Instuitional Investor - Stone Point Wealth Llc

Filing Period:
No. Security Ticker Shares Value % Port
1. MSFT 61,882 $23,083,070 5.86%
2.
Vanguard Index Fds - VALUE ETF
88,161 $19,212,927 4.88%
3. VCIT 223,282 $17,645,976 4.48%
4.
Vanguard Tax-Managed Fds
227,588 $16,215,662 4.12%
5. KRE 162,191 $14,253,345 3.62%