Firestone Capital Management
169 holdingsFiling period: 2026-06-30Current AUM: $542.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VXF | Vanguard Index Fds | 141.1K | $34.7M | $32.5M | 5.98% | +2.5K | 2026-06-30 |
| 2 | VIG | Vanguard Specialized Funds | 141.6K | $33.5M | $34.4M | 6.34% | +330 | 2026-06-30 |
| 3 | SPY | State Str Spdr S&P 500 ETF T | 44.6K | $33.3M | $34.3M | 6.31% | +726 | 2026-06-30 |
| 4 | VTI | Vanguard Index Fds | 80.6K | $29.8M | $30.4M | 5.60% | +2.6K | 2026-06-30 |
| 5 | VEU | Vanguard Intl Equity Index F | 306.8K | $25.7M | $25.1M | 4.63% | +14.6K | 2026-06-30 |
| 6 | VTV | Vanguard Index Fds | 116.4K | $25.4M | $26.1M | 4.81% | +1.1K | 2026-06-30 |
| 7 | FNDX | Schwab Strategic TR | 783.4K | $24.4M | $25.6M | 4.72% | +6.7K | 2026-06-30 |
| 8 | VCSH | Vanguard Scottsdale Fds | 284.1K | $22.5M | $22.0M | 4.05% | +1.5K | 2026-06-30 |
| 9 | VNQ | Vanguard Index Fds | 180.1K | $17.4M | $16.6M | 3.06% | +2.4K | 2026-06-30 |
| 10 | IUSB | iShares TR | 354.4K | $16.4M | $15.7M | 2.90% | +2.7K | 2026-06-30 |
| 11 | VBR | Vanguard Index Fds | 54.1K | $13.2M | $12.9M | 2.38% | +2.1K | 2026-06-30 |
| 12 | IWB | iShares TR | 28.6K | $11.7M | $12.0M | 2.21% | -395 | 2026-06-30 |
| 13 | SCHH | Schwab Strategic TR | 492.0K | $11.7M | $11.1M | 2.05% | +15.3K | 2026-06-30 |
| 14 | FNDF | Schwab Strategic TR | 190.6K | $10.1M | $10.3M | 1.90% | +10.6K | 2026-06-30 |
| 15 | VTEB | Vanguard Mun BD Fds | 197.6K | $10.0M | $9.5M | 1.75% | -742 | 2026-06-30 |
| 16 | RSP | Invesco Exchange Traded FD T | 46.9K | $10.0M | $10.1M | 1.86% | +1.3K | 2026-06-30 |
| 17 | SCHF | Schwab Strategic TR | 359.6K | $10.0M | $9.7M | 1.79% | +11.6K | 2026-06-30 |
| 18 | JPST | J P Morgan Exchange Traded F | 182.9K | $9.2M | $9.2M | 1.70% | +56.8K | 2026-06-30 |
| 19 | AGG | iShares TR | 90.4K | $9.0M | $8.6M | 1.59% | -2,412 | 2026-06-30 |
| 20 | SCHB | Schwab Strategic TR | 234.8K | $6.8M | $6.9M | 1.28% | -2,053 | 2026-06-30 |
| 21 | MDY | State Str Spdr S&P Midcap 40 | 8.9K | $6.3M | $5.9M | 1.09% | -106 | 2026-06-30 |
| 22 | IXUS | iShares TR | 59.3K | $5.7M | $5.6M | 1.02% | +7.8K | 2026-06-30 |
| 23 | PWB | Invesco Exchange Traded FD T | 33.5K | $5.6M | $5.1M | 0.95% | -450 | 2026-06-30 |
| 24 | VTES | Vanguard Wellington FD | 51.1K | $5.2M | $5.1M | 0.94% | -7,563 | 2026-06-30 |
| 25 | AAPL | Apple Inc | 17.4K | $5.0M | $5.9M | 1.09% | -106 | 2026-06-30 |
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