TAGStone Capital, Inc. holdings history

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95 is the total number of securities TAGStone Capital, Inc. has owned. The longest TAGStone Capital, Inc. has owned a single stock is 8 quarters.

TAGStone Capital, Inc. historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
IVV ISHARES TR889.85%11.08%12.72%Q4 2021Q3 20238
AMZN AMAZON COM INC884.27%6.35%8.69%Q4 2021Q3 20238
BRKB BERKSHIRE HATHAWAY INC...885.09%5.62%6.58%Q4 2021Q3 20238
SPYG SPDR SER TR884.35%4.87%5.83%Q4 2021Q3 20238
IEFA ISHARES TR882.96%3.07%3.24%Q4 2021Q3 20238
JNJ JOHNSON & JOHNSON882.46%2.97%3.60%Q4 2021Q3 20238
VUSB VANGUARD BD INDEX FDS881.85%2.84%3.82%Q4 2021Q3 20238
SPYV SPDR SER TR882.58%2.65%2.82%Q4 2021Q3 20238
COST COSTCO WHSL CORP NEW882.20%2.52%2.86%Q4 2021Q3 20238
IWP ISHARES TR882.38%2.50%2.86%Q4 2021Q3 20238
UNP UNION PAC CORP882.04%2.49%3.13%Q4 2021Q3 20238
SLYV SPDR SER TR882.13%2.39%2.61%Q4 2021Q3 20238
VOE VANGUARD INDEX FDS882.07%2.28%2.49%Q4 2021Q3 20238
VCSH VANGUARD SCOTTSDALE FDS880.48%2.24%3.49%Q4 2021Q3 20238
GOOGL ALPHABET INC881.73%2.14%2.63%Q4 2021Q3 20238
DFAT DIMENSIONAL ETF TRUST881.85%2.04%2.27%Q4 2021Q3 20238
VBK VANGUARD INDEX FDS881.76%1.92%2.14%Q4 2021Q3 20238
VTWO VANGUARD SCOTTSDALE FDS881.44%1.57%1.81%Q4 2021Q3 20238
ICSH ISHARES TR880.53%1.56%2.98%Q4 2021Q3 20238
VONG VANGUARD SCOTTSDALE FDS881.29%1.47%1.72%Q4 2021Q3 20238
AXP AMERICAN EXPRESS CO881.00%1.17%1.41%Q4 2021Q3 20238
DFAS DIMENSIONAL ETF TRUST881.02%1.15%1.32%Q4 2021Q3 20238
EL LAUDER ESTEE COS INC880.60%1.12%1.70%Q4 2021Q3 20238
TJX TJX COS INC NEW880.94%1.11%1.24%Q4 2021Q3 20238
SPEM SPDR INDEX SHS FDS880.98%1.08%1.22%Q4 2021Q3 20238
IYR ISHARES TR880.91%1.07%1.22%Q4 2021Q3 20238
IJK ISHARES TR880.84%1.00%1.23%Q4 2021Q3 20238
SCZ ISHARES TR880.80%0.90%1.12%Q4 2021Q3 20238
VTV VANGUARD INDEX FDS880.72%0.87%1.02%Q4 2021Q3 20238
IEMG ISHARES TR880.70%0.76%0.87%Q4 2021Q3 20238
SLYG SPDR SER TR880.63%0.72%0.92%Q4 2021Q3 20238
AMGN AMGEN INC880.56%0.69%0.79%Q4 2021Q3 20238
IXUS ISHARES TR880.61%0.67%0.74%Q4 2021Q3 20238
IJJ ISHARES TR880.59%0.66%0.72%Q4 2021Q3 20238
VNQI VANGUARD INTL EQUITY I...880.46%0.65%0.90%Q4 2021Q3 20238
BAC BK OF AMERICA CORP880.38%0.55%0.72%Q4 2021Q3 20238
PGR PROGRESSIVE CORP880.45%0.54%0.59%Q4 2021Q3 20238
IWF ISHARES TR880.46%0.54%0.66%Q4 2021Q3 20238
YUMC YUM CHINA HLDGS INC880.44%0.54%0.60%Q4 2021Q3 20238
MDYV SPDR SER TR880.44%0.50%0.57%Q4 2021Q3 20238
IJS ISHARES TR880.41%0.48%0.56%Q4 2021Q3 20238
IJT ISHARES TR880.38%0.46%0.56%Q4 2021Q3 20238
IWM ISHARES TR880.39%0.45%0.54%Q4 2021Q3 20238
V VISA INC880.38%0.41%0.44%Q4 2021Q3 20238
ULTA ULTA BEAUTY INC880.33%0.40%0.46%Q4 2021Q3 20238
KTB KONTOOR BRANDS INC880.29%0.38%0.51%Q4 2021Q3 20238
MDLZ MONDELEZ INTL INC880.36%0.38%0.42%Q4 2021Q3 20238
SCHW SCHWAB CHARLES CORP880.25%0.36%0.44%Q4 2021Q3 20238
LRGF ISHARES TR880.28%0.33%0.40%Q4 2021Q3 20238
PEP PEPSICO INC880.29%0.32%0.36%Q4 2021Q3 20238
