WealthStone, Inc.
Q1 2021 13F Holdings
- Locationcolumbus, OH
- Num holdings
276
- Value ($000)
$286,720
- Date Filed05/13/2021
- Form type13F-HR
- CIK0001548784
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2021 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
MUB Ishares TRUST | EQUITIES | 464288414 | $37.22M | 13 % | 320,719 | ||
IVV Ishares Core S&P 500 ETF | EQUITIES | 464287200 | $23.94M | 8 % | 60,175 | ||
AGG Ishares BarCap Aggregate Bond Index | EQUITIES | 464287226 | $18.21M | 6 % | 159,961 | ||
IWB Ishares Russell 1000 Index | EQUITIES | 464287622 | $15.57M | 5 % | 69,573 | ||
GIGB Goldman Sachs Acss Invmt Grd Corp Bd ETF | EQUITIES | 381430479 | $11.26M | 4 % | 211,108 | ||
VCIT Vanguard Corp Bond Etf | EQUITIES | 92206C870 | $9.70M | 3 % | 104,260 | ||
MSFT Microsoft Corp. | EQUITIES | 594918104 | $9.46M | 3 % | 40,132 | ||
AMZN Amazon Com Inc | EQUITIES | 023135106 | $8.18M | 3 % | 2,645 | ||
IJR Ishares Core S&P Small-Cap ETF | EQUITIES | 464287804 | $5.95M | 2 % | 54,783 | ||
9992039D Ncino Inc | EQUITIES | 63947U107 | $3.77M | 1 % | 56,469 |
Rows Per Page
1 - 10 of 27610
- 10
- 50
- 100