本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
WealthStone, Inc. (CIK 1548784) reported $286.7M across 276 reported positions in its SEC 13F filing for 2021-03-31. Largest positions: MUB ($37.2M, 12.98%), IVV ($23.9M, 8.35%), AGG ($18.2M, 6.35%), IWB ($15.6M, 5.43%), GIGB ($11.3M, 3.93%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MUB | Ishares TRUST | $37.2M | 12.98% | 320,719 | Added |
| 2 | IVV | Ishares Core S&P 500 ETF | $23.9M | 8.35% | 60,175 | Added |
| 3 | AGG | Ishares BarCap Aggregate Bond Index | $18.2M | 6.35% | 159,961 | Added |
| 4 | IWB | Ishares Russell 1000 Index | $15.6M | 5.43% | 69,573 | Trimmed |
| 5 | GIGB | Goldman Sachs Acss Invmt Grd Corp Bd ETF | $11.3M | 3.93% | 211,108 | Added |
| 6 | VCIT | Vanguard Corp Bond Etf | $9.7M | 3.38% | 104,260 | Added |
| 7 | MSFT | Microsoft Corp. | $9.5M | 3.30% | 40,132 | Added |
| 8 | AMZN | Amazon Com Inc | $8.2M | 2.85% | 2,645 | Added |
| 9 | IJR | Ishares Core S&P Small-Cap ETF | $5.9M | 2.07% | 54,783 | Added |
| 10 | NCNO | Ncino Inc | $3.8M | 1.31% | 56,469 | New |
| 11 | META | Facebook Inc Class A | $3.7M | 1.30% | 12,642 | Added |
| 12 | SHYF | The Shyft Group Inc | $3.5M | 1.20% | 92,815 | New |
| 13 | GOOGL | Google Inc Class A | $3.3M | 1.16% | 1,613 | Added |
| 14 | JNJ | Johnson & Johnson | $2.5M | 0.89% | 15,488 | Added |
| 15 | GOOG | Google Inc Class C | $2.4M | 0.85% | 1,178 | Added |
| 16 | VTEB | Vanguard Muni Bnd Tax | $2.4M | 0.85% | 44,532 | Hold |
| 17 | AON | Aon PLC | $2.4M | 0.84% | 10,454 | Added |
| 18 | TSLA | Tesla Motors Inc | $2.3M | 0.82% | 3,518 | Added |
| 19 | SMFG | Sumitomo Mitsu Finl | $2.2M | 0.75% | 297,735 | Added |
| 20 | TFC | Truist Finl Corp Com | $2.0M | 0.71% | 34,952 | Added |
| 21 | UNH | Unitedhealth Group Inc | $1.9M | 0.66% | 5,086 | Added |
| 22 | IEUR | iShares Core MSCI Europe ETF | $1.9M | 0.65% | 34,321 | Added |
| 23 | PG | Procter & Gamble Co. | $1.8M | 0.64% | 13,499 | Trimmed |
| 24 | V | Visa Inc. | $1.8M | 0.62% | 8,383 | Added |
| 25 | CMCSA | Comcast Corp New Cl A | $1.6M | 0.57% | 30,368 | Added |
来源：SEC 13F 申报文件 · 截至 2021-03-31