0001904459-22-000002.txt : 20220411 0001904459-22-000002.hdr.sgml : 20220411 20220411133804 ACCESSION NUMBER: 0001904459-22-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220411 DATE AS OF CHANGE: 20220411 EFFECTIVENESS DATE: 20220411 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Stone Asset Management Inc. CENTRAL INDEX KEY: 0001904459 IRS NUMBER: 342404380 STATE OF INCORPORATION: TX FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21534 FILM NUMBER: 22819270 BUSINESS ADDRESS: STREET 1: 4210 SPICEWOOD SPRINGS RD. STREET 2: BLDG E CITY: AUSTIN STATE: TX ZIP: 78759 BUSINESS PHONE: 512-469-9152 MAIL ADDRESS: STREET 1: 4210 SPICEWOOD SPRINGS RD. STREET 2: BLDG E CITY: AUSTIN STATE: TX ZIP: 78759 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001904459 XXXXXXXX 03-31-2022 03-31-2022 Stone Asset Management Inc.

4210 SPICEWOOD SPRINGS RD. BLDG E AUSTIN TX 78759

13F HOLDINGS REPORT 028-21534 N Brittany McGehee 512-469-9152 Brittany McGehee Austin TX 04-11-2022 0 46 179263 false INFORMATION TABLE 2 stone_1q2022.inftbl.xml ALPHABET INC CAP STK CL C 02079K107 346 124 SH SOLE 0 0 124 AMAZON COM INC COM 023135106 926 284 SH SOLE 0 0 284 AMERICAN CENTY ETF TR SUSTAINABLE EQTY 025072752 770 13707 SH SOLE 0 0 13707 APPLE INC COM 037833100 1717 9832 SH SOLE 0 0 9832 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 279 791 SH SOLE 0 0 791 COSTCO WHSL CORP NEW COM 22160K105 218 379 SH SOLE 0 0 379 ISHARES TR 1 3 YR TREAS BD 464287457 211 2528 SH SOLE 0 0 2528 ISHARES TR COHEN STEER REIT 464287564 7236 101902 SH SOLE 0 0 101902 ISHARES TR CORE MSCI TOTAL 46432F834 2727 40952 SH SOLE 0 0 40952 ISHARES TR CORE S&P MCP ETF 464287507 2787 10385 SH SOLE 0 0 10385 ISHARES TR CORE S&P500 ETF 464287200 1371 3022 SH SOLE 0 0 3022 ISHARES TR CORE US AGGBD ET 464287226 1900 17742 SH SOLE 0 0 17742 ISHARES TR EAFE SML CP ETF 464288273 8344 125777 SH SOLE 0 0 125777 ISHARES TR ISHS 1-5YR INVS 464288646 12064 233262 SH SOLE 0 0 233262 ISHARES TR ISHS 5-10YR INVT 464288638 1288 23465 SH SOLE 0 0 23465 ISHARES TR MSCI EAFE ETF 464287465 1579 21458 SH SOLE 0 0 21458 ISHARES TR MSCI EMG MKT ETF 464287234 2037 45118 SH SOLE 0 0 45118 ISHARES TR RUS 1000 GRW ETF 464287614 17599 63391 SH SOLE 0 0 63391 ISHARES TR RUS 1000 VAL ETF 464287598 7448 44874 SH SOLE 0 0 44874 ISHARES TR RUS 2000 GRW ETF 464287648 14521 56778 SH SOLE 0 0 56778 ISHARES TR RUS 2000 VAL ETF 464287630 1745 10810 SH SOLE 0 0 10810 ISHARES TR S&P 500 GRWT ETF 464287309 4125 54002 SH SOLE 0 0 54002 ISHARES TR S&P 500 VAL ETF 464287408 8130 52209 SH SOLE 0 0 52209 ISHARES TR S&P SML 600 GWT 464287887 2660 21267 SH SOLE 0 0 21267 ISHARES TR SP SMCP600VL ETF 464287879 6534 63817 SH SOLE 0 0 63817 MICROSOFT CORP COM 594918104 373 1210 SH SOLE 0 0 1210 RETRACTABLE TECHNOLOGIES INC COM 76129W105 146 30800 SH SOLE 0 0 30800 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 707 13240 SH SOLE 0 0 13240 SCHWAB STRATEGIC TR US REIT ETF 808524847 218 8761 SH SOLE 0 0 8761 SPDR S&P 500 ETF TR TR UNIT 78462F103 454 1006 SH SOLE 0 0 1006 VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 921932703 3075 20405 SH SOLE 0 0 20405 VANGUARD INDEX FDS GROWTH ETF 922908736 553 1923 SH SOLE 0 0 1923 VANGUARD INDEX FDS MID CAP ETF 922908629 21312 89607 SH SOLE 0 0 89607 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 1007 9288 SH SOLE 0 0 9288 VANGUARD INDEX FDS SM CP VAL ETF 922908611 7683 43668 SH SOLE 0 0 43668 VANGUARD INDEX FDS SML CP GRW ETF 922908595 1086 4375 SH SOLE 0 0 4375 VANGUARD INDEX FDS TOTAL STK MKT 922908769 354 1554 SH SOLE 0 0 1554 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 17577 305208 SH SOLE 0 0 305208 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 7624 165275 SH SOLE 0 0 165275 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 706 5699 SH SOLE 0 0 5699 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 359 7014 SH SOLE 0 0 7014 VANGUARD SCOTTSDALE FDS LG-TERM COR BD 92206C813 594 6341 SH SOLE 0 0 6341 VANGUARD SCOTTSDALE FDS LONG TERM TREAS 92206C847 1617 20110 SH SOLE 0 0 20110 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 277 3542 SH SOLE 0 0 3542 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 798 16611 SH SOLE 0 0 16611 VANGUARD WORLD FD MEGA GRWTH IND 921910816 4181 17763 SH SOLE 0 0 17763