TAGStone Capital, Inc.
137 holdingsFiling period: 2026-03-31Current AUM: $309.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 35.6K | $23.3M | $26.7M | 8.63% | +988 | 2026-03-31 |
| 2 | VCIT | VANGUARD SCOTTSDALE FDS | 217.8K | $18.0M | $17.7M | 5.71% | +6.2K | 2026-03-31 |
| 3 | AMZN | AMAZON COM INC | 66.6K | $13.9M | $18.1M | 5.84% | +2.7K | 2026-03-31 |
| 4 | SPYG | SPDR SER TR | 129.7K | $12.7M | $15.2M | 4.90% | +5.9K | 2026-03-31 |
| 5 | VCSH | VANGUARD SCOTTSDALE FDS | 159.7K | $12.7M | $12.6M | 4.05% | +2.5K | 2026-03-31 |
| 6 | DUSB | DIMENSIONAL ETF TRUST | 228.3K | $11.6M | $11.6M | 3.74% | -51,366 | 2026-03-31 |
| 7 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 23.8K | $11.4M | $11.4M | 3.68% | +1.4K | 2026-03-31 |
| 8 | VCRM | VANGUARD MUN BD FDS | 97.2K | $7.3M | $7.3M | 2.35% | -6,653 | 2026-03-31 |
| 9 | DFAT | DIMENSIONAL ETF TRUST | 104.1K | $6.5M | $7.4M | 2.38% | +1.2K | 2026-03-31 |
| 10 | SPYV | SPDR SER TR | 111.2K | $6.3M | $6.9M | 2.23% | -711 | 2026-03-31 |
| 11 | IEFA | ISHARES TR | 66.9K | $6.1M | $6.6M | 2.12% | +451 | 2026-03-31 |
| 12 | COST | COSTCO WHSL CORP NEW | 6.0K | $6.0M | $5.8M | 1.86% | +7 | 2026-03-31 |
| 13 | GOOGL | ALPHABET INC | 20.5K | $5.9M | $7.3M | 2.35% | +3.7K | 2026-03-31 |
| 14 | IWP | ISHARES TR | 43.5K | $5.6M | $6.0M | 1.92% | -217 | 2026-03-31 |
| 15 | VOE | VANGUARD INDEX FDS | 30.1K | $5.5M | $6.2M | 1.99% | +74 | 2026-03-31 |
| 16 | JNJ | JOHNSON & JOHNSON | 20.0K | $4.9M | $5.1M | 1.65% | +1.7K | 2026-03-31 |
| 17 | VTV | VANGUARD INDEX FDS | 22.2K | $4.3M | $4.9M | 1.57% | +741 | 2026-03-31 |
| 18 | VONG | VANGUARD SCOTTSDALE FDS | 38.5K | $4.2M | $4.7M | 1.51% | +496 | 2026-03-31 |
| 19 | SLYV | SPDR SER TR | 43.9K | $4.2M | $4.8M | 1.54% | -157 | 2026-03-31 |
| 20 | NVDA | NVIDIA CORPORATION | 22.6K | $3.9M | $4.5M | 1.47% | +568 | 2026-03-31 |
| 21 | OPPJ | WISDOMTREE TR | 69.7K | $3.8M | $3.9M | 1.26% | +15.6K | 2026-03-31 |
| 22 | VBK | VANGUARD INDEX FDS | 12.3K | $3.7M | $4.2M | 1.35% | +38 | 2026-03-31 |
| 23 | DFUV | DIMENSIONAL ETF TRUST | 75.4K | $3.7M | $4.2M | 1.35% | +23.7K | 2026-03-31 |
| 24 | UNP | UNION PAC CORP | 14.9K | $3.6M | $4.4M | 1.41% | +179 | 2026-03-31 |
| 25 | TJX | TJX COS INC NEW | 22.6K | $3.6M | $3.6M | 1.15% | +3.2K | 2026-03-31 |
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