0001799964-23-000002.txt : 20230511 0001799964-23-000002.hdr.sgml : 20230511 20230511142645 ACCESSION NUMBER: 0001799964-23-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230511 DATE AS OF CHANGE: 20230511 EFFECTIVENESS DATE: 20230511 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Firestone Capital Management CENTRAL INDEX KEY: 0001799964 IRS NUMBER: 650777564 STATE OF INCORPORATION: FL FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19821 FILM NUMBER: 23910372 BUSINESS ADDRESS: STREET 1: 1501 VENERA AVENUE STREET 2: SUITE 310 CITY: CORAL GABLES STATE: FL ZIP: 33146 BUSINESS PHONE: 305-669-2119 MAIL ADDRESS: STREET 1: 1501 VENERA AVENUE STREET 2: SUITE 310 CITY: CORAL GABLES STATE: FL ZIP: 33146 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001799964 XXXXXXXX 03-31-2023 03-31-2023 Firestone Capital Management

1501 VENERA AVENUE SUITE 310 CORAL GABLES FL 33146

13F HOLDINGS REPORT 028-19821 000106366 801-40397 N Louise Owen 3056692119 Louise Owen Coral Gables FL 05-11-2023 0 124 277918462 false INFORMATION TABLE 2 fcmq123_13f.xml TRANE TECHNOLOGIES PLC SHS G8994E103 279282 1518 SH SOLE 0 0 1518 AT&T INC COM 00206R102 344341 17888 SH SOLE 0 0 17888 ABBVIE INC COM 00287Y109 252601 1585 SH SOLE 0 0 1585 ALLSTATE CORP COM 020002101 203780 1839 SH SOLE 0 0 1839 ALPHABET INC CAP STK CL C 02079K107 557440 5360 SH SOLE 0 0 5360 ALPHABET INC CAP STK CL A 02079K305 602153 5805 SH SOLE 0 0 5805 AMAZON COM INC COM 023135106 1320769 12787 SH SOLE 0 0 12787 AMERICAN CENTY ETF TR DIVERSIFIED MU 025072505 262597 5215 SH SOLE 0 0 5215 AMERICAN EXPRESS CO COM 025816109 200414 1215 SH SOLE 0 0 1215 AMGEN INC COM 031162100 249653 1032 SH SOLE 0 0 1032 APPLE INC COM 037833100 2773119 16823 SH SOLE 0 0 16823 BANK NEW YORK MELLON CORP COM 064058100 245967 5413 SH SOLE 0 0 5413 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1700396 5507 SH SOLE 0 0 5507 BOEING CO COM 097023105 244507 1151 SH SOLE 0 0 1151 BRISTOL-MYERS SQUIBB CO COM 110122108 235446 3397 SH SOLE 0 0 3397 CHEVRON CORP NEW COM 166764100 1483777 9094 SH SOLE 0 0 9094 COCA COLA CO COM 191216100 533892 8607 SH SOLE 0 0 8607 COSTCO WHSL CORP NEW COM 22160K105 358208 721 SH SOLE 0 0 721 CROCS INC COM 227046109 335572 2654 SH SOLE 0 0 2654 DISNEY WALT CO COM 254687106 213808 2135 SH SOLE 0 0 2135 ETF SER SOLUTIONS US DIVERSIFIED 26922A511 320801 11388 SH SOLE 0 0 11388 ENTERPRISE PRODS PARTNERS L COM 293792107 665734 25704 SH SOLE 0 0 25704 EXXON MOBIL CORP COM 30231G102 1996934 18210 SH SOLE 0 0 18210 META PLATFORMS INC CL A 30303M102 2277719 10747 SH SOLE 0 0 10747 FLEXSHARES TR QUALT DIVD IDX 33939L860 444394 8160 SH SOLE 0 0 8160 GENERAL MLS INC COM 370334104 206813 2420 SH SOLE 0 0 2420 GLOBAL X FDS RATE PREFERRED 37954Y376 229778 10052 SH SOLE 0 0 10052 GLOBAL X FDS US PFD ETF 37954Y657 483046 24323 SH SOLE 0 0 24323 HOME DEPOT INC COM 437076102 1109071 3758 SH SOLE 0 0 3758 INNOVATOR ETFS TR US EQTY PWR BUF 45782C417 420240 14377 SH SOLE 0 0 14377 INNOVATOR ETFS TR US EQTY PWR BUF 45782C508 509076 15329 SH SOLE 0 0 15329 INNOVATOR ETFS TR US EQTY PWR BUF 45782C540 798232 25381 SH SOLE 0 0 25381 INTERNATIONAL BUSINESS MACHS COM 459200101 496307 3786 SH SOLE 0 0 3786 ISHARES SILVER