Live Markets
Saturday, September 12, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Stonehearth Capital Management, LLC

Quarter ended Q3 2024 · Filed October 2, 2024 · Accession 0001550191-24-000006

Total Value
$251.6M
Positions
77
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (77)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR46432F388363,098$39.6M15.74%
2ISHARES TR46432F396178,494$36.2M14.39%
3DIMENSIONAL ETF TRUST25434V203634,554$20.2M8.02%
4SCHWAB STRATEGIC TR808524797197,563$16.7M6.64%
5ALPS ETF TR00162Q395351,811$15.9M6.30%
6VANGUARD INTL EQUITY INDEX F922042858265,819$12.7M5.06%
7ISHARES TR46432F33954,659$9.8M3.90%
8SPDR GOLD TRGLD38,249$9.3M3.70%
9VANGUARD TAX-MANAGED FDS921943858165,561$8.7M3.48%
10ISHARES TR46428825772,414$8.7M3.44%
11ISHARES TR46428780454,433$6.4M2.53%
12ISHARES TR46428827390,138$6.1M2.43%
13ISHARES TR46428828164,487$6.0M2.40%
14SPDR SER TR78468R79679,532$3.8M1.49%
15VANGUARD WORLD FD92191073336,571$3.7M1.48%
16ISHARES TR46434V46417,899$3.5M1.40%
17GOLDMAN SACHS ETF TRNVGLF89,366$3.2M1.28%
18APPLE INCAAPL13,434$3.1M1.24%
19VANGUARD SCOTTSDALE FDS92206C70647,419$2.9M1.14%
20NUSHARES ETF TRNU59,894$2.6M1.02%
21AMPLIFY ETF TR03210855739,618$2.4M0.94%
22VANGUARD INDEX FDS92290874411,545$2.0M0.80%
23GOLDMAN SACHS ETF TRNVGLF16,864$1.9M0.76%
24SPDR INDEX SHS FDS78463X50939,408$1.6M0.65%
25INVESCO EXCHANGE TRADED FD TIVZ21,730$1.5M0.58%
26EXXON MOBIL CORPXOM11,087$1.3M0.52%
27GE AEROSPACE3696043016,528$1.2M0.49%
28ISHARES TR46435U54924,236$1.2M0.47%
29J P MORGAN EXCHANGE TRADED F46641Q20918,853$1.1M0.45%
30RTX CORPORATIONRTX9,151$1.1M0.44%
31ISHARES TR46429B6979,371$855,6890.34%
32ISHARES TR46429B26736,459$854,9640.34%
33ISHARES TR4642876141,936$726,7360.29%
34SPDR S&P 500 ETF TRSPY1,259$722,3640.29%
35JOHNSON & JOHNSONJNJ4,457$722,2200.29%
36VERIZON COMMUNICATIONS INCVZ12,799$574,8220.23%
37HOME DEPOT INCHD1,416$573,7630.23%
38PROGRESSIVE CORP7433151031,923$487,9800.19%
39HARTFORD FDS EXCHANGE TRADED41653L50311,941$470,4560.19%
40NORTHROP GRUMMAN CORPNOC858$453,2220.18%
41ORACLE CORPORCL-PD2,563$436,6500.17%
42BERKSHIRE HATHAWAY INC DELBRK-A947$435,8660.17%
43J P MORGAN EXCHANGE TRADED F46641Q8377,925$402,1320.16%
44PFIZER INCPFE13,741$397,6570.16%
45GE VERNOVA INCGEV1,474$375,8410.15%
46EMERSON ELEC COEMR3,303$361,2600.14%
47COSTCO WHSL CORP NEW22160K105391$346,6290.14%
48LOWES COS INC5486611071,200$325,0200.13%
49SPDR INDEX SHS FDS78470E1067,410$324,1110.13%
50HARTFORD FDS EXCHANGE TRADED41653L3059,213$322,0820.13%
51BROADRIDGE FINL SOLUTIONS IN11133T1031,480$318,2440.13%
52J P MORGAN EXCHANGE TRADED F46641Q6706,414$309,4110.12%
53STEEL DYNAMICS INCSTLD2,448$308,6590.12%
54DICKS SPORTING GOODS INC2533931021,451$302,8240.12%
55HUNTINGTON BANCSHARES INCHBANP20,600$302,8130.12%
56META PLATFORMS INCMETA520$297,7130.12%
57DOUBLELINE ETF TRUST25861R1056,271$296,9830.12%
58AUTOMATIC DATA PROCESSING INADP1,066$294,9940.12%
59ISHARES TR4642875981,553$294,7590.12%
60ISHARES TR464287200506$291,7310.12%
61SM ENERGY COSM7,210$288,1840.11%
62LOCKHEED MARTIN CORPLMT478$279,1270.11%
63CACI INTL INC127190304541$272,9670.11%
64LAM RESEARCH CORPLRCX309$252,2050.10%
65STARBUCKS CORPSBUX2,556$249,1840.10%
66GENERAL MLS INC3703341043,352$247,5300.10%
67DEERE & CODE591$246,7510.10%
68DELTA AIR LINES INC DELDAL4,793$243,4240.10%
69FIDELITY COVINGTON TRUST3160928163,602$238,2450.09%
70JPMORGAN CHASE & CO.VYLD1,114$234,8980.09%
71VANGUARD INDEX FDS922908736580$222,6790.09%
72ELI LILLY & COLLY250$221,4850.09%
73ISHARES TR4642898673,702$219,3060.09%
74INVESCO QQQ TRIVZ448$218,7730.09%
75LOEWS CORPL2,700$213,4350.08%
76J P MORGAN EXCHANGE TRADED F46641Q8524,221$205,3850.08%
77PARAMOUNT GLOBAL92556H20616,182$171,8520.07%