TAGStone Capital, Inc.
Q4 2024 13F Holdings
- Locationcharlotte, NC
- Num holdings
92
- Value ($000)
$203
- Date Filed02/11/2025
- Form type13F-HR
- CIK0001903044
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $20.35K | 10 % | 34,573 | ||
VCIT VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | $18.17K | 9 % | 226,324 | ||
AMZN AMAZON COM INC | COM | 023135106 | $14.02K | 7 % | 63,911 | ||
VCSH VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | $11.62K | 6 % | 148,952 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $10.04K | 5 % | 22,159 | ||
KRE SPDR SER TR | PRTFLO S&P500 GW | 78464A409 | $9.91K | 5 % | 112,707 | ||
COST COSTCO WHSL CORP NEW | COM | 22160K105 | $5.41K | 3 % | 5,907 | ||
IWP ISHARES TR | RUS MD CP GR ETF | 464287481 | $5.35K | 3 % | 42,243 | ||
DFAT DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | $5.22K | 3 % | 93,812 | ||
SPYV SPDR SER TR | PRTFLO S&P500 VL | 78464A508 | $5.06K | 3 % | 99,025 |
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