Sponsored

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

Currently, TAGStone Capital, Inc. holds 137 types of securities in its portfolio with a total value $282.8M. In the most recent quarter, they have increased their positions in VBIL (+28.7K shares, valued at $2.2M), DFUV (+23.7K shares, valued at $1.1M), PGR (+5.5K shares, valued at $1.1M); decreased their positions in DUSB (-51.4K shares, valued at $2.6M), SGOV (-10.2K shares, valued at $1.0M), VTEB (-11.8K shares, valued at $588.4K); initiated new positions in WMT (+6.5K shares, valued at $807.6K), IWN (+4.1K shares, valued at $774.5K), XLK (+5.5K shares, valued at $731.8K).

1M P&L

+952.8K+0.34%

3M P&L

+58.7K+0.02%

HY P&L

-2.9M-1.02%

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/A197.1M

75.3%

2Internet Retail14.9M

5.7%

3Drug Manufacturers - General7.1M

2.7%

Top Industries by Stock Count

1N/A85 stocks

65.9%

2Drug Manufacturers - General3 stocks

2.3%

3Internet Retail2 stocks

1.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR35.6K shares2.85%2026-03-312026-05-11

VCIT VANGUARD SCOTTSDALE FDS217.8K shares2.94%2026-03-312026-05-11

AMZN AMAZON COM INC66.6K shares4.26%2026-03-312026-05-11

SPYG SPDR SER TR129.7K shares4.75%2026-03-312026-05-11

VCSH VANGUARD SCOTTSDALE FDS159.7K shares1.56%2026-03-312026-05-11

DUSB DIMENSIONAL ETF TRUST228.3K shares-18.37%2026-03-312026-05-11

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL23.8K shares6.38%2026-03-312026-05-11

