0001903044-22-000003.txt : 20220801 0001903044-22-000003.hdr.sgml : 20220801 20220801120813 ACCESSION NUMBER: 0001903044-22-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220801 DATE AS OF CHANGE: 20220801 EFFECTIVENESS DATE: 20220801 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: 221123545 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 06-30-2022 06-30-2022 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 08-01-2022 0 104895 104895 false INFORMATION TABLE 2 Form13F-063022.xml FORM 13F 06-30-22 TAGSTONE ISHARES TR CORE S&P500 ETF 464287200 12150 32046 SH SOLE 0 0 32046 AMAZON COM INC COM 023135106 6727 63341 SH SOLE 0 0 63341 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6021 22055 SH SOLE 0 0 22055 SPDR SER TR PRTFLO S&P500 GW 78464A409 5459 104415 SH SOLE 0 0 104415 JOHNSON & JOHNSON COM 478160104 3781 21297 SH SOLE 0 0 21297 ISHARES TR CORE MSCI EAFE 46432F842 3347 56877 SH SOLE 0 0 56877 VANGUARD BD INDEX FDS VANGUARD ULTRA 92203C303 3144 63902 SH SOLE 0 0 63902 ISHARES TR BLACKROCK ULTRA 46434V878 3131 62567 SH SOLE 0 0 62567 SPDR SER TR PRTFLO S&P500 VL 78464A508 2954 80233 SH SOLE 0 0 80233 UNION PAC CORP COM 907818108 2943 13797 SH SOLE 0 0 13797 COSTCO WHSL CORP NEW COM 22160K105 2828 5901 SH SOLE 0 0 5901 ALPHABET INC CAP STK CL A 02079K305 2763 1268 SH SOLE 0 0 1268 SPDR SER TR S&P 600 SMCP VAL 78464A300 2738 37808 SH SOLE 0 0 37808 ISHARES TR RUS MD CP GR ETF 464287481 2631 33217 SH SOLE 0 0 33217 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 2612 20168 SH SOLE 0 0 20168 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 2279 56663 SH SOLE 0 0 56663 VANGUARD INDEX FDS SML CP GRW ETF 922908595 2172 11024 SH SOLE 0 0 11024 VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664 1668 24322 SH SOLE 0 0 24322 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 1565 27747 SH SOLE 0 0 27747 DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 1470 46515 SH SOLE 0 0 46515 LAUDER ESTEE COS INC CL A 518439104 1411 5539 SH SOLE 0 0 5539 ISHARES TR SHRT NAT MUN ETF 464288158 1310 12515 SH SOLE 0 0 12515 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 1274 26542 SH SOLE 0 0 26542 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 1268 36460 SH SOLE 0 0 36460 AMERICAN EXPRESS CO COM 025816109 1251 8990 SH SOLE 0 0 8990 ISHARES TR U.S. REAL ES ETF 464287739 1161 12619 SH SOLE 0 0 12619 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 1155 23130 SH SOLE 0 0 23130 ISHARES TR S&P MC 400GR ETF 464287606 1088 17079 SH SOLE 0 0 17079 TJX COS INC NEW COM 872540109 1039 18600 SH SOLE 0 0 18600 ISHARES TR EAFE SML CP ETF 464288273 1027 18818 SH SOLE 0 0 18818 VANGUARD INDEX FDS VALUE ETF 922908744 914 6933 SH SOLE 0 0 6933 ISHARES TR CORE MSCI EMKT 46434G103 908 18509 SH SOLE 0 0 18509 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 886 20005 SH SOLE 0 0 20005 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 844 11064 SH SOLE 0 0 11064 AMGEN INC COM 031162100 831 3414 SH SOLE 0 0 3414 ISHARES TR NATIONAL MUN ETF 464288414 781 7347 SH SOLE 0 0 7347 SPDR SER TR S&P 600 SMCP GRW 78464A201 774 10981 SH SOLE 0 0 10981 BK OF AMERICA CORP COM 060505104 759 24381 SH SOLE 0 0 24381 ISHARES TR S&P MC 400VL ETF 464287705 737 7804 SH SOLE 0 0 7804 ISHARES TR CORE MSCI TOTAL 46432F834 733 12844 SH SOLE 0 0 12844 PROGRESSIVE CORP COM 743315103 619 5324 SH SOLE 0 0 5324 YUM CHINA HLDGS INC COM 98850P109 609 12566 SH SOLE 0 0 12566 META PLATFORMS INC CL A 30303M102 580 3600 SH SOLE 0 0 3600 SPDR SER TR S&P 400 MDCP VAL 78464A839 580 9582 SH SOLE 0 0 9582 ISHARES TR SP SMCP600VL ETF 464287879 578 6488 SH SOLE 0 0 6488 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 572 7447 SH SOLE 0 0 7447 ISHARES TR RUS 1000 GRW ETF 464287614 566 2587 SH SOLE 0 0 2587 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 559 4921 SH SOLE 0 0 4921 ISHARES TR S&P SML 600 GWT 464287887 510 4842 SH SOLE 0 0 4842 ISHARES TR RUSSELL 2000 ETF 464287655 496 2926 SH SOLE 0 0 2926 VISA INC COM CL A 92826C839 462 2349 SH SOLE 0 0 2349 MONDELEZ INTL INC CL A 609207105 436 6979 SH SOLE 0 0 6979 ULTA BEAUTY INC COM 90384S303 434 1125 SH SOLE 0 0 1125 KONTOOR BRANDS INC COM 50050N103 406 12153 SH SOLE 0 0 12153 ISHARES TR MSCI USA MULTIFT 46434V282 405 10682 SH SOLE 0 0 10682 AIRBNB INC COM CL A 009066101 396 4443 SH SOLE 0 0 4443 SCHWAB CHARLES CORP COM 808513105 391 6185 SH SOLE 0 0 6185 PEPSICO INC COM 713448108 374 2246 SH SOLE 0 0 2246 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 356 3446 SH SOLE 0 0 3446 APPLE INC COM 037833100 309 2261 SH SOLE 0 0 2261 ISHARES TR MSCI EMG MKT ETF 464287234 305 7605 SH SOLE 0 0 7605 ENOVIS CORPORATION COM 194014502 288 5231 SH SOLE 0 0 5231 MICROSOFT CORP COM 594918104 284 1105 SH SOLE 0 0 1105 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 264 6346 SH SOLE 0 0 6346 VERIZON COMMUNICATIONS INC COM 92343V104 258 5085 SH SOLE 0 0 5085 PRICE T ROWE GROUP INC COM 74144T108 245 2157 SH SOLE 0 0 2157 CARMAX INC COM 143130102 241 2664 SH SOLE 0 0 2664 ESAB CORPORATION COM 29605J106 228 5198 SH SOLE 0 0 5198 TARGET CORP COM 87612E106 218 1546 SH SOLE 0 0 1546 INVESCO QQQ TR UNIT SER 1 46090E103 211 753 SH SOLE 0 0 753 VODAFONE GROUP PLC NEW SPONSORED ADR 92857W308 183 11411 SH SOLE 0 0 11411