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Biggest New Positions
EntityShares/Amount
Change		Position Value
Change
DFCF +23,496+$996
DFAR +12,853+$292
VCLT +3,342+$268
SKX +3,912+$244
IMCG +3,531+$228
TGT +1,590+$226
Biggest Exited Positions
EntityShares/Amount
Change		Position Value
Change
PFFD -22,386-$421
PFF -11,604-$350
VWO -7,361-$289
Biggest Position Increases
EntityShares/Amount
Change		Position Value
Change
DFAT +30,818+$1,979
IGIB +27,289+$1,452
DFAS +26,159+$1,748
VCSH +5,687+$580
SPYV +1,677+$537
VONG +1,656+$401
SLYV +1,543+$566
VTV +1,467+$321
VOE +1,072+$457
IWP +941+$555
Biggest Position Decreases
EntityShares/Amount
Change		Position Value
Change
VTWO -20,436-$1,382
VCIT -14,174-$160
BIV -13,165-$939
VNQI -9,049-$326
KTB -3,551-$45
IXUS -456+$41
IYR -363+$159
SCZ -352+$83
IJK -166+$93
TAGStone Capital Inc. Info
Size ($ in 1000's)
At 12/31/2023: $152,975
At 09/30/2023: $136,007

TAGStone Capital Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from TAGStone Capital Inc. 13F filings. Link to 13F filings: SEC filings

All Stocks Held By TAGStone Capital Inc.
As of  12/31/2023, we find all stocks held by TAGStone Capital Inc. to be as follows, presented in the table below with each row detailing each TAGStone Capital Inc. position, ordered by largest to smallest position size. The all-stocks-held-by-TAGStone Capital Inc. table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by TAGStone Capital Inc. as of the latest filing.