VCRM VANGUARD MUN BD FDS97.2K shares-6.41%2026-03-312026-05-11

Sponsored

DFAT DIMENSIONAL ETF TRUST104.1K shares1.12%2026-03-312026-05-11

SPYV SPDR SER TR111.2K shares-0.64%2026-03-312026-05-11

IEFA ISHARES TR66.9K shares0.68%2026-03-312026-05-11

COST COSTCO WHSL CORP NEW6.0K shares0.12%2026-03-312026-05-11

ALPHABET INC ALPHABET INC20.5K shares22.38%2026-03-312026-05-11

IWP ISHARES TR43.5K shares-0.50%2026-03-312026-05-11

VOE VANGUARD INDEX FDS30.1K shares0.25%2026-03-312026-05-11

JNJ JOHNSON & JOHNSON20.0K shares9.02%2026-03-312026-05-11

Sponsored

VTV VANGUARD INDEX FDS22.2K shares3.46%2026-03-312026-05-11

VONG VANGUARD SCOTTSDALE FDS38.5K shares1.31%2026-03-312026-05-11

SLYV SPDR SER TR43.9K shares-0.36%2026-03-312026-05-11

NVDA NVIDIA CORPORATION22.6K shares2.57%2026-03-312026-05-11

OPPJ WISDOMTREE TR69.7K shares28.85%2026-03-312026-05-11

VBK VANGUARD INDEX FDS12.3K shares0.31%2026-03-312026-05-11

DFUV DIMENSIONAL ETF TRUST75.4K shares45.78%2026-03-312026-05-11

UNP UNION PAC CORP14.9K shares1.21%2026-03-312026-05-11

Sponsored

TJX TJX COS INC NEW22.6K shares16.45%2026-03-312026-05-11

DFAS DIMENSIONAL ETF TRUST47.5K shares-1.11%2026-03-312026-05-11

VTEB VANGUARD MUN BD FDS67.6K shares-14.85%2026-03-312026-05-11

AXP AMERICAN EXPRESS CO9.6K shares0.22%2026-03-312026-05-11

AAPL APPLE INC11.3K shares43.61%2026-03-312026-05-11

VBIL VANGUARD INSTL INDEX FD36.7K shares356.69%2026-03-312026-05-11

SPHQ INVESCO EXCHANGE TRADED FD T35.3K shares15.97%2026-03-312026-05-11

IGIB ISHARES TR47.8K shares8.06%2026-03-312026-05-11

Sponsored

PGR PROGRESSIVE CORP12.0K shares85.19%2026-03-312026-05-11

BROADCOM INC BROADCOM INC6.2K shares17.40%2026-03-312026-05-11

MSFT MICROSOFT CORP5.1K shares95.40%2026-03-312026-05-11

SLYG SPDR SER TR19.4K shares2.84%2026-03-312026-05-11

SPEM SPDR INDEX SHS FDS37.4K shares-0.27%2026-03-312026-05-11

STIP ISHARES TR15.9K shares-6.34%2026-03-312026-05-11

VIG VANGUARD SPECIALIZED FUNDS7.6K shares7.72%2026-03-312026-05-11

IJK ISHARES TR15.8K shares4.18%2026-03-312026-05-11

Sponsored

AMGN AMGEN INC4.2K shares0.63%2026-03-312026-05-11

JPM JPMORGAN CHASE & CO4.6K shares50.67%2026-03-312026-05-11

VGT VANGUARD WORLD FD1.8K shares0.11%2026-03-312026-05-11

SCZ ISHARES TR15.9K shares-1.98%2026-03-312026-05-11

IWF ISHARES TR2.8K shares-0.07%2026-03-312026-05-11

ICSH ISHARES TR22.0K shares-10.24%2026-03-312026-05-11

IJJ ISHARES TR8.4K shares0.35%2026-03-312026-05-11

IEMG ISHARES TR15.5K shares-3.16%2026-03-312026-05-11

Sponsored

BABA ALIBABA GROUP HLDG LTD8.5K shares0.00%2026-03-312026-05-11

V VISA INC3.4K shares40.29%2026-03-312026-05-11

DFIC DIMENSIONAL ETF TRUST27.9K shares4.89%2026-03-312026-05-11

IXUS ISHARES TR11.2K shares-2.77%2026-03-312026-05-11

XMHQ INVESCO EXCHANGE TRADED FD T9.3K shares12.91%2026-03-312026-05-11

RTX RTX CORPORATION4.8K shares163.44%2026-03-312026-05-11

XMMO INVESCO EXCHANGE TRADED FD T6.3K shares13.25%2026-03-312026-05-11

VTWO VANGUARD SCOTTSDALE FDS9.0K shares8.77%2026-03-312026-05-11

Sponsored

BAC BK OF AMERICA CORP18.2K shares16.21%2026-03-312026-05-11

META META PLATFORMS INC1.5K shares20.32%2026-03-312026-05-11

MDYV SPDR SER TR9.6K shares0.80%2026-03-312026-05-11

DFAR DIMENSIONAL ETF TRUST34.2K shares-8.26%2026-03-312026-05-11

WMT WALMART INC6.5K sharesnew addition2026-03-312026-05-11

