0001550191-22-000007.txt : 20220711 0001550191-22-000007.hdr.sgml : 20220711 20220711145609 ACCESSION NUMBER: 0001550191-22-000007 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220711 DATE AS OF CHANGE: 20220711 EFFECTIVENESS DATE: 20220711 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Stonehearth Capital Management, LLC CENTRAL INDEX KEY: 0001550191 IRS NUMBER: 421632296 STATE OF INCORPORATION: MA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-16365 FILM NUMBER: 221076738 BUSINESS ADDRESS: STREET 1: 199 ROSEWOOD DRIVE STREET 2: SUITE 200 CITY: DANVERS STATE: MA ZIP: 01923 BUSINESS PHONE: 978-624-3000 MAIL ADDRESS: STREET 1: 199 ROSEWOOD DRIVE STREET 2: SUITE 200 CITY: DANVERS STATE: MA ZIP: 01923 FORMER COMPANY: FORMER CONFORMED NAME: Wealth Management Group, LLC DATE OF NAME CHANGE: 20120516 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001550191 XXXXXXXX 06-30-2022 06-30-2022 Stonehearth Capital Management, LLC
199 ROSEWOOD DRIVE SUITE 200 DANVERS MA 01923
13F HOLDINGS REPORT 028-16365 N
Amanda Sylvia Client Service Associate / Compliance Assistant 978-624-3000 Amanda Sylvia Danvers MA 07-11-2022 0 71 173526 false
INFORMATION TABLE 2 Export.xml ALPS ETF TR OSHARES US SMLCP 00162Q395 11006 342014 SH SOLE 0 0 0 342014 APPLE INC COM 037833100 2109 14342 SH SOLE 0 0 0 14342 AUTOMATIC DATA PROCESSING IN COM 053015103 253 1166 SH SOLE 0 0 0 1166 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 363 1292 SH SOLE 0 0 0 1292 BRISTOL-MYERS SQUIBB CO COM 110122108 209 2770 SH SOLE 0 0 0 2770 BROADRIDGE FINL SOLUTIONS IN COM 11133T103 260 1740 SH SOLE 0 0 0 1740 CHEVRON CORP NEW COM 166764100 212 1483 SH SOLE 0 0 0 1483 COSTCO WHSL CORP NEW COM 22160K105 229 456 SH SOLE 0 0 0 456 CVS HEALTH CORP COM 126650100 255 2708 SH SOLE 0 0 0 2708 D R HORTON INC COM 23331A109 243 3309 SH SOLE 0 0 0 3309 DEERE & CO COM 244199105 222 730 SH SOLE 0 0 0 730 ETF MANAGERS TR ETHO CLIMATE LEA 26924G888 1481 29927 SH SOLE 0 0 0 29927 EXXON MOBIL CORP COM 30231G102 1426 16571 SH SOLE 0 0 0 16571 FIDELITY COVINGTON TRUST MOMENTUM FACTR 316092816 228 5309 SH SOLE 0 0 0 5309 GENERAL ELECTRIC CO COM NEW 369604301 525 8296 SH SOLE 0 0 0 8296 GOLDMAN SACHS ETF TR ACTIVEBETA US LG 381430503 1086 14051 SH SOLE 0 0 0 14051 HARTFORD FDS EXCHANGE TRADED MUN OPORTUNITE 41653L503 241 6338 SH SOLE 0 0 0 6338 HOME DEPOT INC COM 437076102 387 1350 SH SOLE 0 0 0 1350 HUNTINGTON BANCSHARES INC COM 446150104 175 14271 SH SOLE 0 0 0 14271 INVESCO EXCHANGE TRADED FD T S&P500 QUALITY 46137V241 1445 33685 SH SOLE 0 0 0 33685 ISHARES INC MSCI GBL GOLD MN 46434G855 410 19172 SH SOLE 0 0 0 19172 ISHARES TR MSCI USA MIN VOL 46429B697 6527 91311 SH SOLE 0 0 0 91311 ISHARES TR MSCI LW CRB TG 46434V464 1941 13917 SH SOLE 0 0 0 13917 ISHARES TR ESG AWR US AGRGT 46435U549 1031 21086 SH SOLE 0 0 0 21086 ISHARES TR FLTG RATE NT ETF 46429B655 623 12500 SH SOLE 0 0 0 12500 ISHARES TR MSCI USA MMENTM 46432F396 12988 94313 SH SOLE 0 0 0 94313 ISHARES TR MSCI USA VALUE 46432F388 18646 202633 SH SOLE 0 0 0 202633 ISHARES TR MSCI USA QLT FCT 46432F339 11662 100942 