0001794467-20-000004.txt : 20200429 0001794467-20-000004.hdr.sgml : 20200429 20200429153243 ACCESSION NUMBER: 0001794467-20-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 FILED AS OF DATE: 20200429 DATE AS OF CHANGE: 20200429 EFFECTIVENESS DATE: 20200429 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: 20829808 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 true 0001548784 XXXXXXXX 03-31-2020 03-31-2020 WealthStone, Inc.

5000 HORIZONS DRIVE COLUMBUS OH 43220

13F HOLDINGS REPORT 028-19537 N Jonathan Kasting 5315621672 Jonathan Kasting Covington KY 04-29-2020 0 30 99458 false INFORMATION TABLE 2 13f1q20.xml WSA13F1Q20 Amazon Com Inc Equities 023135106 1016 521 SH SOLE 0 0 12255 Apple Computer Equities 037833100 823 3237 SH SOLE 0 0 5656 Berkshire Hathaway Cl B Equities 084670702 301 1649 SH SOLE 0 0 107366 Comcast Corp New Cl A Equities 20030N101 495 14390 SH SOLE 0 0 305691 Facebook Inc Class A Equities 30303M102 234 1401 SH SOLE 0 0 130505 Globalstar Inc Equities 378973408 5 16000 SH SOLE 0 0 156537 ISHARES TR Equities 464287226 11617 100694 SH SOLE 0 0 57903 ISHARES TR Equities 46434V738 335 9025 SH SOLE 0 0 2183 ISHARES TR Equities 46435G326 238 5360 SH SOLE 0 0 154778 ISHARES TR Equities 46434V696 236 5092 SH SOLE 0 0 142319 ISHARES TR Equities 464287200 16253 62899 SH SOLE 0 0 114761 ISHARES TR Equities 464287804 27771 494939 SH SOLE 0 0 62023 ISHARES TR Equities 464288240 7650 203191 SH SOLE 0 0 42038 ISHARES TR Equities 464288257 5056 80803 SH SOLE 0 0 31607 ISHARES TR Equities 464287622 12346 87230 SH SOLE 0 0 9103 ISHARES TR Equities 464287705 283 2576 SH SOLE 0 0 472371 ISHARES TR Equities 464287507 212 1475 SH SOLE 0 0 274439 Microsoft Corp Equities 594918104 650 4123 SH SOLE 0 0 813835 Red Robin Gourmet Burgers Inc Equities 75689M101 107 12500 SH SOLE 0 0 275732 Schwab US Tips Etf Equities 808524870 1497 26024 SH SOLE 0 0 19176 Vanguard Corp Bond Etf Equities 92206C870 4787 54965 SH SOLE 0 0 20826 Vanguard Glbal Ex US Equities 922042676 292 6813 SH SOLE 0 0 2551 Vanguard High Dividend Yield Index Equities 921946406 2181 30829 SH SOLE 0 0 50896 Vanguard MSCI EAFE ETF Equities 921943858 322 9657 SH SOLE 0 0 1323 Vanguard Muni Bnd Tax Equities 922907746 2356 44532 SH SOLE 0 0 1323 Vanguard Reit Equities 922908553 920 13177 SH SOLE 0 0 1323 Vanguard Small Cap Equities 922908751 474 4107 SH SOLE 0 0 1323 Vanguard Total Stock Mkt Equities 922908769 463 3590 SH SOLE 0 0 1323 Visa Inc Equities 92826C839 245 1521 SH SOLE 0 0 1323 Wendys Equities 95058W100 293 19665 SH SOLE 0 0 1323