TAGStone Capital, Inc.
Q2 2025 13F Holdings
- Locationcharlotte, NC
- Num holdings
113
- Value ($000)
$242,372
- Date Filed08/11/2025
- Form type13F-HR
- CIK0001903044
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $22.11M | 9 % | 34,536 | ||
VCIT VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | $16.43M | 7 % | 198,243 | ||
AMZN AMAZON COM INC | COM | 023135106 | $14.20M | 6 % | 63,764 | ||
KRE SPDR SER TR | PRTFLO S&P500 GW | 78464A409 | $11.74M | 5 % | 118,188 | ||
DUSB DIMENSIONAL ETF TRUST | ULTRASHORT FIXED | 25434V591 | $11.45M | 5 % | 225,384 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $10.49M | 4 % | 22,541 | ||
VCSH VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | $10.46M | 4 % | 131,773 | ||
VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | $7.07M | 3 % | 144,747 | ||
IWP ISHARES TR | RUS MD CP GR ETF | 464287481 | $5.97M | 3 % | 43,070 | ||
COST COSTCO WHSL CORP NEW | COM | 22160K105 | $5.92M | 2 % | 6,025 |
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