SH SOLE 0 0 0 100942 ISHARES TR PFD AND INCM SEC 464288687 810 24311 SH SOLE 0 0 0 24311 ISHARES TR 3 7 YR TREAS BD 464288661 1431 12044 SH SOLE 0 0 0 12044 ISHARES TR NATIONAL MUN ETF 464288414 207 1942 SH SOLE 0 0 0 1942 ISHARES TR EAFE SML CP ETF 464288273 597 10931 SH SOLE 0 0 0 10931 ISHARES TR GRWT ALLOCAT ETF 464289867 203 4223 SH SOLE 0 0 0 4223 ISHARES TR TIPS BD ETF 464287176 448 3943 SH SOLE 0 0 0 3943 ISHARES TR CORE S&P SCP ETF 464287804 6794 72480 SH SOLE 0 0 0 72480 ISHARES TR CORE S&P500 ETF 464287200 224 574 SH SOLE 0 0 0 574 ISHARES TR RUS 1000 GRW ETF 464287614 402 1752 SH SOLE 0 0 0 1752 ISHARES TR ESG AWARE MSCI 46435U663 231 7102 SH SOLE 0 0 0 7102 J P MORGAN EXCHANGE TRADED F DIV RTN INT EQ 46641Q209 9385 192206 SH SOLE 0 0 0 192206 J P MORGAN EXCHANGE TRADED F US AGGREGATE ETF 46641Q241 419 8780 SH SOLE 0 0 0 8780 J P MORGAN EXCHANGE TRADED F INTL BD OPP ETF 46641Q852 253 5637 SH SOLE 0 0 0 5637 J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 23111 461860 SH SOLE 0 0 0 461860 JOHNSON & JOHNSON COM 478160104 1272 7137 SH SOLE 0 0 0 7137 JPMORGAN CHASE & CO COM 46625H100 350 3059 SH SOLE 0 0 0 3059 LOCKHEED MARTIN CORP COM 539830109 201 478 SH SOLE 0 0 0 478 LOWES COS INC COM 548661107 218 1200 SH SOLE 0 0 0 1200 MERCK & CO INC COM 58933Y105 346 3731 SH SOLE 0 0 0 3731 NUSHARES ETF TR NUVEEN ESG SMLCP 67092P607 2272 67054 SH SOLE 0 0 0 67054 ORACLE CORP COM 68389X105 203 2820 SH SOLE 0 0 0 2820 PFIZER INC COM 717081103 475 8939 SH SOLE 0 0 0 8939 PROGRESSIVE CORP COM 743315103 355 2948 SH SOLE 0 0 0 2948 RAYTHEON TECHNOLOGIES CORP COM 75513E101 1071 11257 SH SOLE 0 0 0 11257 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 353 7401 SH SOLE 0 0 0 7401 SCHWAB STRATEGIC TR US TIPS ETF 808524870 424 7642 SH SOLE 0 0 0 7642 SPDR GOLD TR GOLD SHS 78463V107 5911 36420 SH SOLE 0 0 0 36420 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 945 27270 SH SOLE 0 0 0 27270 SPDR INDEX SHS FDS S&P INTL SMLCP 78463X871 262 9005 SH SOLE 0 0 0 9005 SPDR S&P 500 ETF TR TR UNIT 78462F103 352 905 SH SOLE 0 0 0 905 SPDR SER TR ICE PFD SEC ETF 78464A292 1275 35141 SH SOLE 0 0 0 35141 SPDR SER TR PORTFLI TIPS ETF 78464A656 406 14830 SH SOLE 0 0 0 14830 SPDR SER TR SPDR S&P 500 ETF 78468R796 2412 25349 SH SOLE 0 0 0 25349 SPDR SER TR S&P KENSHO CLEAN 78468R655 4935 59639 SH SOLE 0 0 0 59639 SSGA ACTIVE ETF TR BLACKSTONE SENR 78467V608 402 9681 SH SOLE 0 0 0 9681 STARBUCKS CORP COM 855244109 223 2818 SH SOLE 0 0 0 2818 VACASA INC CLASS A COM 91854V107 41 15379 SH SOLE 0 0 0 15379 VANECK ETF TRUST GOLD MINERS ETF 92189F106 3451 127515 SH SOLE 0 0 0 127515 VANGUARD INDEX FDS VALUE ETF 922908744 1774 13330 SH SOLE 0 0 0 13330 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 7158 172321 SH SOLE 0 0 0 172321 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 12013 197558 SH SOLE 0 0 0 197558 VANGUARD TAX-MANAGED INTL FD VAN FTSE DEV MKT 921943858 5083 124706 SH SOLE 0 0 0 124706 VANGUARD WORLD FD ESG US STK ETF 921910733 209 3032 SH SOLE 0 0 0 3032 VERIZON COMMUNICATIONS INC COM 92343V104 458 9079 SH SOLE 0 0 0 9079