0001903044-22-000001.txt : 20220201 0001903044-22-000001.hdr.sgml : 20220201 20220201104123 ACCESSION NUMBER: 0001903044-22-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220201 DATE AS OF CHANGE: 20220201 EFFECTIVENESS DATE: 20220201 FILER: COMPANY DATA: COMPANY CONFORMED NAME: TAGStone Capital, Inc. CENTRAL INDEX KEY: 0001903044 IRS NUMBER: 320355210 STATE OF INCORPORATION: NC FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21549 FILM NUMBER: 22577342 BUSINESS ADDRESS: STREET 1: 1515 MOCKINGBIRD LANE STREET 2: SUITE 400 CITY: CHARLOTTE STATE: NC ZIP: 28209 BUSINESS PHONE: (704) 533-8900 MAIL ADDRESS: STREET 1: PO BOX 11984 CITY: CHARLOTTE STATE: NC ZIP: 28220 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001903044 XXXXXXXX 12-31-2021 12-31-2021 TAGStone Capital, Inc.

PO BOX 11984 CHARLOTTE NC 28220

13F HOLDINGS REPORT 028-21549 N William Reid Culp III 7045338900 William Reid Culp III Charlotte NC 02-01-2022 0 70 120268 false INFORMATION TABLE 2 Form13F-123121.xml FORM 13F 12-31-21 TAGSTONE ISHARES TR CORE S&P500 ETF 464287200 15297 32069 SH SOLE 0 0 32069 AMAZON COM INC COM 023135106 9548 2864 SH SOLE 0 0 2864 SPDR SER TR PRTFLO S&P500 GW 78464A409 7011 96745 SH SOLE 0 0 96745 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6608 22100 SH SOLE 0 0 22100 VANGUARD BD INDEX FDS VANGUARD ULTRA 92203C303 4594 91975 SH SOLE 0 0 91975 ISHARES TR CORE MSCI EAFE 46432F842 3903 52210 SH SOLE 0 0 52210 JOHNSON & JOHNSON COM 478160104 3592 21000 SH SOLE 0 0 21000 ISHARES TR RUS MD CP GR ETF 464287481 3433 29790 SH SOLE 0 0 29790 UNION PAC CORP COM 907818108 3424 13593 SH SOLE 0 0 13593 COSTCO WHSL CORP NEW COM 22160K105 3338 5881 SH SOLE 0 0 5881 SPDR SER TR PRTFLO S&P500 VL 78464A508 3236 77039 SH SOLE 0 0 77039 SPDR SER TR S&P 600 SMCP VAL 78464A300 3107 36676 SH SOLE 0 0 36676 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 2854 18986 SH SOLE 0 0 18986 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 2731 57478 SH SOLE 0 0 57478 VANGUARD INDEX FDS SML CP GRW ETF 922908595 2579 9152 SH SOLE 0 0 9152 VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664 2181 24287 SH SOLE 0 0 24287 ALPHABET INC CAP STK CL A 02079K305 2150 742 SH SOLE 0 0 742 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 2063 26264 SH SOLE 0 0 26264 META PLATFORMS INC CL A 30303M102 2057 6115 SH SOLE 0 0 6115 LAUDER ESTEE COS INC CL A 518439104 2041 5513 SH SOLE 0 0 5513 ISHARES TR BLACKROCK ULTRA 46434V878 1884 37386 SH SOLE 0 0 37386 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 1592 26543 SH SOLE 0 0 26543 ISHARES TR S&P MC 400GR ETF 464287606 1482 17386 SH SOLE 0 0 17386 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 1464 35293 SH SOLE 0 0 35293 ISHARES TR U.S. REAL ES ETF 464287739 1463 12598 SH SOLE 0 0 12598 AMERICAN EXPRESS CO COM 025816109 1463 8942 