HoldingsChannel.com
WealthStone Inc. Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
Ishares Core S&P 500 ETF (IVV) 108,552 +108,552 $31,996
     IVV108,552+108,552$31,996
iShares Core MSCI International Developed Mkt ETF (IDEV) 376,352 +376,352 $20,628
     IDEV376,352+376,352$20,628
Ishares Russell 1000 Index (IWB) 96,771 +96,771 $15,753
     IWB96,771+96,771$15,753
Ishares BarCap Aggregate Bond Index (AGG) 101,410 +101,410 $11,292
     AGG101,410+101,410$11,292
Vanguard Muni Bnd Tax (VTEB) 171,954 +171,954 $9,126
     VTEB171,954+171,954$9,126
Vanguard Total Stock Mkt (VTI) 47,862 +47,862 $7,184
     VTI47,862+47,862$7,184
Ishares Core Msci Eafe (IEFA) 105,617 +105,617 $6,485
     IEFA105,617+105,617$6,485
Ishares Core S&P Small Cap ETF (IJR) 66,093 +66,093 $5,174
     IJR66,093+66,093$5,174
Vanguard Corp Bond Etf (VCIT) 54,110 +54,110 $4,862
     VCIT54,110+54,110$4,862
WisdomTree Emerging Markets Cnsmr Gr ETF (EMCG) 179,722 +179,722 $4,047
     EMCG179,722+179,722$4,047
Ishares Short Treasury (SHV) 32,327 +32,327 $3,577
     SHV32,327+32,327$3,577
Vanguard High Dividend Yield Index (VYM) 37,788 +37,788 $3,302
     VYM37,788+37,788$3,302
Microsoft Corp. 19,958 +19,958 $2,674
     MSFT19,958+19,958$2,674
Schwab US Tips Etf (SCHP) 42,477 +42,477 $2,392
     SCHP42,477+42,477$2,392
Berkshire Hathaway Cl B      $2,266
     BRK.B10,631+10,631$2,266
Visa Inc. 11,956 +11,956 $2,075
     V11,956+11,956$2,075
MA 7,556 +7,556 $1,999
     MA7,556+7,556$1,999
Mondelez Intl Inc Cl A 36,504 +36,504 $1,968
     MDLZ36,504+36,504$1,968
Amazon Com Inc 1,036 +1,036 $1,962
     AMZN1,036+1,036$1,962
Johnson & Johnson 14,038 +14,038 $1,955
     JNJ14,038+14,038$1,955
Ishares Etf (IEMG) 37,858 +37,858 $1,947
     IEMG37,858+37,858$1,947
Apple Computer 9,704 +9,704 $1,921
     AAPL9,704+9,704$1,921
Coca Cola Co. 37,127 +37,127 $1,891
     KO37,127+37,127$1,891
Service Now Inc 6,847 +6,847 $1,880
     NOW6,847+6,847$1,880
Ishares Tr S&P Midcap (IJH) 9,209 +9,209 $1,789
     IJH9,209+9,209$1,789
Ishares Msci Acwi Index (ACWI) 19,900 +19,900 $1,467
     ACWI19,900+19,900$1,467
Medtronic Inc. 14,943 +14,943 $1,455
     MDT14,943+14,943$1,455
Electronic Arts Inc 13,461 +13,461 $1,363
     EA13,461+13,461$1,363
Nike Inc Class B 16,078 +14,575 $1,350
     NKE16,078+14,575$1,350
BLACKROCK INC CLASS A 2,846 +2,846 $1,336
     BLK2,846+2,846$1,336
Dollar Tree Stores 12,326 +12,326 $1,324
     DLTR12,326+12,326$1,324
PepsiCo Inc 9,912 +9,912 $1,300
     PEP9,912+9,912$1,300
BOOKING HOLDINGS INC 692 +692 $1,297
     BKNG692+692$1,297
Spdr Nuveen Barclays (TFI) 24,365 +24,365 $1,222
     TFI24,365+24,365$1,222
Lululemon Athletica Inc 6,755 +6,755 $1,217
     LULU6,755+6,755$1,217
Facebook Inc Class A 6,264 +6,264 $1,209
     FB6,264+6,264$1,209
Google Inc Class A 1,108 +1,108 $1,200
     GOOGL1,108+1,108$1,200
V F Corp 13,315 +13,315 $1,163
     VFC13,315+13,315$1,163
SE 34,180 +34,180 $1,135
     SE34,180+34,180$1,135
Google Inc Class C 1,049 +1,049 $1,134
     GOOG1,049+1,049$1,134
Ishares TRUST (MUB) 9,877 +9,877 $1,117
     MUB9,877+9,877$1,117
Verra Mobility Corp 85,085 +85,085 $1,114
     VRRM85,085+85,085$1,114
Vanguard Reit (VNQ) 12,653 +12,653 $1,106
     VNQ12,653+12,653$1,106
Dollar General Corp. 8,038 +8,038 $1,086
     DG8,038+8,038$1,086
American Tower Corp Cl A 5,043 +5,043 $1,031
     AMT5,043+5,043$1,031
S B A Communications Cp 4,350 +4,350 $978
     SBAC4,350+4,350$978
Unilever Plc Adr New 15,500 +15,435 $961
     UL15,500+15,435$961
Vanguard Small Cap (VB) 5,865 +5,865 $919
     VB5,865+5,865$919
Philip Morris Intl Inc 11,686 +11,686 $918
     PM11,686+11,686$918
Equinix Inc New 1,685 +1,685 $850
     EQIX1,685+1,685$850

See Full List: All Stocks Held By WealthStone Inc.
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By WealthStone Inc.

Size ($ in 1000's)
At 06/30/2019: $223,035
At 03/31/2019: $2,781

WealthStone Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from WealthStone Inc. 13F filings. Link to 13F filings: SEC filings

WealthStone Inc. Top Holdings 13F Filings | www.HoldingsChannel.com

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