Tagstone-Capital

AI_NATIVE detailed information: This accession holds the following tickers:[
  "BABA",
  "KTB",
  "VONG",
  "GOOGL",
  "AXP",
  "MODG",
  "ESAB",
  "KMX",
  null,
  null,
  null,
  null,
  null,
  "UNP",
  "META",
  null,
  null,
  null,
  null,
  null,
  null,
  "MSFT",
  "MDLZ",
  "KKR",
  null,
  "EEM",
  "IWF",
  "PYPL",
  "PEP",
  "PGR",
  "IEMG",
  "IJK",
  "IVV",
  null,
  "IYR",
  "AAPL",
  "NVDA",
  "AMGN",
  "IEFA",
  null,
  "RTX",
  null,
  "SPYG",
  "IBM",
  "TJX",
  "BIV",
  "VOE",
  "SCHW",
  null,
  "VSS",
  "VCIT",
  null,
  null,
  null,
  "VIG",
  "ULTA",
  "SKX",
  "BN.TO",
  null,
  "EL",
  "IWP",
  "IWR",
  null,
  null,
  "AMZN",
  null,
  null,
  null,
  null,
  "VTWO",
  "VBK",
  "VTEB",
  "VUSB",
  "VTV",
  "V",
  null,
  null,
  null,
  "MKL",
  null,
  null,
  "IXUS",
  "SPYV",
  null,
  "BAC",
  "BRK-B",
  "COST",
  null,
  null,
  null,
  "IJT",
  "IJJ",
  "QQQ",
  "IWM",
  "JNJ",
  "LLY",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-05
Total Holdings: 97
Total Value: 203287
Accession Number: 0001903044-25-000002
Form Type: 13F-HR
CIK: tagstone-capital
Manager Name: Tagstone-Capital

Data Enrichment

64% identified

62 identified35 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

97 positions • $203.3K total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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464287200

IVV|464287200

Shares:34.5K

Value:$19.4M

% of Portfolio:9528.4% ($19.4M/$203.3K)

92206C870

VCIT|92206C870

Shares:207.6K

Value:$17.0M

% of Portfolio:8350.3% ($17.0M/$203.3K)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:22.5K

Value:$12.0M

% of Portfolio:5906.4% ($12.0M/$203.3K)

AMAZON COM INC

AMZN|023135106

Shares:62.1K

Value:$11.8M

% of Portfolio:5809.0% ($11.8M/$203.3K)

92206C409

Shares:131.3K

Value:$10.4M

% of Portfolio:5097.7% ($10.4M/$203.3K)

78464A409

SPYG|78464A409

Shares:114.7K

Value:$9.2M

% of Portfolio:4536.0% ($9.2M/$203.3K)

922907746

VTEB|922907746

Shares:159.4K

Value:$7.9M

% of Portfolio:3890.1% ($7.9M/$203.3K)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:5.9K

Value:$5.5M

% of Portfolio:2729.6% ($5.5M/$203.3K)

78464A508

SPYV|78464A508

Shares:100.6K

Value:$5.1M

% of Portfolio:2527.5% ($5.1M/$203.3K)

464287481

IWP|464287481

Shares:42.2K

Value:$5.0M

% of Portfolio:2439.9% ($5.0M/$203.3K)

46432F842

IEFA|46432F842

Shares:63.9K

Value:$4.8M

% of Portfolio:2377.4% ($4.8M/$203.3K)

25434V609

Shares:87.4K

Value:$4.5M

% of Portfolio:2214.1% ($4.5M/$203.3K)

922908512

VOE|922908512

Shares:27.7K

Value:$4.4M

% of Portfolio:2188.5% ($4.4M/$203.3K)

92206C680

VONG|92206C680

Shares:37.7K

Value:$3.5M

% of Portfolio:1720.2% ($3.5M/$203.3K)

78464A300

Shares:44.1K

Value:$3.5M

% of Portfolio:1701.5% ($3.5M/$203.3K)

UNION PACIFIC CORP

UNP|907818108

Shares:14.5K

Value:$3.4M

% of Portfolio:1685.3% ($3.4M/$203.3K)

922908595

VBK|922908595

Shares:12.2K

Value:$3.1M

% of Portfolio:1506.7% ($3.1M/$203.3K)

JOHNSON & JOHNSON

JNJ|478160104

Shares:17.6K

Value:$2.9M

% of Portfolio:1435.4% ($2.9M/$203.3K)

25434V500

Shares:45.9K

Value:$2.7M

% of Portfolio:1347.8% ($2.7M/$203.3K)

