account_balance
Investment manager · 13F filer · SEC CIK 1903044
TAGStone Capital, Inc.
Reported value$325Mas of Sep 30, 2026
Positions142 5 new, 2 sold out
Top 10 weight44.5%IVV alone is 8%
FiledNov 940 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
8.5%
VCITVanguard Scottsdale FDS
6.2%Added +13%
SPYGSPDR Series Trust
5.2%Added +4%
AMZNAmazon.com Inc
5.1%
VCSHVanguard Scottsdale FDS
4.9%Added +21%
DUSBDimensional ETF Trust
4.1%Added +26%
BRK-BBerkshire Hathaway Inc
3.7%
DFATDimensional ETF Trust
2.3%Added +5%
GOOGLAlphabet Inc.
2.3%
VCRMVanguard Mun Bd FDS
2.2%+6%
SPYVSPDR Series Trust
2.2%Added +6%
IEFAiShares Tr
1.9%
IVViShares Tr
8.5%
VCITVanguard Scottsdale FDS
6.2%Added +13%
SPYGSPDR Series Trust
5.2%Added +4%
AMZNAmazon.com Inc
5.1%
VCSHVanguard Scottsdale FDS
4.9%Added +21%
DUSBDimensional ETF Trust
4.1%
BRK-BBerkshire Hathaway Inc
3.7%
DFAT2.3%
GOOGLVCRM2.2%
SPYV2.2%
IEFA1.9%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr 8.5% Held
VCIT Vanguard Scottsdale FDS 6.2% Added +13%
SPYG SPDR Series Trust 5.2% Added +4%
AMZN Amazon.com Inc 5.1% HeldVCSH Vanguard Scottsdale FDS 4.9% Added +21%
DUSB Dimensional ETF Trust 4.1% Added +26%
BRK-B Berkshire Hathaway Inc 3.7% HeldDFAT Dimensional ETF Trust 2.3% Added +5%
GOOGL Alphabet Inc. 2.3% HeldVCRM Vanguard Mun Bd FDS 2.2% Added +6%
SPYV SPDR Series Trust 2.2% Added +6%
IEFA iShares Tr 1.9% Held
What changed
Biggest moves since Jun 30, 2026
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