E CITY: AUSTIN STATE: TX ZIP: 78759 BUSINESS PHONE: 512-469-9152 MAIL ADDRESS: STREET 1: 4210 SPICEWOOD SPRINGS RD. STREET 2: BLDG E CITY: AUSTIN STATE: TX ZIP: 78759 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001904459 XXXXXXXX 12-31-2021 12-31-2021 Stone Asset Management Inc.

4210 SPICEWOOD SPRINGS RD. BLDG E AUSTIN TX 78759

13F HOLDINGS REPORT 028-21534 N Brittany McGehee 512-469-9152 Brittany McGehee Austin TX 01-31-2022 0 42 169789 false INFORMATION TABLE 2 stone4q2021.inftbl.xml ALPHABET INC CAP STK CL C 02079K107 359 124 SH SOLE 0 0 0 124 AMAZON COM INC COM 023135106 804 241 SH SOLE 0 0 0 241 AMERICAN CENTY ETF TR SUSTAINABLE EQTY 025072752 826 13680 SH SOLE 0 0 0 13680 APPLE INC COM 037833100 1761 9914 SH SOLE 0 0 0 9914 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 237 791 SH SOLE 0 0 0 791 COSTCO WHSL CORP NEW COM 22160K105 215 378 SH SOLE 0 0 0 378 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 516 10866 SH SOLE 0 0 0 10866 ISHARES TR 1 3 YR TREAS BD 464287457 355 4147 SH SOLE 0 0 0 4147 ISHARES TR COHEN STEER REIT 464287564 7465 98125 SH SOLE 0 0 0 98125 ISHARES TR CORE INTL AGGR 46435G672 2134 39140 SH SOLE 0 0 0 39140 ISHARES TR CORE S&P MCP ETF 464287507 2850 10068 SH SOLE 0 0 0 10068 ISHARES TR CORE S&P500 ETF 464287200 1441 3021 SH SOLE 0 0 0 3021 ISHARES TR CORE US AGGBD ET 464287226 3461 30337 SH SOLE 0 0 0 30337 ISHARES TR EAFE SML CP ETF 464288273 7884 107868 SH SOLE 0 0 0 107868 ISHARES TR MSCI EAFE ETF 464287465 1063 13515 SH SOLE 0 0 0 13515 ISHARES TR MSCI EMG MKT ETF 464287234 1534 31407 SH SOLE 0 0 0 31407 ISHARES TR RUS 1000 GRW ETF 464287614 18706 61214 SH SOLE 0 0 0 61214 ISHARES TR RUS 1000 VAL ETF 464287598 7124 42423 SH SOLE 0 0 0 42423 ISHARES TR RUS 2000 GRW ETF 464287648 17363 59249 SH SOLE 0 0 0 59249 ISHARES TR S&P 500 VAL ETF 464287408 11075 70708 SH SOLE 0 0 0 70708 ISHARES TR SP SMCP600VL ETF 464287879 8231 78769 SH SOLE 0 0 0 78769 ISHARES TR US TREAS BD ETF 46429B267 823 30839 SH SOLE 0 0 0 30839 MICROSOFT CORP COM 594918104 420 1250 SH SOLE 0 0 0 1250 RETRACTABLE TECHNOLOGIES INC COM 76129W105 213 30800 SH SOLE 0 0 0 30800 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 746 6601 SH SOLE 0 0 0 6601 SCHWAB STRATEGIC TR US REIT ETF 808524847 231 4375 SH SOLE 0 0 0 4375 SPDR S&P 500 ETF TR TR UNIT 78462F103 494 1039 SH SOLE 0 0 0 1039 VANGUARD INDEX FDS GROWTH ETF 922908736 466 1453 SH SOLE 0 0 0 1453 VANGUARD INDEX FDS MID CAP ETF 922908629 21858 85797 SH SOLE 0 0 0 85797 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 1050 9049 SH SOLE 0 0 0 9049 VANGUARD INDEX FDS SM CP VAL ETF 922908611 7560 42272 SH SOLE 0 0 0 42272 VANGUARD INDEX FDS SML CP GRW ETF 922908595 750 2660 SH SOLE 0 0 0 2660 VANGUARD INDEX FDS TOTAL STK MKT 922908769 380 1575 SH SOLE 0 0 0 1575 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 20047 327135 SH SOLE 0 0 0 327135 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 7832 158342 SH SOLE 0 0 0 158342 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 340 2541 SH SOLE 0 0 0 2541 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 355 6474 SH SOLE 0 0 0 6474 VANGUARD SCOTTSDALE FDS LG-TERM COR BD 92206C813 670 6331 SH SOLE 0 0 0 6331 VANGUARD SCOTTSDALE FDS LONG TERM TREAS 92206C847 214 2395 SH SOLE 0 0 0 2395 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 466 5740 SH SOLE 0 0 0 5740 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 784 15356 SH SOLE 0 0 0 15356 VANGUARD WORLD FD MEGA GRWTH IND 921910816 8686 33309 SH SOLE 0 0 0 33309