0001548784-21-000001.txt : 20210204
0001548784-21-000001.hdr.sgml : 20210204
20210204165615
ACCESSION NUMBER: 0001548784-21-000001
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20201231
FILED AS OF DATE: 20210204
DATE AS OF CHANGE: 20210204
EFFECTIVENESS DATE: 20210204
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: 21591943
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
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0001548784
XXXXXXXX
12-31-2020
12-31-2020
WealthStone, Inc.
5000 HORIZONS DRIVE
COLUMBUS
OH
43220
13F HOLDINGS REPORT
028-19537
N
Jonathan Kasting
Compliance Consultant
5135621672
Jonathan Kasting
Covington
KY
02-04-2021
0
254
281848
false
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181
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SH
SOLE
0
904
0
0
Oracle Corp Com
Equities
68389X105
252
3892
SH
SOLE
0
3892
0
0
P P G Industries Inc
Equities
693506107
208
1440
SH
SOLE
0
1440
0
0
Palo Alto Networks Inc
Equities
697435105
271
762
SH
SOLE
0
762
0
0
Paypal Holdings Inco
Equities
70450Y103
1127
4812
SH
SOLE
0
4812
0
0
PepsiCo Inc
Equities
713448108
876
5908
SH
SOLE
0
5908
0
0
Pfizer Incorporated
Equities
717081103
647
17581
SH
SOLE
0
17581
0
0
Philip Morris Intl Inc
Equities
718172109
221
2671
SH
SOLE
0
2671
0
0
PNC Financial Corp
Equities
693475105
241
1615
SH
SOLE
0
1615
0
0
Pohang Iron & Steel Adr
Equities
693483109
281
4511
SH
SOLE
0
4511
0
0
Procter & Gamble Co
Equities
742718109
1975
14194
SH
SOLE
0
14194
0
0
Progressive Corp
Equities
743315103
258
2607
SH
SOLE
0
2607
0
0
QualComm Inc
Equities
747525103
724
4755
SH
SOLE
0
4755
0
0
Red Robin Gourmet Burgers Inc
Equities
75689M101
243
12626
SH
SOLE
0
12626
0
0
Roper Industries Inc
Equities
776696106
239
555
SH
SOLE
0
555
0
0
Rydex Etf TRUST
Equities
46137V357
441
3458
SH
SOLE
0
3458
0
0
S&Pglobal Inc Com
Equities
78409V104
325
988
SH
SOLE
0
988
0
0
Salesforce Com
Equities
79466L302
968
4351
SH
SOLE
0
4351
0
0
Sanofi Aventis Adr
Equities
80105N105
269
5530
SH
SOLE
0
5530
0
0
Schwab U.S. Mid-Cap
Equities
808524508
239
3500
SH
SOLE
0
3500
0
0
Schwab US Large Cap
Equities
808524300
394
3069
SH
SOLE
0
3069
0
0
Schwab US Tips Etf
Equities
808524870
1616
26024
SH
SOLE
0
26024
0
0
Service Now Inc
Equities
81762P102
628
1141
SH
SOLE
0
1141
0
0
Sherwin Williams Co
Equities
824348106
200
272
SH
SOLE
0
272
0
0
Shinhan Finl Group Adr
Equities
824596100
223
7484
SH
SOLE
0
7484
0
0
Sony
Equities
835699307
572
5661
SH
SOLE
0
5661
0
0
Splunk Inc
Equities
848637104
220
1297
SH
SOLE
0
1297
0
0
Square Inc
Equities
852234103
293
1344
SH
SOLE
0
1344
0
0
Starbucks Corp
Equities
855244109
397
3709
SH
SOLE
0
3709
0
0
Stryker Corp
Equities
863667101
365
1489
SH
SOLE
0
1489
0
0
Sumitomo Mitsu Finl
Equities
86562M209
1834
297306
SH
SOLE
0
297306
0
0
Summit Hotel Properties Inc
Equities
866082100
258
28597
SH
SOLE
0
28597
0
0
Sysco Corporation
Equities
871829107
220
2956
SH
SOLE
0
2956
0
0
Taiwan Semiconductr Adrf
Equities
874039100
1114
10216
SH
SOLE
0
10216
0
0
Tapestry Inc
Equities
876030107
364
11721
SH
SOLE
0
11721
0
0
Target Inc
Equities
87612E106
383
2170
SH
SOLE
0
2170
0
0
Tata Motors Ltd Adr
Equities
876568502
140
11106
SH
SOLE
0
11106
