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Stonehearth Capital Management

Stonehearth Capital Management is an investment advisor in Danvers with $262.11M assets under management.

Company profile

Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
421632296
SEC advisor number
801-67868
FINRA CRD number
128866
AUM ?
$262.11M (as of 7 Oct 21)
Accounts
1,091 (as of 7 Oct 21)
Employees
7 (4 investment advisory or research)
Address
Stonehearth Capital Management
199 ROSEWOOD DRIVE
SUITE 200
DANVERS
MA 01923
Phone
978-624-3000

Investment data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
Top 50 of 65 long holdings
End of quarter 30 Sep 21
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$20.32M 201.76K 205.71K -1.9
$16.2M 92.25K 94.35K -2.2
Vanguard Intl Equity Index F
$15.69M 313.83K 319.1K -1.7
$14.27M 108.34K 112.95K -4.1
$13.93M 189.47K 192.49K -1.6
$13.66M 202.2K 202.47K -0.1
$12.26M 203.26K 207.9K -2.2
Osi Etf TR
$12.08M 348.99K 357.43K -2.4
$10.76M 114.49K 116.7K -1.9
Vanguard Tax-managed Intl FD
$8.73M 172.86K 176.25K -1.9
$4.94M 167.73K 168.34K -0.4
$4.92M 45.01K 47K -4.2
$3.99M 194.65K 194.23K +0.2
$2.66M 25.05K 24.81K +1.0
$2.37M 16.73K 16.37K +2.2
$2.24M 51.43K 51.46K -0.1
Nushares Etf TR
$2.15M 49.39K 48.02K +2.8
$1.95M 11.84K 11.6K +2.0
$1.78M 36.62K 37.03K -1.1
$1.75M 29.41K 29.34K +0.2
$1.71M 12.59K 12.61K -0.1
$1.67M 39.26K 44.74K -12.3
$1.57M 9.55K 9.61K -0.6
$1.4M 28.86K 48.01K -39.9
$1.36M 15.79K 17.32K -8.9
$1.24M 22.4K 22.25K +0.7
$1.1M 6.79K 6.79K 0
$897K 12.06K 13.9K -13.2
$876K 22.76K 24K -5.2
$867K 8.42K NEW
$773K 6.05K 6.15K -1.6
$758K 2.26K 2.26K 0
$668K 4.08K 4.04K +1.1
$638K 20.5K 20.82K -1.5
$618K 15.92K 16.63K -4.3
$522K 12.5K NEW
$480K 1.75K 1.75K 0
$445K 8.24K 8.05K +2.4
$443K 1.35K 1.35K 0
$437K 8.05K 8.09K -0.5
$417K 3.53K 3.53K 0
$393K 7.66K 7.67K -0.1
$388K 905 905 0
$384K 2.29K 2.3K -0.4
$356K 7.74K 7.73K +0.2
$311K 2.82K 2.82K 0
$306K 5.4K 6.6K -18.1
$299K 3.52K 3.47K +1.5
$299K 5.08K 5.08K 0
$290K 999 999 0
Holdings list only includes long positions. Only includes long positions.

Calendar

29 Nov 21
31 Dec 21

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Proxies

No filings

Other

No filings