TAGStone Capital, Inc.
Q1 2025 13F Holdings
- Locationcharlotte, NC
- Num holdings
97
- Value ($000)
$203
- Date Filed05/05/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $19.37 K | 10 % | 34,472 | ||
VCIT VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | $16.98 K | 8 % | 207,624 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $12.01 K | 6 % | 22,545 | ||
AMZN AMAZON COM INC | COM | 023135106 | $11.81 K | 6 % | 62,066 | ||
VCSH VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | $10.36 K | 5 % | 131,271 | ||
KRE SPDR SER TR | PRTFLO S&P500 GW | 78464A409 | $9.22 K | 5 % | 114,731 | ||
VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | $7.91 K | 4 % | 159,380 | ||
COST COSTCO WHSL CORP NEW | COM | 22160K105 | $5.55 K | 3 % | 5,867 | ||
SPYV SPDR SER TR | PRTFLO S&P500 VL | 78464A508 | $5.14 K | 3 % | 100,613 | ||
IWP ISHARES TR | RUS MD CP GR ETF | 464287481 | $4.96 K | 2 % | 42,218 |
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