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The Analysis of TAGStone Capital, Inc.'s Holdings & P&L

Currently, TAGStone Capital, Inc. holds 116 types of securities in its portfolio with a total value $268.5M. In the most recent quarter, they have increased their positions in DUSB (+73.0K shares, valued at $3.7M), VCIT (+21.2K shares, valued at $1.8M), VCSH (+20.8K shares, valued at $1.7M); decreased their positions in SGOV (-10.7K shares, valued at $1.1M), VTEB (-12.0K shares, valued at $603.4K), DFAR (-6.7K shares, valued at $152.8K); initiated new positions in XSMO (+4.0K shares, valued at $290.6K), SPGP (+2.2K shares, valued at $247.7K), DECW (+6.8K shares, valued at $232.2K).

1M P&L

+2.0M+0.76%

3M P&L

-4.0M-1.48%

HY P&L

+6.8M+2.66%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A192.4M

77.4%

2Internet Retail16.0M

6.4%

3Drug Manufacturers - General5.8M

2.3%

Top Industries by Stock Count

1N/A76 stocks

69.1%

2Drug Manufacturers - General3 stocks

2.7%

3Internet Retail2 stocks

1.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR34.6K shares0.23%2025-12-312026-02-10

VCIT VANGUARD SCOTTSDALE FDS211.6K shares11.14%2025-12-312026-02-10

AMZN AMAZON COM INC63.9K shares0.14%2025-12-312026-02-10

DUSB DIMENSIONAL ETF TRUST279.6K shares35.30%2025-12-312026-02-10

SPYG SPDR SER TR123.8K shares7.14%2025-12-312026-02-10

VCSH VANGUARD SCOTTSDALE FDS157.2K shares15.28%2025-12-312026-02-10

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL22.3K shares-0.83%2025-12-312026-02-10

