Tagstone Capital, Inc. Top Holdings and 13F Report (2024) → 4 Cryptos BETTER than Bitcoin (From True Market Insiders) (Ad) About Tagstone Capital, Inc.Investment ActivityTagstone Capital, Inc. has $170.78 thousand in total holdings as of March 31, 2024.Tagstone Capital, Inc. owns shares of 85 different stocks, but just 28 companies or ETFs make up 80% of its holdings.Approximately 4.08% of the portfolio was purchased this quarter.About 0.13% of the portfolio was sold this quarter.This quarter, Tagstone Capital, Inc. has purchased 80 new stocks and bought additional shares in 60 stocks.Tagstone Capital, Inc. sold shares of 9 stocks and completely divested from 0 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $18,052Vanguard Intermediate-Term Corporate Bond ETF $14,805Amazon.com $11,502Berkshire Hathaway $9,279SPDR Portfolio S&P 500 Growth ETF $7,864 Largest New Holdings this Quarter DICK'S Sporting Goods $256 HoldingInvesco S&P MidCap Momentum ETF $240 HoldingMerck & Co., Inc. $232 HoldingInternational Business Machines $219 HoldingPayPal $210 Holding Largest Purchases this Quarter Vanguard Short-Term Corporate Bond ETF 15,752 shares (about $1.22K)Dimensional Core Fixed Income ETF 20,922 shares (about $877.52)Vanguard Intermediate-Term Corporate Bond ETF 10,839 shares (about $872.63)Vanguard Mid-Cap Value ETF 2,749 shares (about $428.55)iShares Russell Mid-Cap Growth ETF 3,417 shares (about $389.97) Largest Sales this Quarter iShares 5-10 Year Investment Grade Corporate Bond ETF 1,938 shares (about $99.99)Vanguard Global ex-U.S. Real Estate ETF 1,117 shares (about $47.09)Vanguard Ultra-Short Bond ETF 521 shares (about $25.81)iShares Core MSCI Emerging Markets ETF 334 shares (about $17.24)SPDR Portfolio Emerging Markets ETF 389 shares (about $14.08) 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$18,052$6 ▲0.0%34,33810.6%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$14,805$873 ▲6.3%183,8948.7%ETFAMZNAmazon.com$11,502$3 ▲0.0%63,7646.7%Retail/WholesaleBRK.BBerkshire Hathaway$9,2790.0%22,0655.4%FinanceSPYGSPDR Portfolio S&P 500 Growth ETF$7,864$316 ▲4.2%107,5084.6%ETFVCSHVanguard Short-Term Corporate Bond ETF$6,524$1,218 ▲22.9%84,3933.8%ETFDFATDimensional U.S. Targeted Value ETF$4,787$103 ▲2.2%87,9452.8%ETFIEFAiShares Core MSCI EAFE ETF$4,787$104 ▲2.2%64,5022.8%ETFSPYVSPDR Portfolio S&P 500 Value ETF$4,680$311 ▲7.1%93,4232.7%ETFIWPiShares Russell Mid-Cap Growth ETF$4,528$390 ▲9.4%39,6752.7%ETFCOSTCostco Wholesale$4,376$6 ▲0.1%5,9732.6%Retail/WholesaleVTEBVanguard Tax-Exempt Bond ETF$3,981$9 ▼-0.2%78,6692.3%ETFVOEVanguard Mid-Cap Value ETF$3,952$429 ▲12.2%25,3512.3%ETFSLYVSPDR S&P 600 Small CapValue ETF$3,591$145 ▲4.2%43,2832.1%ETFUNPUnion Pacific$3,4710.0%14,1142.0%TransportationJNJJohnson & Johnson$3,454$25 ▲0.7%21,8372.0%MedicalVUSBVanguard Ultra-Short Bond ETF$3,403$26 ▼-0.8%68,6842.0%ETFDFASDimensional U.S. Small Cap ETF$3,283$4 ▲0.1%52,6701.9%ETFGOOGLAlphabet$3,0240.0%20,0351.8%Computer and TechnologyVBKVanguard Small-Cap Growth ETF$3,003$4 ▲0.1%11,5181.8%ETFVONGVanguard Russell 1000 Growth ETF$2,665$58 ▲2.2%30,7431.6%ETFAXPAmerican Express$2,099$8 ▲0.4%9,2171.2%FinanceTJXTJX Companies$1,932$7 ▲0.3%19,0531.1%Retail/WholesaleDFUVDimensional US Marketwide Value ETF$1,891$1 ▲0.0%46,2311.1%ETFDFCFDimensional Core Fixed Income ETF$1,863$878 ▲89.0%44,4181.1%ETFIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$1,816$100 ▼-5.2%35,1991.1%ManufacturingVTVVanguard Value ETF$1,741$69 ▲4.1%10,6881.0%ETFIJKiShares