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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
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
VWOVanguard Intl Equity Index F
Recent Activity
Increased 4.33%
4.9%
$12.212M
277,304 shares@ $44.04 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
IJRIshares Tr
Recent Activity
Increased 0.53%
2.53%
$6.304M
54,717 shares@ $115.22 avg price
QQQInvesco Qqq Tr
Recent Activity
Increased 2573.89%
2.46%
$6.124M
11,979 shares@ $511.25 avg price
EMBIshares Tr
Recent Activity
Increased 1.15%
2.33%
$5.808M
65,224 shares@ $89.05 avg price
AAPLApple Inc
Recent Activity
Increased 22.78%
1.66%
$4.13M
16,493 shares@ $250.42 avg price