VCRM VANGUARD MUN BD FDS103.8K shares8.77%2025-12-312026-02-10

Sponsored

SPYV SPDR SER TR111.9K shares1.84%2025-12-312026-02-10

DFAT DIMENSIONAL ETF TRUST103.0K shares3.72%2025-12-312026-02-10

IWP ISHARES TR43.7K shares1.35%2025-12-312026-02-10

IEFA ISHARES TR66.5K shares1.75%2025-12-312026-02-10

VOE VANGUARD INDEX FDS30.0K shares2.31%2025-12-312026-02-10

ALPHABET INC ALPHABET INC16.7K shares0.34%2025-12-312026-02-10

COST COSTCO WHSL CORP NEW6.0K shares0.15%2025-12-312026-02-10

VONG VANGUARD SCOTTSDALE FDS38.0K shares1.30%2025-12-312026-02-10

Sponsored

NVDA NVIDIA CORPORATION22.1K shares3.86%2025-12-312026-02-10

VTV VANGUARD INDEX FDS21.4K shares7.07%2025-12-312026-02-10

SLYV SPDR SER TR44.1K shares-0.48%2025-12-312026-02-10

VTEB VANGUARD MUN BD FDS79.4K shares-13.12%2025-12-312026-02-10

JNJ JOHNSON & JOHNSON18.3K shares1.02%2025-12-312026-02-10

VBK VANGUARD INDEX FDS12.2K shares1.08%2025-12-312026-02-10

AXP AMERICAN EXPRESS CO9.6K shares-2.05%2025-12-312026-02-10

UNP UNION PAC CORP14.7K shares0.58%2025-12-312026-02-10

Sponsored

DFAS DIMENSIONAL ETF TRUST48.0K shares0.19%2025-12-312026-02-10

TJX TJX COS INC NEW19.4K shares0.28%2025-12-312026-02-10

OPPJ WISDOMTREE TR54.1K shares29.49%2025-12-312026-02-10

DFUV DIMENSIONAL ETF TRUST51.7K shares0.35%2025-12-312026-02-10

IGIB ISHARES TR44.3K shares-2.15%2025-12-312026-02-10

SPHQ INVESCO EXCHANGE TRADED FD T30.4K shares33.54%2025-12-312026-02-10

AAPL APPLE INC7.9K shares0.33%2025-12-312026-02-10

BROADCOM INC BROADCOM INC5.3K shares-2.60%2025-12-312026-02-10

Sponsored

SLYG SPDR SER TR18.9K shares1.02%2025-12-312026-02-10

SPEM SPDR INDEX SHS FDS37.5K shares1.47%2025-12-312026-02-10

STIP ISHARES TR17.0K shares26.64%2025-12-312026-02-10

SGOV ISHARES TR15.7K shares-40.51%2025-12-312026-02-10

VIG VANGUARD SPECIALIZED FUNDS7.1K shares5.61%2025-12-312026-02-10

PGR PROGRESSIVE CORP6.5K shares0.15%2025-12-312026-02-10

IJK ISHARES TR15.1K shares0.21%2025-12-312026-02-10

AMGN AMGEN INC4.1K shares0.68%2025-12-312026-02-10

Sponsored

VGT VANGUARD WORLD FD1.8K shares1.01%2025-12-312026-02-10

IWF ISHARES TR2.8K shares0.11%2025-12-312026-02-10

MSFT MICROSOFT CORP2.6K shares11.07%2025-12-312026-02-10

SCZ ISHARES TR16.2K shares2.52%2025-12-312026-02-10

BABA ALIBABA GROUP HLDG LTD8.5K shares0.00%2025-12-312026-02-10

ICSH ISHARES TR24.5K shares57.80%2025-12-312026-02-10

IJJ ISHARES TR8.4K shares0.61%2025-12-312026-02-10

IYR ISHARES TR11.4K shares-5.93%2025-12-312026-02-10

Sponsored

IEMG ISHARES TR16.0K shares1.11%2025-12-312026-02-10

VTES VANGUARD WELLINGTON FD10.4K shares-6.87%2025-12-312026-02-10

JPM JPMORGAN CHASE & CO3.1K shares3.55%2025-12-312026-02-10

IXUS ISHARES TR11.5K shares1.86%2025-12-312026-02-10

DFIC DIMENSIONAL ETF TRUST26.6K shares10.62%2025-12-312026-02-10

