0001548784-20-000001.txt : 20200108 0001548784-20-000001.hdr.sgml : 20200108 20200108171211 ACCESSION NUMBER: 0001548784-20-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20191231 FILED AS OF DATE: 20200108 DATE AS OF CHANGE: 20200108 EFFECTIVENESS DATE: 20200108 FILER: COMPANY DATA: COMPANY CONFORMED NAME: WealthStone, Inc. CENTRAL INDEX KEY: 0001548784 IRS NUMBER: 311059983 STATE OF INCORPORATION: OH FISCAL YEAR END: 0131 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19537 FILM NUMBER: 20516377 BUSINESS ADDRESS: STREET 1: 5000 HORIZONS DRIVE CITY: COLUMBUS STATE: OH ZIP: 43220 BUSINESS PHONE: 614-267-2600 MAIL ADDRESS: STREET 1: 5000 HORIZONS DRIVE CITY: COLUMBUS STATE: OH ZIP: 43220 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001548784 XXXXXXXX 12-31-2019 12-31-2019 WealthStone, Inc.

5000 HORIZONS DRIVE COLUMBUS OH 43220

13F HOLDINGS REPORT 028-19537 N Jay Kasting 5133326531 Jay Kasting Covington KY 01-08-2020 0 35 169120 false INFORMATION TABLE 2 WSA13F4Q19.xml Apple Computer Equities 037833100 450 1546 SH SOLE 0 0 0 1546 Berkshire Hathaway Cl B Equities 084670702 390 1719 SH SOLE 0 0 0 1719 Facebook Inc Class A Equities 30303M102 340 1648 SH SOLE 0 0 0 1648 Globalstar Inc Equities 378973408 10 16000 SH SOLE 0 0 0 16000 Ishares BarCap Aggregate Bond Index Equities 464287226 12140 108007 SH SOLE 0 0 0 108007 Ishares Core Msci Eafe Equities 46432F842 6890 105617 SH SOLE 0 0 0 105617 iShares Core MSCI Europe ETF Equities 46434V738 860 17196 SH SOLE 0 0 0 17196 iShares Core MSCI International Developed Mkt ETF Equities 46435G326 19690 338532 SH SOLE 0 0 0 338532 iShares Core MSCI Pacific ETF Equities 46434V696 710 12207 SH SOLE 0 0 0 12207 Ishares Core S&P 500 ETF Equities 464287200 33460 103521 SH SOLE 0 0 0 103521 iShares Core S&P 500 UCITS ETF Equities G4955H110 34690 108313 SH SOLE 0 0 0 108313 Ishares Core S&P Small-Cap ETF Equities 464287804 4290 51221 SH SOLE 0 0 0 51221 Ishares Etf Equities 46434G103 2080 38777 SH SOLE 0 0 0 38777 Ishares Msci Acwi Index Equities 464288257 760 9627 SH SOLE 0 0 0 9627 Ishares Russell 1000 Index Equities 464287622 15800 88573 SH SOLE 0 0 0 88573 Ishares Russell Top 200 Equities 464289446 410 5435 SH SOLE 0 0 0 5435 Ishares S&P MidCap 400 Growth Index Equities 464287606 430 1814 SH SOLE 0 0 0 1814 Ishares S&P MidCap 400 Value Index Equities 464287705 650 3795 SH SOLE 0 0 0 3795 Ishares Short Treasury Equities 464288679 1270 11540 SH SOLE 0 0 0 11540 Ishares Tr S&P Midcap Equities 464287507 1820 8853 SH SOLE 0 0 0 8853 J P Morgan Chase & Co Equities 46625H100 250 1759 SH SOLE 0 0 0 1759 Johnson & Johnson Equities 478160104 210 1458 SH SOLE 0 0 0 1458 Microsoft Corp Equities 594918104 480 3022 SH SOLE 0 0 0 3022 Schwab US Tips Etf Equities 808524870 2050 36194 SH SOLE 0 0 0 36194 Vanguard Corp Bond Etf Equities 92206C870 4990 54611 SH SOLE 0 0 0 54611 Vanguard Glbal Ex US Equities 922042676 400 6813 SH SOLE 0 0 0 6813 Vanguard High Dividend Yield Index Equities 921946406 3280 34973 SH SOLE 0 0 0 34973 Vanguard Intl Eqty Index Equities 922042775 310 5726 SH SOLE 0 0 0 5726 Vanguard Mid Cap Index Equities 922908629 240 1366 SH SOLE 0 0 0 1366 Vanguard MSCI EAFE ETF Equities 921943858 410 9251 SH SOLE 0 0 0 9251 Vanguard Muni Bnd Tax Equities 922907746 9190 171657 SH SOLE 0 0 0 171657 Vanguard Reit Equities 922908553 1220 13097 SH SOLE 0 0 0 13097 Vanguard Small Cap Equities 922908751 860 5198 SH SOLE 0 0 0 5198 Vanguard Total Stock Mkt Equities 922908769 7820 47767 SH SOLE 0 0 0 47767 Visa Inc Equities 92826C839 270 1452 SH SOLE 0 0 0 1452