HoldingsChannel.com
WealthStone Inc. Top Holdings
As of  06/30/2020

   EntityAmountChange
 03/31/2020 to 06/30/2020
Position Size
($ in 1000's)
Ishares TRUST (MUB) 269,781 +269,781 $31,133
     MUB269,781+269,781$31,133
American Axle & Mfg Hldg 2,793,563 +2,793,563 $21,231
     AXL2,793,563+2,793,563$21,231
Ishares Core S&P 500 ETF (IVV) 63,599 +700 $19,696
     IVV63,599+700$19,696
Ishares BarCap Aggregate Bond Index (AGG) 117,964 +17,270 $13,944
     AGG117,964+17,270$13,944
Ishares Russell 1000 Index (IWB) 80,313 -6,917 $13,788
     IWB80,313-6,917$13,788
Vanguard Corp Bond Etf (VCIT) 77,724 +22,759 $7,395
     VCIT77,724+22,759$7,395
Goldman Sachs Acss Invmt Grd Corp Bd ETF (GIGB) 129,900 +129,900 $7,157
     GIGB129,900+129,900$7,157
Ishares Core S&P Small Cap ETF (IJR) 62,766 -432,173 $4,286
     IJR62,766-432,173$4,286
Apple Computer 10,423 +7,186 $3,802
     AAPL10,423+7,186$3,802
Amazon Com Inc 1,370 +849 $3,780
     AMZN1,370+849$3,780
Microsoft Corp 16,858 +12,735 $3,431
     MSFT16,858+12,735$3,431
Facebook Inc Class A 12,618 +11,217 $2,865
     FB12,618+11,217$2,865
Vanguard High Dividend Yield Index (VYM) 31,733 +904 $2,500
     VYM31,733+904$2,500
Vanguard Muni Bnd Tax (VTEB) 44,532 UNCH $2,411
     VTEB44,532UNCH$2,411
Schwab US Tips Etf (SCHP) 26,024 UNCH $1,562
     SCHP26,024UNCH$1,562
Visa Inc 7,580 +6,059 $1,464
     V7,580+6,059$1,464
Johnson & Johnson 10,187 +10,187 $1,433
     JNJ10,187+10,187$1,433
Pacer Trendpilot US Mid Cap ETF (PTMC) 52,000 +52,000 $1,424
     PTMC52,000+52,000$1,424
iShares Core MSCI Europe ETF (IEUR) 31,030 +22,005 $1,327
     IEUR31,030+22,005$1,327
Unitedhealth Group Inc 4,426 +4,426 $1,305
     UNH4,426+4,426$1,305
Ishares Msci Acwi Index (ACWI) 15,232 -65,571 $1,123
     ACWI15,232-65,571$1,123
Ishares Edge Msci Min (USMV) 17,370 +17,370 $1,053
     USMV17,370+17,370$1,053
Vanguard Reit (VNQ) 13,097 -80 $1,029
     VNQ13,097-80$1,029
Verizon Communications 18,652 +18,652 $1,028
     VZ18,652+18,652$1,028
Reality Shares Nasdaq NexGen Economy ETF (BLCN) 35,000 +35,000 $990
     BLCN35,000+35,000$990
Google Inc Class A 687 +687 $974
     GOOGL687+687$974
Ishares Etf (IEMG) 20,306 +20,306 $967
     IEMG20,306+20,306$967
Comcast Corp New Cl A 24,687 +10,297 $962
     CMCSA24,687+10,297$962
Vanguard Total Stock Mkt (VTI) 6,046 +2,456 $946
     VTI6,046+2,456$946
Google Inc Class C 656 +656 $927
     GOOG656+656$927
United Parcel Service Class B 8,214 +8,214 $913
     UPS8,214+8,214$913
Salesforce Com 4,763 +4,763 $892
     CRM4,763+4,763$892
PepsiCo Inc 6,742 +6,742 $892
     PEP6,742+6,742$892
Home Depot Inc 3,433 +3,433 $860
     HD3,433+3,433$860
iShares Core MSCI Pacific ETF (IPAC) 16,278 +11,186 $858
     IPAC16,278+11,186$858
Service Now Inc 2,068 +2,068 $838
     NOW2,068+2,068$838
iShares MSCI ACWI ex US ETF (ACWX) 19,125 -184,066 $827
     ACWX19,125-184,066$827
Ishares Tr S&P Midcap (IJH) 4,515 +3,040 $803
     IJH4,515+3,040$803
Amplify Transformational Data Shrg ETF (BLOK) 37,200 +37,200 $751
     BLOK37,200+37,200$751
J P Morgan Chase & Co 7,845 +7,845 $738
     JPM7,845+7,845$738
Adobe Systems Inc 1,607 +1,607 $700
     ADBE1,607+1,607$700
Thermo Fisher Scientific 1,893 +1,893 $686
     TMO1,893+1,893$686
WalMart Stores Inc 5,489 +5,489 $657
     WMT5,489+5,489$657
Alibaba Group Hldg 2,917 +2,917 $629
     BABA2,917+2,917$629
Nike Inc Class B 6,411 +6,411 $629
     NKE6,411+6,411$629
ARK Genomic Revolution ETF (ARKG) 12,000 +12,000 $626
     ARKG12,000+12,000$626
Nvidia Corp 1,610 +1,610 $612
     NVDA1,610+1,610$612
American Express Co 6,299 +6,299 $600
     AXP6,299+6,299$600
Vanguard Small Cap (VB) 4,107 UNCH $598
     VB4,107UNCH$598
Chevron Texaco 6,691 +6,691 $597
     CVX6,691+6,691$597

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 06/30/2020: $209,688
At 03/31/2020: $99,458

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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