0001903044-24-000001.txt : 20240212 0001903044-24-000001.hdr.sgml : 20240212 20240212091816 ACCESSION NUMBER: 0001903044-24-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240212 DATE AS OF CHANGE: 20240212 EFFECTIVENESS DATE: 20240212 FILER: COMPANY DATA: COMPANY CONFORMED NAME: TAGStone Capital, Inc. CENTRAL INDEX KEY: 0001903044 ORGANIZATION NAME: 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: 24617667 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 X0202 13F-HR LIVE false true false 0001903044 XXXXXXXX 12-31-2023 12-31-2023 TAGStone Capital, Inc.

PO BOX 11984 CHARLOTTE NC 28220

13F HOLDINGS REPORT 028-21549 000158864 801-121704 N William Reid Culp III 7045338900 William Reid Culp III Charlotte NC 02-12-2024 0 80 152975000 false INFORMATION TABLE 2 Form13F-123123.xml FORM 13F 12-31-23 TAGSTONE ISHARES TR CORE S&P500 ETF 464287200 16395 34326 SH SOLE 0 0 34326 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 14066 173055 SH SOLE 0 0 173055 AMAZON COM INC COM 023135106 9686 63749 SH SOLE 0 0 63749 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 7870 22065 SH SOLE 0 0 22065 SPDR SER TR PRTFLO S&P500 GW 78464A409 6714 103192 SH SOLE 0 0 103192 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 5311 68641 SH SOLE 0 0 68641 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 4503 86052 SH SOLE 0 0 86052 ISHARES TR CORE MSCI EAFE 46432F842 4439 63097 SH SOLE 0 0 63097 SPDR SER TR PRTFLO S&P500 VL 78464A508 4067 87224 SH SOLE 0 0 87224 COSTCO WHSL CORP NEW COM 22160K105 4027 5965 SH SOLE 0 0 5965 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 4025 78848 SH SOLE 0 0 78848 ISHARES TR RUS MD CP GR ETF 464287481 3788 36258 SH SOLE 0 0 36258 UNION PAC CORP COM 907818108 3467 14114 SH SOLE 0 0 14114 SPDR SER TR S&P 600 SMCP VAL 78464A300 3460 41530 SH SOLE 0 0 41530 VANGUARD BD INDEX FDS VANGUARD ULTRA 92203C303 3422 69205 SH SOLE 0 0 69205 JOHNSON & JOHNSON COM 478160104 3398 21677 SH SOLE 0 0 21677 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 3277 22602 SH SOLE 0 0 22602 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 3136 52603 SH SOLE 0 0 52603 ALPHABET INC CAP STK CL A 02079K305 2799 20035 SH SOLE 0 0 20035 VANGUARD INDEX FDS SML CP GRW ETF 922908595 2781 11503 SH SOLE 0 0 11503 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 2346 30073 SH SOLE 0 0 30073 ISHARES TR ISHS 5-10YR INVT 464288638 1931 37137 SH SOLE 0 0 37137 TJX COS INC NEW COM 872540109 1781 18988 SH SOLE 0 0 18988 DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 1720 46216 SH SOLE 0 0 46216 AMERICAN EXPRESS CO COM 025816109 1720 9180 SH SOLE 0 0 9180 VANGUARD INDEX FDS VALUE ETF 922908744 1535 10266 SH SOLE 0 0 10266 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 1403 39627 SH SOLE 0 0 39627 ISHARES TR U.S. REAL ES ETF 464287739 1392 15233 SH SOLE 0 0 15233 ISHARES TR S&P MC 400GR ETF 464287606 1241 15668 SH SOLE 0 0 15668 ISHARES TR EAFE SML CP ETF 464288273 1169 18886 SH SOLE 0 0 18886 SPDR SER TR S&P 600 SMCP GRW 78464A201 1054 12598 SH SOLE 0 0 12598 ISHARES TR CORE MSCI EMKT 