Instuitional Investor - Stone Point Wealth Llc
Fund Profile
Filing Period:
| Fund Name: | Stone Point Wealth Llc |
| Portfolio Value | $297,981,776 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | MSFT | 61,868 | $26,077,188 | 8.75% | |
| 2. | Vanguard Index Fds | 92,725 | $15,698,307 | 5.26% | |
| 3. | Spdr Series Trust | 195,511 | $9,998,425 | 3.35% | |
| 4. | Vanguard Scottsdale Funds | 119,290 | $9,305,813 | 3.12% | |
| 5. | Vanguard Scottsdale Funds | 98,121 | $7,876,173 | 2.64% |
