0001903044-24-000002.txt : 20240507 0001903044-24-000002.hdr.sgml : 20240507 20240506205535 ACCESSION NUMBER: 0001903044-24-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240507 DATE AS OF CHANGE: 20240506 EFFECTIVENESS DATE: 20240507 FILER: COMPANY DATA: COMPANY CONFORMED NAME: TAGStone Capital, Inc. CENTRAL INDEX KEY: 0001903044 ORGANIZATION NAME: 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: 24919292 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 03-31-2024 03-31-2024 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 05-06-2024 0 85 170776000 false INFORMATION TABLE 2 Form13F-033124.xml ISHARES TR CORE S&P500 ETF 464287200 18052 34338 SH SOLE 0 0 34338 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 14805 183894 SH SOLE 0 0 183894 AMAZON COM INC COM 023135106 11502 63764 SH SOLE 0 0 63764 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 9279 22065 SH SOLE 0 0 22065 SPDR SER TR PRTFLO S&P500 GW 78464A409 7864 107508 SH SOLE 0 0 107508 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 6524 84393 SH SOLE 0 0 84393 ISHARES TR CORE MSCI EAFE 46432F842 4787 64502 SH SOLE 0 0 64502 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 4787 87945 SH SOLE 0 0 87945 SPDR SER TR PRTFLO S&P500 VL 78464A508 4680 93423 SH SOLE 0 0 93423 ISHARES TR RUS MD CP GR ETF 464287481 4528 39675 SH SOLE 0 0 39675 COSTCO WHSL CORP NEW COM 22160K105 4376 5973 SH SOLE 0 0 5973 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 3981 78669 SH SOLE 0 0 78669 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 3952 25351 SH SOLE 0 0 25351 SPDR SER TR S&P 600 SMCP VAL 78464A300 3591 43283 SH SOLE 0 0 43283 UNION PAC CORP COM 907818108 3471 14114 SH SOLE 0 0 14114 JOHNSON & JOHNSON COM 478160104 3454 21837 SH SOLE 0 0 21837 VANGUARD BD INDEX FDS VANGUARD ULTRA 92203C303 3403 68684 SH SOLE 0 0 68684 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 3283 52670 SH SOLE 0 0 52670 ALPHABET INC CAP STK CL A 02079K305 3024 20035 SH SOLE 0 0 20035 VANGUARD INDEX FDS SML CP GRW ETF 922908595 3003 11518 SH SOLE 0 0 11518 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 2665 30743 SH SOLE 0 0 30743 AMERICAN EXPRESS CO COM 025816109 2099 9217 SH SOLE 0 0 9217 TJX COS INC NEW COM 872540109 1932 19053 SH SOLE 0 0 19053 DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 1891 46231 SH SOLE 0 0 46231 DIMENSIONAL ETF TRUST CORE FIXED INCOM 25434V872 1863 44418 SH SOLE 0 0 44418 ISHARES TR ISHS 5-10YR INVT 464288638 1816 35199 SH SOLE 0 0 35199 VANGUARD INDEX FDS VALUE ETF 922908744 1741 10688 SH SOLE 0 0 10688 ISHARES TR S&P MC 400GR ETF 464287606 1435 15725 SH SOLE 0 0 15725 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 1420 39238 SH SOLE 0 0 39238 ISHARES TR U.S. REAL ES ETF 464287739 1374 15283 SH SOLE 0 0 15283 ISHARES TR EAFE SML CP ETF 464288273 1241 19590 SH SOLE 0 0 19590 PROGRESSIVE CORP COM 743315103 1213 5864 SH SOLE 0 0 5864 SPDR SER TR S&P 600 SMCP GRW 78464A201 1212 13894 SH SOLE 0 0 13894 ISHARES TR CORE MSCI EMKT 46434G103 1043 20206 SH SOLE 0 0 20206 AMGEN INC COM 031162100 1028 3617 SH SOLE 0 0 3617 ISHARES TR BLACKROCK ULTRA 46434V878 1017 