# EDGAR Filing Document

**Accession Number:** 0001903044
**File Stem:** 0001903044-23-000001
**Filing Date:** 2023-2
**Character Count:** 10510
**Document Hash:** 4ef605f8bfa47cd8055d1f82ec23d2f7
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001903044-23-000001.hdr.sgml**: 20230213

**ACCESSION NUMBER**: 0001903044-23-000001

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230213

**DATE AS OF CHANGE**: 20230213

**EFFECTIVENESS DATE**: 20230213

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** TAGStone Capital, Inc.
- **CENTRAL INDEX KEY:** 0001903044
- **IRS NUMBER:** 320355210
- **STATE OF INCORPORATION:** NC
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-21549
- **FILM NUMBER:** 23615876

**BUSINESS ADDRESS:**
- **STREET 1:** 1515 MOCKINGBIRD LANE
- **STREET 2:** SUITE 400
- **CITY:** CHARLOTTE
- **STATE:** NC
- **ZIP:** 28209
- **BUSINESS PHONE:** (704) 533-8900

**MAIL ADDRESS:**
- **STREET 1:** PO BOX 11984
- **CITY:** CHARLOTTE
- **STATE:** NC
- **ZIP:** 28220

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** TAGStone Capital Inc.<br>**Address:** PO BOX 11984<br>CHARLOTTE, NC 28220

**Form 13F File Number:** 028-21549

**CRD Number (if applicable):** 000158864

**SEC File Number (if applicable):** 801-121704

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** William Reid Culp III<br>**Title:** President<br>**Phone:** 7045338900

**Signature, Place, and Date of Signing:**

William Reid Culp III  Charlotte, NC  02-13-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 71