TR ISHARES 46428Q109 301938 13650 SH SOLE 0 0 13650 ISHARES TR CORE S&P500 ETF 464287200 1048319 2550 SH SOLE 0 0 2550 ISHARES TR CORE US AGGBD ET 464287226 7283103 73094 SH SOLE 0 0 73094 ISHARES TR 20 YR TR BD ETF 464287432 237205 2230 SH SOLE 0 0 2230 ISHARES TR 7-10 YR TRSY BD 464287440 246511 2487 SH SOLE 0 0 2487 ISHARES TR MSCI EAFE ETF 464287465 1196353 16728 SH SOLE 0 0 16728 ISHARES TR RUS MDCP VAL ETF 464287473 314352 2960 SH SOLE 0 0 2960 ISHARES TR RUS 1000 ETF 464287622 6693234 29717 SH SOLE 0 0 29717 ISHARES TR RUS 2000 VAL ETF 464287630 664958 4853 SH SOLE 0 0 4853 ISHARES TR RUSSELL 2000 ETF 464287655 2389430 13394 SH SOLE 0 0 13394 ISHARES TR CORE S&P US VLU 464287663 656790 8902 SH SOLE 0 0 8902 ISHARES TR RUSSELL 3000 ETF 464287689 841267 3574 SH SOLE 0 0 3574 ISHARES TR CORE S&P SCP ETF 464287804 604518 6251 SH SOLE 0 0 6251 ISHARES TR SHRT NAT MUN ETF 464288158 243006 2321 SH SOLE 0 0 2321 ISHARES TR GLB INFRASTR ETF 464288372 364173 7635 SH SOLE 0 0 7635 ISHARES TR NATIONAL MUN ETF 464288414 209532 1945 SH SOLE 0 0 1945 ISHARES TR US AER DEF ETF 464288760 509114 4424 SH SOLE 0 0 4424 ISHARES TR CORE HIGH DV ETF 46429B663 365976 3600 SH SOLE 0 0 3600 ISHARES TR MSCI USA QLT FCT 46432F339 420100 3386 SH SOLE 0 0 3386 ISHARES TR CORE MSCI TOTAL 46432F834 1770725 28583 SH SOLE 0 0 28583 ISHARES TR CORE MSCI EAFE 46432F842 1671209 24999 SH SOLE 0 0 24999 ISHARES INC CORE MSCI EMKT 46434G103 1356870 27810 SH SOLE 0 0 27810 ISHARES TR MSCI INTL QUALTY 46434V456 450075 12750 SH SOLE 0 0 12750 ISHARES TR CORE TOTAL USD 46434V613 19127834 414471 SH SOLE 0 0 414471 ISHARES TR HDG MSCI EAFE 46434V803 1322026 44860 SH SOLE 0 0 44860 ISHARES TR ESG AWRE 1 5 YR 46435G243 283051 11764 SH SOLE 0 0 11764 ISHARES TR RUSEL 2500 ETF 46435G268 219280 4000 SH SOLE 0 0 4000 JPMORGAN CHASE & CO COM 46625H100 711926 5463 SH SOLE 0 0 5463 JOHNSON & JOHNSON COM 478160104 697761 4502 SH SOLE 0 0 4502 LOWES COS INC COM 548661107 399940 2000 SH SOLE 0 0 2000 MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 202553 3733 SH SOLE 0 0 3733 MERCK & CO INC COM 58933Y105 447796 4209 SH SOLE 0 0 4209 MICROSOFT CORP COM 594918104 2166571 7515 SH SOLE 0 0 7515 MORGAN STANLEY COM NEW 617446448 203516 2318 SH SOLE 0 0 2318 NEXTERA ENERGY INC COM 65339F101 2677415 34736 SH SOLE 0 0 34736 NORFOLK SOUTHN CORP COM 655844108 787580 3715 SH SOLE 0 0 3715 ONEOK INC NEW COM 682680103 204448 3218 SH SOLE 0 0 3218 PACER FDS TR PACER US SMALL 69374H857 826271 21710 SH SOLE 0 0 21710 PACER FDS TR US CASH COWS 100 69374H881 1069618 22782 SH SOLE 0 0 22782 PEPSICO INC COM 713448108 297878 1634 SH SOLE 0 0 1634 PFIZER INC COM 717081103 247351 6063 SH SOLE 0 0 6063 PROCTER AND GAMBLE CO COM 742718109 228685 1538 SH SOLE 0 0 1538 ROYAL BK CDA SUSTAINABL COM 780087102 239523 2506 SH SOLE 0 0 2506 SPDR S&P 500 ETF TR TR UNIT 78462F103 13716734 33505 SH SOLE 0 0 33505 SPDR GOLD TR GOLD SHS 78463V107 1778517 9707 SH SOLE 0 0 9707 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 286351 8390 SH SOLE 0 0 8390 SPDR INDEX SHS FDS GLB NAT RESRCE 78463X541 1320056 23122 SH SOLE 0 0 23122 SPDR SER TR S&P 600 SMCP VAL 78464A300 760018 9977 SH SOLE 0 0 9977 SPDR SER TR S&P DIVID ETF 78464A763 