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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 $268,486,224
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 34,633 $23,721,327 8.84%
2.
Vanguard Scottsdale Funds
 211,567 $17,718,772 6.6%
3.
Amazon Com Inc
 AMZN 63,851 $14,738,052 5.49%
4.
Dimensional Etf Trust
 279,625 $14,162,998 5.28%
5.
Spdr Series Trust
 123,803 $13,209,814 4.92%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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