WealthStone, Inc. 13F Holdings

CIK 0001548784

As of Mar 31, 2021, WealthStone, Inc. reported 276 positions worth $272.1K in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
ISHARES NATIONAL MUNI BOND ETFMUB—320,719$37.2K13.68%
ISHARES CORE S&P 500 ETFIVV—60,175$23.9K8.80%
ISHARES CORE US AGGREGATE BOND ETFAGG—159,961 8.2K6.69%
ISHARES RUSSELL 1000 ETFIWB—69,573 5.6K5.72%
GOLDMAN SACHS ACCESS INVESTMENT GRADE CORPORATE BOND ETFGIGB—211,108 1.3K4.14%
VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUNDVCIT—104,260$9.7K3.56%
MICROSOFT CORPMSFTTechnology40,132$9.5K3.48%
AMAZON.COM INCAMZNEquity2,645$8.2K3.01%
ISHARES CORE S&P SMALL-CAP ETFIJR—54,783$5.9K2.18%
NCINO INC——56,469$3.8K1.38%
META PLATFORMS INCMETACommunication Services12,642$3.7K1.37%
SHYFT GROUP INCSHYFIndustrials92,815$3.5K1.27%
ALPHABET INCGOOGLEquity1,613$3.3K1.22%
JOHNSON & JOHNSONJNJHealthcare15,488$2.5K0.94%
ALPHABET INCGOOGEquity1,178$2.4K0.90%
VANGUARD TAX-EXEMPT BOND INDEX FUNDVTEB—44,532$2.4K0.89%
AON PLCAONFinancial Services10,454$2.4K0.88%
TESLA INCTSLAConsumer Cyclical3,518$2.3K0.86%
SUMITOMO MITSUI FINANCIAL GROUP INCSMFGFinancial Services297,735$2.2K0.79%
TRUIST FINANCIAL CORPTFCFinancial Services34,952$2.0K0.75%
UNITEDHEALTH GROUP INCUNHHealthcare5,086 .9K0.70%
ISHARES CORE MSCI EUROPE ETFIEUR—34,321 .9K0.68%
PROCTER & GAMBLE COPGConsumer Defensive13,499 .8K0.67%
VISA INC-CLASS A SHARESVFinancial Services8,383 .8K0.65%
COMCAST CORPCMCSACommunication Services30,368 .6K0.60%