Tagstone Capital, Inc. Top Holdings and 13F Report (2025) About Tagstone Capital, Inc.Investment ActivityTagstone Capital, Inc. has $203.18 thousand in total holdings as of December 31, 2024.Tagstone Capital, Inc. owns shares of 92 different stocks, but just 28 companies or ETFs make up 80% of its holdings.Approximately 3.62% of the portfolio was purchased this quarter.About 0.47% of the portfolio was sold this quarter.This quarter, Tagstone Capital, Inc. has purchased 92 new stocks and bought additional shares in 65 stocks.Tagstone Capital, Inc. sold shares of 11 stocks and completely divested from 2 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $20,352Vanguard Intermediate-Term Corporate Bond ETF $18,167Amazon.com $14,021Vanguard Short-Term Corporate Bond ETF $11,620Berkshire Hathaway $10,044 Largest New Holdings this Quarter Truist Financial $248 HoldingDimensional International Small Cap ETF $224 Holding Largest Purchases this Quarter Vanguard Short-Term Corporate Bond ETF 22,162 shares (about $1.73K)iShares Ultra Short-Term Bond Active ETF 33,127 shares (about $1.67K)iShares 0-5 Year TIPS Bond ETF 7,910 shares (about $795.59)Apple 1,445 shares (about $361.96)NVIDIA 2,232 shares (about $299.72) Largest Sales this Quarter Vanguard Tax-Exempt Bond ETF 3,565 shares (about $178.71)Vanguard Ultra-Short Bond ETF 2,829 shares (about $140.39)iShares Core S&P 500 ETF 95 shares (about $55.92)Dimensional US Large Cap Value ETF 1,821 shares (about $54.71)SPDR Portfolio Emerging Markets ETF 1,128 shares (about $43.27) Sector Allocation Over TimeMap of 500 Largest Holdings ofTagstone Capital, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$20,352$56 ▼-0.3%34,57310.0%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$18,167$163 ▲0.9%226,3248.9%ETFAMZNAmazon.com$14,0210.0%63,9116.9%Retail/WholesaleVCSHVanguard Short-Term Corporate Bond ETF$11,620$1,729 ▲17.5%148,9525.7%ETFBRK.BBerkshire Hathaway$10,044$10 ▲0.1%22,1594.9%FinanceSPYGSPDR Portfolio S&P 500 Growth ETF$9,907$161 ▲1.7%112,7074.9%ETFCOSTCostco Wholesale$5,413$6 ▲0.1%5,9072.7%Retail/WholesaleIWPiShares Russell Mid-Cap Growth ETF$5,354$66 ▲1.3%42,2432.6%ETFDFATDimensional U.S. Targeted Value ETF$5,222$125 ▲2.5%93,8122.6%ETFSPYVSPDR Portfolio S&P 500 Value ETF$5,064$48 ▲0.9%99,0252.5%ETFIEFAiShares Core MSCI EAFE ETF$4,580$62 ▲1.4%65,1672.3%ETFVOEVanguard Mid-Cap Value ETF$4,430$138 ▲3.2%27,3852.2%ETFVTEBVanguard Tax-Exempt Bond ETF$4,254$179 ▼-4.0%84,8612.1%ETFSLYVSPDR S&P 600 Small CapValue ETF$3,870$21 ▲0.6%44,3511.9%ETFVONGVanguard Russell 1000 Growth ETF$3,864$7 ▼-0.2%37,4051.9%ETFGOOGLAlphabet$3,857$40 ▲1.1%20,3761.9%Computer and TechnologyDFASDimensional U.S. Small Cap ETF$3,427$13 ▼-0.4%52,6621.7%ETFVBKVanguard Small-Cap Growth ETF$3,376$10 ▼-0.3%12,0561.7%ETFUNPUnion Pacific$3,290$19 ▲0.6%14,4261.6%TransportationJNJJohnson & Johnson$3,289$57 ▲1.7%22,7421.6%MedicalVUSBVanguard Ultra-Short Bond ETF$3,136$140 ▼-4.3%63,1931.5%ETFAXPAmerican Express$2,809$32 ▲1.2%9,4641.4%FinanceVTVVanguard Value ETF$2,413$244 ▲11.3%14,2501.2%ETFICSHiShares Ultra Short-Term Bond Active ETF$2,371$1,670 ▲238.3%47,0261.2%ETFNVDANVIDIA$2,331$300 ▲14.8%17,3591.1%Computer and TechnologyTJXTJX Companies$2,324$7 ▲0.3%19,2371.1%Retail/WholesaleDFUVDimensional US Marketwide Value ETF$2,043$31 ▲1.6%49,9271.0%ETFIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$1,815$2 ▼-0.1%35,2350.9%ManufacturingSLYGSPDR S&P 600 Small Cap Growth ETF$1,702$125 ▲7.9%18,8330.8%ETFDFCFDimensional Core Fixed Income ETF$1,683$14 ▲0.8%40,7810.8%ETFIJKiShares S&P Mid-Cap 400 Growth ETF$1,470$8 ▼-0.5%16,1610.7%ETFSPEMSPDR Portfolio Emerging Markets ETF$1,408$43 ▼-3.0%36,7050.7%ETFPGRProgressive$1,407$0 ▲0.0%5,8720.7%FinanceIYRiShares U.S. Real Estate ETF$1,370$11 ▼-0.8%14,7210.7%ETFAAPLApple$1,268$362 ▲40.0%5,0620.6%Computer and TechnologySTIPiShares 0-5 Year TIPS Bond ETF$1,196$796 ▲198.7%11,8910.6%ETFSCZiShares MSCI EAFE Small-Cap ETF$1,140$3 ▲0.2%18,7660.6%ETFIWFiShares Russell 1000 Growth ETF$1,067$1 ▲0.1%2,6570.5%ETFIEMGiShares Core MSCI Emerging Markets ETF$1,047$14 ▲1.4%20,0550.5%ETFIJJiShares S&P Mid-Cap 400 Value ETF$1,025$5 ▲0.5%8,2020.5%ETFVIGVanguard Dividend Appreciation ETF$993$8 ▲0.9%5,0720.5%ETFAMGNAmgen$967$8 ▲0.8%3,7110.5%MedicalIXUSiShares Core MSCI Total International Stock ETF$949$17 ▲1.8%14,3530.5%ManufacturingBACBank of America$870$10 ▲1.2%19,8020.4%FinanceDFARDimensional US Real Estate ETF$777$138 ▲21.6%33,3820.4%ETFVVisa$771$5 ▲0.6%2,4410.4%Business ServicesMDYVSPDR S&P 400 Mid Cap Value ETF$752$4 ▲0.6%9,3760.4%ETFVTWOVanguard Russell 2000 ETF$726$3 ▲0.4%8,1230.4%ETFBABAAlibaba Group$7210.0%8,5020.4%Retail/WholesaleIJTiShares S&P Small-Cap 600 Growth ETF$720$2 ▲0.2%5,3150.4%ETFDFSDDimensional Short-Duration Fixed Income ETF$699$232 ▲49.5%14,9130.3%ETFIJSiShares S&P Small-Cap 600 Value ETF$690$3 ▲0.5%6,3490.3%ETFJPMJPMorgan Chase & Co.$664$29 ▲4.6%2,7720.3%FinanceIWMiShares Russell 2000 ETF$639$2 ▲0.2%2,8940.3%FinanceESABESAB$630$0 ▲0.1%5,2450.3%Industrial ProductsSUBiShares Short-Term National Muni Bond ETF$621$2 ▲0.4%5,8870.3%ETFMETAMeta Platforms$619$1 ▲0.1%1,0580.3%Computer and TechnologyMSFTMicrosoft$579$30 ▲5.4%1,3740.3%Computer and TechnologyKKRKKR & Co. Inc.$558$1 ▲0.1%3,7760.3%FinanceLRGFiShares U.S. Equity Factor ETF$531$2 ▲0.3%8,8000.3%ETFKTBKontoor Brands$526$3 ▲0.6%6,1560.3%Consumer DiscretionarySCHWCharles Schwab$503$11 ▲2.2%6,8010.2%FinanceULTAUlta Beauty$4890.0%1,1250.2%Retail/WholesaleELEstée Lauder Companies$484$2 ▲0.5%6,4560.2%Consumer StaplesMDLZMondelez International$442$3 ▲0.6%7,3400.2%Consumer StaplesVSSVanguard FTSE All-World ex-US Small-Cap ETF$427$7 ▲1.7%3,7340.2%ETFLLYEli Lilly and Company$4010.0%5190.2%MedicalQQQInvesco QQQ$3940.0%7710.2%FinancePEPPepsiCo$388$11 ▲2.8%2,5270.2%Consumer StaplesDFLVDimensional US Large Cap Value ETF$384$55 ▼-12.5%12,7810.2%ETFJEPIJPMorgan Equity Premium Income ETF$366$7 ▲2.0%6,3110.2%ETFKMXCarMax$3560.0%4,3570.2%Retail/WholesaleDFICDimensional International Core Equity 2 ETF$340$58 ▲20.4%13,1690.2%ETFEEMiShares MSCI Emerging Markets ETF$330$6 ▲1.7%7,8940.2%FinanceIMCGiShares Morningstar Mid-Cap Growth ETF$276$0 ▲0.1%3,6590.1%ETFCBChubb$272$1 ▲0.5%9800.1%FinancePYPLPayPal$2680.0%3,1400.1%Computer and TechnologyBIVVanguard Intermediate-Term Bond ETF$265$3 ▲1.3%3,5420.1%ETFSKXSkechers U.S.A.$2630.0%3,9120.1%Consumer DiscretionaryIBMInternational Business Machines$259$7 ▲2.6%1,1800.1%Computer and TechnologyXMMOInvesco S&P MidCap Momentum ETF$259$0 ▲0.1%2,0960.1%ETFIWRiShares Russell Mid-Cap ETF$2580.0%2,9150.1%ETFBNBrookfield$2560.0%4,4550.1%FinanceIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$251$3 ▲1.4%4,8500.1%ManufacturingTFCTruist Financial$248$248 ▲New Holding5,7250.1%FinanceUSHYiShares Broad USD High Yield Corporate Bond ETF$244$6 ▲2.3%6,6410.1%ETFVCLTVanguard Long-Term Corporate Bond ETF$2380.0%3,1810.1%ManufacturingDFISDimensional International Small Cap ETF$224$224 ▲New Holding9,1280.1%ETFRTXRTX$2230.0%1,8410.1%AerospaceLMTLockheed Martin$216$5 ▲2.5%4450.1%AerospaceTGTTarget$2150.0%1,5900.1%Retail/WholesaleENOVEnovis$2150.0%4,9020.1%MedicalMRKMerck & Co., Inc.$0$215 ▼-100.0%00.0%MedicalKWEBKraneShares CSI China Internet ETF$0$211 ▼-100.0%00.0%ManufacturingShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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