0001904459-23-000002.txt : 20230417 0001904459-23-000002.hdr.sgml : 20230417 20230417155105 ACCESSION NUMBER: 0001904459-23-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230417 DATE AS OF CHANGE: 20230417 EFFECTIVENESS DATE: 20230417 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: 23823876 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 03-31-2023 03-31-2023 Stone Asset Management Inc.

4210 SPICEWOOD SPRINGS RD. BLDG E AUSTIN TX 78759

13F HOLDINGS REPORT 028-21534 000132202 801-110921 N Brittany McGehee 512-469-9152 Brittany McGehee Austin TX 04-17-2023 0 35 62585860 false INFORMATION TABLE 2 stone_1q2023.inftbl.xml AMAZON COM INC COM 023135106 BBG001S5PQL7 307804 2980 SH SOLE 0 0 2980 APPLE INC COM 037833100 BBG001S5N8V8 380659 2308 SH SOLE 0 0 2308 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 BBG011DXY0L8 491780 11051 SH SOLE 0 0 11051 INVESTMENT MANAGERS SER TR I AXS CHANGE FINAN 46144X107 BBG0166P2CZ6 240723 8337 SH SOLE 0 0 8337 ISHARES TR COHEN STEER REIT 464287564 BBG001SDX760 1889812 34026 SH SOLE 0 0 34026 ISHARES TR CORE S&P MCP ETF 464287507 BBG001SFC7V0 979845 3917 SH SOLE 0 0 3917 ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 1130413 2750 SH SOLE 0 0 2750 ISHARES TR CORE US AGGBD ET 464287226 BBG001SM1QT8 555488 5575 SH SOLE 0 0 5575 ISHARES TR EAFE SML CP ETF 464288273 BBG001SYVWS7 1973260 33158 SH SOLE 0 0 33158 ISHARES TR ISHS 1-5YR INVS 464288646 BBG001SSD858 2009839 39767 SH SOLE 0 0 39767 ISHARES TR MSCI EAFE ETF 464287465 BBG001SG09V7 1061501 14842 SH SOLE 0 0 14842 ISHARES TR MSCI EMG MKT ETF 464287234 BBG001SK77D5 524898 13302 SH SOLE 0 0 13302 ISHARES TR RUS 1000 GRW ETF 464287614 BBG001S56320 4748658 19435 SH SOLE 0 0 19435 ISHARES TR RUS 1000 VAL ETF 464287598 BBG001S562P7 2113371 13880 SH SOLE 0 0 13880 ISHARES TR RUS 2000 GRW ETF 464287648 BBG001S562F8 7495814 33047 SH SOLE 0 0 33047 ISHARES TR S&P 500 GRWT ETF 464287309 BBG001S561Q8 223104 3492 SH SOLE 0 0 3492 ISHARES TR S&P 500 VAL ETF 464287408 BBG001S561K4 4556583 30025 SH SOLE 0 0 30025 ISHARES TR S&P SML 600 GWT 464287887 BBG001SFQL44 202513 1842 SH SOLE 0 0 1842 ISHARES TR SP SMCP600VL ETF 464287879 BBG001SFQL26 3521907 37631 SH SOLE 0 0 37631 MICROSOFT CORP COM 594918104 BBG001S5TD05 218243 757 SH SOLE 0 0 757 SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 245003 598 SH SOLE 0 0 598 VANGUARD INDEX FDS GROWTH ETF 922908736 BBG001SHTTS4 295088 1183 SH SOLE 0 0 1183 VANGUARD INDEX FDS MID CAP ETF 922908629 BBG001SHVTS1 6283946 29793 SH SOLE 0 0 29793 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 BBG001SMD2X3 303834 3659 SH SOLE 0 0 3659 VANGUARD INDEX FDS SM CP VAL ETF 922908611 BBG001SHVTR2 2131011 13423 SH SOLE 0 0 13423 VANGUARD INDEX FDS SML CP GRW ETF 922908595 BBG001SHTTW9 312940 1446 SH SOLE 0 0 1446 VANGUARD INDEX FDS VALUE ETF 922908744 BBG001SHVR78 338144 2448 SH SOLE 0 0 2448 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 BBG001SP7T00 6550907 122516 SH SOLE 0 0 122516 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 BBG001SHTTZ6 3310013 81931 SH SOLE 0 0 81931 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 BBG001T0SKD6 535215 4899 SH SOLE 0 0 4899 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 BBG003H12XS7 519111 10856 SH SOLE 0 0 10856 VANGUARD SCOTTSDALE FDS LG-TERM COR BD 92206C813 BBG001T62M56 701321 8797 SH SOLE 0 0 8797 VANGUARD SCOTTSDALE FDS LONG TERM TREAS 92206C847 BBG001T62MC8 656625 10023 SH SOLE 0 0 10023 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 BBG001T62KZ7 275590 3615 SH SOLE 0 0 3615 VANGUARD WORLD FD MEGA GRWTH IND 921910816 BBG001T0Y6W9 5500897 26898 SH SOLE 0 0 26898