0001904459-22-000005.txt : 20221020 0001904459-22-000005.hdr.sgml : 20221020 20221020104159 ACCESSION NUMBER: 0001904459-22-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221020 DATE AS OF CHANGE: 20221020 EFFECTIVENESS DATE: 20221020 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: 221320329 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 09-30-2022 09-30-2022 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 10-20-2022 0 41 153324 false INFORMATION TABLE 2 stone_3q2022.inftbl.xml ALPHABET INC CAP STK CL C 02079K107 258 2680 SH SOLE 0 0 2680 AMAZON COM INC COM 023135106 567 5020 SH SOLE 0 0 5020 AMERICAN CENTY ETF TR SUSTAINABLE EQTY 025072752 587 13250 SH SOLE 0 0 13250 APPLE INC COM 037833100 1215 8793 SH SOLE 0 0 8793 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 251 941 SH SOLE 0 0 941 COSTCO WHSL CORP NEW COM 22160K105 238 504 SH SOLE 0 0 504 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 428 10974 SH SOLE 0 0 10974 ISHARES TR COHEN STEER REIT 464287564 5356 99822 SH SOLE 0 0 99822 ISHARES TR CORE S&P MCP ETF 464287507 3097 14125 SH SOLE 0 0 14125 ISHARES TR CORE S&P500 ETF 464287200 1617 4510 SH SOLE 0 0 4510 ISHARES TR CORE US AGGBD ET 464287226 2688 27897 SH SOLE 0 0 27897 ISHARES TR EAFE SML CP ETF 464288273 5684 116523 SH SOLE 0 0 116523 ISHARES TR ISHS 1-5YR INVS 464288646 12314 249881 SH SOLE 0 0 249881 ISHARES TR MSCI EAFE ETF 464287465 3232 57703 SH SOLE 0 0 57703 ISHARES TR MSCI EMG MKT ETF 464287234 977 28009 SH SOLE 0 0 28009 ISHARES TR RUS 1000 GRW ETF 464287614 15071 71628 SH SOLE 0 0 71628 ISHARES TR RUS 1000 VAL ETF 464287598 6294 46282 SH SOLE 0 0 46282 ISHARES TR RUS 2000 GRW ETF 464287648 14788 71582 SH SOLE 0 0 71582 ISHARES TR S&P 500 VAL ETF 464287408 9103 70831 SH SOLE 0 0 70831 ISHARES TR S&P SML 600 GWT 464287887 236 2319 SH SOLE 0 0 2319 ISHARES TR SP SMCP600VL ETF 464287879 7184 87135 SH SOLE 0 0 87135 MICROSOFT CORP COM 594918104 508 2180 SH SOLE 0 0 2180 RETRACTABLE TECHNOLOGIES INC COM 76129W105 61 30800 SH SOLE 0 0 30800 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 561 13350 SH SOLE 0 0 13350 SPDR S&P 500 ETF TR TR UNIT 78462F103 342 959 SH SOLE 0 0 959 VANGUARD INDEX FDS GROWTH ETF 922908736 413 1930 SH SOLE 0 0 1930 VANGUARD INDEX FDS MID CAP ETF 922908629 18024 95885 SH SOLE 0 0 95885 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 1245 15526 SH SOLE 0 0 15526 VANGUARD INDEX FDS SM CP VAL ETF 922908611 6317 44054 SH SOLE 0 0 44054 VANGUARD INDEX FDS SML CP GRW ETF 922908595 1244 6376 SH SOLE 0 0 6376 VANGUARD INDEX FDS TOTAL STK MKT 922908769 286 1595 SH SOLE 0 0 1595 VANGUARD INDEX FDS VALUE ETF 922908744 690 5587 SH SOLE 0 0 5587 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 14033 316352 SH SOLE 0 0 316352 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 6226 170628 SH SOLE 0 0 170628 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 1413 15223 SH SOLE 0 0 15223 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 517 10755 SH SOLE 0 0 10755 VANGUARD SCOTTSDALE FDS LG-TERM COR BD 92206C813 1208 16490 SH SOLE 0 0 16490 VANGUARD SCOTTSDALE FDS LONG TERM TREAS 92206C847 704 11181 SH SOLE 0 0 11181 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 648 8720 SH SOLE 0 0 8720 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 575 15820 SH SOLE 0 0 15820 VANGUARD WORLD FD MEGA GRWTH IND 921910816 7124 40877 SH SOLE 0 0 40877