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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 $242,371,963
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 34,536 $22,111,435 9.12%
2.
Vanguard Scottsdale Funds
 198,243 $16,430,378 6.78%
3.
Amazon Com Inc
 AMZN 63,764 $14,199,571 5.86%
4.
Spdr Series Trust
 118,188 $11,739,584 4.84%
5.
Dimensional Etf Trust
 225,384 $11,449,512 4.72%
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%
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Returns since its inception in May 2014 (through August 15th, 2025)