S&P Mid-Cap 400 Growth ETF$1,435$5 ▲0.4%15,7250.8%ETFSPEMSPDR Portfolio Emerging Markets ETF$1,420$14 ▼-1.0%39,2380.8%ETFIYRiShares U.S. Real Estate ETF$1,374$4 ▲0.3%15,2830.8%ETFSCZiShares MSCI EAFE Small-Cap ETF$1,241$45 ▲3.7%19,5900.7%ETFPGRProgressive$1,213$1 ▲0.1%5,8640.7%FinanceSLYGSPDR S&P 600 Small Cap Growth ETF$1,212$113 ▲10.3%13,8940.7%ETFIEMGiShares Core MSCI Emerging Markets ETF$1,043$17 ▼-1.6%20,2060.6%ETFAMGNAmgen$1,028$9 ▲0.8%3,6170.6%MedicalICSHBlackRock Ultra Short-Term Bond ETF$1,017$259 ▲34.2%20,1060.6%ETFELEstée Lauder Companies$978$4 ▲0.4%6,3420.6%Consumer StaplesIJJiShares S&P Mid-Cap 400 Value ETF$955$3 ▲0.3%8,0740.6%ETFIXUSiShares Core MSCI Total International Stock ETF$9430.0%13,8910.6%ManufacturingIWFiShares Russell 1000 Growth ETF$892$1 ▲0.1%2,6470.5%ETFNVDANVIDIA$891$23 ▲2.6%9860.5%Computer and TechnologyBACBank of America$723$4 ▲0.6%19,0570.4%FinanceMDYVSPDR S&P 400 Mid Cap Value ETF$702$3 ▲0.4%9,2330.4%ETFVTWOVanguard Russell 2000 ETF$684$1 ▲0.2%8,0390.4%ETFIJTiShares S&P Small-Cap 600 Growth ETF$682$8 ▲1.1%5,2150.4%ETFVVisa$661$3 ▲0.5%2,3680.4%Business ServicesIJSiShares S&P Small-Cap 600 Value ETF$643$2 ▲0.4%6,2540.4%ETFIWMiShares Russell 2000 ETF$627$1 ▲0.2%2,9830.4%FinanceSUBiShares Short-Term National Muni Bond ETF$608$2 ▲0.3%5,8030.4%ETFVIGVanguard Dividend Appreciation ETF$603$3 ▲0.4%3,3030.4%ETFULTAUlta Beauty$5880.0%1,1250.3%Retail/WholesaleESABESAB$579$0 ▲0.1%5,2340.3%Industrial ProductsDFARDimensional US Real Estate ETF$568$280 ▲97.5%25,3830.3%ETFYUMCYum China$509$2 ▲0.4%12,8000.3%Retail/WholesaleMDLZMondelez International$507$3 ▲0.6%7,2000.3%Consumer StaplesMETAMeta Platforms$499$0 ▲0.1%1,0270.3%Computer and TechnologyJPMJPMorgan Chase & Co.$494$22 ▲4.7%2,4690.3%FinanceLRGFiShares U.S. Equity Factor ETF$469$1 ▲0.3%8,7140.3%ETFKWEBKraneShares CSI China Internet ETF$469$1 ▲0.2%17,8740.3%ManufacturingSCHWCharles Schwab$467$2 ▲0.4%6,4490.3%FinanceMSFTMicrosoft$455$5 ▲1.1%1,0810.3%Computer and TechnologyVSSVanguard FTSE All-World ex-US Small-Cap ETF$4500.0%3,8540.3%ETFPEPPepsiCo$414$7 ▲1.6%2,3460.2%Consumer StaplesLLYEli Lilly and Company$400$1 ▲0.2%5140.2%MedicalAAPLApple$384$14 ▲3.7%2,2420.2%Computer and TechnologyKMXCarMax$3800.0%4,3570.2%Retail/WholesaleKKRKKR & Co. Inc.$378$1 ▲0.2%3,7600.2%FinanceKTBKontoor Brands$364$3 ▲0.9%6,0360.2%Consumer DiscretionaryJEPIJPMorgan Equity Premium Income ETF$345$6 ▲1.8%5,9680.2%ETFQQQInvesco QQQ$3380.0%7600.2%FinanceEEMiShares MSCI Emerging Markets ETF$320$0 ▼-0.1%7,8010.2%FinanceENOVEnovis$315$1 ▼-0.5%5,0490.2%MedicalTGTTarget$2820.0%1,5900.2%Retail/WholesaleVNQIVanguard Global ex-U.S. Real Estate ETF$259$47 ▼-15.4%6,1440.2%ETFDKSDICK'S Sporting Goods$256$256 ▲New Holding1,1330.1%Retail/WholesaleIMCGiShares Morningstar Mid-Cap Growth ETF$256$7 ▲2.8%3,6290.1%ETFVCLTVanguard Long-Term Corporate Bond ETF$249$13 ▼-4.8%3,1810.1%ManufacturingIWRiShares Russell Mid-Cap ETF$2450.0%2,9150.1%ETFXMMOInvesco S&P MidCap Momentum ETF$240$240 ▲New Holding2,0900.1%ETFSKXSkechers U.S.A.$2400.0%3,9120.1%Consumer DiscretionaryBIVVanguard Intermediate-Term Bond ETF$238$1 ▲0.6%3,1570.1%ETFMRKMerck & Co., Inc.$232$232 ▲New Holding1,7470.1%MedicalUSHYiShares Broad USD High Yield Corporate Bond ETF$230$3 ▲1.2%6,2730.1%ETFIBMInternational Business Machines$219$219 ▲New Holding1,1480.1%Computer and TechnologyPYPLPayPal$210$210 ▲New Holding3,1400.1%Computer and TechnologyShowing largest 100 holdings. 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