Firestone Capital Management
161 holdingsFiling period: 2026-03-31Current AUM: $528.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VIG | VANGUARD SPECIALIZED FUNDS | 141.2K | $30.4M | $33.8M | 6.40% | +2.6K | 2026-03-31 |
| 2 | VXF | VANGUARD INDEX FDS | 138.6K | $28.5M | $32.7M | 6.20% | +808 | 2026-03-31 |
| 3 | SPY | STATE STR SPDR S&P 500 ETF T | 43.8K | $28.5M | $32.7M | 6.20% | -585 | 2026-03-31 |
| 4 | VTI | VANGUARD INDEX FDS | 78.0K | $25.0M | $28.7M | 5.44% | +449 | 2026-03-31 |
| 5 | VTV | VANGUARD INDEX FDS | 115.3K | $22.6M | $25.3M | 4.80% | +2.4K | 2026-03-31 |
| 6 | VCSH | VANGUARD SCOTTSDALE FDS | 282.6K | $22.4M | $22.2M | 4.21% | +28.7K | 2026-03-31 |
| 7 | VEU | VANGUARD INTL EQUITY INDEX F | 292.1K | $21.9M | $24.2M | 4.58% | +14.7K | 2026-03-31 |
| 8 | FNDX | SCHWAB STRATEGIC TR | 776.7K | $21.6M | $24.7M | 4.67% | +8.0K | 2026-03-31 |
| 9 | IUSB | ISHARES TR | 351.8K | $16.2M | $16.0M | 3.03% | +2.4K | 2026-03-31 |
| 10 | VNQ | VANGUARD INDEX FDS | 177.7K | $15.8M | $17.6M | 3.33% | +464 | 2026-03-31 |
| 11 | VBR | VANGUARD INDEX FDS | 52.1K | $11.3M | $12.7M | 2.41% | +1.0K | 2026-03-31 |
| 12 | IWB | ISHARES TR | 29.0K | $10.3M | $11.8M | 2.24% | -213 | 2026-03-31 |
| 13 | SCHH | SCHWAB STRATEGIC TR | 476.7K | $10.2M | $11.6M | 2.19% | +31.6K | 2026-03-31 |
| 14 | VTEB | VANGUARD MUN BD FDS | 198.4K | $9.9M | $9.8M | 1.86% | +4.4K | 2026-03-31 |
| 15 | AGG | ISHARES TR | 92.9K | $9.2M | $9.0M | 1.71% | +815 | 2026-03-31 |
| 16 | FNDF | SCHWAB STRATEGIC TR | 180.0K | $8.8M | $9.7M | 1.84% | +4.8K | 2026-03-31 |
| 17 | RSP | INVESCO EXCHANGE TRADED FD T | 45.6K | $8.8M | $9.8M | 1.86% | -520 | 2026-03-31 |
| 18 | SCHF | SCHWAB STRATEGIC TR | 348.0K | $8.6M | $9.5M | 1.81% | +1.3K | 2026-03-31 |
| 19 | JPST | J P MORGAN EXCHANGE TRADED F | 126.1K | $6.4M | $6.4M | 1.21% | +72.3K | 2026-03-31 |
| 20 | SCHB | SCHWAB STRATEGIC TR | 236.8K | $5.9M | $6.8M | 1.29% | -1,711 | 2026-03-31 |
| 21 | VTES | VANGUARD WELLINGTON FD | 58.6K | $5.9M | $5.9M | 1.12% | +3.9K | 2026-03-31 |
| 22 | MDY | STATE STR SPDR S&P MIDCAP 40 | 9.0K | $5.5M | $6.2M | 1.17% | -32 | 2026-03-31 |
| 23 | IAU | ISHARES GOLD TR | 59.1K | $5.2M | $4.5M | 0.85% | -2,834 | 2026-03-31 |
| 24 | SDY | SPDR SERIES TRUST | 31.8K | $4.6M | $4.9M | 0.93% | -245 | 2026-03-31 |
| 25 | IXUS | ISHARES TR | 51.5K | $4.5M | $4.9M | 0.92% | +7.2K | 2026-03-31 |
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