WealthStone, Inc.

Q1 2021 13F Holdings

  • Location
    columbus, OH
  • Num holdings

    276

  • Value ($000)

    $286,720

  • Date Filed
    05/13/2021
  • Form type
    13F-HR
  • CIK
    0001548784
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2021 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
M
MUB

Ishares TRUST

EQUITIES
464288414
$37.22M
13 %

320,719

I
IVV

Ishares Core S&P 500 ETF

EQUITIES
464287200
$23.94M
8 %

60,175

A
AGG

Ishares BarCap Aggregate Bond Index

EQUITIES
464287226
$18.21M
6 %

159,961

I
IWB

Ishares Russell 1000 Index

EQUITIES
464287622
$15.57M
5 %

69,573

G
GIGB

Goldman Sachs Acss Invmt Grd Corp Bd ETF

EQUITIES
381430479
$11.26M
4 %

211,108

V
VCIT

Vanguard Corp Bond Etf

EQUITIES
92206C870
$9.70M
3 %

104,260

M
MSFT

Microsoft Corp.

EQUITIES
594918104
$9.46M
3 %

40,132

A
AMZN

Amazon Com Inc

EQUITIES
023135106
$8.18M
3 %

2,645

I
IJR

Ishares Core S&P Small-Cap ETF

EQUITIES
464287804
$5.95M
2 %

54,783

9
9992039D

Ncino Inc

EQUITIES
63947U107
$3.77M
1 %

56,469

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