0
0
Teledyne Inc
Equities
879360105
204
520
SH
SOLE
0
520
0
0
Telefonica Spon Adr
Equities
879382208
86
21271
SH
SOLE
0
21271
0
0
Tesla Motors Inc
Equities
88160R101
2370
3358
SH
SOLE
0
3358
0
0
Texas Instruments Inc
Equities
882508104
489
2977
SH
SOLE
0
2977
0
0
The Charles Schwab Corp
Equities
808513105
415
7828
SH
SOLE
0
7828
0
0
Thermo Fisher Scientific
Equities
883556102
1253
2690
SH
SOLE
0
2690
0
0
TJX Companies Incorp
Equities
872540109
228
3346
SH
SOLE
0
3346
0
0
T-Mobile US Inc
Equities
872590104
395
2926
SH
SOLE
0
2926
0
0
Toyota Motor CP Adr New
Equities
892331307
446
2888
SH
SOLE
0
2888
0
0
Travelers Group Inc
Equities
89417E109
225
1604
SH
SOLE
0
1604
0
0
Truist Finl Corp Com
Equities
89832Q109
846
17641
SH
SOLE
0
17641
0
0
U S Bancorp Del
Equities
902973304
222
4774
SH
SOLE
0
4774
0
0
Uber Technologies Inc
Equities
90353T100
265
5192
SH
SOLE
0
5192
0
0
Unilever Plc Adr New
Equities
904767704
294
4873
SH
SOLE
0
4873
0
0
Union Pacific Corp
Equities
907818108
328
1577
SH
SOLE
0
1577
0
0
UNITED MICROELECTRONICS A
Equities
910873405
306
36353
SH
SOLE
0
36353
0
0
United Parcel Service Class B
Equities
911312106
450
2671
SH
SOLE
0
2671
0
0
Unitedhealth Group Inc
Equities
91324P102
1727
4926
SH
SOLE
0
4926
0
0
Vaneck Vectors Amt-Free
Equities
92189H201
205
3940
SH
SOLE
0
3940
0
0
Vanguard Corp Bond Etf
Equities
92206C870
9461
97392
SH
SOLE
0
97392
0
0
Vanguard Glbal Ex US
Equities
922042676
390
7188
SH
SOLE
0
7188
0
0
Vanguard High Dividend Yield Index
Equities
921946406
529
5782
SH
SOLE
0
5782
0
0
Vanguard MSCI EAFE ETF
Equities
921943858
264
5586
SH
SOLE
0
5586
0
0
Vanguard Muni Bnd Tax
Equities
922907746
2458
44532
SH
SOLE
0
44532
0
0
Vanguard Reit
Equities
922908553
1112
13098
SH
SOLE
0
13098
0
0
Vanguard Small Cap
Equities
922908751
834
4284
SH
SOLE
0
4284
0
0
Vanguard Total Stock Mkt
Equities
922908769
666
3421
SH
SOLE
0
3421
0
0
Vedanta Ltd
Equities
92242Y100
154
17568
SH
SOLE
0
17568
0
0
Veeva Systems Inc
Equities
922475108
207
761
SH
SOLE
0
761
0
0
Verizon Communications
Equities
92343V104
797
13562
SH
SOLE
0
13562
0
0
Vertex Pharmaceuticals
Equities
92532F100
242
1025
SH
SOLE
0
1025
0
0
Visa Inc
Equities
92826C839
1750
8002
SH
SOLE
0
8002
0
0
Wal-Mart Stores Inc.
Equities
931142103
898
6228
SH
SOLE
0
6228
0
0
Walt Disney Co
Equities
254687106
1138
6279
SH
SOLE
0
6279
0
0
Wausau Paper Corp
Equities
92937A102
589
10897
SH
SOLE
0
10897
0
0
Wesco International Inc
Equities
95082P105
205
2616
SH
SOLE
0
2616
0
0
WESTPAC BKG CORP SPNS ADR
Equities
961214301
210
14096
SH
SOLE
0
14096
0
0
Wipro Ltd
Equities
97651M109
168
29693
SH
SOLE
0
29693
0
0
Woori Finance Hldgs Adrf
Equities
981064108
248
9065
SH
SOLE
0
9065
0
0
Xenia Hotels & Resorts Inc
Equities
984017103
267
17579
SH
SOLE
0
17579
0
0
Yum China Holdings I
Equities
98850P109
214
3757
SH
SOLE
0
3757
0
0
Zoetis Inc
Equities
98978V103
547
3303
SH
SOLE
0
3303
0
0
Ishares Tr Msci Eafe Fd
Unit Trusts
464287465
1670
22892
SH
SOLE
0
22892
0
0
Ishares Tr Russell 1000 Growth
Unit Trusts
464287614
450
1865
SH
SOLE
0
1865
0
0
Ishares Tr S&P 500 Barra
Unit Trusts
464287408
208
1622
SH
SOLE
0
1622
0
0
S P D R TRUST Series
Unit Trusts
78462F103
897
2398
SH
SOLE
0
2398
0
0