HoldingsChannel.com
All Stocks Held By WealthStone Inc.
As of  03/31/2020
   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
ISHARES TR (IJR) 494,939 +443,718 $27,771
     IJR494,939+443,718$27,771
ISHARES TR (IVV) 62,899 -40,622 $16,253
     IVV62,899-40,622$16,253
ISHARES TR (IWB) 87,230 -1,343 $12,346
     IWB87,230-1,343$12,346
ISHARES TR (AGG) 100,694 -7,313 $11,617
     AGG100,694-7,313$11,617
ISHARES TR (ACWX) 203,191 +203,191 $7,650
     ACWX203,191+203,191$7,650
ISHARES TR (ACWI) 80,803 +71,176 $5,056
     ACWI80,803+71,176$5,056
Vanguard Corp Bond Etf (VCIT) 54,965 +354 $4,787
     VCIT54,965+354$4,787
Vanguard Muni Bnd Tax (VTEB) 44,532 -127,125 $2,356
     VTEB44,532-127,125$2,356
Vanguard High Dividend Yield Index (VYM) 30,829 -4,144 $2,181
     VYM30,829-4,144$2,181
Schwab US Tips Etf (SCHP) 26,024 -10,170 $1,497
     SCHP26,024-10,170$1,497
Amazon Com Inc 521 +521 $1,016
     AMZN521+521$1,016
Vanguard Reit (VNQ) 13,177 +80 $920
     VNQ13,177+80$920
Apple Computer 3,237 +1,691 $823
     AAPL3,237+1,691$823
Microsoft Corp 4,123 +1,101 $650
     MSFT4,123+1,101$650
Comcast Corp New Cl A 14,390 +14,390 $495
     CMCSA14,390+14,390$495
Vanguard Small Cap (VB) 4,107 -1,091 $474
     VB4,107-1,091$474
Vanguard Total Stock Mkt (VTI) 3,590 -44,177 $463
     VTI3,590-44,177$463
ISHARES TR (IEUR) 9,025 -8,171 $335
     IEUR9,025-8,171$335
Vanguard MSCI EAFE ETF (VEA) 9,657 +406 $322
     VEA9,657+406$322
Berkshire Hathaway Cl B      $301
     BRK.B1,649-70$301
Wendys 19,665 +19,665 $293
     WEN19,665+19,665$293
Vanguard Glbal Ex US (VNQI) 6,813 UNCH $292
     VNQI6,813UNCH$292
ISHARES TR (IJJ) 2,576 -1,219 $283
     IJJ2,576-1,219$283
Visa Inc 1,521 +69 $245
     V1,521+69$245
ISHARES TR (IDEV) 5,360 -333,172 $238
     IDEV5,360-333,172$238
ISHARES TR (IPAC) 5,092 -7,115 $236
     IPAC5,092-7,115$236
Facebook Inc Class A 1,401 -247 $234
     FB1,401-247$234
ISHARES TR (IJH) 1,475 -7,378 $212
     IJH1,475-7,378$212
Red Robin Gourmet Burgers Inc 12,500 +12,500 $107
     RRGB12,500+12,500$107
Globalstar Inc 16,000 +0 $5
     GSAT16,000UNCH$5
Ishares Core Msci Eafe $0 (exited)
     IEFA0-105,617$0
Ishares Etf $0 (exited)
     IEMG0-38,777$0
Ishares S&P MidCap 400 Growth Index $0 (exited)
     IJK0-1,814$0
iShares Core S&P 500 UCITS ETF $0 (exited)
     Equities0-108,313$0
Ishares Russell Top 200 $0 (exited)
     IWL0-5,435$0
Johnson & Johnson $0 (exited)
     JNJ0-1,458$0
J P Morgan Chase & Co $0 (exited)
     JPM0-1,759$0
Ishares Short Treasury $0 (exited)
     SHV0-11,540$0
Vanguard Intl Eqty Index $0 (exited)
     VEU0-5,726$0
Vanguard Mid Cap Index 0 -1,366 $0 (exited)
     VO0-1,366$0

See Summary: WealthStone Inc. Top Holdings
See Details: Top 10 Stocks Held By WealthStone Inc.

EntityShares/Amount
Change
Position Value
Change
ACWX +203,191+$7,650
AMZN +521+$1,016
CMCSA +14,390+$495
WEN +19,665+$293
RRGB +12,500+$107
EntityShares/Amount
Change
Position Value
Change
iShares Core S&P 500 UCITS ETF -108,313-$34,690
IEFA -105,617-$6,890
IEMG -38,777-$2,080
SHV -11,540-$1,270
IJK -1,814-$430
IWL -5,435-$410
VEU -5,726-$310
JPM -1,759-$250
VO -1,366-$240
JNJ -1,458-$210
EntityShares/Amount
Change
Position Value
Change
IJR +443,718+$23,481
ACWI +71,176+$4,296
AAPL +1,691+$373
MSFT +1,101+$170
VEA +406-$88
VCIT +354-$203
VNQ +80-$300
V +69-$25
VNQI UNCH-$108
GSAT UNCH-$5
EntityShares/Amount
Change
Position Value
Change
IDEV -333,172-$19,452
VTEB -127,125-$6,834
VTI -44,177-$7,357
IVV -40,622-$17,207
SCHP -10,170-$553
IEUR -8,171-$525
IJH -7,378-$1,608
AGG -7,313-$523
IPAC -7,115-$474
Size ($ in 1000's)
At 03/31/2020: $99,458
At 12/31/2019: $169,120

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

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