0001548784-19-000004.txt : 20191115 0001548784-19-000004.hdr.sgml : 20191115 20191115112841 ACCESSION NUMBER: 0001548784-19-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190930 FILED AS OF DATE: 20191115 DATE AS OF CHANGE: 20191115 EFFECTIVENESS DATE: 20191115 FILER: COMPANY DATA: COMPANY CONFORMED NAME: WealthStone, Inc. CENTRAL INDEX KEY: 0001548784 IRS NUMBER: 311059983 STATE OF INCORPORATION: OH FISCAL YEAR END: 0131 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19537 FILM NUMBER: 191223109 BUSINESS ADDRESS: STREET 1: 5000 HORIZONS DRIVE CITY: COLUMBUS STATE: OH ZIP: 43220 BUSINESS PHONE: 614-267-2600 MAIL ADDRESS: STREET 1: 5000 HORIZONS DRIVE CITY: COLUMBUS STATE: OH ZIP: 43220 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001548784 XXXXXXXX 09-30-2019 09-30-2019 WealthStone, Inc.

5000 HORIZONS DRIVE COLUMBUS OH 43220

13F HOLDINGS REPORT 028-19537 N Jonathan Kasting 5133326531 Jonathan Kasting Covington KY 11-15-2019 0 48 188227 false INFORMATION TABLE 2 WSA13F3Q19.xml WSA13F3Q19 Abbott Laboratories Equities 002824100 683 8167 SH SOLE 0 0 8167 Abbvie Inc Equities 00287Y109 600 7926 SH SOLE 0 0 7926 Amazon Com Inc Equities 023135106 903 520 SH SOLE 0 0 520 Apple Computer Equities 037833100 2189 9773 SH SOLE 0 0 9773 Berkshire Hathaway Cl B Equities 084670702 516 2481 SH SOLE 0 0 2481 Cisco Systems Equities 17275R102 374 7576 SH SOLE 0 0 7576 Comcast Corp New Cl A Equities 20030N101 837 18563 SH SOLE 0 0 18563 Globalstar Inc Equities 378973408 7 16000 SH SOLE 0 0 16000 Ishares BarCap Aggregate Bond Index Equities 464287226 11360 100381 SH SOLE 0 0 100381 Ishares Core Msci Eafe Equities 46432F842 6450 105617 SH SOLE 0 0 105617 iShares Core MSCI Europe ETF Equities 46434V738 658 14391 SH SOLE 0 0 14391 iShares Core MSCI International Developed Mkt ETF Equities 46435G326 20362 372803 SH SOLE 0 0 372803 iShares Core MSCI Pacific ETF Equities 46434V696 604 10751 SH SOLE 0 0 10751 Ishares Core S&P 500 ETF Equities 464287200 32142 107672 SH SOLE 0 0 107672 iShares Core S&P 500 UCITS ETF Equities G4955H110 31939 108313 SH SOLE 0 0 108313 Ishares Core S&P Small-Cap ETF Equities 464287804 5274 67758 SH SOLE 0 0 67758 iShares Core S&P Total US Stock Mkt ETF Equities 464287150 398 5940 SH SOLE 0 0 5940 Ishares Etf Equities 46434G103 1871 38171 SH SOLE 0 0 38171 Ishares Msci Acwi Index Equities 464288257 1470 19937 SH SOLE 0 0 19937 Ishares Russell 1000 Index Equities 464287622 15923 96772 SH SOLE 0 0 96772 Ishares Russell Top 200 Equities 464289446 375 5435 SH SOLE 0 0 5435 Ishares S&P MidCap 400 Growth Index Equities 464287606 406 1814 SH SOLE 0 0 1814 Ishares S&P MidCap 400 Value Index Equities 464287705 607 3795 SH SOLE 0 0 3795 Ishares Short Treasury Equities 464288679 9772 88341 SH SOLE 0 0 88341 Ishares Tr Comex Gold Equities 464285105 525 37263 SH SOLE 0 0 37263 Ishares Tr S&P Midcap Equities 464287507 1796 9295 SH SOLE 0 0 9295 Ishares TRUST Equities 464288414 1129 9897 SH SOLE 0 0 9897 J P Morgan Chase & Co Equities 46625H100 625 5309 SH SOLE 0 0 5309 Lowes Companies Inc Equities 548661107 204 1851 SH SOLE 0 0 1851 Microsoft Corp Equities 594918104 735 5288 SH SOLE 0 0 5288 N B T Bancorp Inc Equities 628778102 514 14056 SH SOLE 0 0 14056 Pharmacielo Ltd New Equities 71716K101 43 10830 SH SOLE 0 0 10830 Schwab US Tips Etf Equities 808524870 2411 42477 SH SOLE 0 0 42477 Spdr Nuveen Barclays Equities 78468R721 1239 24452 SH SOLE 0 0 24452 Thermo Fisher Scientific Equities 883556102 283 973 SH SOLE 0 0 973 V F Corp Equities 918204108 1186 13330 SH SOLE 0 0 13330 Vanguard Corp Bond Etf Equities 92206C870 4927 54005 SH SOLE 0 0 54005 Vanguard Glbal Ex US Equities 922042676 399 6812 SH SOLE 0 0 6812 Vanguard High Dividend Yield Index Equities 921946406 3348 37732 SH SOLE 0 0 37732 Vanguard Intl Eqty Index Equities 922042775 392 7854 SH SOLE 0 0 7854 Vanguard Mid Cap Index Equities 922908629 219 1309 SH SOLE 0 0 1309 Vanguard MSCI EAFE ETF Equities 921943858 373 9086 SH SOLE 0 0 9086 Vanguard Muni Bnd Tax Equities 922907746 9204 171657 SH SOLE 0 0 171657 Vanguard Reit Equities 922908553 1198 12843 SH SOLE 0 0 12843 Vanguard Small Cap Equities 922908751 903 5865 SH SOLE 0 0 5865 Vanguard Total Stock Mkt Equities 922908769 7227 47862 SH SOLE 0 0 47862 Visa Inc Equities 92826C839 242 1408 SH SOLE 0 0 1408 WisdomTree Emerging Markets Cnsmr Gr ETF Equities 97717W539 3385 158227 SH SOLE 0 0 158227