SH SOLE 0 0 8942 TJX COS INC NEW COM 872540109 1400 18434 SH SOLE 0 0 18434 ISHARES TR EAFE SML CP ETF 464288273 1343 18360 SH SOLE 0 0 18360 SPDR SER TR S&P 600 SMCP GRW 78464A201 1107 11924 SH SOLE 0 0 11924 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 1079 20006 SH SOLE 0 0 20006 ISHARES TR CORE MSCI EMKT 46434G103 960 16044 SH SOLE 0 0 16044 ISHARES TR CORE MSCI TOTAL 46432F834 896 12616 SH SOLE 0 0 12616 VANGUARD INDEX FDS VALUE ETF 922908744 862 5857 SH SOLE 0 0 5857 ISHARES TR S&P MC 400VL ETF 464287705 857 7745 SH SOLE 0 0 7745 BK OF AMERICA CORP COM 060505104 836 18789 SH SOLE 0 0 18789 ISHARES TR RUS 1000 GRW ETF 464287614 788 2578 SH SOLE 0 0 2578 AMGEN INC COM 031162100 756 3360 SH SOLE 0 0 3360 COLFAX CORP COM 194014106 721 15695 SH SOLE 0 0 15695 SPDR SER TR S&P 400 MDCP VAL 78464A839 675 9497 SH SOLE 0 0 9497 ISHARES TR SP SMCP600VL ETF 464287879 674 6450 SH SOLE 0 0 6450 ISHARES TR S&P SML 600 GWT 464287887 669 4823 SH SOLE 0 0 4823 ISHARES TR RUSSELL 2000 ETF 464287655 648 2912 SH SOLE 0 0 2912 AIRBNB INC COM CL A 009066101 643 3862 SH SOLE 0 0 3862 YUM CHINA HLDGS INC COM 98850P109 623 12493 SH SOLE 0 0 12493 KONTOOR BRANDS INC COM 50050N103 608 11863 SH SOLE 0 0 11863 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 583 7179 SH SOLE 0 0 7179 PROGRESSIVE CORP COM 743315103 545 5314 SH SOLE 0 0 5314 SCHWAB CHARLES CORP COM 808513105 517 6153 SH SOLE 0 0 6153 VISA INC COM CL A 92826C839 492 2271 SH SOLE 0 0 2271 ISHARES TR MSCI USA MULTIFT 46434V282 476 10233 SH SOLE 0 0 10233 ULTA BEAUTY INC COM 90384S303 464 1125 SH SOLE 0 0 1125 MONDELEZ INTL INC CL A 609207105 460 6905 SH SOLE 0 0 6905 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 460 3434 SH SOLE 0 0 3434 PEPSICO INC COM 713448108 388 2219 SH SOLE 0 0 2219 ISHARES TR MSCI EMG MKT ETF 464287234 372 7605 SH SOLE 0 0 7605 INVESCO EXCHANGE TRADED FD T BUYBACK ACHIEV 46137V308 357 3697 SH SOLE 0 0 3697 CARMAX INC COM 143130102 346 2654 SH SOLE 0 0 2654 TARGET CORP COM 87612E106 344 1485 SH SOLE 0 0 1485 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 310 2613 SH SOLE 0 0 2613 APPLE INC COM 037833100 306 1724 SH SOLE 0 0 1724 INVESCO QQQ TR UNIT SER 1 46090E103 299 751 SH SOLE 0 0 751 INVESCO EXCHANGE TRADED FD T S&P MDCP MOMNTUM 46137V464 289 3176 SH SOLE 0 0 3176 MICROSOFT CORP COM 594918104 283 840 SH SOLE 0 0 840 NVIDIA CORPORATION COM 67066G104 282 959 SH SOLE 0 0 959 KKR & CO INC COM 48251W104 273 3671 SH SOLE 0 0 3671 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 273 5529 SH SOLE 0 0 5529 SPOTIFY TECHNOLOGY S A SHS L8681T102 268 1145 SH SOLE 0 0 1145 VERIZON COMMUNICATIONS INC COM 92343V104 251 4827 SH SOLE 0 0 4827 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 216 2668 SH SOLE 0 0 2668 VODAFONE GROUP PLC NEW SPONSORED ADR 92857W308 172 11106 SH SOLE 0 0 11106