0001903044-23-000002.txt : 20230511 0001903044-23-000002.hdr.sgml : 20230511 20230511113750 ACCESSION NUMBER: 0001903044-23-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230511 DATE AS OF CHANGE: 20230511 EFFECTIVENESS DATE: 20230511 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: 23909790 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 03-31-2023 03-31-2023 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 05-11-2023 0 80 133622 false INFORMATION TABLE 2 Form13F-033123.xml FORM 13F 03-31-23 TAGSTONE VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 14378 179226 SH SOLE 0 0 179226 ISHARES TR CORE S&P500 ETF 464287200 13158 32009 SH SOLE 0 0 32009 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6799 22019 SH SOLE 0 0 22019 AMAZON COM INC COM 023135106 6547 63381 SH SOLE 0 0 63381 SPDR SER TR PRTFLO S&P500 GW 78464A409 5859 105836 SH SOLE 0 0 105836 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 4664 61180 SH SOLE 0 0 61180 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 4182 82553 SH SOLE 0 0 82553 ISHARES TR CORE MSCI EAFE 46432F842 4093 61220 SH SOLE 0 0 61220 VANGUARD BD INDEX FDS VANGUARD ULTRA 92203C303 3483 70727 SH SOLE 0 0 70727 SPDR SER TR PRTFLO S&P500 VL 78464A508 3446 84624 SH SOLE 0 0 84624 JOHNSON & JOHNSON COM 478160104 3372 21757 SH SOLE 0 0 21757 ISHARES TR RUS MD CP GR ETF 464287481 3214 35303 SH SOLE 0 0 35303 ALPHABET INC CAP STK CL A 02079K305 3123 30106 SH SOLE 0 0 30106 SPDR SER TR S&P 600 SMCP VAL 78464A300 3004 39432 SH SOLE 0 0 39432 COSTCO WHSL CORP NEW COM 22160K105 2947 5931 SH SOLE 0 0 5931 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 2861 21339 SH SOLE 0 0 21339 UNION PAC CORP COM 907818108 2773 13776 SH SOLE 0 0 13776 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 2466 55415 SH SOLE 0 0 55415 VANGUARD INDEX FDS SML CP GRW ETF 922908595 2417 11168 SH SOLE 0 0 11168 VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664 1921 26657 SH SOLE 0 0 26657 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 1786 28396 SH SOLE 0 0 28396 DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 1557 46515 SH SOLE 0 0 46515 AMERICAN EXPRESS CO COM 025816109 1497 9074 SH SOLE 0 0 9074 TJX COS INC NEW COM 872540109 1471 18770 SH SOLE 0 0 18770 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 1399 26548 SH SOLE 0 0 26548 LAUDER ESTEE COS INC CL A 518439104 1376 5584 SH SOLE 0 0 5584 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 1334 39095 SH SOLE 0 0 39095 ISHARES TR U.S. REAL ES ETF 464287739 1320 15551 SH SOLE 0 0 15551 ISHARES TR S&P MC 400GR ETF 464287606 1227 17165 SH SOLE 0 0 17165 VANGUARD INDEX FDS VALUE ETF 922908744 1215 8800 SH SOLE 0 0 8800 ISHARES TR EAFE SML CP ETF 464288273 1119 18808 SH SOLE 0 0 18808 VANGUARD BD INDEX FDS INTERMED TERM 921937819 1019 13279 SH SOLE 0 0 13279 ISHARES TR CORE MSCI EMKT 46434G103 978 20035 SH SOLE 0 0 20035 ISHARES TR CORE MSCI TOTAL 