4337659 35063 SH SOLE 0 0 35063 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 4758405 10380 SH SOLE 0 0 10380 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 3211967 67126 SH SOLE 0 0 67126 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 887226 18342 SH SOLE 0 0 18342 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 206319 3146 SH SOLE 0 0 3146 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 262352 3867 SH SOLE 0 0 3867 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 1414873 33744 SH SOLE 0 0 33744 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 1131763 46157 SH SOLE 0 0 46157 SCHWAB STRATEGIC TR SCHWB FDT EMK LG 808524730 639633 24554 SH SOLE 0 0 24554 SCHWAB STRATEGIC TR SCHWB FDT INT LG 808524755 3880135 124085 SH SOLE 0 0 124085 SCHWAB STRATEGIC TR SCHWAB FDT US LG 808524771 14195421 258475 SH SOLE 0 0 258475 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 539833 7379 SH SOLE 0 0 7379 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 5684042 163335 SH SOLE 0 0 163335 SCHWAB STRATEGIC TR US REIT ETF 808524847 8549711 438447 SH SOLE 0 0 438447 SELECT SECTOR SPDR TR ENERGY 81369Y506 372302 4495 SH SOLE 0 0 4495 SOUTHERN CO COM 842587107 523520 7524 SH SOLE 0 0 7524 TARGET CORP COM 87612E106 208197 1257 SH SOLE 0 0 1257 TESLA INC COM 88160R101 450366 2170 SH SOLE 0 0 2170 3M CO COM 88579Y101 310810 2957 SH SOLE 0 0 2957 374WATER INC COM 88583P104 202408 42883 SH SOLE 0 0 42883 TORONTO DOMINION BK ONT COM NEW 891160509 224026 3740 SH SOLE 0 0 3740 UMH PPTYS INC COM 903002103 167083 11297 SH SOLE 0 0 11297 UNION PAC CORP COM 907818108 730976 3632 SH SOLE 0 0 3632 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 24580942 159606 SH SOLE 0 0 159606 VANGUARD WORLD FD ESG US STK ETF 921910733 317468 4427 SH SOLE 0 0 4427 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 2502923 55411 SH SOLE 0 0 55411 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 237260 2249 SH SOLE 0 0 2249 VANGUARD WORLD FDS ENERGY ETF 92204A306 245595 2150 SH SOLE 0 0 2150 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 13953883 260967 SH SOLE 0 0 260967 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 604001 14951 SH SOLE 0 0 14951 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 7611166 99845 SH SOLE 0 0 99845 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 1181235 14725 SH SOLE 0 0 14725 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 7890200 155748 SH SOLE 0 0 155748 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 480178 1277 SH SOLE 0 0 1277 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 12085920 145543 SH SOLE 0 0 145543 VANGUARD INDEX FDS SM CP VAL ETF 922908611 6136456 38652 SH SOLE 0 0 38652 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 17493743 124777 SH SOLE 0 0 124777 VANGUARD INDEX FDS GROWTH ETF 922908736 275257 1104 SH SOLE 0 0 1104 VANGUARD INDEX FDS VALUE ETF 922908744 13472398 97548 SH SOLE 0 0 97548 VANGUARD INDEX FDS SMALL CP ETF 922908751 268713 1418 SH SOLE 0 0 1418 VANGUARD INDEX FDS TOTAL STK MKT 922908769 12843690 62928 SH SOLE 0 0 62928 WALMART INC COM 931142103 230317 1562 SH SOLE 0 0 1562 WEBSTER FINL CORP COM 947890109 200766 5093 SH SOLE 0 0 5093