0001904459-23-000001.txt : 20230125
0001904459-23-000001.hdr.sgml : 20230125
20230125141017
ACCESSION NUMBER: 0001904459-23-000001
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20221231
FILED AS OF DATE: 20230125
DATE AS OF CHANGE: 20230125
EFFECTIVENESS DATE: 20230125
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: 23552012
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
X0202
13F-HR
LIVE
false
true
false
0001904459
XXXXXXXX
12-31-2022
12-31-2022
Stone Asset Management Inc.
4210 SPICEWOOD SPRINGS RD.
BLDG E
AUSTIN
TX
78759
13F HOLDINGS REPORT
028-21534
000132202
801-110921
N
Brittany McGehee
CCO
512-469-9152
Brittany McGehee
Austin
TX
01-25-2023
0
43
161056768
false
INFORMATION TABLE
2
stone_4q2022.inftbl.xml
ALPHABET INC
CAP STK CL C
02079K107
BBG009S3NB21
220050
2480
SH
SOLE
0
0
2480
AMAZON COM INC
COM
023135106
BBG001S5PQL7
404880
4820
SH
SOLE
0
0
4820
APPLE INC
COM
037833100
BBG001S5N8V8
1033254
7952
SH
SOLE
0
0
7952
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
BBG001S90346
290675
941
SH
SOLE
0
0
941
COSTCO WHSL CORP NEW
COM
22160K105
BBG001S9KRQ7
207295
454
SH
SOLE
0
0
454
DIMENSIONAL ETF TRUST
US TARGETED VLU
25434V609
BBG011DXY0L8
484241
11018
SH
SOLE
0
0
11018
INVESTMENT MANAGERS SER TR I
AXS CHANGE FINAN
46144X107
BBG0166P2CZ6
695275
25637
SH
SOLE
0
0
25637
ISHARES TR
COHEN STEER REIT
464287564
BBG001SDX760
5656469
103145
SH
SOLE
0
0
103145
ISHARES TR
CORE S&P MCP ETF
464287507
BBG001SFC7V0
4122050
17041
SH
SOLE
0
0
17041
ISHARES TR
CORE S&P500 ETF
464287200
BBG001SFB7R6
1620295
4217
SH
SOLE
0
0
4217
ISHARES TR
CORE US AGGBD ET
464287226
BBG001SM1QT8
2434983
25106
SH
SOLE
0
0
25106
ISHARES TR
EAFE SML CP ETF
464288273
BBG001SYVWS7
6113850
108248
SH
SOLE
0
0
108248
ISHARES TR
ISHS 1-5YR INVS
464288646
BBG001SSD858
5130832
102987
SH
SOLE
0
0
102987
ISHARES TR
MSCI EAFE ETF
464287465
BBG001SG09V7
4407398
67145
SH
SOLE
0
0
67145
ISHARES TR
MSCI EMG MKT ETF
464287234
BBG001SK77D5
1404008
37045
SH
SOLE
0
0
37045
ISHARES TR
RUS 1000 GRW ETF
464287614
BBG001S56320
16293878
76054
SH
SOLE
0
0
76054
ISHARES TR
RUS 1000 VAL ETF
464287598
BBG001S562P7
7306710
48181
SH
SOLE
0
0
48181
ISHARES TR
RUS 2000 GRW ETF
464287648
BBG001S562F8
16436074
76618
SH
SOLE
0
0
76618
ISHARES TR
S&P 500 GRWT ETF
464287309
BBG001S561Q8
204282
3492
SH
SOLE
0
0
3492
ISHARES TR
S&P 500 VAL ETF
464287408
BBG001S561K4
10335997
71248
SH
SOLE
0
0
71248
ISHARES TR
S&P SML 600 GWT
464287887
BBG001SFQL44
251458
2327
SH
SOLE
0
0
2327
ISHARES TR
SP SMCP600VL ETF
464287879
BBG001SFQL26
8227366
90104
SH
SOLE
0
0
90104
MICROSOFT CORP
COM
594918104
BBG001S5TD05
348890
1455
SH
SOLE
0
0
1455
RETRACTABLE TECHNOLOGIES INC
COM
76129W105
BBG001SDHF60
50515
30800
SH
SOLE
0
0
30800
SCHWAB STRATEGIC TR
US BRD MKT ETF
808524102
BBG001T5XQT9
600956
13411
SH
SOLE
0
0
13411
SPDR S&P 500 ETF TR
TR UNIT
78462F103
BBG001S72SM3
377426
987
SH
SOLE
0
0
987
SPDR SER TR
PORTFOLIO AGRGTE
78464A649
BBG001STKD11
347425
13825
SH
SOLE
0
0
13825
VANGUARD INDEX FDS
GROWTH ETF
922908736
BBG001SHTTS4
720905
3383
SH
SOLE
0
0
3383
VANGUARD INDEX FDS
MID CAP ETF
922908629
BBG001SHVTS1
20373128
99961
SH
SOLE
0
0
99961
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
BBG001SMD2X3
1391783
16874
SH
SOLE
0
0
16874
VANGUARD INDEX FDS
SM CP VAL ETF
922908611
BBG001SHVTR2
7011650
44154
SH
SOLE
0
0
44154
VANGUARD INDEX FDS
SML CP GRW ETF
922908595
BBG001SHTTW9
1247439
6220
SH
SOLE
0
0
6220
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
BBG001SHTB03
306379
1602
SH
SOLE
0
0
1602
VANGUARD INDEX FDS
VALUE ETF
922908744
BBG001SHVR78
1274620
9080
SH
SOLE
0
0
9080
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
BBG001SP7T00
14996213
299087
SH
SOLE
0
0
299087
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
BBG001SHTTZ6
5810522
149064
SH
SOLE
0
0
149064
VANGUARD INTL EQUITY INDEX F
FTSE SMCAP ETF
922042718
BBG001T0SKD6
1420093
13813
SH
SOLE
0
0
13813
VANGUARD MALVERN FDS
STRM INFPROIDX
922020805
BBG003H12XS7
524135
11221
SH
SOLE
0
0
11221
VANGUARD SCOTTSDALE FDS
LG-TERM COR BD
92206C813
BBG001T62M56
1265806
16719
SH
SOLE
0
0
16719
VANGUARD SCOTTSDALE FDS
LONG TERM TREAS
92206C847
BBG001T62MC8
924013
14995
SH
SOLE
0
0
14995
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
92206C409
BBG001T62KZ7
629013
8366
SH
SOLE
0
0
8366
VANGUARD TAX-MANAGED FDS
VAN FTSE DEV MKT
921943858
BBG001SSPWL4
713040
16989
SH
SOLE
0
0
16989
VANGUARD WORLD FD
MEGA GRWTH IND
921910816
BBG001T0Y6W9
7441497
43247
SH
SOLE
0
0
43247