test

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
MTUMIshares Tr
Recent Activity
Decreased -1.02%
14.66%
$36.557M
176,672 shares@ $206.93 avg price
OUSMAlps Etf Tr
Recent Activity
Decreased -0.28%
6.16%
$15.338M
350,825 shares@ $43.73 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
ESGVVanguard World Fd
Recent Activity
Decreased -2.73%
1.5%
$3.731M
35,571 shares@ $104.9 avg price
SPYXSpdr Ser Tr
Recent Activity
Decreased -6.17%
1.45%
$3.593M
74,621 shares@ $48.16 avg price
CRBNIshares Tr
Recent Activity
Decreased -2.26%
1.36%
$3.387M
17,494 shares@ $193.6 avg price
GSIEGoldman Sachs Etf Tr
Recent Activity
Decreased -1.04%
1.19%
$2.948M
88,431 shares@ $33.35 avg price
VGITVanguard Scottsdale Fds
Recent Activity
Decreased -1.69%
1.09%
$2.704M
46,617 shares@ $58.0 avg price
NUSCNushares Etf Tr
Recent Activity
Decreased -5.97%
0.95%
$2.359M
56,314 shares@ $41.89 avg price