V VISA INC2.5K shares0.20%2025-12-312026-02-10

BAC BK OF AMERICA CORP15.6K shares0.28%2025-12-312026-02-10

DFAR DIMENSIONAL ETF TRUST37.2K shares-15.20%2025-12-312026-02-10

Sponsored

XMHQ INVESCO EXCHANGE TRADED FD T8.2K shares28.26%2025-12-312026-02-10

VTWO VANGUARD SCOTTSDALE FDS8.2K shares0.39%2025-12-312026-02-10

META META PLATFORMS INC1.2K shares0.08%2025-12-312026-02-10

MDYV SPDR SER TR9.5K shares4.66%2025-12-312026-02-10

DFCF DIMENSIONAL ETF TRUST18.8K shares3.33%2025-12-312026-02-10

DFSD DIMENSIONAL ETF TRUST16.3K shares17.41%2025-12-312026-02-10

XMMO INVESCO EXCHANGE TRADED FD T5.6K shares14.15%2025-12-312026-02-10

IJT ISHARES TR5.3K shares0.23%2025-12-312026-02-10

Sponsored

EL LAUDER ESTEE COS INC7.1K shares0.34%2025-12-312026-02-10

IJS ISHARES TR6.4K shares2.05%2025-12-312026-02-10

IQLT ISHARES TR15.1K shares32.89%2025-12-312026-02-10

XSHQ INVESCO EXCH TRADED FD TR II16.3K shares29.62%2025-12-312026-02-10

ULTA ULTA BEAUTY INC1.1K shares0.00%2025-12-312026-02-10

IWM ISHARES TR2.8K shares-2.20%2025-12-312026-02-10

SCHW SCHWAB CHARLES CORP6.7K shares0.19%2025-12-312026-02-10

LLY LILLY ELI & CO623 shares0.16%2025-12-312026-02-10

Sponsored

COWZ PACER FDS TR10.5K shares0.27%2025-12-312026-02-10

SUB ISHARES TR5.8K shares-1.92%2025-12-312026-02-10

VBIL VANGUARD INSTL INDEX FD8.0K shares49.28%2025-12-312026-02-10

ESAB ESAB CORPORATION5.3K shares0.08%2025-12-312026-02-10

DIMENSIONAL ETF TRUST DIMENSIONAL ETF TRUST16.4K shares20.52%2025-12-312026-02-10

VSS VANGUARD INTL EQUITY INDEX F3.9K shares2.33%2025-12-312026-02-10

LRCX LAM RESEARCH CORP3.0K shares0.00%2025-12-312026-02-10

SPMO INVESCO EXCH TRADED FD TR II4.2K shares63.44%2025-12-312026-02-10

Sponsored

KKR & CO INC KKR & CO INC3.8K shares0.13%2025-12-312026-02-10

INVESCO QQQ TR INVESCO QQQ TR770 shares-0.13%2025-12-312026-02-10

IGSB ISHARES TR8.9K shares1.53%2025-12-312026-02-10

MDLZ MONDELEZ INTL INC8.6K shares0.73%2025-12-312026-02-10

DEHP DIMENSIONAL ETF TRUST14.3K shares41.12%2025-12-312026-02-10

MEAR ISHARES U S ETF TR9.1K shares-3.88%2025-12-312026-02-10

IBM INTERNATIONAL BUSINESS MACHS1.5K shares26.96%2025-12-312026-02-10

EEM ISHARES TR8.0K shares1.41%2025-12-312026-02-10

Sponsored

DFIS DIMENSIONAL ETF TRUST12.9K shares14.92%2025-12-312026-02-10

JEPI J P MORGAN EXCHANGE TRADED F7.3K shares1.91%2025-12-312026-02-10

PEP PEPSICO INC2.5K shares-1.47%2025-12-312026-02-10

TSLA TESLA INC763 shares5.97%2025-12-312026-02-10

KTB KONTOOR BRANDS INC5.6K shares0.83%2025-12-312026-02-10

RTX RTX CORPORATION1.8K shares0.00%2025-12-312026-02-10

BN BROOKFIELD CORP6.7K shares50.12%2025-12-312026-02-10

IMCG ISHARES TR3.8K shares0.11%2025-12-312026-02-10

Sponsored

VUSB VANGUARD BD INDEX FDS6.0K shares-20.08%2025-12-312026-02-10

LRGF ISHARES TR4.3K shares0.52%2025-12-312026-02-10

