WealthStone, Inc.
13F Portfolio Filings
- Most recent 13FQ1 2021
- Locationcolumbus, OH
- CIK0001548784
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
276 | $286.72M | MUB, IVV, AGG, IWB | 13F-HR | May 13, 2021 | 000154878421000002 | ||
254 | $281.85M | MUB, IVV, AGG, IWB | 13F-HR | Feb 4, 2021 | 000154878421000001 | ||
199 | $219.06M | MUB, IVV, AGG, IWB | 13F-HR | Nov 9, 2020 | 000154878420000003 | ||
176 | $209.69B | MUB, AXL, IVV, AGG | 13F-HR | Aug 4, 2020 | 000154878420000002 | ||
30 | $99.46M | IJR, IVV, IWB, AGG | 13F-HR | Apr 29, 2020 | 000179446720000004 | ||
35 | $169.12M | iShares Core S&P 500 UCITS ETF (Acc), IVV, IDEV, IWB | 13F-HR | Jan 8, 2020 | 000154878420000001 | ||
48 | $188.23M | IVV, iShares Core S&P 500 UCITS ETF (Acc), IDEV, IWB | 13F-HR | Nov 15, 2019 | 000154878419000004 | ||
1,014 | $223.01B | IVV, IDEV, IWB, AGG | 13F-HR | Aug 14, 2019 | 000154878419000003 | ||
86 | $2.78M | CMCSA, NBTB, 1/100 BERKSHIRE HTWY CLA 100 S, VO | 13F-HR | May 15, 2019 | 000154878419000002 |