46432F834 875 14128 SH SOLE 0 0 14128 SPDR SER TR S&P 600 SMCP GRW 78464A201 854 11573 SH SOLE 0 0 11573 AMGEN INC COM 031162100 845 3497 SH SOLE 0 0 3497 ISHARES TR S&P MC 400VL ETF 464287705 816 7939 SH SOLE 0 0 7939 YUM CHINA HLDGS INC COM 98850P109 802 12650 SH SOLE 0 0 12650 PROGRESSIVE CORP COM 743315103 764 5337 SH SOLE 0 0 5337 ISHARES TR BLACKROCK ULTRA 46434V878 722 14359 SH SOLE 0 0 14359 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 670 16514 SH SOLE 0 0 16514 ISHARES TR RUS 1000 GRW ETF 464287614 643 2632 SH SOLE 0 0 2632 ULTA BEAUTY INC COM 90384S303 614 1125 SH SOLE 0 0 1125 SPDR SER TR S&P 400 MDCP VAL 78464A839 602 9112 SH SOLE 0 0 9112 ISHARES TR SHRT NAT MUN ETF 464288158 598 5711 SH SOLE 0 0 5711 ISHARES TR SP SMCP600VL ETF 464287879 576 6160 SH SOLE 0 0 6160 KONTOOR BRANDS INC COM 50050N103 572 11817 SH SOLE 0 0 11817 ISHARES TR ISHS 5-10YR INVT 464288638 572 11145 SH SOLE 0 0 11145 ISHARES TR S&P SML 600 GWT 464287887 556 5054 SH SOLE 0 0 5054 KRANESHARES TR CSI CHI INTERNET 500767306 548 17568 SH SOLE 0 0 17568 BK OF AMERICA CORP COM 060505104 533 18632 SH SOLE 0 0 18632 VISA INC COM CL A 92826C839 533 2363 SH SOLE 0 0 2363 ISHARES TR RUSSELL 2000 ETF 464287655 529 2965 SH SOLE 0 0 2965 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 499 3240 SH SOLE 0 0 3240 MONDELEZ INTL INC CL A 609207105 498 7107 SH SOLE 0 0 7107 GLOBAL X FDS US PFD ETF 37954Y657 445 22386 SH SOLE 0 0 22386 PEPSICO INC COM 713448108 413 2264 SH SOLE 0 0 2264 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 411 3759 SH SOLE 0 0 3759 AIRBNB INC COM CL A 009066101 384 3090 SH SOLE 0 0 3090 ISHARES TR U S EQUITY FACTR 46434V282 367 8855 SH SOLE 0 0 8855 APPLE INC COM 037833100 367 2225 SH SOLE 0 0 2225 ISHARES TR PFD AND INCM SEC 464288687 351 11236 SH SOLE 0 0 11236 SCHWAB CHARLES CORP COM 808513105 332 6341 SH SOLE 0 0 6341 MICROSOFT CORP COM 594918104 314 1090 SH SOLE 0 0 1090 ESAB CORPORATION COM 29605J106 308 5217 SH SOLE 0 0 5217 JPMORGAN CHASE & CO COM 46625H100 302 2319 SH SOLE 0 0 2319 J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 301 5512 SH SOLE 0 0 5512 ISHARES TR MSCI EMG MKT ETF 464287234 300 7605 SH SOLE 0 0 7605 ENOVIS CORPORATION COM 194014502 277 5178 SH SOLE 0 0 5178 NVIDIA CORPORATION COM 67066G104 267 960 SH SOLE 0 0 960 TARGET CORP COM 87612E106 261 1577 SH SOLE 0 0 1577 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 257 6359 SH SOLE 0 0 6359 PRICE T ROWE GROUP INC COM 74144T108 253 2242 SH SOLE 0 0 2242 INVESCO QQQ TR UNIT SER 1 46090E103 243 757 SH SOLE 0 0 757 META PLATFORMS INC CL A 30303M102 217 1026 SH SOLE 0 0 1026 ISHARES TR BROAD USD HIGH 46435U853 208 5861 SH SOLE 0 0 5861 DISNEY WALT CO COM 254687106 208 2079 SH SOLE 0 0 2079 LOCKHEED MARTIN CORP COM 539830109 205 434 SH SOLE 0 0 434 ISHARES TR RUS MID CAP ETF 464287499 204 2915 SH SOLE 0 0 2915 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 201 2424 SH SOLE 0 0 2424