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Home > Institutional Investor > Stone Point Wealth Llc > Profile

Instuitional Investor - Stone Point Wealth Llc

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Stone Point Wealth Llc
Portfolio Value	$352,593,814

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Microsoft Corp	MSFT	61,624	$31,917,937	9.05%
2.	Vanguard Index Fds - VALUE ETF		95,633	$17,834,511	5.06%
3.	Vanguard Scottsdale Funds		173,831	$13,894,312	3.94%
4.	Vanguard Bond Index Funds	BND	129,620	$10,228,314	2.9%
5.	Vanguard Tax-Managed Fds		167,759	$10,052,134	2.85%