0001903044-22-000004.txt : 20221101 0001903044-22-000004.hdr.sgml : 20221101 20221101160641 ACCESSION NUMBER: 0001903044-22-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221101 DATE AS OF CHANGE: 20221101 EFFECTIVENESS DATE: 20221101 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: 221350247 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 09-30-2022 09-30-2022 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 11-01-2022 0 70 107697 false INFORMATION TABLE 2 Form13F-093022.xml FORM 13F 09-30-22 TAGSTONE ISHARES TR CORE S&P500 ETF 464287200 11485 32023 SH SOLE 0 0 32023 AMAZON COM INC COM 023135106 7159 63358 SH SOLE 0 0 63358 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 5889 22055 SH SOLE 0 0 22055 SPDR SER TR PRTFLO S&P500 GW 78464A409 5210 103993 SH SOLE 0 0 103993 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 3558 73920 SH SOLE 0 0 73920 JOHNSON & JOHNSON COM 478160104 3503 21444 SH SOLE 0 0 21444 VANGUARD BD INDEX FDS VANGUARD ULTRA 92203C303 3499 71488 SH SOLE 0 0 71488 ISHARES TR CORE MSCI EAFE 46432F842 3184 60444 SH SOLE 0 0 60444 SPDR SER TR PRTFLO S&P500 VL 78464A508 2794 80999 SH SOLE 0 0 80999 COSTCO WHSL CORP NEW COM 22160K105 2791 5910 SH SOLE 0 0 5910 ISHARES TR BLACKROCK ULTRA 46434V878 2781 55604 SH SOLE 0 0 55604 UNION PAC CORP COM 907818108 2704 13880 SH SOLE 0 0 13880 ISHARES TR RUS MD CP GR ETF 464287481 2665 33975 SH SOLE 0 0 33975 ISHARES TR SHRT NAT MUN ETF 464288158 2636 25676 SH SOLE 0 0 25676 SPDR SER TR S&P 600 SMCP VAL 78464A300 2629 39152 SH SOLE 0 0 39152 ALPHABET INC CAP STK CL A 02079K305 2594 27125 SH SOLE 0 0 27125 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 2570 34594 SH SOLE 0 0 34594 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 2540 20860 SH SOLE 0 0 20860 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 2206 56600 SH SOLE 0 0 56600 VANGUARD INDEX FDS SML CP GRW ETF 922908595 2127 10900 SH SOLE 0 0 10900 VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664 1633 24398 SH SOLE 0 0 24398 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 1617 29739 SH SOLE 0 0 29739 DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 1377 46515 SH SOLE 0 0 46515 ISHARES TR U.S. REAL ES ETF 464287739 1259 15468 SH SOLE 0 0 15468 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 1238 26607 SH SOLE 0 0 26607 AMERICAN EXPRESS CO COM 025816109 1217 9018 SH SOLE 0 0 9018 LAUDER ESTEE COS INC CL A 518439104 1199 5553 SH SOLE 0 0 5553 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 1176 37886 SH SOLE 0 0 37886 TJX COS INC NEW COM 872540109 1161 18691 SH SOLE 0 0 18691 ISHARES TR S&P MC 400GR ETF 464287606 1103 17503 SH SOLE 0 0 17503 VANGUARD INDEX FDS VALUE ETF 922908744 1010 8180 SH SOLE 0 0 8180 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 948 16400 SH SOLE 0 0 16400 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 902 12061 SH SOLE 0 0 12061 ISHARES TR EAFE SML CP ETF 464288273 880 18030 SH SOLE 0 0 18030 ISHARES TR CORE MSCI EMKT 46434G103 836 19449 SH SOLE 0 0 19449 AMGEN INC COM 031162100 776 3441 SH SOLE 0 0 3441 SPDR SER TR S&P 600 SMCP GRW 78464A201 751 11024 SH SOLE 0 0 11024 BK OF AMERICA CORP COM 060505104 720 23856 SH SOLE 0 0 23856 ISHARES TR S&P MC 400VL ETF 464287705 702 7804 SH SOLE 0 0 7804 ISHARES TR CORE MSCI TOTAL 46432F834 692 13587 SH SOLE 0 0 13587 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 653 8631 SH SOLE 0 0 8631 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 630 16502 SH SOLE 0 0 16502 PROGRESSIVE CORP COM 743315103 619 5329 SH SOLE 0 0 5329 YUM CHINA HLDGS INC COM 98850P109 596 12597 SH SOLE 0 0 12597 ISHARES TR RUS 1000 GRW ETF 464287614 553 2627 SH SOLE 0 0 2627 ISHARES TR S&P SML 600 GWT 464287887 536 5268 SH SOLE 0 0 5268 SPDR SER TR S&P 400 MDCP VAL 78464A839 525 9087 SH SOLE 0 0 9087 ISHARES TR SP SMCP600VL ETF 464287879 502 6089 SH SOLE 0 0 6089 ISHARES TR RUSSELL 2000 ETF 464287655 483 2926 SH SOLE 0 0 2926 ULTA BEAUTY INC COM 90384S303 451 1125 SH SOLE 0 0 1125 ISHARES TR PFD AND INCM SEC 464288687 451 14230 SH SOLE 0 0 14230 SCHWAB CHARLES CORP COM 808513105 446 6204 SH SOLE 0 0 6204 VISA INC COM CL A 92826C839 418 2353 SH SOLE 0 0 2353 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 395 4942 SH SOLE 0 0 4942 KONTOOR BRANDS INC COM 50050N103 389 11564 SH SOLE 0 0 11564 MONDELEZ INTL INC CL A 609207105 388 7019 SH SOLE 0 0 7019 ISHARES TR MSCI USA MULTIFT 46434V282 373 10289 SH SOLE 0 0 10289 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 369 3979 SH SOLE 0 0 3979 PEPSICO INC COM 713448108 365 2235 SH SOLE 0 0 2235 META PLATFORMS INC CL A 30303M102 326 2402 SH SOLE 0 0 2402 AIRBNB INC COM CL A 009066101 325 3090 SH SOLE 0 0 3090 APPLE INC COM 037833100 313 2266 SH SOLE 0 0 2266 ISHARES TR MSCI EMG MKT ETF 464287234 265 7605 SH SOLE 0 0 7605 MICROSOFT CORP COM 594918104 258 1106 SH SOLE 0 0 1106 ENOVIS CORPORATION COM 194014502 240 5202 SH SOLE 0 0 5202 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 234 6425 SH SOLE 0 0 6425 TARGET CORP COM 87612E106 231 1555 SH SOLE 0 0 1555 PRICE T ROWE GROUP INC COM 74144T108 230 2188 SH SOLE 0 0 2188 ISHARES TR ISHS 5-10YR INVT 464288638 210 4356 SH SOLE 0 0 4356 INVESCO QQQ TR UNIT SER 1 46090E103 202 754 SH SOLE 0 0 754