922908744

VTV|922908744

Shares:15.3K

Value:$2.6M

% of Portfolio:1300.6% ($2.6M/$203.3K)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IVVcusip464287200)	34.5K	QoQ -0.29% (-101) YoY +0.39% (+134)	All Managers (Combined)	$19.4M	9528.4% ($19.4M/$203.3K)	QoQ -4.82% (-$1) YoY +7.30% (+$1)
(VCITcusip92206C870)	207.6K	QoQ -8.26% (-18.7K) YoY +12.90% (+23.7K)	All Managers (Combined)	$17.0M	8350.3% ($17.0M/$203.3K)	QoQ -6.56% (-$1) YoY +14.65% (+$2)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	22.5K	QoQ +1.74% (+386) YoY +2.17% (+480)	All Managers (Combined)	$12.0M	5906.4% ($12.0M/$203.3K)	QoQ +19.54% (+$2) YoY +29.39% (+$3)
AMAZON COM INC(AMZNcusip023135106)	62.1K	QoQ -2.88% (-1.8K) YoY -2.66% (-1.7K)	All Managers (Combined)	$11.8M	5809.0% ($11.8M/$203.3K)	QoQ -15.77% (-$2) YoY +2.66% (-$0)
(cusip92206C409)✕	131.3K	QoQ -11.87% (-17.7K) YoY +55.54% (+46.9K)	All Managers (Combined)	$10.4M	5097.7% ($10.4M/$203.3K)	QoQ -10.81% (-$1) YoY +58.84% (+$4)
(SPYGcusip78464A409)	114.7K	QoQ +1.79% (-2.0K) YoY +6.71% (+7.2K)	All Managers (Combined)	$9.2M	4536.0% ($9.2M/$203.3K)	QoQ -6.92% (-$1) YoY +17.25% (+$1)
(VTEBcusip922907746)	159.4K	QoQ +87.81% (+74.5K) YoY +102.59% (+80.7K)	All Managers (Combined)	$7.9M	3890.1% ($7.9M/$203.3K)	QoQ +85.89% (+$4) YoY +98.64% (+$4)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	5.9K	QoQ -0.67% (-40) YoY -1.77% (-106)	All Managers (Combined)	$5.5M	2729.6% ($5.5M/$203.3K)	QoQ +2.51% (-$0) YoY +26.80% (-$1)
(SPYVcusip78464A508)	100.6K	QoQ +1.60% (+1.6K) YoY +7.69% (+7.2K)	All Managers (Combined)	$5.1M	2527.5% ($5.1M/$203.3K)	QoQ +1.46% (+$0) YoY +9.78% (+$0)
(IWPcusip464287481)	42.2K	QoQ -0.05% (-25) YoY +6.40% (+2.5K)	All Managers (Combined)	$5.0M	2439.9% ($5.0M/$203.3K)	QoQ -7.35% (-$0) YoY +9.54% (+$0)
(IEFAcusip46432F842)	63.9K	QoQ -1.97% (-1.3K) YoY -0.96% (-622)	All Managers (Combined)	$4.8M	2377.4% ($4.8M/$203.3K)	QoQ +5.52% (-$0) YoY +0.96% (-$0)
(cusip25434V609)✕	87.4K	QoQ -6.81% (-6.4K) YoY -0.59% (-525)	All Managers (Combined)	$4.5M	2214.1% ($4.5M/$203.3K)	QoQ -13.80% (-$1) YoY -5.97% (-$0)
(VOEcusip922908512)	27.7K	QoQ +1.18% (+325) YoY +9.30% (+2.4K)	All Managers (Combined)	$4.4M	2188.5% ($4.4M/$203.3K)	QoQ +0.42% (+$0) YoY +12.57% (+$0)
(VONGcusip92206C680)	37.7K	QoQ +0.76% (-287) YoY +22.60% (+6.9K)	All Managers (Combined)	$3.5M	1720.2% ($3.5M/$203.3K)	QoQ -9.49% (-$0) YoY +31.21% (+$1)
(cusip78464A300)✕	44.1K	QoQ -0.50% (-226) YoY +1.94% (-842)	All Managers (Combined)	$3.5M	1701.5% ($3.5M/$203.3K)	QoQ -10.62% (-$0) YoY -3.67% (-$0)
UNION PACIFIC CORP(UNPcusip907818108)	14.5K	QoQ +0.52% (+76) YoY +2.74% (-388)	All Managers (Combined)	$3.4M	1685.3% ($3.4M/$203.3K)	QoQ +4.13% (+$0) YoY -1.29% (-$0)
(VBKcusip922908595)	12.2K	QoQ +0.92% (-111) YoY +5.63% (+649)	All Managers (Combined)	$3.1M	1506.7% ($3.1M/$203.3K)	QoQ -9.27% (-$0) YoY +1.99% (+$0)
JOHNSON & JOHNSON(JNJcusip478160104)	17.6K	QoQ -22.63% (-5.1K) YoY -19.43% (-4.2K)	All Managers (Combined)	$2.9M	1435.4% ($2.9M/$203.3K)	QoQ -11.28% (-$0) YoY -15.51% (-$1)
(cusip25434V500)✕	45.9K	QoQ -12.91% (-6.8K) YoY -12.92% (-6.8K)	All Managers (Combined)	$2.7M	1347.8% ($2.7M/$203.3K)	QoQ -20.04% (-$1) YoY -16.53% (-$1)
(VTVcusip922908744)	15.3K	QoQ +7.40% (+1.1K) YoY +43.19% (+4.6K)	All Managers (Combined)	$2.6M	1300.6% ($2.6M/$203.3K)	QoQ +9.57% (+$0) YoY +51.86% (+$1)