IQLT ISHARES TR17.2K shares13.83%2026-03-312026-05-11

DFCF DIMENSIONAL ETF TRUST18.8K shares-0.38%2026-03-312026-05-11

DFSD DIMENSIONAL ETF TRUST16.2K shares-0.68%2026-03-312026-05-11

Sponsored

IWN ISHARES TR4.1K sharesnew addition2026-03-312026-05-11

IJS ISHARES TR6.4K shares0.17%2026-03-312026-05-11

IJT ISHARES TR5.2K shares-1.16%2026-03-312026-05-11

LLY LILLY ELI & CO809 shares29.86%2026-03-312026-05-11

XSHQ INVESCO EXCH TRADED FD TR II17.5K shares7.29%2026-03-312026-05-11

XLK SELECT SECTOR SPDR TR5.5K sharesnew addition2026-03-312026-05-11

IYR ISHARES TR7.5K shares-34.51%2026-03-312026-05-11

PEP PEPSICO INC4.5K shares75.86%2026-03-312026-05-11

Sponsored

IWM ISHARES TR2.7K shares-0.87%2026-03-312026-05-11

IGSB ISHARES TR12.8K shares43.14%2026-03-312026-05-11

COWZ PACER FDS TR10.6K shares1.27%2026-03-312026-05-11

SCHW SCHWAB CHARLES CORP6.7K shares0.24%2026-03-312026-05-11

SUB ISHARES TR5.9K shares0.43%2026-03-312026-05-11

SPMO INVESCO EXCH TRADED FD TR II5.4K shares28.16%2026-03-312026-05-11

VTES VANGUARD WELLINGTON FD5.9K shares-43.29%2026-03-312026-05-11

DFLV DIMENSIONAL ETF TRUST16.5K sharesnew addition2026-03-312026-05-11

Sponsored

ULTA ULTA BEAUTY INC1.1K shares0.00%2026-03-312026-05-11

INVESCO QQQ TR INVESCO QQQ TR1.0K shares30.52%2026-03-312026-05-11

VSS VANGUARD INTL EQUITY INDEX F3.9K shares0.00%2026-03-312026-05-11

SGOV ISHARES TR5.4K shares-65.36%2026-03-312026-05-11

DEHP DIMENSIONAL ETF TRUST16.1K shares13.01%2026-03-312026-05-11

BND VANGUARD BD INDEX FDS7.3K sharesnew addition2026-03-312026-05-11

EL LAUDER ESTEE COS INC7.1K shares0.39%2026-03-312026-05-11

ESAB ESAB CORPORATION5.3K shares0.10%2026-03-312026-05-11

Sponsored

MDLZ MONDELEZ INTL INC8.6K shares0.64%2026-03-312026-05-11

CVX CHEVRON CORPORATION2.4K sharesnew addition2026-03-312026-05-11

VUSB VANGUARD BD INDEX FDS9.1K shares52.83%2026-03-312026-05-11

EEM ISHARES TR8.0K shares0.00%2026-03-312026-05-11

HD HOME DEPOT INC1.4K sharesnew addition2026-03-312026-05-11

AME AMETEK INC2.1K sharesnew addition2026-03-312026-05-11

DFIS DIMENSIONAL ETF TRUST13.0K shares0.49%2026-03-312026-05-11

JEPI J P MORGAN EXCHANGE TRADED F7.5K shares1.95%2026-03-312026-05-11

Sponsored

IGV ISHARES TR5.1K sharesnew addition2026-03-312026-05-11

TMO THERMO FISHER SCIENTIFIC INC821 sharesnew addition2026-03-312026-05-11

KTB KONTOOR BRANDS INC5.6K shares0.79%2026-03-312026-05-11

XSMO INVESCO EXCHANGE TRADED FD T5.2K shares28.77%2026-03-312026-05-11

HON HONEYWELL INTL INC1.7K sharesnew addition2026-03-312026-05-11

XLY SELECT SECTOR SPDR TR3.4K sharesnew addition2026-03-312026-05-11

TSLA TESLA INC987 shares29.36%2026-03-312026-05-11

IBM INTERNATIONAL BUSINESS MACHS1.5K shares0.20%2026-03-312026-05-11

Sponsored

MEAR ISHARES U S ETF TR7.2K shares-20.22%2026-03-312026-05-11

KKR & CO INC KKR & CO INC3.8K shares0.21%2026-03-312026-05-11

EMR EMERSON ELEC CO2.6K sharesnew addition2026-03-312026-05-11

LAM RESEARCH CORP LAM RESEARCH CORP1.6K sharesnew addition2026-03-312026-05-11

SPGP INVESCO EXCHANGE TRADED FD T3.1K shares44.62%2026-03-312026-05-11

SYK STRYKER CORPORATION930 sharesnew addition2026-03-312026-05-11

IMCG ISHARES TR3.9K shares2.98%2026-03-312026-05-11

ETF OPPORTUNITIES TRUST ETF OPPORTUNITIES TRUST7.1K sharesnew addition2026-03-312026-05-11

