0001904459-23-000001.txt : 20230125 0001904459-23-000001.hdr.sgml : 20230125 20230125141017 ACCESSION NUMBER: 0001904459-23-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230125 DATE AS OF CHANGE: 20230125 EFFECTIVENESS DATE: 20230125 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: 23552012 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 X0202 13F-HR LIVE false true false 0001904459 XXXXXXXX 12-31-2022 12-31-2022 Stone Asset Management Inc.

4210 SPICEWOOD SPRINGS RD. BLDG E AUSTIN TX 78759

13F HOLDINGS REPORT 028-21534 000132202 801-110921 N Brittany McGehee 512-469-9152 Brittany McGehee Austin TX 01-25-2023 0 43 161056768 false INFORMATION TABLE 2 stone_4q2022.inftbl.xml ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 220050 2480 SH SOLE 0 0 2480 AMAZON COM INC COM 023135106 BBG001S5PQL7 404880 4820 SH SOLE 0 0 4820 APPLE INC COM 037833100 BBG001S5N8V8 1033254 7952 SH SOLE 0 0 7952 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 290675 941 SH SOLE 0 0 941 COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 207295 454 SH SOLE 0 0 454 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 BBG011DXY0L8 484241 11018 SH SOLE 0 0 11018 INVESTMENT MANAGERS SER TR I AXS CHANGE FINAN 46144X107 BBG0166P2CZ6 695275 25637 SH SOLE 0 0 25637 ISHARES TR COHEN STEER REIT 464287564 BBG001SDX760 5656469 103145 SH SOLE 0 0 103145 ISHARES TR CORE S&P MCP ETF 464287507 BBG001SFC7V0 4122050 17041 SH SOLE 0 0 17041 ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 1620295 4217 SH SOLE 0 0 4217 ISHARES TR CORE US AGGBD ET 464287226 BBG001SM1QT8 2434983 25106 SH SOLE 0 0 25106 ISHARES TR EAFE SML CP ETF 464288273 BBG001SYVWS7 6113850 108248 SH SOLE 0 0 108248 ISHARES TR ISHS 1-5YR INVS 464288646 BBG001SSD858 5130832 102987 SH SOLE 0 0 102987 ISHARES TR MSCI EAFE ETF 464287465 BBG001SG09V7 4407398 67145 SH SOLE 0 0 67145 ISHARES TR MSCI EMG MKT ETF 464287234 BBG001SK77D5 1404008 37045 SH SOLE 0 0 37045 ISHARES TR RUS 1000 GRW ETF 464287614 BBG001S56320 16293878 76054 SH SOLE 0 0 76054 ISHARES TR RUS 1000 VAL ETF 464287598 BBG001S562P7 7306710 48181 SH SOLE 0 0 48181 ISHARES TR RUS 2000 GRW ETF 464287648 BBG001S562F8 16436074 76618 SH SOLE 0 0 76618 ISHARES TR S&P 500 GRWT ETF 464287309 BBG001S561Q8 204282 3492 SH SOLE 0 0 3492 ISHARES TR S&P 500 VAL ETF 464287408 BBG001S561K4 10335997 71248 SH SOLE 0 0 71248 ISHARES TR S&P SML 600 GWT 464287887 BBG001SFQL44 251458 2327 SH SOLE 0 0 2327 ISHARES TR SP SMCP600VL ETF 464287879 BBG001SFQL26 8227366 90104 SH SOLE 0 0 90104 MICROSOFT CORP COM 594918104 BBG001S5TD05 348890 1455 SH SOLE 0 0 1455 RETRACTABLE TECHNOLOGIES INC COM 76129W105 BBG001SDHF60 50515 30800 SH SOLE 0 0 30800 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 BBG001T5XQT9 600956 13411 SH SOLE 0 0 13411 SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 377426 987 SH SOLE 0 0 987 SPDR SER TR PORTFOLIO AGRGTE 78464A649 BBG001STKD11 347425 13825 SH SOLE 0 0 13825 VANGUARD INDEX FDS GROWTH ETF 922908736 BBG001SHTTS4 720905 3383 SH SOLE 0 0 3383 VANGUARD INDEX FDS MID CAP ETF 922908629 BBG001SHVTS1 20373128 99961 SH SOLE 0 0 99961 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 BBG001SMD2X3 1391783 16874 SH SOLE 0 0 16874 VANGUARD INDEX FDS SM CP VAL ETF 922908611 BBG001SHVTR2 7011650 44154 SH SOLE 0 0 44154 VANGUARD INDEX FDS SML CP GRW ETF 922908595 BBG001SHTTW9 1247439 6220 SH SOLE 0 0 6220 VANGUARD INDEX FDS TOTAL STK MKT 922908769 BBG001SHTB03 306379 1602 SH SOLE 0 0 1602 VANGUARD INDEX FDS VALUE ETF 922908744 BBG001SHVR78 1274620 9080 SH SOLE 0 0 9080 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 BBG001SP7T00 14996213 299087 SH SOLE 0 0 299087 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 BBG001SHTTZ6 5810522 149064 SH SOLE 0 0 149064 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 BBG001T0SKD6 1420093 13813 SH SOLE 0 0 13813 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 BBG003H12XS7 524135 11221 SH SOLE 0 0 11221 VANGUARD SCOTTSDALE FDS LG-TERM COR BD 92206C813 BBG001T62M56 1265806 16719 SH SOLE 0 0 16719 VANGUARD SCOTTSDALE FDS LONG TERM TREAS 92206C847 BBG001T62MC8 924013 14995 SH SOLE 0 0 14995 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 BBG001T62KZ7 629013 8366 SH SOLE 0 0 8366 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 BBG001SSPWL4 713040 16989 SH SOLE 0 0 16989 VANGUARD WORLD FD MEGA GRWTH IND 921910816 BBG001T0Y6W9 7441497 43247 SH SOLE 0 0 43247