StockDriftsStockDriftsTop 50 TAGStone Capital, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 8.23% | 35.6K | $23.3M | +2.85%(+988) | $460.14(+62.65%) | 2026-03-31 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 6.37% | 217.8K | $18.0M | +2.94%(+6.22K) | $78.84(+4.44%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 4.9% | 66.6K | $13.9M | +4.26%(+2.72K) | $166.60(+45.66%) | 2026-03-31 | |
| SPYG | SPDR SER TR | 4.49% | 129.7K | $12.7M | +4.75%(+5.88K) | $72.75(+61.11%) | 2026-03-31 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 4.48% | 159.7K | $12.7M | +1.56%(+2.46K) | $77.63(+1.49%) | 2026-03-31 | |
| DUSB | DIMENSIONAL ETF TRUST | 4.09% | 228.3K | $11.6M | -18.37%(-51.37K) | $50.72(+0.12%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 4.03% | 23.8K | $11.4M | +6.38%(+1.43K) | $303.00(+67.58%) | 2026-03-31 | |
| VCRM | VANGUARD MUN BD FDS | 2.58% | 97.2K | $7.3M | -6.41%(-6.65K) | $74.21(+2.75%) | 2026-03-31 | |
| DFAT | DIMENSIONAL ETF TRUST | 2.3% | 104.1K | $6.5M | +1.12%(+1.16K) | $48.81(+42.54%) | 2026-03-31 | |
| SPYV | SPDR SER TR | 2.22% | 111.2K | $6.3M | -0.64%(-711) | $42.80(+44.01%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.97% | +40.37% |
| Top 20 Holdings Unweighted | +12.42% | +42.08% |
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