Stone Point Wealth LLC ETFs

Stone Point Wealth LLC

$294 Million
Q4 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
SPSB Spdr Portfolio Short Term Corp	$0	$657,000 0.22% of portfolio	22,021	Q4 2024 Reduced 1.56%
DFAT Dimensional ETF Tr U S Target	$0	$634,000 0.22% of portfolio	11,399	Q4 2024 Reduced 0.65%
SPDW Spdr Ser Tr Fds Spdr Portfolio	$0	$630,000 0.21% of portfolio	18,483	Q4 2024 Reduced 0.84%
VOO Vanguard Index Fds S&P 500 ETF	$0	$551,000 0.19% of portfolio	1,023	Q2 2024 Reduced 3.31%
ITOT Ishares Core S&P Total U.S. St	$0	$515,000 0.18% of portfolio	4,006	Q4 2024 Added 0.12%
VTIP Vanguard Sht Trm Inflt Prot Fd	$0	$508,000 0.17% of portfolio	10,503	Q4 2024 Reduced 11.72%
IWM Ishares Russell 2000 ETF	$0	$507,000 0.17% of portfolio	2,299	Q2 2024 Added 0.04%
SCHV Schwab Strategic Tr Us Large C	$0	$500,000 0.17% of portfolio	19,195	Q4 2024 Added 173.08%
VIG Vanguard Dividend Appreciation	$0	$497,000 0.17% of portfolio	2,734	Q4 2024 Reduced 3.53%
IVE Ishares S&P 500 Value ETF	$0	$488,000 0.17% of portfolio	2,557	Q4 2024 Reduced 0.12%
DFAS Dimensional ETF Tr U S Small C	$0	$462,000 0.16% of portfolio	7,107	Q4 2024 Added 5.49%
IVW Ishares S&P 500 Growth ETF	$0	$458,000 0.16% of portfolio	4,516	Q4 2024 Reduced 0.15%
XLV Select Sector Spdr Fund Health	$0	$450,000 0.15% of portfolio	3,273	Q4 2024 Reduced 8.83%
JMUB Jp Morgan Tr Mun ETF (De)	$0	$426,000 0.14% of portfolio	8,511	Q4 2024 Reduced 10.37%
XLK Technology Sector Spdr	$0	$405,000 0.14% of portfolio	1,746	Q4 2024 Reduced 11.51%
VIOV Vanguard S&P Small Cap 600 Val	$0	$381,000 0.13% of portfolio	4,083	Q4 2024 Reduced 3.63%
SCHA Schwab Strategic Tr Us Small C	$0	$379,000 0.13% of portfolio	14,663	Q4 2024 Added 82.76%
SCHD Schwab Strategic Tr Us Dividen	$0	$343,000 0.12% of portfolio	12,561	Q4 2024 Added 200.0%
IWD Ishares Russell 1000 Val ETF	$0	$329,000 0.11% of portfolio	1,780	Q4 2024 Reduced 1.28%
AGG Ishares Core U.S. Aggregate Bo	$0	$308,000 0.1% of portfolio	3,188	Q3 2024 Reduced 3.34%
SCHB Schwab Strategic Tr Us Broad M	$0	$299,000 0.1% of portfolio	13,201	Q4 2024 Added 308.19%
SCHE Schwab Strategic Tr Us Emergin	$0	$294,000 0.1% of portfolio	11,074	Q4 2024 Added 3.91%
VEU Vanguard Ftse All World Ex Us	$0	$272,000 0.09% of portfolio	4,755	Q1 2023 Reduced 0.63%
SPEM Spdr Ser Tr Fds Spdr Portfolio	$0	$266,000 0.09% of portfolio	6,934	Q4 2024 Reduced 8.18%
XLI Industrial Sector Spdr	$0	$263,000 0.09% of portfolio	2,000	Q4 2024 Reduced 0.25%
FNDX Schwab Fundamental U S Large C	$0	$261,000 0.09% of portfolio	11,035	Q4 2024 Added 193.87%
IWB Ishares Tr Russell 1000 ETF	$0	$253,000 0.09% of portfolio	788	Q4 2023 New
SCZ Ishares Tr Msci Eafe Small Cap	$0	$249,000 0.08% of portfolio	4,110	Q4 2024 Reduced 1.25%
PGX Invesco ETF Tr Ii Pfd ETF	$0	$245,000 0.08% of portfolio	21,250	Q4 2024 Reduced 6.18%
FNDC Schwab Fundamental Intl Small	$0	$240,000 0.08% of portfolio	7,045	Q4 2024 Reduced 15.2%
DFIS Dimensional ETF Tr Dimensional	$0	$220,000 0.07% of portfolio	8,996	Q4 2024 Reduced 2.7%
EZU Ishares Inc Msci Eurozone ETF	$0	$211,000 0.07% of portfolio	4,490	Q4 2024 Reduced 11.79%
IAU Ishares Gold Trust	$45.8B	$205,000 0.07% of portfolio	4,142	Q3 2024 New

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