WealthStone

WealthStone as of Dec. 31, 2019

Portfolio Holdings for WealthStone

WealthStone holds 35 positions in its portfolio as reported in the December 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Core S&p 500 Ucits fen (CSTNL) 20.5 $35M 108k 320.28
iShares S&P 500 Index (IVV) 19.8 $34M 104k 323.22
Ishares Tr core msci intl (IDEV) 11.6 $20M 339k 58.16
iShares Russell 1000 Index (IWB) 9.3 $16M 89k 178.38
iShares Lehman Aggregate Bond (AGG) 7.2 $12M 108k 112.40
Vanguard Mun Bd Fd Inc tax-exempt bd (VTEB) 5.4 $9.2M 172k 53.54
Vanguard Total Stock Market ETF (VTI) 4.6 $7.8M 48k 163.71
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 4.1 $6.9M 106k 65.24
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) 3.0 $5.0M 55k 91.37
iShares S&P SmallCap 600 Index (IJR) 2.5 $4.3M 51k 83.75
Vanguard High Dividend Yield ETF (VYM) 1.9 $3.3M 35k 93.79
Ishares Inc core msci emkt (IEMG) 1.2 $2.1M 39k 53.64
Schwab Strategic Tr 0 (SCHP) 1.2 $2.1M 36k 56.64
iShares S&P MidCap 400 Index (IJH) 1.1 $1.8M 8.9k 205.58
iShares Lehman Short Treasury Bond (SHV) 0.8 $1.3M 12k 110.05
Vanguard REIT ETF (VNQ) 0.7 $1.2M 13k 93.15
Vanguard Small-Cap ETF (VB) 0.5 $860k 5.2k 165.45
Ishares Tr core msci euro (IEUR) 0.5 $860k 17k 50.01
iShares MSCI ACWI Index Fund (ACWI) 0.5 $760k 9.6k 78.94
Ishares Tr core msci pac (IPAC) 0.4 $710k 12k 58.16
iShares S&P MidCap 400 Value Index (IJJ) 0.4 $650k 3.8k 171.28
Microsoft Corporation (MSFT) 0.3 $480k 3.0k 158.84
Apple (AAPL) 0.3 $450k 1.5k 291.07
iShares S&P MidCap 400 Growth (IJK) 0.2 $430k 1.8k 237.05
Vanguard Europe Pacific ETF (VEA) 0.2 $410k 9.3k 44.32
Ishares Tr rus200 idx etf (IWL) 0.2 $410k 5.4k 75.44
Vanguard Intl Equity Index F glb ex us etf (VNQI) 0.2 $400k 6.8k 58.71
Berkshire Hathaway (BRK.B) 0.2 $390k 1.7k 226.88
Facebook Inc cl a (META) 0.2 $340k 1.6k 206.31
Vanguard FTSE All-World ex-US ETF (VEU) 0.2 $310k 5.7k 54.14
Visa (V) 0.2 $270k 1.5k 185.95
JPMorgan Chase & Co. (JPM) 0.1 $250k 1.8k 142.13
Vanguard Mid-Cap ETF (VO) 0.1 $240k 1.4k 175.70
Johnson & Johnson (JNJ) 0.1 $210k 1.5k 144.03
Globalstar (GSAT) 0.0 $9.9k 16k 0.62