   EntityAmountChange
 09/30/2023 to 12/31/2023		 Position Size
($ in 1000's)
ISHARES TR (IVV) 34,326 +203 $16,395
     IVV34,326+203$16,395
VANGUARD SCOTTSDALE FDS (VCIT) 173,055 -14,174 $14,066
     VCIT173,055-14,174$14,066
AMAZON COM INC 63,749 UNCH $9,686
     AMZN63,749UNCH$9,686
BERKSHIRE HATHAWAY INC DEL      $7,870
     BRK.B22,065+296$7,870
SPDR SER TR (SPYG) 103,192 +767 $6,714
     SPYG103,192+767$6,714
VANGUARD SCOTTSDALE FDS (VCSH) 68,641 +5,687 $5,311
     VCSH68,641+5,687$5,311
DIMENSIONAL ETF TRUST (DFAT) 86,052 +30,818 $4,503
     DFAT86,052+30,818$4,503
ISHARES TR (IEFA) 63,097 +523 $4,439
     IEFA63,097+523$4,439
SPDR SER TR (SPYV) 87,224 +1,677 $4,067
     SPYV87,224+1,677$4,067
COSTCO WHSL CORP NEW 5,965 +10 $4,027
     COST5,965+10$4,027
VANGUARD MUN BD FDS (VTEB) 78,848 +791 $4,025
     VTEB78,848+791$4,025
ISHARES TR (IWP) 36,258 +941 $3,788
     IWP36,258+941$3,788
UNION PAC CORP 14,114 +162 $3,467
     UNP14,114+162$3,467
SPDR SER TR (SLYV) 41,530 +1,543 $3,460
     SLYV41,530+1,543$3,460
VANGUARD BD INDEX FDS (VUSB) 69,205 -50 $3,422
     VUSB69,205-50$3,422
JOHNSON & JOHNSON 21,677 +161 $3,398
     JNJ21,677+161$3,398
VANGUARD INDEX FDS (VOE) 22,602 +1,072 $3,277
     VOE22,602+1,072$3,277
DIMENSIONAL ETF TRUST (DFAS) 52,603 +26,159 $3,136
     DFAS52,603+26,159$3,136
ALPHABET INC 20,035 -30 $2,799
     GOOGL20,035-30$2,799
VANGUARD INDEX FDS (VBK) 11,503 +301 $2,781
     VBK11,503+301$2,781
VANGUARD SCOTTSDALE FDS (VONG) 30,073 +1,656 $2,346
     VONG30,073+1,656$2,346
ISHARES TR (IGIB) 37,137 +27,289 $1,931
     IGIB37,137+27,289$1,931
TJX COS INC NEW 18,988 +70 $1,781
     TJX18,988+70$1,781
AMERICAN EXPRESS CO 9,180 +36 $1,720
     AXP9,180+36$1,720
DIMENSIONAL ETF TRUST (DFUV) 46,216 UNCH $1,720
     DFUV46,216UNCH$1,720
VANGUARD INDEX FDS (VTV) 10,266 +1,467 $1,535
     VTV10,266+1,467$1,535
SPDR INDEX SHS FDS (SPEM) 39,627 -21 $1,403
     SPEM39,627-21$1,403
ISHARES TR (IYR) 15,233 -363 $1,392
     IYR15,233-363$1,392
ISHARES TR (IJK) 15,668 -166 $1,241
     IJK15,668-166$1,241
ISHARES TR (SCZ) 18,886 -352 $1,169
     SCZ18,886-352$1,169
SPDR SER TR (SLYG) 12,598 +849 $1,054
     SLYG12,598+849$1,054
ISHARES TR (IEMG) 20,540 +330 $1,039
     IEMG20,540+330$1,039
AMGEN INC 3,587 +28 $1,033
     AMGN3,587+28$1,033
DIMENSIONAL ETF TRUST (DFCF) 23,496 +23,496 $996
     DFCF23,496+23,496$996
PROGRESSIVE CORP 5,861 +516 $934
     PGR5,861+516$934
LAUDER ESTEE COS INC 6,314 +688 $923
     EL6,314+688$923
ISHARES TR (IJJ) 8,049 +84 $918
     IJJ8,049+84$918
ISHARES TR (IXUS) 13,891 -456 $902
     IXUS13,891-456$902
ISHARES TR (IWF) 2,644 +8 $802
     IWF2,644+8$802
ISHARES TR (ICSH) 14,983 +685 $755
     ICSH14,983+685$755
SPDR SER TR (MDYV) 9,200 +25 $675
     MDYV9,200+25$675
VANGUARD SCOTTSDALE FDS (VTWO) 8,022 -20,436 $651
     VTWO8,022-20,436$651
ISHARES TR (IJT) 5,157 +90 $645
     IJT5,157+90$645
ISHARES TR (IJS) 6,232 +51 $642
     IJS6,232+51$642
BK OF AMERICA CORP 18,952 +161 $638
     BAC18,952+161$638
VISA INC 2,356 +4 $613
     V2,356+4$613
ISHARES TR (SUB) 5,784 +59 $610
     SUB5,784+59$610
ISHARES TR (IWM) 2,976 +3 $597
     IWM2,976+3$597
VANGUARD SPECIALIZED FUNDS (VIG) 3,289 +33 $561
     VIG3,289+33$561
ULTA BEAUTY INC 1,125 UNCH $551
     ULTA1,125UNCH$551
YUM CHINA HLDGS INC 12,748 +41 $541
     YUMC12,748+41$541
MONDELEZ INTL INC 7,158 +48 $522
     MDLZ7,158+48$522
KRANESHARES TR (KWEB) 17,846 +278 $482
     KWEB17,846+278$482
NVIDIA CORPORATION 961 UNCH $476
     NVDA961UNCH$476
ESAB CORPORATION 5,230 +4 $453
     ESAB5,230+4$453
VANGUARD INTL EQUITY INDEX F (VSS) 3,854 +51 $443
     VSS3,854+51$443
SCHWAB CHARLES CORP 6,425 +28 $442
     SCHW6,425+28$442
ISHARES TR (LRGF) 8,691 -16 $420
     LRGF8,691-16$420
APPLE INC 2,161 -18 $416
     AAPL2,161-18$416
MICROSOFT CORP 1,069 -24 $402
     MSFT1,069-24$402
JPMORGAN CHASE & CO 2,359 +16 $401
     JPM2,359+16$401
PEPSICO INC 2,309 +16 $395
     PEP2,309+16$395
KONTOOR BRANDS INC 5,984 -3,551 $374
     KTB5,984-3,551$374
META PLATFORMS INC 1,026 UNCH $363
     META1,026UNCH$363
CARMAX INC 4,357 UNCH $334
     KMX4,357UNCH$334
J P MORGAN EXCHANGE TRADED F (JEPI) 5,860 +120 $325
     JEPI5,860+120$325
ISHARES TR (EEM) 7,805 +142 $314
     EEM7,805+142$314
KKR & CO INC 3,753 +8 $311
     KKR3,753+8$311
INVESCO QQQ TR 760 +1 $311
     QQQ760+1$311
VANGUARD INTL EQUITY INDEX F (VNQI) 7,261 -9,049 $309
     VNQI7,261-9,049$309
LILLY ELI & CO 513 +1 $299
     LLY513+1$299
DIMENSIONAL ETF TRUST (DFAR) 12,853 +12,853 $292
     DFAR12,853+12,853$292
ENOVIS CORPORATION 5,073 UNCH $284
     ENOV5,073UNCH$284
VANGUARD SCOTTSDALE FDS (VCLT) 3,342 +3,342 $268
     VCLT3,342+3,342$268
SKECHERS U S A INC 3,912 +3,912 $244
     SKX3,912+3,912$244
VANGUARD BD INDEX FDS (BIV) 3,139 -13,165 $240
     BIV3,139-13,165$240
ISHARES TR (IMCG) 3,531 +3,531 $228
     IMCG3,531+3,531$228
ISHARES TR (IWR) 2,915 UNCH $227
     IWR2,915UNCH$227
TARGET CORP 1,590 +1,590 $226
     TGT1,590+1,590$226
ISHARES TR (USHY) 6,198 +135 $225
     USHY6,198+135$225
ISHARES TR $0 (exited)
     PFF0-11,604$0
GLOBAL X FDS $0 (exited)
     PFFD0-22,386$0
VANGUARD INTL EQUITY INDEX F 0 -7,361 $0 (exited)
     VWO0-7,361$0

See Summary: TAGStone Capital Inc. Top Holdings
See Details: Top 10 Stocks Held By TAGStone Capital Inc.

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