20106 SH SOLE 0 0 20106 LAUDER ESTEE COS INC CL A 518439104 978 6342 SH SOLE 0 0 6342 ISHARES TR S&P MC 400VL ETF 464287705 955 8074 SH SOLE 0 0 8074 ISHARES TR CORE MSCI TOTAL 46432F834 943 13891 SH SOLE 0 0 13891 ISHARES TR RUS 1000 GRW ETF 464287614 892 2647 SH SOLE 0 0 2647 NVIDIA CORPORATION COM 67066G104 891 986 SH SOLE 0 0 986 BK OF AMERICA CORP COM 060505104 723 19057 SH SOLE 0 0 19057 SPDR SER TR S&P 400 MDCP VAL 78464A839 702 9233 SH SOLE 0 0 9233 VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664 684 8039 SH SOLE 0 0 8039 ISHARES TR S&P SML 600 GWT 464287887 682 5215 SH SOLE 0 0 5215 VISA INC COM CL A 92826C839 661 2368 SH SOLE 0 0 2368 ISHARES TR SP SMCP600VL ETF 464287879 643 6254 SH SOLE 0 0 6254 ISHARES TR RUSSELL 2000 ETF 464287655 627 2983 SH SOLE 0 0 2983 ISHARES TR SHRT NAT MUN ETF 464288158 608 5803 SH SOLE 0 0 5803 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 603 3303 SH SOLE 0 0 3303 ULTA BEAUTY INC COM 90384S303 588 1125 SH SOLE 0 0 1125 ESAB CORPORATION COM 29605J106 579 5234 SH SOLE 0 0 5234 DIMENSIONAL ETF TRUST US REAL ESTATE E 25434V823 568 25383 SH SOLE 0 0 25383 YUM CHINA HLDGS INC COM 98850P109 509 12800 SH SOLE 0 0 12800 MONDELEZ INTL INC CL A 609207105 507 7200 SH SOLE 0 0 7200 META PLATFORMS INC CL A 30303M102 499 1027 SH SOLE 0 0 1027 JPMORGAN CHASE & CO COM 46625H100 494 2469 SH SOLE 0 0 2469 KRANESHARES TR CSI CHI INTERNET 500767306 469 17874 SH SOLE 0 0 17874 ISHARES TR U S EQUITY FACTR 46434V282 469 8714 SH SOLE 0 0 8714 SCHWAB CHARLES CORP COM 808513105 467 6449 SH SOLE 0 0 6449 MICROSOFT CORP COM 594918104 455 1081 SH SOLE 0 0 1081 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 450 3854 SH SOLE 0 0 3854 PEPSICO INC COM 713448108 414 2346 SH SOLE 0 0 2346 LILLY ELI & CO COM 532457108 400 514 SH SOLE 0 0 514 APPLE INC COM 037833100 384 2242 SH SOLE 0 0 2242 CARMAX INC COM 143130102 380 4357 SH SOLE 0 0 4357 KKR & CO INC COM 48251W104 378 3760 SH SOLE 0 0 3760 KONTOOR BRANDS INC COM 50050N103 364 6036 SH SOLE 0 0 6036 J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 345 5968 SH SOLE 0 0 5968 INVESCO QQQ TR UNIT SER 1 46090E103 338 760 SH SOLE 0 0 760 ISHARES TR MSCI EMG MKT ETF 464287234 320 7801 SH SOLE 0 0 7801 ENOVIS CORPORATION COM 194014502 315 5049 SH SOLE 0 0 5049 TARGET CORP COM 87612E106 282 1590 SH SOLE 0 0 1590 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 259 6144 SH SOLE 0 0 6144 ISHARES TR MRGSTR MD CP GRW 464288307 256 3629 SH SOLE 0 0 3629 DICKS SPORTING GOODS INC COM 253393102 256 1133 SH SOLE 0 0 1133 VANGUARD SCOTTSDALE FDS LG-TERM COR BD 92206C813 249 3181 SH SOLE 0 0 3181 ISHARES TR RUS MID CAP ETF 464287499 245 2915 SH SOLE 0 0 2915 INVESCO EXCHANGE TRADED FD T S&P MDCP MOMNTUM 46137V464 240 2090 SH SOLE 0 0 2090 SKECHERS U S A INC CL A 830566105 240 3912 SH SOLE 0 0 3912 VANGUARD BD INDEX FDS INTERMED TERM 921937819 238 3157 SH SOLE 0 0 3157 MERCK & CO INC COM 58933Y105 232 1747 SH SOLE 0 0 1747 ISHARES TR BROAD USD HIGH 46435U853 230 6273 SH SOLE 0 0 6273 INTERNATIONAL BUSINESS MACHS COM 459200101 219 1148 SH SOLE 0 0 1148 PAYPAL HLDGS INC COM 70450Y103 210 3140 SH SOLE 0 0 3140