The Analysis of Flagstone Financial Management's Holdings
Currently, Flagstone Financial Management holds 62 types of securities in its portfolio with a total value $379.0M. In the most recent quarter, they have increased their positions in DFUS (+28.1K shares, valued at $2.0M), IGIB (+33.7K shares, valued at $1.8M), SPSB (+44.2K shares, valued at $1.3M); decreased their positions in MUNI (-9.7K shares, valued at $506.3K), AVEM (-6.6K shares, valued at $499.0K), AVDV (-2.3K shares, valued at $209.1K); initiated new positions in GOOGL (+987 shares, valued at $239.8K), SHOP (+1.5K shares, valued at $219.9K), XLK (+761 shares, valued at $214.5K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DFUS DIMENSIONAL ETF TRUST1.5M shares1.91%2025-09-302025-10-31
IGIB ISHARES TR740.5K shares4.77%2025-09-302025-10-31 SPDW SPDR INDEX SHS FDS663.5K shares0.84%2025-09-302025-10-31 SPSB SPDR SERIES TRUST816.3K shares5.73%2025-09-302025-10-31 SPTI SPDR SERIES TRUST799.7K shares5.17%2025-09-302025-10-31 BNDX VANGUARD CHARLOTTE FDS421.3K shares6.44%2025-09-302025-10-31 AVUV AMERICAN CENTY ETF TR190.7K shares3.52%2025-09-302025-10-31 DFEM DIMENSIONAL ETF TRUST504.1K shares-0.88%2025-09-302025-10-31 AVUS AMERICAN CENTY ETF TR132.1K shares0.73%2025-09-302025-10-31 AVDV AMERICAN CENTY ETF TR160.8K shares-1.44%2025-09-302025-10-31 VNQ VANGUARD INDEX FDS107.5K shares5.48%2025-09-302025-10-31 AVEM AMERICAN CENTY ETF TR96.3K shares-6.46%2025-09-302025-10-31 BRK.B BERKSHIRE HATHAWAY INC DEL12.3K shares0.02%2025-09-302025-10-31 MUNI PIMCO ETF TR98.5K shares-8.95%2025-09-302025-10-31 AVDE AMERICAN CENTY ETF TR53.3K shares-4.45%2025-09-302025-10-31 MUB ISHARES TR29.7K shares59.81%2025-09-302025-10-31 AAPL APPLE INC12.0K shares-1.63%2025-09-302025-10-31 MSFT MICROSOFT CORP5.2K shares-4.07%2025-09-302025-10-31 SUSB ISHARES TR83.0K shares1.71%2025-09-302025-10-31 SPTM SPDR SERIES TRUST25.1K shares0.10%2025-09-302025-10-31 DFSU DIMENSIONAL ETF TRUST47.5K shares65.51%2025-09-302025-10-31 JPM JPMORGAN CHASE & CO.3.8K shares0.00%2025-09-302025-10-31 USB US BANCORP DEL24.6K shares0.01%2025-09-302025-10-31 AVRE AMERICAN CENTY ETF TR26.6K shares9.00%2025-09-302025-10-31 DFSV DIMENSIONAL ETF TRUST32.3K shares0.00%2025-09-302025-10-31 DFAE DIMENSIONAL ETF TRUST31.7K shares0.00%2025-09-302025-10-31 WFC WELLS FARGO CO NEW11.3K shares0.11%2025-09-302025-10-31 NVDA NVIDIA CORPORATION5.0K shares1.50%2025-09-302025-10-31 DFSB DIMENSIONAL ETF TRUST17.0K shares36.24%2025-09-302025-10-31 VIG VANGUARD SPECIALIZED FUNDS3.9K shares-4.97%2025-09-302025-10-31 IWR ISHARES TR7.8K shares0.00%2025-09-302025-10-31 BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2025-09-302025-10-31 XOM EXXON MOBIL CORP6.7K shares0.00%2025-09-302025-10-31 DFSI DIMENSIONAL ETF TRUST17.7K shares35.13%2025-09-302025-10-31 GOOG ALPHABET INC2.9K shares0.00%2025-09-302025-10-31 VTI VANGUARD INDEX FDS2.1K shares1.07%2025-09-302025-10-31 MA MASTERCARD INCORPORATED1.1K shares0.00%2025-09-302025-10-31 VGIT VANGUARD SCOTTSDALE FDS10.0K shares4.70%2025-09-302025-10-31 DFAR DIMENSIONAL ETF TRUST21.2K shares0.00%2025-09-302025-10-31 DE DEERE & CO1.1K shares0.00%2025-09-302025-10-31 MKL MARKEL GROUP INC254 shares0.00%2025-09-302025-10-31 DFSE DIMENSIONAL ETF TRUST11.0K shares32.11%2025-09-302025-10-31 IWM ISHARES TR1.8K shares0.00%2025-09-302025-10-31 SPIB SPDR SERIES TRUST11.5K shares0.00%2025-09-302025-10-31 DFIV DIMENSIONAL ETF TRUST7.7K shares-1.72%2025-09-302025-10-31 BOC BOSTON OMAHA CORP22.5K shares27.82%2025-09-302025-10-31 WMT WALMART INC2.7K shares0.00%2025-09-302025-10-31 XLF SELECT SECTOR SPDR TR5.2K shares0.00%2025-09-302025-10-31 AMZN AMAZON COM INC1.3K shares0.00%2025-09-302025-10-31 UNP UNION PAC CORP1.1K shares0.00%2025-09-302025-10-31 BAC BANK AMERICA CORP4.8K shares0.00%2025-09-302025-10-31 ETN EATON CORP PLC664 shares0.00%2025-09-302025-10-31 IEI ISHARES TR2.0K shares0.00%2025-09-302025-10-31 GOOGL ALPHABET INC987 sharesnew addition2025-09-302025-10-31 DFAT DIMENSIONAL ETF TRUST4.1K shares0.00%2025-09-302025-10-31 SPY SPDR S&P 500 ETF TR337 shares0.00%2025-09-302025-10-31 ROK ROCKWELL AUTOMATION INC631 shares0.00%2025-09-302025-10-31 SHOP SHOPIFY INC1.5K sharesnew addition2025-09-302025-10-31 VEA VANGUARD TAX-MANAGED FDS3.6K shares0.00%2025-09-302025-10-31 XLK SELECT SECTOR SPDR TR761 sharesnew addition2025-09-302025-10-31 IEFA ISHARES TR2.4K shares-7.39%2025-09-302025-10-31 JNJ JOHNSON & JOHNSON1.1K sharesnew addition2025-09-302025-10-31 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available