WealthStone, Inc.

13F Portfolio Filings

Most recent 13F
Q1 2021
Location
Columbus, OH
CIK
0001548784
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q1 2021 276 286,720 MUB, IVV, AGG, IWB 13F-HR 5/13/2021 000154878421000002
Q4 2020 254 281,848 MUB, IVV, AGG, IWB 13F-HR 2/4/2021 000154878421000001
Q3 2020 199 219,065 MUB, IVV, AGG, IWB 13F-HR 11/9/2020 000154878420000003
Q2 2020 176 209,685 MUB, AXL, IVV, AGG 13F-HR 8/4/2020 000154878420000002
Q1 2020 30 99,458 IJR, IVV, IWB, AGG 13F-HR 4/29/2020 000179446720000004
Q4 2019 35 169,120 iShares Core S&P 500 UCITS ETF, IVV, IDEV, IWB 13F-HR 1/8/2020 000154878420000001
Q3 2019 48 188,227 IVV, iShares Core S&P 500 UCITS ETF, IDEV, IWB 13F-HR 11/15/2019 000154878419000004
Q2 2019 1,014 223,006 IVV, IDEV, IWB, AGG 13F-HR 8/14/2019 000154878419000003
Q1 2019 86 2,781 CMCSA, NBTB, 1/100 BERKSHIRE HTWY CLA, VO 13F-HR 5/15/2019 000154878419000002