XSMO INVESCO EXCHANGE TRADED FD T4.0K sharesnew addition2025-12-312026-02-10

USHY ISHARES TR7.5K shares2.31%2025-12-312026-02-10

IWR ISHARES TR2.9K shares0.00%2025-12-312026-02-10

AMAT APPLIED MATLS INC1.1K shares0.00%2025-12-312026-02-10

SPGP INVESCO EXCHANGE TRADED FD T2.2K sharesnew addition2025-12-312026-02-10

MARW AIM ETF PRODUCTS TRUST7.1K shares0.00%2025-12-312026-02-10

Sponsored

JUNW AIM ETF PRODUCTS TRUST7.2K shares0.00%2025-12-312026-02-10

BIV VANGUARD BD INDEX FDS3.0K shares-9.55%2025-12-312026-02-10

SEPW AIM ETF PRODUCTS TRUST7.3K shares0.37%2025-12-312026-02-10

SHOP SHOPIFY INC1.4K shares0.00%2025-12-312026-02-10

DECW AIM ETF PRODUCTS TRUST6.8K sharesnew addition2025-12-312026-02-10

KWEB KRANESHARES TRUST6.8K shares6.07%2025-12-312026-02-10

LMT LOCKHEED MARTIN CORP434 shares0.00%2025-12-312026-02-10

VOX VANGUARD WORLD FD1.1K shares0.00%2025-12-312026-02-10

Sponsored

DFEM DIMENSIONAL ETF TRUST6.4K shares0.00%2025-12-312026-02-10

VBR VANGUARD INDEX FDS977 shares0.00%2025-12-312026-02-10

MKL MARKEL GROUP INC107 shares0.00%2025-12-312026-02-10

MODG TOPGOLF CALLAWAY BRANDS CORP13.6K shares0.00%2025-12-312026-02-10

IVV

ISHARES TR

0.23%

Shares34.6K

Event2025-12-31

Filed2026-02-10

VCIT

VANGUARD SCOTTSDALE FDS

11.14%

Shares211.6K

Event2025-12-31

Filed2026-02-10

AMZN

AMAZON COM INC

0.14%

Shares63.9K

Event2025-12-31

Filed2026-02-10

DUSB

DIMENSIONAL ETF TRUST

35.30%

Shares279.6K

Event2025-12-31

Filed2026-02-10

SPYG

SPDR SER TR

7.14%

Shares123.8K

Event2025-12-31

Filed2026-02-10

VCSH

VANGUARD SCOTTSDALE FDS

15.28%

Shares157.2K

Event2025-12-31

Filed2026-02-10

BERKSHIRE HATHAWAY INC DEL

-0.83%

Shares22.3K

Event2025-12-31

Filed2026-02-10

VCRM

VANGUARD MUN BD FDS

8.77%

Shares103.8K

Event2025-12-31

Filed2026-02-10

SPYV

SPDR SER TR

1.84%

Shares111.9K

Event2025-12-31

Filed2026-02-10

DFAT

DIMENSIONAL ETF TRUST

3.72%

Shares103.0K

Event2025-12-31

Filed2026-02-10

IWP

ISHARES TR

1.35%

Shares43.7K

Event2025-12-31

Filed2026-02-10

IEFA

ISHARES TR

1.75%

Shares66.5K

Event2025-12-31

Filed2026-02-10

VOE

VANGUARD INDEX FDS

2.31%

Shares30.0K

Event2025-12-31

Filed2026-02-10

ALPHABET INC

0.34%

Shares16.7K

Event2025-12-31

Filed2026-02-10

COST

COSTCO WHSL CORP NEW

0.15%

Shares6.0K

Event2025-12-31

Filed2026-02-10

VONG

VANGUARD SCOTTSDALE FDS

1.30%

Shares38.0K

Event2025-12-31

Filed2026-02-10

NVDA

NVIDIA CORPORATION

3.86%

Shares22.1K

Event2025-12-31

Filed2026-02-10

VTV

VANGUARD INDEX FDS

7.07%

Shares21.4K

Event2025-12-31

Filed2026-02-10

SLYV

SPDR SER TR

-0.48%

Shares44.1K

Event2025-12-31

Filed2026-02-10

VTEB

VANGUARD MUN BD FDS

-13.12%

Shares79.4K

Event2025-12-31

Filed2026-02-10

JNJ

JOHNSON & JOHNSON

1.02%

Shares18.3K

Event2025-12-31

Filed2026-02-10

VBK

VANGUARD INDEX FDS

