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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INTL EQUITY INDEX F | GLB EX US ETF | 101 | $1,107,608 | 26,284 | 0.00 | 0.00 | 3,564 | 15.69 | 03-31-2024 |
| NEXTERA ENERGY INC | COM | 102 | $1,103,981 | 17,274 | 0.00 | 0.00 | -2,662 | -13.35 | 03-31-2024 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 103 | $1,099,008 | 17,709 | 0.00 | 0.00 | 1,223 | 7.42 | 03-31-2024 |
| ISHARES TR | CORE MSCI EAFE | 104 | $1,054,369 | 14,206 | 0.00 | 0.00 | -202 | -1.40 | 03-31-2024 |
