$210 Billion is the total value of WealthStone, Inc.'s 176 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VTEB | Vanguard Muni Bnd Taxequity | $2,410,963,000 | +102232.9% | 44,532 | 0.0% | 1.15% | -51.5% | |
| SCHP | Schwab US Tips Etfequity | $1,561,961,000 | +104239.4% | 26,024 | 0.0% | 0.74% | -50.5% | |
| VB | Vanguard Small Capequity | $598,473,000 | +126160.1% | 4,107 | 0.0% | 0.28% | -40.3% | |
| IJJ | Ishares S&P MidCap 400 Value Indexequity | $342,454,000 | +120908.5% | 2,576 | 0.0% | 0.16% | -42.8% | |
| VNQI | Vanguard Glbal Ex USequity | $317,895,000 | +108768.2% | 6,813 | 0.0% | 0.15% | -48.3% | |
| RRGB | Red Robin Gourmet Burgers Incequity | $127,500,000 | +119058.9% | 12,500 | 0.0% | 0.06% | -43.5% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-08-04
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| COMCAST CORP NEW CL A | 8 | Q1 2021 | 26.7% |
| Microsoft Corp. | 8 | Q1 2021 | 3.4% |
| Visa Inc. | 8 | Q1 2021 | 0.9% |
| Berkshire Hathaway Inc B | 8 | Q1 2021 | 1.0% |
| ISHARES TR | 7 | Q1 2021 | 19.8% |
| ISHARES TR | 7 | Q1 2021 | 12.4% |
| ISHARES TR | 7 | Q1 2021 | 11.7% |
| ISHARES TR | 7 | Q1 2021 | 27.9% |
| Vanguard Corp Bond Etf | 7 | Q1 2021 | 4.8% |
| Vanguard Muni Bnd Tax | 7 | Q1 2021 | 5.4% |
View WealthStone, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2021-05-13 |
| 13F-HR | 2021-02-04 |
| 13F-HR | 2020-11-09 |
| 13F-HR | 2020-08-04 |
| 13F-HR | 2020-04-29 |
| 13F-HR | 2020-01-08 |
| 13F-HR | 2019-11-15 |
| 13F-HR | 2019-08-14 |
| 13F-HR | 2019-05-15 |
View WealthStone, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.