Stone Point Wealth LLC ETFs

Stone Point Wealth LLC

$291 Million
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
SPSB Spdr Portfolio Short Term Corp	$0	$627,000 0.22% of portfolio	20,840	Q1 2025 Reduced 5.36%
QQQ Invesco Qqq Trust, Series 1	$0	$618,000 0.21% of portfolio	1,319	Q4 2024 Reduced 17.51%
DFAT Dimensional ETF Tr U S Target	$0	$592,000 0.2% of portfolio	11,500	Q1 2025 Added 0.89%
PGX Invesco ETF Tr Ii Pfd ETF	$0	$535,000 0.18% of portfolio	47,750	Q1 2025 Added 124.71%
ITOT Ishares Core S&P Total U.S. St	$0	$530,000 0.18% of portfolio	4,349	Q1 2025 Added 8.56%
IWF Ishares Russell 1000 Gr ETF	$0	$526,000 0.18% of portfolio	1,458	Q1 2025 Reduced 15.97%
VOO Vanguard Index Fds S&P 500 ETF	$0	$525,000 0.18% of portfolio	1,023	Q2 2024 Reduced 3.31%
SCHV Schwab Strategic Tr Us Large C	$0	$501,000 0.17% of portfolio	18,881	Q1 2025 Reduced 1.64%
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	$487,000 0.17% of portfolio	2,557	Q4 2024 Reduced 0.12%
XLV Select Sector Spdr Fund Health	$0	$459,000 0.16% of portfolio	3,149	Q1 2025 Reduced 3.79%
IWM Ishares Russell 2000 ETF	$0	$454,000 0.16% of portfolio	2,277	Q1 2025 Reduced 0.96%
JMUB Jp Morgan Tr Mun ETF (De)	$0	$448,000 0.15% of portfolio	8,977	Q1 2025 Added 5.48%
IVW Ishares S&P 500 Growth ETF	$0	$415,000 0.14% of portfolio	4,476	Q1 2025 Reduced 0.89%
DFAS Dimensional ETF Tr U S Small C	$0	$402,000 0.14% of portfolio	6,737	Q1 2025 Reduced 5.21%
SCHA Schwab Strategic Tr Us Small C	$0	$364,000 0.13% of portfolio	15,542	Q1 2025 Added 5.99%
SCHD Schwab Strategic Tr Us Dividen	$0	$351,000 0.12% of portfolio	12,561	Q4 2024 Added 200.0%
VIOV Vanguard S&P Small Cap 600 Val	$0	$342,000 0.12% of portfolio	4,083	Q4 2024 Reduced 3.63%
AGG Ishares Core U.S. Aggregate Bo	$0	$315,000 0.11% of portfolio	3,188	Q3 2024 Reduced 3.34%
XLK Technology Sector Spdr	$0	$312,000 0.11% of portfolio	1,512	Q1 2025 Reduced 13.4%
IAU Ishares Gold Trust	$53.5B	$307,000 0.11% of portfolio	5,223	Q1 2025 Added 26.1%
SCHG Schwab Strategic Tr Us Large C	$0	$290,000 0.1% of portfolio	11,619	Q1 2025 New
VEU Vanguard Ftse All World Ex Us	$0	$288,000 0.1% of portfolio	4,755	Q1 2023 Reduced 0.63%
IWD Ishares Russell 1000 Val ETF	$0	$274,000 0.09% of portfolio	1,459	Q1 2025 Reduced 18.03%
SPEM Spdr Ser Tr Fds Spdr Portfolio	$0	$272,000 0.09% of portfolio	6,915	Q1 2025 Reduced 0.27%
SCHE Schwab Strategic Tr Us Emergin	$0	$265,000 0.09% of portfolio	9,643	Q1 2025 Reduced 12.92%
FNDX Schwab Fundamental U S Large C	$0	$260,000 0.09% of portfolio	11,035	Q4 2024 Added 193.87%
XLI Industrial Sector Spdr	$0	$260,000 0.09% of portfolio	1,990	Q1 2025 Reduced 0.5%
SCHB Schwab Strategic Tr Us Broad M	$0	$257,000 0.09% of portfolio	11,954	Q1 2025 Reduced 9.45%
FNDC Schwab Fundamental Intl Small	$0	$255,000 0.09% of portfolio	7,045	Q4 2024 Reduced 15.2%
SCZ Ishares Tr Msci Eafe Small Cap	$0	$254,000 0.09% of portfolio	4,005	Q1 2025 Reduced 2.55%
IWB Ishares Tr Russell 1000 ETF	$0	$241,000 0.08% of portfolio	788	Q4 2023 New
EZU Ishares Inc Msci Eurozone ETF	$0	$236,000 0.08% of portfolio	4,450	Q1 2025 Reduced 0.89%
DFIS Dimensional ETF Tr Dimensional	$0	$230,000 0.08% of portfolio	8,922	Q1 2025 Reduced 0.82%

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