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TAGStone Capital, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心

TAGStone Capital, Inc.

报告期 2026-03-31 · CIK 0001903044

持仓数

137

前50大市值合计

$239.7M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

IVV ISHARES TR

CORE S&P500 ETF

$23.3M

35,621

9.7%

VCIT VANGUARD SCOTTSDALE FDS

INT-TERM CORP

$18.0M

217,792

7.5%

AMZN AMAZON COM INC

COM

$13.9M

66,573

5.8%

SPYG SPDR SER TR

PRTFLO S&P500 GW

$12.7M

129,681

5.3%

VCSH VANGUARD SCOTTSDALE FDS

SHRT TRM CORP BD

$12.7M

159,669

5.3%

DUSB DIMENSIONAL ETF TRUST

ULTRASHORT FIXED

$11.6M

228,259

4.8%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$11.4M

23,772

4.8%

VCRM VANGUARD MUN BD FDS

CORE TAX EXEMPT

$7.3M

97,174

3.0%

DFAT DIMENSIONAL ETF TRUST

US TARGETED VLU

$6.5M

104,131

2.7%

SPYV SPDR SER TR

PRTFLO S&P500 VL

$6.3M

111,178

2.6%

IEFA ISHARES TR

CORE MSCI EAFE

$6.1M

66,918

2.5%

COST COSTCO WHSL CORP NEW

COM

$6.0M

6,048

2.5%

GOOGL ALPHABET INC

CAP STK CL A

$5.9M

20,483

2.5%

IWP ISHARES TR

RUS MD CP GR ETF

$5.6M

43,513

2.3%

VOE VANGUARD INDEX FDS

MCAP VL IDXVIP

$5.5M

30,101

2.3%

JNJ JOHNSON & JOHNSON

COM

$4.9M

19,996

2.0%

VTV VANGUARD INDEX FDS

VALUE ETF

$4.3M

22,166

1.8%

VONG VANGUARD SCOTTSDALE FDS

VNG RUS1000GRW

$4.2M

38,501

1.8%

SLYV SPDR SER TR

S&P 600 SMCP VAL

$4.2M

43,949

1.7%

NVDA NVIDIA CORPORATION

COM

$3.9M

22,642

1.6%

OPPJ WISDOMTREE TR

JPN SCAP HDG EQT

$3.8M

69,663

1.6%

VBK VANGUARD INDEX FDS

SML CP GRW ETF

$3.7M

12,256

1.5%

DFUV DIMENSIONAL ETF TRUST

US MKTWIDE VALUE

$3.7M

75,408

1.5%

UNP UNION PAC CORP

COM

$3.6M

14,925

1.5%

TJX TJX COS INC NEW

COM

$3.6M

22,629

1.5%

DFAS DIMENSIONAL ETF TRUST

US SMALL CAP ETF

$3.4M

47,469

1.4%

VTEB VANGUARD MUN BD FDS

TAX EXEMPT BD

$3.4M

67,631

1.4%

AXP AMERICAN EXPRESS CO

COM

$2.9M

9,578

1.2%

AAPL APPLE INC

COM

$2.9M

11,299

1.2%

VBIL VANGUARD INSTL INDEX FD

0-3 MO TREAS BIL

$2.8M

36,745

1.2%

SPHQ INVESCO EXCHANGE TRADED FD T

S&P500 QUALITY

$2.7M

35,278

1.1%

IGIB ISHARES TR

ISHS 5-10YR INVT

$2.5M

47,840

1.1%

PGR PROGRESSIVE CORP

COM

$2.4M

11,995

1.0%

AVGO BROADCOM INC

COM

$1.9M

6,200

0.8%

MSFT MICROSOFT CORP

COM

$1.9M

5,096

0.8%

SLYG SPDR SER TR

S&P 600 SMCP GRW

$1.9M

19,414

0.8%

SPEM SPDR INDEX SHS FDS

PORTFOLIO EMG MK

$1.8M

37,361

0.7%

STIP ISHARES TR

0-5 YR TIPS ETF

$1.6M

15,906

0.7%

VIG VANGUARD SPECIALIZED FUNDS

DIV APP ETF

$1.6M

7,630

0.7%

IJK ISHARES TR

S&P MC 400GR ETF

$1.6M

15,753

0.7%

AMGN AMGEN INC

COM

$1.5M

4,155

0.6%

JPM JPMORGAN CHASE & CO

COM

$1.4M

4,612

0.6%

VGT VANGUARD WORLD FD

INF TECH ETF

$1.3M

1,794

0.5%

SCZ ISHARES TR

EAFE SML CP ETF

$1.2M

15,911

0.5%

IWF ISHARES TR

RUS 1000 GRW ETF

$1.2M

2,816

0.5%

ICSH ISHARES TR

BLACKROCK ULTRA

$1.1M

21,987

0.5%

IJJ ISHARES TR

S&P MC 400VL ETF

$1.1M

8,384

0.5%

IEMG ISHARES TR

CORE MSCI EMKT

$1.1M

15,466

0.5%

BABA ALIBABA GROUP HLDG LTD

SPONSORED ADS

$1.1M

8,502

0.4%

V VISA INC

COM CL A

$1.0M

3,447

0.4%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

38%前 6 大占比

IVV9.7%VCIT7.5%AMZN5.8%SPYG5.3%VCSH5.3%DUSB4.8%