46434G103 1039 20540 SH SOLE 0 0 20540 AMGEN INC COM 031162100 1033 3587 SH SOLE 0 0 3587 DIMENSIONAL ETF TRUST CORE FIXED INCOM 25434V872 996 23496 SH SOLE 0 0 23496 PROGRESSIVE CORP COM 743315103 934 5861 SH SOLE 0 0 5861 LAUDER ESTEE COS INC CL A 518439104 923 6314 SH SOLE 0 0 6314 ISHARES TR S&P MC 400VL ETF 464287705 918 8049 SH SOLE 0 0 8049 ISHARES TR CORE MSCI TOTAL 46432F834 902 13891 SH SOLE 0 0 13891 ISHARES TR RUS 1000 GRW ETF 464287614 802 2644 SH SOLE 0 0 2644 ISHARES TR BLACKROCK ULTRA 46434V878 755 14983 SH SOLE 0 0 14983 SPDR SER TR S&P 400 MDCP VAL 78464A839 675 9200 SH SOLE 0 0 9200 VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664 651 8022 SH SOLE 0 0 8022 ISHARES TR S&P SML 600 GWT 464287887 645 5157 SH SOLE 0 0 5157 ISHARES TR SP SMCP600VL ETF 464287879 642 6232 SH SOLE 0 0 6232 BK OF AMERICA CORP COM 060505104 638 18952 SH SOLE 0 0 18952 VISA INC COM CL A 92826C839 613 2356 SH SOLE 0 0 2356 ISHARES TR SHRT NAT MUN ETF 464288158 610 5784 SH SOLE 0 0 5784 ISHARES TR RUSSELL 2000 ETF 464287655 597 2976 SH SOLE 0 0 2976 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 561 3289 SH SOLE 0 0 3289 ULTA BEAUTY INC COM 90384S303 551 1125 SH SOLE 0 0 1125 YUM CHINA HLDGS INC COM 98850P109 541 12748 SH SOLE 0 0 12748 MONDELEZ INTL INC CL A 609207105 522 7158 SH SOLE 0 0 7158 KRANESHARES TR CSI CHI INTERNET 500767306 482 17846 SH SOLE 0 0 17846 NVIDIA CORPORATION COM 67066G104 476 961 SH SOLE 0 0 961 ESAB CORPORATION COM 29605J106 453 5230 SH SOLE 0 0 5230 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 443 3854 SH SOLE 0 0 3854 SCHWAB CHARLES CORP COM 808513105 442 6425 SH SOLE 0 0 6425 ISHARES TR U S EQUITY FACTR 46434V282 420 8691 SH SOLE 0 0 8691 APPLE INC COM 037833100 416 2161 SH SOLE 0 0 2161 MICROSOFT CORP COM 594918104 402 1069 SH SOLE 0 0 1069 JPMORGAN CHASE & CO COM 46625H100 401 2359 SH SOLE 0 0 2359 PEPSICO INC COM 713448108 395 2309 SH SOLE 0 0 2309 KONTOOR BRANDS INC COM 50050N103 374 5984 SH SOLE 0 0 5984 META PLATFORMS INC CL A 30303M102 363 1026 SH SOLE 0 0 1026 CARMAX INC COM 143130102 334 4357 SH SOLE 0 0 4357 J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 325 5860 SH SOLE 0 0 5860 ISHARES TR MSCI EMG MKT ETF 464287234 314 7805 SH SOLE 0 0 7805 INVESCO QQQ TR UNIT SER 1 46090E103 311 760 SH SOLE 0 0 760 KKR & CO INC COM 48251W104 311 3753 SH SOLE 0 0 3753 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 309 7261 SH SOLE 0 0 7261 LILLY ELI & CO COM 532457108 299 513 SH SOLE 0 0 513 DIMENSIONAL ETF TRUST US REAL ESTATE E 25434V823 292 12853 SH SOLE 0 0 12853 ENOVIS CORPORATION COM 194014502 284 5073 SH SOLE 0 0 5073 VANGUARD SCOTTSDALE FDS LG-TERM COR BD 92206C813 268 3342 SH SOLE 0 0 3342 SKECHERS U S A INC CL A 830566105 244 3912 SH SOLE 0 0 3912 VANGUARD BD INDEX FDS INTERMED TERM 921937819 240 3139 SH SOLE 0 0 3139 ISHARES TR MRGSTR MD CP GRW 464288307 228 3531 SH SOLE 0 0 3531 ISHARES TR RUS MID CAP ETF 464287499 227 2915 SH SOLE 0 0 2915 TARGET CORP COM 87612E106 226 1590 SH SOLE 0 0 1590 ISHARES TR BROAD USD HIGH 46435U853 225 6198 SH SOLE 0 0 6198