HoldingsChannel.com
WealthStone Inc. Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
iShares Core S&P 500 UCITS ETF (ITOT)      $32,337
     Equities108,313+108,313$31,939
     ITOT5,940UNCH$398
Ishares Core S&P 500 ETF (IVV) 107,672 -880 $32,142
     IVV107,672-880$32,142
iShares Core MSCI International Developed Mkt ETF (IDEV) 372,803 -3,549 $20,362
     IDEV372,803-3,549$20,362
Ishares Russell 1000 Index (IWB) 96,772 +1 $15,923
     IWB96,772+1$15,923
Ishares BarCap Aggregate Bond Index (AGG) 100,381 -1,029 $11,360
     AGG100,381-1,029$11,360
Ishares Short Treasury (SHV) 88,341 +56,014 $9,772
     SHV88,341+56,014$9,772
Vanguard Muni Bnd Tax (VTEB) 171,657 -297 $9,204
     VTEB171,657-297$9,204
Vanguard Total Stock Mkt (VTI) 47,862 UNCH $7,227
     VTI47,862UNCH$7,227
Ishares Core Msci Eafe (IEFA) 105,617 UNCH $6,450
     IEFA105,617UNCH$6,450
Ishares Core S&P Small Cap ETF (IJR) 67,758 +1,665 $5,274
     IJR67,758+1,665$5,274
Vanguard Corp Bond Etf (VCIT) 54,005 -105 $4,927
     VCIT54,005-105$4,927
WisdomTree Emerging Markets Cnsmr Gr ETF (EMCG) 158,227 -21,495 $3,385
     EMCG158,227-21,495$3,385
Vanguard High Dividend Yield Index (VYM) 37,732 -56 $3,348
     VYM37,732-56$3,348
Schwab US Tips Etf (SCHP) 42,477 UNCH $2,411
     SCHP42,477UNCH$2,411
Apple Computer 9,773 +69 $2,189
     AAPL9,773+69$2,189
Ishares Etf (IEMG) 38,171 +313 $1,871
     IEMG38,171+313$1,871
Ishares Tr S&P Midcap (IJH) 9,295 +86 $1,796
     IJH9,295+86$1,796
Ishares Msci Acwi Index (ACWI) 19,937 +37 $1,470
     ACWI19,937+37$1,470
Spdr Nuveen Barclays (TFI) 24,452 +87 $1,239
     TFI24,452+87$1,239
Vanguard Reit (VNQ) 12,843 +190 $1,198
     VNQ12,843+190$1,198
V F Corp 13,330 +15 $1,186
     VFC13,330+15$1,186
Ishares TRUST (MUB) 9,897 +20 $1,129
     MUB9,897+20$1,129
Amazon Com Inc 520 -516 $903
     AMZN520-516$903
Vanguard Small Cap (VB) 5,865 UNCH $903
     VB5,865UNCH$903
Comcast Corp New Cl A 18,563 -3 $837
     CMCSA18,563-3$837
Microsoft Corp 5,288 -14,670 $735
     MSFT5,288-14,670$735
Abbott Laboratories 8,167 +3 $683
     ABT8,167+3$683
iShares Core MSCI Europe ETF (IEUR) 14,391 +2,258 $658
     IEUR14,391+2,258$658
J P Morgan Chase & Co 5,309 -10 $625
     JPM5,309-10$625
Ishares S&P MidCap 400 Value Index (IJJ) 3,795 UNCH $607
     IJJ3,795UNCH$607
iShares Core MSCI Pacific ETF (IPAC) 10,751 +304 $604
     IPAC10,751+304$604
Abbvie Inc 7,926 -26 $600
     ABBV7,926-26$600
Ishares Tr Comex Gold (IAU) 37,263 UNCH $525
     IAU37,263UNCH$525
Berkshire Hathaway Cl B      $516
     BRK.B2,481-8,150$516
N B T Bancorp Inc 14,056 UNCH $514
     NBTB14,056UNCH$514
Ishares S&P MidCap 400 Growth Index (IJK) 1,814 UNCH $406
     IJK1,814UNCH$406
Vanguard Glbal Ex US (VNQI) 6,812 +218 $399
     VNQI6,812+218$399
Vanguard Intl Eqty Index (VEU) 7,854 -1,051 $392
     VEU7,854-1,051$392
Ishares Russell Top 200 (IWL) 5,435 UNCH $375
     IWL5,435UNCH$375
Cisco Systems 7,576 -118 $374
     CSCO7,576-118$374
Vanguard MSCI EAFE ETF (VEA) 9,086 UNCH $373
     VEA9,086UNCH$373
Thermo Fisher Scientific 973 -1,835 $283
     TMO973-1,835$283
Visa Inc 1,408 -10,548 $242
     V1,408-10,548$242
Vanguard Mid Cap Index (VO) 1,309 UNCH $219
     VO1,309UNCH$219
Lowes Companies Inc 1,851 UNCH $204
     LOW1,851UNCH$204
Pharmacielo Ltd New      $43
     Equities10,830UNCH$43

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

See Details: Top 10 Stocks Held By WealthStone Inc.

Size ($ in 1000's)
At 09/30/2019: $188,227
At 06/30/2019: $223,035

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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