Stone Point Wealth LLC ETFs

Stone Point Wealth LLC

$347 Million
Q3 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
TIP Ishares Tr Tips Bd ETF	$0	$618,000 0.18% of portfolio	5,563	Q3 2025 Reduced 76.44%
ITOT Ishares Core S&P Total U.S. St	$0	$607,000 0.17% of portfolio	4,171	Q2 2025 Reduced 4.09%
SCHB Schwab Strategic Tr Us Broad M	$0	$606,000 0.17% of portfolio	23,589	Q3 2025 Reduced 2.43%
SCHA Schwab Strategic Tr Us Small C	$0	$551,000 0.16% of portfolio	19,758	Q3 2025 Reduced 3.76%
IWM Ishares Russell 2000 ETF	$0	$544,000 0.16% of portfolio	2,251	Q3 2025 Reduced 1.14%
IVW Ishares S&P 500 Growth ETF	$0	$519,000 0.15% of portfolio	4,306	Q3 2025 Reduced 3.19%
IVE Ishares S&P 500 Value ETF	$0	$514,000 0.15% of portfolio	2,490	Q3 2025 Reduced 2.43%
BNDX Vanguard Total International B	$0	$513,000 0.15% of portfolio	10,380	Q3 2025 Reduced 87.1%
VIG Vanguard Dividend Appreciation	$0	$492,000 0.14% of portfolio	2,704	Q3 2025 Reduced 0.92%

DFAS Dimensional ETF Tr U S Small C	$0	$461,000 0.13% of portfolio	6,737	Q1 2025 Reduced 5.21%
SCHV Schwab Strategic Tr Us Large C	$0	$408,000 0.12% of portfolio	14,018	Q3 2025 Reduced 17.19%
XLK Technology Sector Spdr	$0	$390,000 0.11% of portfolio	1,385	Q3 2025 Reduced 7.85%
IAU Ishares Gold Trust	$65.3B	$380,000 0.11% of portfolio	5,223	Q1 2025 Added 26.1%
XLV Select Sector Spdr Fund Health	$0	$371,000 0.11% of portfolio	2,670	Q3 2025 Reduced 10.25%
PGX Invesco ETF Tr Ii Pfd ETF	$0	$360,000 0.1% of portfolio	31,050	Q3 2025 Reduced 38.76%
VIOV Vanguard S&P Small Cap 600 Val	$0	$351,000 0.1% of portfolio	3,692	Q3 2025 Reduced 1.05%
SCHD Schwab Strategic Tr Us Dividen	$0	$342,000 0.1% of portfolio	12,561	Q4 2024 Added 200.0%
VEU Vanguard Ftse All World Ex Us	$0	$339,000 0.1% of portfolio	4,755	Q1 2023 Reduced 0.63%

DFAI Dimensional ETF Tr	$0	$318,000 0.09% of portfolio	8,768	Q3 2025 Reduced 74.86%
SCHG Schwab Strategic Tr Us Large C	$0	$314,000 0.09% of portfolio	9,849	Q3 2025 Reduced 3.16%
IWB Ishares Tr Russell 1000 ETF	$0	$287,000 0.08% of portfolio	788	Q4 2023 New
JMUB Jp Morgan Tr Mun ETF (De)	$0	$273,000 0.08% of portfolio	5,416	Q3 2025 Reduced 17.65%
SCZ Ishares Tr Msci Eafe Small Cap	$0	$273,000 0.08% of portfolio	3,571	Q3 2025 Reduced 10.84%
EZU Ishares Inc Msci Eurozone ETF	$0	$270,000 0.08% of portfolio	4,370	Q3 2025 Reduced 1.8%
SCHE Schwab Strategic Tr Us Emergin	$0	$269,000 0.08% of portfolio	8,075	Q3 2025 Reduced 13.13%
XLI Industrial Sector Spdr	$0	$267,000 0.08% of portfolio	1,735	Q3 2025 Reduced 5.96%
VTIP Vanguard Sht Trm Inflt Prot Fd	$0	$255,000 0.07% of portfolio	5,047	Q3 2025 Reduced 77.4%
FNDC Schwab Fundamental Intl Small	$0	$252,000 0.07% of portfolio	5,678	Q3 2025 Reduced 5.68%
IWD Ishares Russell 1000 Val ETF	$0	$221,000 0.06% of portfolio	1,086	Q3 2025 Reduced 7.73%
FNDX Schwab Fundamental U S Large C	$0	$220,000 0.06% of portfolio	8,376	Q3 2025 Reduced 1.86%
SPEM Spdr Ser Tr Fds Spdr Portfolio	$0	$220,000 0.06% of portfolio	4,719	Q3 2025 Reduced 9.41%
EFV Msci Eafe Value ETF	$0	$217,000 0.06% of portfolio	3,213	Q3 2025 Reduced 1.62%

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