**Form 13F Information Table Value Total:** $121190

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ISHARES TR | CORE S ETF | 464287200 |  | 12335 | 32106 | SH |  | SOLE |  | 0 | 0 | 32106 |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 |  | 11297 | 145749 | SH |  | SOLE |  | 0 | 0 | 145749 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 6813 | 22055 | SH |  | SOLE |  | 0 | 0 | 22055 |
| SPDR SER TR | PRTFLO S GW | 78464A409 |  | 5268 | 103976 | SH |  | SOLE |  | 0 | 0 | 103976 |
| AMAZON COM INC | COM | 023135106 |  | 5171 | 61558 | SH |  | SOLE |  | 0 | 0 | 61558 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 |  | 4214 | 85141 | SH |  | SOLE |  | 0 | 0 | 85141 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 |  | 4210 | 55986 | SH |  | SOLE |  | 0 | 0 | 55986 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 3816 | 21599 | SH |  | SOLE |  | 0 | 0 | 21599 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 3703 | 60071 | SH |  | SOLE |  | 0 | 0 | 60071 |
| SPDR SER TR | PRTFLO S VL | 78464A508 |  | 3181 | 81791 | SH |  | SOLE |  | 0 | 0 | 81791 |
| UNION PAC CORP | COM | 907818108 |  | 2911 | 14056 | SH |  | SOLE |  | 0 | 0 | 14056 |
| ISHARES TR | RUS MD CP GR ETF | 464287481 |  | 2908 | 34788 | SH |  | SOLE |  | 0 | 0 | 34788 |
| SPDR SER TR | S 600 SMCP VAL | 78464A300 |  | 2883 | 38849 | SH |  | SOLE |  | 0 | 0 | 38849 |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 |  | 2834 | 20953 | SH |  | SOLE |  | 0 | 0 | 20953 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 2703 | 5921 | SH |  | SOLE |  | 0 | 0 | 5921 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 2440 | 27661 | SH |  | SOLE |  | 0 | 0 | 27661 |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 |  | 2438 | 55482 | SH |  | SOLE |  | 0 | 0 | 55482 |
| VANGUARD BD INDEX FDS | VANGUARD ULTRA | 92203C303 |  | 2246 | 45834 | SH |  | SOLE |  | 0 | 0 | 45834 |
| VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 |  | 2237 | 11153 | SH |  | SOLE |  | 0 | 0 | 11153 |
| VANGUARD SCOTTSDALE FDS | VNG RUS2000IDX | 92206C664 |  | 1886 | 26795 | SH |  | SOLE |  | 0 | 0 | 26795 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | 92206C680 |  | 1563 | 28357 | SH |  | SOLE |  | 0 | 0 | 28357 |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 |  | 1557 | 46515 | SH |  | SOLE |  | 0 | 0 | 46515 |
| TJX COS INC NEW | COM | 872540109 |  | 1488 | 18700 | SH |  | SOLE |  | 0 | 0 | 18700 |
| ISHARES TR | BLACKROCK ULTRA | 46434V878 |  | 1469 | 29366 | SH |  | SOLE |  | 0 | 0 | 29366 |
| LAUDER ESTEE COS INC | CL A | 518439104 |  | 1381 | 5568 | SH |  | SOLE |  | 0 | 0 | 5568 |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 |  | 1365 | 26688 | SH |  | SOLE |  | 0 | 0 | 26688 |
| AMERICAN EXPRESS CO | COM | 025816109 |  | 1337 | 9048 | SH |  | SOLE |  | 0 | 0 | 9048 |
| ISHARES TR | U.S. REAL ES ETF | 464287739 |  | 1303 | 15481 | SH |  | SOLE |  | 0 | 0 | 15481 |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 78463X509 |  | 1262 | 38293 | SH |  | SOLE |  | 0 | 0 | 38293 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 1234 | 8792 | SH |  | SOLE |  | 0 | 0 | 8792 |
| ISHARES TR | S MC 400GR ETF | 464287606 |  | 1172 | 17162 | SH |  | SOLE |  | 0 | 0 | 17162 |
| ISHARES TR | EAFE SML CP ETF | 464288273 |  | 1030 | 18235 | SH |  | SOLE |  | 0 | 0 | 18235 |
| VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 |  | 986 | 13274 | SH |  | SOLE |  | 0 | 0 | 13274 |
