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Disclosed positions
TAGStone Capital, Inc.: source evidence dated 2026-08-12T03:59:59.999Z.
- Issuer
- ISHARES TR
- Ticker
- IVV
- Class
- CORE S&P500 ETF
- Reported value
- $26,678,792
- Reported amount
- 35,624
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001903044-26-000003Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
| ISHARES TR | IVV | CORE S&P500 ETF | $26,678,792 | 35,624 | SH | None |
| VANGUARD SCOTTSDALE FDS | VCIT | INT-TERM CORP | $18,857,517 | 228,161 | SH | None |
| AMAZON COM INC | AMZN | COM | $15,926,080 | 66,821 | SH | None |
| SPDR SERIES TRUST | SPYG | ST STR P500GRW | $15,657,090 | 131,583 | SH | None |
| VANGUARD SCOTTSDALE FDS | VCSH | SHRT TRM CORP BD | $13,604,558 | 172,144 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $11,927,174 | 23,836 | SH | None |
| DIMENSIONAL ETF TRUST | DUSB | ULTR FIX INC ETF | $10,625,515 | 209,246 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $7,865,045 | 22,008 | SH | None |
| DIMENSIONAL ETF TRUST | DFAT | US TARGETED VLU | $7,610,517 | 108,877 | SH | None |
| VANGUARD MUN BD FDS | VCRM | CORE TAX EXEMPT | $7,309,520 | 95,674 | SH | None |
| SPDR SERIES TRUST | SPYV | ST STR P500VAL | $6,632,679 | 109,108 | SH | None |
| ISHARES TR | IEFA | CORE MSCI EAFE | $6,381,254 | 66,072 | SH | None |
| ISHARES TR | IWP | RUS MD CP GR ETF | $6,375,776 | 43,547 | SH | None |
| VANGUARD INDEX FDS | VOE | MCAP VL IDXVIP | $5,771,592 | 29,208 | SH | None |
| COSTCO WHOLESALE CORPORATION | COST | COM | $5,665,656 | 6,056 | SH | None |
| VANGUARD INDEX FDS | VTV | VALUE ETF | $5,327,883 | 24,448 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $5,215,537 | 26,066 | SH | None |
| JOHNSON & JOHNSON | JNJ | COM | $5,182,577 | 20,406 | SH | None |
| VANGUARD SCOTTSDALE FDS | VONG | VNG RUS1000GRW | $5,050,333 | 39,514 | SH | None |
| SPDR SERIES TRUST | SLYV | ST STR SP600SM C | $4,626,216 | 42,400 | SH | None |
| VANGUARD INDEX FDS | VBK | SML CP GRW ETF | $4,428,453 | 12,110 | SH | None |
| DIMENSIONAL ETF TRUST | DFUV | US MKTWIDE VALUE | $4,083,298 | 74,228 | SH | None |
| UNION PAC CORP | UNP | COM | $4,077,684 | 14,991 | SH | None |
| WISDOMTREE TR | OPPJ | JAPAN OPPOR FD | $4,060,251 | 70,411 | SH | None |
| DIMENSIONAL ETF TRUST | DFAS | US SMALL CAP ETF | $3,906,580 | 47,444 | SH | None |
| APPLE INC | AAPL | COM | $3,747,553 | 12,951 | SH | None |
| INVESCO EXCHANGE TRADED FD T | SPHQ | S&P500 QUALITY | $3,745,667 | 41,572 | SH | None |
| TJX COS INC NEW | TJX | COM | $3,436,199 | 22,681 | SH | None |
| AMERICAN EXPRESS CO | AXP | COM | $3,309,354 | 9,784 | SH | None |
| VANGUARD MUN BD FDS | VTEB | TAX EXEMPT BD | $3,076,649 | 60,827 | SH | None |
| ISHARES TR | IGIB | ISHS 5-10YR INVT | $2,839,743 | 53,409 | SH | None |
| VANGUARD INSTL INDEX FD | VBIL | 0 3 MO TR BI ETF | $2,771,611 | 36,623 | SH | None |
| PROGRESSIVE CORP | PGR | COM | $2,621,310 | 12,000 | SH | None |
| BROADCOM INC | AVGO | COM | $2,342,061 | 6,200 | SH | None |
| SPDR SERIES TRUST | SLYG | ST STR SP600GRWO | $2,158,517 | 18,119 | SH | None |
| VANGUARD SPECIALIZED FUNDS | VIG | DIV APP ETF | $2,015,000 | 8,516 | SH | None |
| MICROSOFT CORP | MSFT | COM | $1,907,125 | 5,113 | SH | None |
| SPDR INDEX SHS FDS | SPEM | ST PORT MARK ETF | $1,899,289 | 36,680 | SH | None |
| ISHARES TR | IJK | S&P MC 400GR ETF | $1,826,155 | 15,542 | SH | None |
| VANGUARD WORLD FD | VGT | INF TECH ETF | $1,769,372 | 14,804 | SH | None |
| ISHARES TR | IQLT | MSCI INTL QUALTY | $1,598,608 | 32,263 | SH | None |
| JPMORGAN CHASE & CO | JPM | COM | $1,532,048 | 4,680 | SH | None |
| AMGEN INC | AMGN | COM | $1,514,516 | 4,182 | SH | None |
| ISHARES TR | STIP | 0-5 YR TIPS ETF | $1,407,877 | 13,781 | SH | None |
| INVESCO EXCHANGE TRADED FD T | XMMO | S&P MDCP MOMNTUM | $1,397,043 | 8,211 | SH | None |
| ISHARES TR | IWF | RUS 1000 GRW ETF | $1,394,952 | 11,234 | SH | None |
| INVESCO EXCH TRADED FD TR II | SPMO | S&P 500 MOMNTM | $1,347,184 | 8,340 | SH | None |
| INVESCO EXCHANGE TRADED FD T | XMHQ | S&P MDCP QUALITY | $1,307,171 | 11,580 | SH | None |
| ISHARES INC | IEMG | CORE MSCI EMKT | $1,266,026 | 15,283 | SH | None |
| ISHARES TR | SCZ | EAFE SML CP ETF | $1,251,226 | 15,209 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.