Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| STONE POINT WEALTH LLC | 05-01-2024 | 03-31-2024 | 140 | 287,689,129 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MICROSOFT CORP | COM | 1 | $26,118,124 | 62,080 | 0.01 | 0.01 | 45 | 0.07 | 03-31-2024 |
| VANGUARD INDEX FDS | VALUE ETF | 2 | $14,597,793 | 89,634 | 0.01 | 0.00 | 3,107 | 3.59 | 03-31-2024 |
| SPDR SER TR | PRTFLO S&P500 VL | 3 | $9,974,817 | 199,098 | 0.00 | 0.00 | 8,479 | 4.45 | 03-31-2024 |
| TERRAN ORBITAL CORPORATION | COM | 4 | $7,507,484 | 5,730,904 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
