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Ishares Tr msci usa smlcp shares owned by TAGStone Capital

Quarter-by-quarter ownership of Ishares Tr msci usa smlcp (SMLF) shares owned by TAGStone Capital from 13F filings

Historical chart of TAGStone Capital investment in Ishares Tr msci usa smlcp

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr msci usa smlcp held by TAGStone Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr msci usa smlcp by TAGStone Capital

Quarter filed Position value Share count Share price at filing
2026-03-31 $256k 3.4k 75.48

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Ishares Tr Core S&p500 Etf (IVV)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
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Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Dimensional Etf Trust Ultrashort Fixed (DUSB)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Mun Bd Fds Core Tax Exempt (VCRM)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Core Msci Eafe (IEFA)
Costco Wholesale Corporation (COST)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Vanguard Index Fds Mcap Vl Idxvip (VOE)

View all positions for TAGStone Capital

Top funds holding Ishares Tr msci usa smlcp

Alan Leist III
Wells Fargo & Company
Ameriprise Financial
Advance Capital Management
LPL Financial
ValMark Advisers
Bank of America Corporation
Acropolis Investment Management
Cetera Investment Advisers
Vantagepoint Investment Advisers
HighTower Advisors
Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Financial Management Professionals
Modern Wealth Management
Bsc Private Wealth Management

View all funds holding Ishares Tr msci usa smlcp