Stone Point Wealth LLC ETFs

Stone Point Wealth LLC

$358 Million
Q4 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
ITOT Ishares Core S&P Total U.S. St	$0	$566,000 0.16% of portfolio	3,870	Q4 2025 Reduced 7.22%
SCHB Schwab Strategic Tr Us Broad M	$0	$564,000 0.16% of portfolio	21,850	Q4 2025 Reduced 7.37%
IVE Ishares S&P 500 Value ETF	$0	$520,000 0.15% of portfolio	2,482	Q4 2025 Reduced 0.32%
IWM Ishares Russell 2000 ETF	$0	$516,000 0.14% of portfolio	2,176	Q4 2025 Reduced 3.33%
SCHA Schwab Strategic Tr Us Small C	$0	$514,000 0.14% of portfolio	18,764	Q4 2025 Reduced 5.03%
IVW Ishares S&P 500 Growth ETF	$0	$488,000 0.14% of portfolio	4,038	Q4 2025 Reduced 6.22%
VIG Vanguard Dividend Appreciation	$0	$486,000 0.14% of portfolio	2,669	Q4 2025 Reduced 1.29%
DFAS Dimensional ETF Tr U S Small C	$0	$452,000 0.13% of portfolio	6,737	Q1 2025 Reduced 5.21%
XLV Select Sector Spdr Fund Health	$0	$400,000 0.11% of portfolio	2,640	Q4 2025 Reduced 1.12%

IAU Ishares Gold Trust	$65.3B	$383,000 0.11% of portfolio	4,981	Q4 2025 Reduced 4.63%
SCHV Schwab Strategic Tr Us Large C	$0	$382,000 0.11% of portfolio	13,206	Q4 2025 Reduced 5.79%
SCHG Schwab Strategic Tr Us Large C	$0	$369,000 0.1% of portfolio	11,444	Q4 2025 Added 16.19%
VIOV Vanguard S&P Small Cap 600 Val	$0	$349,000 0.1% of portfolio	3,692	Q3 2025 Reduced 1.05%
VEU Vanguard Ftse All World Ex Us	$0	$347,000 0.1% of portfolio	4,755	Q1 2023 Reduced 0.63%
PFF Ishares Trust Ishares Pfd And	$0	$342,000 0.1% of portfolio	11,100	Q4 2025 Reduced 47.84%
SCHD Schwab Strategic Tr Us Dividen	$0	$341,000 0.1% of portfolio	12,555	Q4 2025 Reduced 0.05%
DFAI Dimensional ETF Tr	$0	$321,000 0.09% of portfolio	8,657	Q4 2025 Reduced 1.27%
IWB Ishares Tr Russell 1000 ETF	$0	$289,000 0.08% of portfolio	788	Q4 2023 New

PGX Invesco ETF Tr Ii Pfd ETF	$0	$283,000 0.08% of portfolio	24,999	Q4 2025 Reduced 19.49%
EZU Ishares Inc Msci Eurozone ETF	$0	$274,000 0.08% of portfolio	4,366	Q4 2025 Reduced 0.09%
TIP Ishares Tr Tips Bd ETF	$0	$272,000 0.08% of portfolio	2,456	Q4 2025 Reduced 55.85%
JMUB Jp Morgan Tr Mun ETF (De)	$0	$271,000 0.08% of portfolio	5,376	Q4 2025 Reduced 0.74%
SCHE Schwab Strategic Tr Us Emergin	$0	$270,000 0.08% of portfolio	8,011	Q4 2025 Reduced 0.79%
SCZ Ishares Tr Msci Eafe Small Cap	$0	$268,000 0.07% of portfolio	3,520	Q4 2025 Reduced 1.43%
XLI Industrial Sector Spdr	$0	$261,000 0.07% of portfolio	1,720	Q4 2025 Reduced 0.86%
EFV Msci Eafe Value ETF	$0	$225,000 0.06% of portfolio	3,213	Q3 2025 Reduced 1.62%
IWD Ishares Russell 1000 Val ETF	$0	$222,000 0.06% of portfolio	1,086	Q3 2025 Reduced 7.73%
FNDC Schwab Fundamental Intl Small	$0	$200,000 0.06% of portfolio	4,512	Q4 2025 Reduced 20.54%
GLDM World Gold Trust	$11.9B	$192,000 0.05% of portfolio	2,374	Q4 2025 New

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