0001903044-23-000001.txt : 20230213 0001903044-23-000001.hdr.sgml : 20230213 20230213113729 ACCESSION NUMBER: 0001903044-23-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230213 DATE AS OF CHANGE: 20230213 EFFECTIVENESS DATE: 20230213 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: 23615876 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 X0202 13F-HR LIVE false true false 0001903044 XXXXXXXX 12-31-2022 12-31-2022 TAGStone Capital, Inc.

PO BOX 11984 CHARLOTTE NC 28220

13F HOLDINGS REPORT 028-21549 000158864 801-121704 N William Reid Culp III 7045338900 William Reid Culp III Charlotte NC 02-13-2023 0 71 121190 false INFORMATION TABLE 2 Form13F-123122.xml FORM 13F 12-31-22 TAGSTONE ISHARES TR CORE S&P500 ETF 464287200 12335 32106 SH SOLE 0 0 32106 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 11297 145749 SH SOLE 0 0 145749 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6813 22055 SH SOLE 0 0 22055 SPDR SER TR PRTFLO S&P500 GW 78464A409 5268 103976 SH SOLE 0 0 103976 AMAZON COM INC COM 023135106 5171 61558 SH SOLE 0 0 61558 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 4214 85141 SH SOLE 0 0 85141 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 4210 55986 SH SOLE 0 0 55986 JOHNSON & JOHNSON COM 478160104 3816 21599 SH SOLE 0 0 21599 ISHARES TR CORE MSCI EAFE 46432F842 3703 60071 SH SOLE 0 0 60071 SPDR SER TR PRTFLO S&P500 VL 78464A508 3181 81791 SH SOLE 0 0 81791 UNION PAC CORP COM 907818108 2911 14056 SH SOLE 0 0 14056 ISHARES TR RUS MD CP GR ETF 464287481 2908 34788 SH SOLE 0 0 34788 SPDR SER TR S&P 600 SMCP VAL 78464A300 2883 38849 SH SOLE 0 0 38849 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 2834 20953 SH SOLE 0 0 20953 COSTCO WHSL CORP NEW COM 22160K105 2703 5921 SH SOLE 0 0 5921 ALPHABET INC CAP STK CL A 02079K305 2440 27661 SH SOLE 0 0 27661 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 2438 55482 SH SOLE 0 0 55482 VANGUARD BD INDEX FDS VANGUARD ULTRA 92203C303 2246 45834 SH SOLE 0 0 45834 VANGUARD INDEX FDS SML CP GRW ETF 922908595 2237 11153 SH SOLE 0 0 11153 VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664 1886 26795 SH SOLE 0 0 26795 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 1563 28357 SH SOLE 0 0 28357 DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 1557 46515 SH SOLE 0 0 46515 TJX COS INC NEW COM 872540109 1488 18700 SH SOLE 0 0 18700 ISHARES TR BLACKROCK ULTRA 46434V878 1469 29366 SH SOLE 0 0 29366 LAUDER ESTEE COS INC CL A 518439104 1381 5568 SH SOLE 0 0 5568 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 1365 26688 SH SOLE 0 0 26688 AMERICAN EXPRESS CO COM 025816109 1337 9048 SH SOLE 0 0 9048 ISHARES TR U.S. REAL ES ETF 464287739 1303 15481 SH SOLE 0 0 15481 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 1262 38293 SH SOLE 0 0 38293 VANGUARD INDEX FDS VALUE ETF 922908744 1234 8792 SH SOLE 0 0 8792 ISHARES TR S&P MC 400GR ETF 464287606 1172 17162 SH SOLE 0 0 17162 ISHARES TR EAFE SML CP ETF 464288273 1030 18235 SH SOLE 0 0 18235 VANGUARD BD INDEX FDS INTERMED TERM 921937819 986 13274 SH SOLE 0 0 13274 ISHARES TR CORE MSCI EMKT 46434G103 936 20035 SH SOLE 0 0 20035 AMGEN INC COM 031162100 910 3465 SH SOLE 0 0 3465 ISHARES TR SHRT NAT MUN ETF 464288158 909 8715 SH SOLE 0 0 8715 ISHARES TR CORE MSCI TOTAL 46432F834 818 14128 SH SOLE 0 0 14128 ISHARES TR S&P MC 400VL ETF 464287705 797 7904 SH SOLE 0 0 7904 SPDR SER TR S&P 600 SMCP GRW 78464A201 795 11000 SH SOLE 0 0 11000 PROGRESSIVE CORP COM 743315103 692 5333 SH SOLE 0 0 5333 YUM CHINA HLDGS INC COM 98850P109 690 12624 SH SOLE 0 0 12624 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 683 16514 SH SOLE 0 0 16514 BK OF AMERICA CORP COM 060505104 613 18516 SH SOLE 0 0 18516 SPDR SER TR S&P 400 MDCP VAL 78464A839 589 9096 SH SOLE 0 0 9096 ISHARES TR RUS 1000 GRW ETF 464287614 563 2627 SH SOLE 0 0 2627 ISHARES TR SP SMCP600VL ETF 464287879 561 6144 SH SOLE 0 0 6144 ISHARES TR S&P SML 600 GWT 464287887 545 5041 SH SOLE 0 0 5041 KRANESHARES TR CSI CHI INTERNET 500767306 531 17568 SH SOLE 0 0 17568 ULTA BEAUTY INC COM 90384S303 528 1125 SH SOLE 0 0 1125 SCHWAB CHARLES CORP COM 808513105 518 6221 SH SOLE 0 0 6221 ISHARES TR RUSSELL 2000 ETF 464287655 515 2954 SH SOLE 0 0 2954 VISA INC COM CL A 92826C839 490 2358 SH SOLE 0 0 2358 MONDELEZ INTL INC CL A 609207105 474 7066 SH SOLE 0 0 7066 KONTOOR BRANDS INC COM 50050N103 468 11706 SH SOLE 0 0 11706 GLOBAL X FDS US PFD ETF 37954Y657 436 22386 SH SOLE 0 0 22386 VANGUARD WORLD FDS COMM SRVC ETF 92204A884 435 5293 SH SOLE 0 0 5293 PEPSICO INC COM 713448108 409 2251 SH SOLE 0 0 2251 ISHARES TR U S EQUITY FACTR 46434V282 345 8834 SH SOLE 0 0 8834 JPMORGAN CHASE & CO COM 46625H100 314 2345 SH SOLE 0 0 2345 APPLE INC COM 037833100 289 2223 SH SOLE 0 0 2223 ISHARES TR MSCI EMG MKT ETF 464287234 288 7605 SH SOLE 0 0 7605 ENOVIS CORPORATION COM 194014502 278 5202 SH SOLE 0 0 5202 AIRBNB INC COM CL A 009066101 264 3090 SH SOLE 0 0 3090 MICROSOFT CORP COM 594918104 261 1088 SH SOLE 0 0 1088 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 255 6531 SH SOLE 0 0 6531 ESAB CORPORATION COM 29605J106 245 5212 SH SOLE 0 0 5212 PRICE T ROWE GROUP INC COM 74144T108 242 2218 SH SOLE 0 0 2218 TARGET CORP COM 87612E106 233 1566 SH SOLE 0 0 1566 ISHARES TR ISHS 5-10YR INVT 464288638 218 4404 SH SOLE 0 0 4404 LOCKHEED MARTIN CORP COM 539830109 211 434 SH SOLE 0 0 434 INVESCO QQQ TR UNIT SER 1 46090E103 201 755 SH SOLE 0 0 755