Sponsored

IWR ISHARES TR2.9K shares0.03%2026-03-312026-05-11

LRGF ISHARES TR4.3K shares0.26%2026-03-312026-05-11

USHY ISHARES TR7.6K shares1.12%2026-03-312026-05-11

VFMF VANGUARD WELLINGTON FD1.8K sharesnew addition2026-03-312026-05-11

BN BROOKFIELD CORP6.7K shares0.00%2026-03-312026-05-11

SOXX ISHARES TR820 sharesnew addition2026-03-312026-05-11

ABT ABBOTT LABORATORIES2.6K sharesnew addition2026-03-312026-05-11

LMT LOCKHEED MARTIN CORP434 shares0.00%2026-03-312026-05-11

Sponsored

XLE SELECT SECTOR SPDR TR4.3K sharesnew addition2026-03-312026-05-11

TFC TRUIST FINL CORP5.6K sharesnew addition2026-03-312026-05-11

SMLF ISHARES TR3.4K sharesnew addition2026-03-312026-05-11

ICE INTERCONTINENTAL EXCHANGE IN1.6K sharesnew addition2026-03-312026-05-11

NEE NEXTERA ENERGY INC2.7K sharesnew addition2026-03-312026-05-11

MARW AIM ETF PRODUCTS TRUST7.1K shares0.00%2026-03-312026-05-11

JUNW AIM ETF PRODUCTS TRUST7.2K shares0.00%2026-03-312026-05-11

UNH UNITEDHEALTH GROUP INC885 sharesnew addition2026-03-312026-05-11

Sponsored

BIV VANGUARD BD INDEX FDS3.0K shares0.50%2026-03-312026-05-11

SEPW AIM ETF PRODUCTS TRUST7.4K shares0.22%2026-03-312026-05-11

DECW AIM ETF PRODUCTS TRUST6.9K shares0.28%2026-03-312026-05-11

DFEM DIMENSIONAL ETF TRUST6.5K shares1.05%2026-03-312026-05-11

AMAT APPLIED MATLS INC639 shares-39.43%2026-03-312026-05-11

MERCK & CO INC MERCK & CO INC1.8K sharesnew addition2026-03-312026-05-11

VBR VANGUARD INDEX FDS989 shares1.23%2026-03-312026-05-11

VOX VANGUARD WORLD FD1.1K shares0.54%2026-03-312026-05-11

Sponsored

MODG TOPGOLF CALLAWAY BRANDS CORP13.6K shares0.00%2026-03-312026-05-11

IVV

ISHARES TR

2.85%

Shares35.6K

Event2026-03-31

Filed2026-05-11

VCIT

VANGUARD SCOTTSDALE FDS

2.94%

Shares217.8K

Event2026-03-31

Filed2026-05-11

AMZN

AMAZON COM INC

4.26%

Shares66.6K

Event2026-03-31

Filed2026-05-11

SPYG

SPDR SER TR

4.75%

Shares129.7K

Event2026-03-31

Filed2026-05-11

VCSH

VANGUARD SCOTTSDALE FDS

1.56%

Shares159.7K

Event2026-03-31

Filed2026-05-11

DUSB

DIMENSIONAL ETF TRUST

-18.37%

Shares228.3K

Event2026-03-31

Filed2026-05-11

BERKSHIRE HATHAWAY INC DEL

6.38%

Shares23.8K

Event2026-03-31

Filed2026-05-11

VCRM

VANGUARD MUN BD FDS

-6.41%

Shares97.2K

Event2026-03-31

Filed2026-05-11

DFAT

DIMENSIONAL ETF TRUST

1.12%

Shares104.1K

Event2026-03-31

Filed2026-05-11

SPYV

SPDR SER TR

-0.64%

Shares111.2K

Event2026-03-31

Filed2026-05-11

IEFA

ISHARES TR

0.68%

Shares66.9K

Event2026-03-31

Filed2026-05-11

COST

COSTCO WHSL CORP NEW

0.12%

Shares6.0K

Event2026-03-31

Filed2026-05-11

ALPHABET INC

22.38%

Shares20.5K

Event2026-03-31

Filed2026-05-11

IWP

ISHARES TR

-0.50%

Shares43.5K

Event2026-03-31

Filed2026-05-11

VOE

VANGUARD INDEX FDS

0.25%

Shares30.1K

Event2026-03-31

Filed2026-05-11

JNJ

JOHNSON & JOHNSON

9.02%

Shares20.0K

Event2026-03-31

Filed2026-05-11

VTV

VANGUARD INDEX FDS

3.46%

Shares22.2K

Event2026-03-31

Filed2026-05-11

VONG

VANGUARD SCOTTSDALE FDS

1.31%

Shares38.5K

Event2026-03-31

