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SPDR DJ Wilshire Large Cap Growth shares owned by TAGStone Capital

Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap Growth (SPYG) shares owned by TAGStone Capital from 13F filings

Historical chart of TAGStone Capital investment in SPDR DJ Wilshire Large Cap Growth

Tip: Access up to 7 years of quarterly data

All positions including SPDR DJ Wilshire Large Cap Growth held by TAGStone Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR DJ Wilshire Large Cap Growth by TAGStone Capital

Quarter filed Position value Share count Share price at filing
2023-12-31 $6.7M 103k 65.06
2023-09-30 $6.1M 102k 59.28
2023-06-30 $6.3M 103k 61.01
2023-03-31 $5.9M 106k 55.36
2022-12-31 $5.3M 104k 50.67
2022-09-30 $5.2M 104k 50.10
2022-06-30 $5.5M 104k 52.28
2022-03-31 $6.4M 97k 66.21
2021-12-31 $7.0M 97k 72.47

More positions owned by TAGStone Capital

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Amazon (AMZN)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Costco Wholesale Corporation (COST)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Union Pacific Corporation (UNP)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)

View all positions for TAGStone Capital

Top funds holding SPDR DJ Wilshire Large Cap Growth

Hanson McClain Advisors
Horizon Investments
ValMark Advisers
Jpmorgan Chase & Co
HB Wealth Management
Bank of America Corporation
UBS Group
Bank of New York Mellon
Advisor Group Holdings
Quotient Wealth Partners
Orgel Wealth Management
Advisory Alpha
RFG Advisory
Private Advisor
CWM

View all funds holding SPDR DJ Wilshire Large Cap Growth