Institutions / WealthStone, Inc.
WealthStone, Inc.
CIK 1548784 · Institution · as of Mar 31, 2021
Portfolio value
$286.72M
Positions
276
As of
Mar 31, 2021
Portfolio trend
Portfolio value
$286.72M+1.7%Positions
276+8.7%Top holdings
Mar 31, 2021View all 276 →
| Company | Value | % of portfolio |
|---|---|---|
| iSHARES TRUST | $37.22M | 13.0% |
| iSHARES TRUST | $23.94M | 8.3% |
| Ishares BarCap Aggregate Bond IndexAGG | $18.21M | 6.4% |
| Ishares Russell 1000 IndexIWB | $15.57M | 5.4% |
| Goldman Sachs Acss Invmt Grd Corp Bd ETFGIGB | $11.26M | 3.9% |
| Vanguard Corp Bond EtfVCIT | $9.70M | 3.4% |
| Microsoft CorpMSFT | $9.46M | 3.3% |
| Amazon Com IncAMZN | $8.18M | 2.9% |
| Ishares Core S&P Small-Cap ETFIJR | $5.95M | 2.1% |
| Ncino Inc | $3.77M | 1.3% |
| Facebook IncFB | $3.72M | 1.3% |
| Spartan Motors IncSHYF | $3.45M | 1.2% |
| Alphabet Inc.GOOG | $3.33M | 1.2% |
| Johnson & JohnsonJNJ | $2.54M | 0.9% |
| Alphabet Inc.GOOG | $2.44M | 0.8% |
| Vanguard Muni Bnd TaxVTEB | $2.43M | 0.8% |
| Aon plcAON | $2.40M | 0.8% |
| Tesla Motors IncTSLA | $2.35M | 0.8% |
| Sumitomo Mitsui Financial Group, Inc.SMFG | $2.16M | 0.8% |
| BB&T CorpBBT | $2.04M | 0.7% |
| Unitedhealth Group IncUNH | $1.89M | 0.7% |
| iShares Core MSCI Europe ETFIEUR | $1.85M | 0.6% |
| PROCTER & GAMBLE CoPG | $1.83M | 0.6% |
| Visa Inc.V | $1.77M | 0.6% |
| Comcast CorpCMCSA | $1.64M | 0.6% |
Activity
Mar 31, 2021View full history →
InsidersInstitutions
This fund's quarter-over-quarter position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2021 as of | Exit Other (per filing) | Apple Inc common | $-11.56M | -87K -100.00% | 0 | medium |
| Q1 2021 as of | Exit Other (per filing) | Dimensional US Core Equity Market ETF fund | $-9.88M | -368K -100.00% | 0 | medium |
| Q1 2021 as of | Exit Other (per filing) | DFAU Dfau | $-7.78M | -296K -100.00% | 0 | medium |
| Q1 2021 as of | New Other (per filing) | 63947U107 | $3.77M |