Filed2026-05-11

SLYV

SPDR SER TR

-0.36%

Shares43.9K

Event2026-03-31

Filed2026-05-11

NVDA

NVIDIA CORPORATION

2.57%

Shares22.6K

Event2026-03-31

Filed2026-05-11

OPPJ

WISDOMTREE TR

28.85%

Shares69.7K

Event2026-03-31

Filed2026-05-11

VBK

VANGUARD INDEX FDS

0.31%

Shares12.3K

Event2026-03-31

Filed2026-05-11

DFUV

DIMENSIONAL ETF TRUST

45.78%

Shares75.4K

Event2026-03-31

Filed2026-05-11

UNP

UNION PAC CORP

1.21%

Shares14.9K

Event2026-03-31

Filed2026-05-11

TJX

TJX COS INC NEW

16.45%

Shares22.6K

Event2026-03-31

Filed2026-05-11

DFAS

DIMENSIONAL ETF TRUST

-1.11%

Shares47.5K

Event2026-03-31

Filed2026-05-11

VTEB

VANGUARD MUN BD FDS

-14.85%

Shares67.6K

Event2026-03-31

Filed2026-05-11

AXP

AMERICAN EXPRESS CO

0.22%

Shares9.6K

Event2026-03-31

Filed2026-05-11

AAPL

APPLE INC

43.61%

Shares11.3K

Event2026-03-31

Filed2026-05-11

VBIL

VANGUARD INSTL INDEX FD

356.69%

Shares36.7K

Event2026-03-31

Filed2026-05-11

SPHQ

INVESCO EXCHANGE TRADED FD T

15.97%

Shares35.3K

Event2026-03-31

Filed2026-05-11

IGIB

ISHARES TR

8.06%

Shares47.8K

Event2026-03-31

Filed2026-05-11

PGR

PROGRESSIVE CORP

85.19%

Shares12.0K

Event2026-03-31

Filed2026-05-11

BROADCOM INC

17.40%

Shares6.2K

Event2026-03-31

Filed2026-05-11

MSFT

MICROSOFT CORP

95.40%

Shares5.1K

Event2026-03-31

Filed2026-05-11

SLYG

SPDR SER TR

2.84%

Shares19.4K

Event2026-03-31

Filed2026-05-11

SPEM

SPDR INDEX SHS FDS

-0.27%

Shares37.4K

Event2026-03-31

Filed2026-05-11

STIP

ISHARES TR

-6.34%

Shares15.9K

Event2026-03-31

Filed2026-05-11

VIG

VANGUARD SPECIALIZED FUNDS

7.72%

Shares7.6K

Event2026-03-31

Filed2026-05-11

IJK

ISHARES TR

4.18%

Shares15.8K

Event2026-03-31

Filed2026-05-11

AMGN

AMGEN INC

0.63%

Shares4.2K

Event2026-03-31

Filed2026-05-11

JPM

JPMORGAN CHASE & CO

50.67%

Shares4.6K

Event2026-03-31

Filed2026-05-11

VGT

VANGUARD WORLD FD

0.11%

Shares1.8K

Event2026-03-31

Filed2026-05-11

SCZ

ISHARES TR

-1.98%

Shares15.9K

Event2026-03-31

Filed2026-05-11

IWF

ISHARES TR

-0.07%

Shares2.8K

Event2026-03-31

Filed2026-05-11

ICSH

ISHARES TR

-10.24%

Shares22.0K

Event2026-03-31

Filed2026-05-11

IJJ

ISHARES TR

0.35%

Shares8.4K

Event2026-03-31

Filed2026-05-11

IEMG

ISHARES TR

-3.16%

Shares15.5K

Event2026-03-31

Filed2026-05-11

BABA

ALIBABA GROUP HLDG LTD

0.00%

Shares8.5K

Event2026-03-31

Filed2026-05-11

VISA INC

40.29%

Shares3.4K

Event2026-03-31

Filed2026-05-11

DFIC

DIMENSIONAL ETF TRUST

4.89%

Shares27.9K

Event2026-03-31

Filed2026-05-11

IXUS

ISHARES TR

-2.77%

Shares11.2K

Event2026-03-31

Filed2026-05-11

XMHQ

INVESCO EXCHANGE TRADED FD T

12.91%

Shares9.3K

Event2026-03-31

Filed2026-05-11

RTX

RTX CORPORATION

163.44%

Shares4.8K

Event2026-03-31

Filed2026-05-11

XMMO

INVESCO EXCHANGE TRADED FD T

13.25%

Shares6.3K

Event2026-03-31

Filed2026-05-11

VTWO

VANGUARD SCOTTSDALE FDS

8.77%

Shares9.0K

Event2026-03-31

Filed2026-05-11

BAC

BK OF AMERICA CORP

16.21%

Shares18.2K

Event2026-03-31

Filed2026-05-11