| ISHARES TR | CORE MSCI EMKT | 46434G103 |  | 936 | 20035 | SH |  | SOLE |  | 0 | 0 | 20035 |
| AMGEN INC | COM | 031162100 |  | 910 | 3465 | SH |  | SOLE |  | 0 | 0 | 3465 |
| ISHARES TR | SHRT NAT MUN ETF | 464288158 |  | 909 | 8715 | SH |  | SOLE |  | 0 | 0 | 8715 |
| ISHARES TR | CORE MSCI TOTAL | 46432F834 |  | 818 | 14128 | SH |  | SOLE |  | 0 | 0 | 14128 |
| ISHARES TR | S MC 400VL ETF | 464287705 |  | 797 | 7904 | SH |  | SOLE |  | 0 | 0 | 7904 |
| SPDR SER TR | S 600 SMCP GRW | 78464A201 |  | 795 | 11000 | SH |  | SOLE |  | 0 | 0 | 11000 |
| PROGRESSIVE CORP | COM | 743315103 |  | 692 | 5333 | SH |  | SOLE |  | 0 | 0 | 5333 |
| YUM CHINA HLDGS INC | COM | 98850P109 |  | 690 | 12624 | SH |  | SOLE |  | 0 | 0 | 12624 |
| VANGUARD INTL EQUITY INDEX F | GLB EX US ETF | 922042676 |  | 683 | 16514 | SH |  | SOLE |  | 0 | 0 | 16514 |
| BK OF AMERICA CORP | COM | 060505104 |  | 613 | 18516 | SH |  | SOLE |  | 0 | 0 | 18516 |
| SPDR SER TR | S 400 MDCP VAL | 78464A839 |  | 589 | 9096 | SH |  | SOLE |  | 0 | 0 | 9096 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 563 | 2627 | SH |  | SOLE |  | 0 | 0 | 2627 |
| ISHARES TR | SP SMCP600VL ETF | 464287879 |  | 561 | 6144 | SH |  | SOLE |  | 0 | 0 | 6144 |
| ISHARES TR | S SML 600 GWT | 464287887 |  | 545 | 5041 | SH |  | SOLE |  | 0 | 0 | 5041 |
| KRANESHARES TR | CSI CHI INTERNET | 500767306 |  | 531 | 17568 | SH |  | SOLE |  | 0 | 0 | 17568 |
| ULTA BEAUTY INC | COM | 90384S303 |  | 528 | 1125 | SH |  | SOLE |  | 0 | 0 | 1125 |
| SCHWAB CHARLES CORP | COM | 808513105 |  | 518 | 6221 | SH |  | SOLE |  | 0 | 0 | 6221 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 515 | 2954 | SH |  | SOLE |  | 0 | 0 | 2954 |
| VISA INC | COM CL A | 92826C839 |  | 490 | 2358 | SH |  | SOLE |  | 0 | 0 | 2358 |
| MONDELEZ INTL INC | CL A | 609207105 |  | 474 | 7066 | SH |  | SOLE |  | 0 | 0 | 7066 |
| KONTOOR BRANDS INC | COM | 50050N103 |  | 468 | 11706 | SH |  | SOLE |  | 0 | 0 | 11706 |
| GLOBAL X FDS | US PFD ETF | 37954Y657 |  | 436 | 22386 | SH |  | SOLE |  | 0 | 0 | 22386 |
| VANGUARD WORLD FDS | COMM SRVC ETF | 92204A884 |  | 435 | 5293 | SH |  | SOLE |  | 0 | 0 | 5293 |
| PEPSICO INC | COM | 713448108 |  | 409 | 2251 | SH |  | SOLE |  | 0 | 0 | 2251 |
| ISHARES TR | U S EQUITY FACTR | 46434V282 |  | 345 | 8834 | SH |  | SOLE |  | 0 | 0 | 8834 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 314 | 2345 | SH |  | SOLE |  | 0 | 0 | 2345 |
| APPLE INC | COM | 037833100 |  | 289 | 2223 | SH |  | SOLE |  | 0 | 0 | 2223 |
| ISHARES TR | MSCI EMG MKT ETF | 464287234 |  | 288 | 7605 | SH |  | SOLE |  | 0 | 0 | 7605 |
| ENOVIS CORPORATION | COM | 194014502 |  | 278 | 5202 | SH |  | SOLE |  | 0 | 0 | 5202 |
| AIRBNB INC | COM CL A | 009066101 |  | 264 | 3090 | SH |  | SOLE |  | 0 | 0 | 3090 |
| MICROSOFT CORP | COM | 594918104 |  | 261 | 1088 | SH |  | SOLE |  | 0 | 0 | 1088 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 255 | 6531 | SH |  | SOLE |  | 0 | 0 | 6531 |
| ESAB CORPORATION | COM | 29605J106 |  | 245 | 5212 | SH |  | SOLE |  | 0 | 0 | 5212 |
| PRICE T ROWE GROUP INC | COM | 74144T108 |  | 242 | 2218 | SH |  | SOLE |  | 0 | 0 | 2218 |
| TARGET CORP | COM | 87612E106 |  | 233 | 1566 | SH |  | SOLE |  | 0 | 0 | 1566 |
| ISHARES TR | ISHS 5-10YR INVT | 464288638 |  | 218 | 4404 | SH |  | SOLE |  | 0 | 0 | 4404 |
| LOCKHEED MARTIN CORP | COM | 539830109 |  | 211 | 434 | SH |  | SOLE |  | 0 | 0 | 434 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 201 | 755 | SH |  | SOLE |  | 0 | 0 | 755 |

---