Stonehearth Capital Management, LLC

The portfolio is highly diversified, consisting of 96 holdings. However, the management style is characterized by a heavy reliance on Exchange Traded Funds (ETFs), which make up the core of the portfolio. The firm utilizes a "core-satellite" approach where the bulk of the capital is allocated to broad market and factor-based ETFs, supplemented by a select number of individual equities. The top 10 holdings account for approximately 66% of the total portfolio value, suggesting a conviction-based approach to specific factors or asset classes within a diversified wrapper.

Key Holdings

The portfolio is dominated by factor-based and smart-beta ETFs, signaling a quantitative or rules-based investment philosophy rather than traditional stock picking.