0001903044-22-000002.txt : 20220513 0001903044-22-000002.hdr.sgml : 20220513 20220512181043 ACCESSION NUMBER: 0001903044-22-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220513 DATE AS OF CHANGE: 20220512 EFFECTIVENESS DATE: 20220513 FILER: COMPANY DATA: COMPANY CONFORMED NAME: TAGStone Capital, Inc. CENTRAL INDEX KEY: 0001903044 IRS NUMBER: 320355210 STATE OF INCORPORATION: NC FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21549 FILM NUMBER: 22919414 BUSINESS ADDRESS: STREET 1: 1515 MOCKINGBIRD LANE STREET 2: SUITE 400 CITY: CHARLOTTE STATE: NC ZIP: 28209 BUSINESS PHONE: (704) 533-8900 MAIL ADDRESS: STREET 1: PO BOX 11984 CITY: CHARLOTTE STATE: NC ZIP: 28220 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001903044 XXXXXXXX 03-31-2022 03-31-2022 TAGStone Capital, Inc.

PO BOX 11984 CHARLOTTE NC 28220

13F HOLDINGS REPORT 028-21549 N William Reid Culp III 7045338900 William Reid Culp III Charlotte NC 05-12-2022 0 118591 118591 false INFORMATION TABLE 2 Form13F-033122.xml FORM 13F 03-31-22 TAGSTONE ISHARES TR CORE S&P500 ETF 464287200 14536 32039 SH SOLE 0 0 32039 AMAZON COM INC COM 023135106 10307 3162 SH SOLE 0 0 3162 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 7799 22100 SH SOLE 0 0 22100 SPDR SER TR PRTFLO S&P500 GW 78464A409 6408 96789 SH SOLE 0 0 96789 VANGUARD BD INDEX FDS VANGUARD ULTRA 92203C303 3836 77673 SH SOLE 0 0 77673 JOHNSON & JOHNSON COM 478160104 3745 21130 SH SOLE 0 0 21130 UNION PAC CORP COM 907818108 3714 13593 SH SOLE 0 0 13593 ISHARES TR CORE MSCI EAFE 46432F842 3634 52287 SH SOLE 0 0 52287 COSTCO WHSL CORP NEW COM 22160K105 3392 5890 SH SOLE 0 0 5890 SPDR SER TR PRTFLO S&P500 VL 78464A508 3230 77377 SH SOLE 0 0 77377 SPDR SER TR S&P 600 SMCP VAL 78464A300 3023 36279 SH SOLE 0 0 36279 ISHARES TR BLACKROCK ULTRA 46434V878 3013 60084 SH SOLE 0 0 60084 ISHARES TR RUS MD CP GR ETF 464287481 2998 29827 SH SOLE 0 0 29827 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 2839 18967 SH SOLE 0 0 18967 ALPHABET INC CAP STK CL A 02079K305 2706 973 SH SOLE 0 0 973 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 2685 57653 SH SOLE 0 0 57653 VANGUARD INDEX FDS SML CP GRW ETF 922908595 2293 9243 SH SOLE 0 0 9243 VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664 2015 24322 SH SOLE 0 0 24322 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 1877 26305 SH SOLE 0 0 26305 META PLATFORMS INC CL A 30303M102 1693 7615 SH SOLE 0 0 7615 AMERICAN EXPRESS CO COM 025816109 1676 8961 SH SOLE 0 0 8961 LAUDER ESTEE COS INC CL A 518439104 1505 5525 SH SOLE 0 0 5525 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 1489 26561 SH SOLE 0 0 26561 ISHARES TR U.S. REAL ES ETF 464287739 1369 12648 SH SOLE 0 0 12648 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 1364 35292 SH SOLE 0 0 35292 ISHARES TR S&P MC 400GR ETF 464287606 1327 