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Home > Institutional Investor > Tagstone Capital, Inc. > Profile

Instuitional Investor - Tagstone Capital, Inc.

Fund Profile
Filing Period:
Fund Name: Tagstone Capital, Inc.
Portfolio Value $203,182,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 34,573 $20,352 10.01%
2.
Vanguard Scottsdale Funds
 226,324 $18,167 8.94%
3.
Amazon Com Inc
 AMZN 63,911 $14,021 6.9%
4.
Vanguard Scottsdale Funds
 148,952 $11,620 5.71%
5.
Berkshire Hathaway Inc
 BRK.A 22,159 $10,044 4.94%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)