1.08%

Shares12.2K

Event2025-12-31

Filed2026-02-10

AXP

AMERICAN EXPRESS CO

-2.05%

Shares9.6K

Event2025-12-31

Filed2026-02-10

UNP

UNION PAC CORP

0.58%

Shares14.7K

Event2025-12-31

Filed2026-02-10

DFAS

DIMENSIONAL ETF TRUST

0.19%

Shares48.0K

Event2025-12-31

Filed2026-02-10

TJX

TJX COS INC NEW

0.28%

Shares19.4K

Event2025-12-31

Filed2026-02-10

OPPJ

WISDOMTREE TR

29.49%

Shares54.1K

Event2025-12-31

Filed2026-02-10

DFUV

DIMENSIONAL ETF TRUST

0.35%

Shares51.7K

Event2025-12-31

Filed2026-02-10

IGIB

ISHARES TR

-2.15%

Shares44.3K

Event2025-12-31

Filed2026-02-10

SPHQ

INVESCO EXCHANGE TRADED FD T

33.54%

Shares30.4K

Event2025-12-31

Filed2026-02-10

AAPL

APPLE INC

0.33%

Shares7.9K

Event2025-12-31

Filed2026-02-10

BROADCOM INC

-2.60%

Shares5.3K

Event2025-12-31

Filed2026-02-10

SLYG

SPDR SER TR

1.02%

Shares18.9K

Event2025-12-31

Filed2026-02-10

SPEM

SPDR INDEX SHS FDS

1.47%

Shares37.5K

Event2025-12-31

Filed2026-02-10

STIP

ISHARES TR

26.64%

Shares17.0K

Event2025-12-31

Filed2026-02-10

SGOV

ISHARES TR

-40.51%

Shares15.7K

Event2025-12-31

Filed2026-02-10

VIG

VANGUARD SPECIALIZED FUNDS

5.61%

Shares7.1K

Event2025-12-31

Filed2026-02-10

PGR

PROGRESSIVE CORP

0.15%

Shares6.5K

Event2025-12-31

Filed2026-02-10

IJK

ISHARES TR

0.21%

Shares15.1K

Event2025-12-31

Filed2026-02-10

AMGN

AMGEN INC

0.68%

Shares4.1K

Event2025-12-31

Filed2026-02-10

VGT

VANGUARD WORLD FD

1.01%

Shares1.8K

Event2025-12-31

Filed2026-02-10

IWF

ISHARES TR

0.11%

Shares2.8K

Event2025-12-31

Filed2026-02-10

MSFT

MICROSOFT CORP

11.07%

Shares2.6K

Event2025-12-31

Filed2026-02-10

SCZ

ISHARES TR

2.52%

Shares16.2K

Event2025-12-31

Filed2026-02-10

BABA

ALIBABA GROUP HLDG LTD

0.00%

Shares8.5K

Event2025-12-31

Filed2026-02-10

ICSH

ISHARES TR

57.80%

Shares24.5K

Event2025-12-31

Filed2026-02-10

IJJ

ISHARES TR

0.61%

Shares8.4K

Event2025-12-31

Filed2026-02-10

IYR

ISHARES TR

-5.93%

Shares11.4K

Event2025-12-31

Filed2026-02-10

IEMG

ISHARES TR

1.11%

Shares16.0K

Event2025-12-31

Filed2026-02-10

VTES

VANGUARD WELLINGTON FD

-6.87%

Shares10.4K

Event2025-12-31

Filed2026-02-10

JPM

JPMORGAN CHASE & CO

3.55%

Shares3.1K

Event2025-12-31

Filed2026-02-10

IXUS

ISHARES TR

1.86%

Shares11.5K

Event2025-12-31

Filed2026-02-10

DFIC

DIMENSIONAL ETF TRUST

10.62%

Shares26.6K

Event2025-12-31

Filed2026-02-10

VISA INC

0.20%

Shares2.5K

Event2025-12-31

Filed2026-02-10

BAC

BK OF AMERICA CORP

0.28%

Shares15.6K

Event2025-12-31

Filed2026-02-10

DFAR

DIMENSIONAL ETF TRUST

-15.20%

Shares37.2K

Event2025-12-31

Filed2026-02-10

XMHQ

INVESCO EXCHANGE TRADED FD T

28.26%

Shares8.2K

Event2025-12-31

Filed2026-02-10

VTWO

VANGUARD SCOTTSDALE FDS

0.39%

Shares8.2K

Event2025-12-31

Filed2026-02-10