17175 SH SOLE 0 0 17175 ISHARES TR EAFE SML CP ETF 464288273 1218 18363 SH SOLE 0 0 18363 TJX COS INC NEW COM 872540109 1121 18509 SH SOLE 0 0 18509 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 1039 20006 SH SOLE 0 0 20006 SPDR SER TR S&P 600 SMCP GRW 78464A201 1000 11926 SH SOLE 0 0 11926 ISHARES TR CORE MSCI EMKT 46434G103 891 16043 SH SOLE 0 0 16043 VANGUARD INDEX FDS VALUE ETF 922908744 870 5888 SH SOLE 0 0 5888 ISHARES TR S&P MC 400VL ETF 464287705 852 7773 SH SOLE 0 0 7773 ISHARES TR CORE MSCI TOTAL 46432F834 841 12631 SH SOLE 0 0 12631 AMGEN INC COM 031162100 819 3388 SH SOLE 0 0 3388 BK OF AMERICA CORP COM 060505104 775 18802 SH SOLE 0 0 18802 AIRBNB INC COM CL A 009066101 763 4443 SH SOLE 0 0 4443 ISHARES TR RUS 1000 GRW ETF 464287614 717 2582 SH SOLE 0 0 2582 SPDR SER TR S&P 400 MDCP VAL 78464A839 671 9530 SH SOLE 0 0 9530 ISHARES TR SP SMCP600VL ETF 464287879 662 6467 SH SOLE 0 0 6467 COLFAX CORP COM 194014106 625 15695 SH SOLE 0 0 15695 PROGRESSIVE CORP COM 743315103 606 5319 SH SOLE 0 0 5319 ISHARES TR S&P SML 600 GWT 464287887 604 4832 SH SOLE 0 0 4832 ISHARES TR RUSSELL 2000 ETF 464287655 599 2917 SH SOLE 0 0 2917 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 575 7358 SH SOLE 0 0 7358 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 537 4939 SH SOLE 0 0 4939 VISA INC COM CL A 92826C839 527 2375 SH SOLE 0 0 2375 YUM CHINA HLDGS INC COM 98850P109 520 12529 SH SOLE 0 0 12529 SCHWAB CHARLES CORP COM 808513105 520 6168 SH SOLE 0 0 6168 KONTOOR BRANDS INC COM 50050N103 496 11984 SH SOLE 0 0 11984 ISHARES TR MSCI USA MULTIFT 46434V282 473 10639 SH SOLE 0 0 10639 ULTA BEAUTY INC COM 90384S303 448 1125 SH SOLE 0 0 1125 MONDELEZ INTL INC CL A 609207105 438 6941 SH SOLE 0 0 6941 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 425 3434 SH SOLE 0 0 3434 PEPSICO INC COM 713448108 374 2232 SH SOLE 0 0 2232 INVESCO EXCHANGE TRADED FD T BUYBACK ACHIEV 46137V308 367 4051 SH SOLE 0 0 4051 ISHARES TR MSCI EMG MKT ETF 464287234 343 7605 SH SOLE 0 0 7605 PRICE T ROWE GROUP INC COM 74144T108 319 2107 SH SOLE 0 0 2107 TARGET CORP COM 87612E106 317 1492 SH SOLE 0 0 1492 APPLE INC COM 037833100 314 1797 SH SOLE 0 0 1797 INVESCO EXCHANGE TRADED FD T S&P MDCP MOMNTUM 46137V464 276 3199 SH SOLE 0 0 3199 INVESCO QQQ TR UNIT SER 1 46090E103 273 752 SH SOLE 0 0 752 NVIDIA CORPORATION COM 67066G104 262 959 SH SOLE 0 0 959 MICROSOFT CORP COM 594918104 260 843 SH SOLE 0 0 843 CARMAX INC COM 143130102 257 2664 SH SOLE 0 0 2664 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 256 5545 SH SOLE 0 0 5545 VERIZON COMMUNICATIONS INC COM 92343V104 255 5015 SH SOLE 0 0 5015 KKR & CO INC COM 48251W104 215 3681 SH SOLE 0 0 3681 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 208 2672 SH SOLE 0 0 2672 VODAFONE GROUP PLC NEW SPONSORED ADR 92857W308 190 11411 SH SOLE 0 0 11411