Filer Name: FIRESTONE CAPITAL MANAGEMENT
CIK: 1799964
Period: 2024-12-31
Filed At: 2025-02-14
Number of Holdings: 153
Portfolio Value: $0.40B

Firestone Capital Management Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
VIG US VANGUARD DIVIDEND APPREC ETF 146,365 $29M 7.12% 0.1% -
SPY US SPDR S&P 500 ETF TRUST 44,808 $26M 6.53% 1.4% -
VXF US VANGUARD EXTENDED MARKET ETF 136,046 $26M 6.42% 6.9% -
VTI US VANGUARD TOTAL STOCK MKT ETF 79,142 $23M 5.70% 10.2% -
VTV US VANGUARD VALUE ETF 109,020 $18M 4.59% 1.2% -
FNDX US SCHWAB FNDMNTL US LRG CO ETF 748,908 $18M 4.41% 195.8% -
IUSB US ISHARES CORE TOTAL BOND ETF 362,745 $16M 4.08% -6.5% -
VCSH US VANGUARD S/T CORP BOND ETF 190,035 $15M 3.68% 7.5% -
VNQ US VANGUARD REAL ESTATE ETF 161,756 $14M 3.58% -1.9% -
VEU US VANGUARD FTSE ALL-WORLD EX-U 241,332 $14M 3.44% -4.2% -
IWB US ISHARES RUSSELL 1000 ETF 29,854 $10M 2.39% 0.0% -
VTEB US VANGUARD TAX-EXEMPT BOND ETF 190,264 $10M 2.37% -5.6% -
VBR US VANGUARD SMALL-CAP VALUE ETF 47,066 $9M 2.32% 0.2% -
SCHH US SCHWAB US REIT ETF 441,233 $9M 2.31% 3.8% -
AGG US ISHARES CORE U.S. AGGREGATE 91,059 $9M 2.19% 5.6% -
RSP US INVESCO S&P 500 EQUAL WEIGHT 42,691 $7M 1.86% 5.0% -
SCHF US SCHWAB INTL EQUITY ETF 317,520 $6M 1.46% 120.4% -
SCHB US SCHWAB US BROAD MARKET ETF 250,319 $6M 1.41% 242.7% -
MDY US SPDR S&P MIDCAP 400 ETF TRST 9,676 $6M 1.37% -1.7% -
FNDF US SCHWAB FNDMN INTL LRG CO ETF 143,817 $5M 1.19% 4.4% -
SmartTypes

Empowering investors with intelligent data analytics and market insights.

Quick Links
Connect With Us