Instuitional Investor - Slatestone Wealth, Llc

Fund Profile
Filing Period:
Fund Name: Slatestone Wealth, Llc
Portfolio Value $1,155,196
Filing Period:
No. Security Ticker Shares Value % Port
1. AAPL 217,766 $55,450 4.8%
2. NVDA 256,166 $47,795 4.14%
3. MSFT 90,062 $46,647 4.04%
4. VLUE 187,733 $36,514 3.16%
5.
Vanguard Index Funds Extend Mk - ETF
121,497 $25,434 2.2%