Instuitional Investor - Stone Point Wealth Llc

Fund Profile
Filing Period:
Fund Name: Stone Point Wealth Llc
Portfolio Value $368,692,364
Filing Period:
No. Security Ticker Shares Value % Port
1. MSFT 61,626 $29,803,366 8.08%
2.
Vanguard Index Fds - VALUE ETF
95,135 $18,169,834 4.93%
3.
Vanguard Scottsdale Funds
207,820 $16,569,489 4.49%
4.
Spdr Series Trust
156,733 $12,573,121 3.41%
5. GOOGL 39,227 $12,309,433 3.34%