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Amanda M. Sylvia

@Stonehearth Capital Management, Llc

Latest period2024 - Q4ReportedManaged Assets$249.379MTotal holdings79
Assets growth rate-0.86%Assets growth rate (2-Q avg)3.44%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Stonehearth Capital Management, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 79 positions.

Assets under management

The assets under management (AUM) of Stonehearth Capital Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 249.379M in assets, with a quarterly growth rate of -0.86% and a 2-quarter average growth rate of 3.44%. The portfolio is managed by Amanda M. Sylvia, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VLUEIshares Tr
Recent Activity
Increased 2.32%
15.74%
$39.235M
371,508 shares@ $105.61 avg price
MTUMIshares Tr
Recent Activity
Decreased -1.02%
14.66%
$36.557M
176,672 shares@ $206.93 avg price
DFAIDimensional Etf Trust
Recent Activity
Increased 4.81%
7.79%
$19.419M
665,024 shares@ $29.2 avg price
SCHDSchwab Strategic Tr
Recent Activity
Increased 208.95%
6.69%
$16.675M
610,355 shares@ $27.33 avg price
OUSMAlps Etf Tr
Recent Activity
Decreased -0.28%
6.16%
$15.338M
350,825 shares@ $43.73 avg price
VWOVanguard Intl Equity Index F
Recent Activity
Increased 4.33%
4.9%
$12.212M
277,304 shares@ $44.04 avg price
QUALIshares Tr
Recent Activity
Decreased -0.45%
3.89%
$9.689M
54,408 shares@ $178.08 avg price
GLDSpdr Gold Tr
Recent Activity
Decreased -2.07%
3.64%
$9.069M
37,455 shares@ $242.14 avg price
ACWIIshares Tr
Recent Activity
Increased 3.26%
3.53%
$8.786M
74,771 shares@ $117.51 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Increased 4.72%
3.33%
$8.291M
173,372 shares@ $47.82 avg price