AAPL APPLE INC880.24%0.28%0.31%Q4 2021Q3 20238
EEM ISHARES TR880.21%0.25%0.31%Q4 2021Q3 20238
MSFT MICROSOFT CORP880.22%0.24%0.27%Q4 2021Q3 20238
VWO VANGUARD INTL EQUITY I...880.19%0.21%0.25%Q4 2021Q3 20238
QQQ INVESCO QQQ TR880.17%0.20%0.25%Q4 2021Q3 20238
FB META PLATFORMS INC430.16%0.66%1.71%Q4 2021Q3 20237
VSS VANGUARD INTL EQUITY I...430.30%0.33%0.38%Q4 2021Q3 20237
TGT TARGET CORP770.15%0.22%0.29%Q4 2021Q2 20237
VTEB VANGUARD MUN BD FDS661.10%2.80%3.48%Q2 2022Q3 20236
DIMENSIONAL ETF TRUST661.15%1.24%1.40%Q2 2022Q3 20236
SUB ISHARES TR660.43%0.96%2.45%Q2 2022Q3 20236
ABNB AIRBNB INC660.22%0.39%0.64%Q4 2021Q1 20236
ENOVIS CORPORATION660.20%0.23%0.28%Q2 2022Q3 20236
TROW PRICE T ROWE GROUP INC660.18%0.21%0.27%Q1 2022Q2 20236
VCIT VANGUARD SCOTTSDALE FDS550.61%8.27%10.76%Q3 2022Q3 20235
IGIB ISHARES TR550.18%0.30%0.43%Q3 2022Q3 20235
NVDA NVIDIA CORPORATION320.20%0.25%0.31%Q4 2021Q3 20235
ESAB CORPORATION410.20%0.23%0.27%Q2 2022Q3 20235
KMX CARMAX INC320.16%0.22%0.29%Q4 2021Q3 20235
BIV VANGUARD BD INDEX FDS440.72%0.79%0.87%Q4 2022Q3 20234
BSV VANGUARD BD INDEX FDS440.18%0.43%0.84%Q4 2021Q3 20224
BABA ALIBABA GROUP HLDG LTD440.26%0.40%0.53%Q4 2021Q3 20224
KWEB KRANESHARES TR440.34%0.39%0.44%Q4 2022Q3 20234
PFFD GLOBAL X FDS440.31%0.33%0.36%Q4 2022Q3 20234
PFF ISHARES TR310.25%0.30%0.42%Q3 2022Q3 20234
JPM JPMORGAN CHASE & CO440.23%0.24%0.26%Q4 2022Q3 20234
KKR KKR & CO INC220.15%0.18%0.23%Q4 2021Q3 20234
VIG VANGUARD SPECIALIZED F...330.37%0.38%0.38%Q1 2023Q3 20233
JEPI J P MORGAN EXCHANGE TR...330.22%0.23%0.23%Q1 2023Q3 20233
VZ VERIZON COMMUNICATIONS...330.21%0.22%0.25%Q4 2021Q2 20223
VOD VODAFONE GROUP PLC NEW330.14%0.16%0.17%Q4 2021Q2 20223
USHY ISHARES TR330.15%0.15%0.16%Q1 2023Q3 20233
IWR ISHARES TR330.15%0.15%0.15%Q1 2023Q3 20233
CFX COLFAX CORP220.53%0.56%0.60%Q4 2021Q1 20222
PKW INVESCO EXCHANGE TRADE...220.30%0.30%0.31%Q4 2021Q1 20222
XMMO INVESCO EXCHANGE TRADE...220.23%0.24%0.24%Q4 2021Q1 20222
LLY LILLY ELI & CO220.17%0.19%0.20%Q2 2023Q3 20232
LMT LOCKHEED MARTIN CORP220.15%0.16%0.17%Q4 2022Q1 20232
VNQ VANGUARD INDEX FDS220.15%0.15%0.15%Q1 2023Q2 20232
VGSH VANGUARD SCOTTSDALE FDS110.88%0.88%0.88%Q3 2022Q3 20221
MUB ISHARES TR110.74%0.74%0.74%Q2 2022Q2 20221
VOX VANGUARD WORLD FDS110.36%0.36%0.36%Q4 2022Q4 20221
SPOT SPOTIFY TECHNOLOGY S A110.22%0.22%0.22%Q4 2021Q4 20211
DIS DISNEY WALT CO110.16%0.16%0.16%Q1 2023Q1 20231
SKX SKECHERS U S A INC110.15%0.15%0.15%Q2 2023Q2 20231
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The securities at the top of the list , including ISHARES TR, AMAZON COM INC, and BERKSHIRE HATHAWAY INC DEL, are the highest-conviction holdings of TAGStone Capital, Inc..

The conviction is calculated by counting the number of quarters a security has been reported by TAGStone Capital, Inc.. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that TAGStone Capital, Inc. owns currently or has owned in the past.