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 |
|---|---|---|---|---|---|---|---|---|---|
| DISNEY WALT CO | COM | 51 | $2,211,779 | 18,076 | 0.00 | 0.00 | -508 | -2.73 | 03-31-2024 |
| SPDR S&P 500 ETF TR | TR UNIT | 52 | $2,122,095 | 4,057 | 0.00 | 0.00 | 50 | 1.25 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 53 | $2,115,839 | 51,732 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| VANGUARD INDEX FDS | SMALL CP ETF | 54 | $2,101,885 | 9,195 | 0.00 | 0.00 | 782 | 9.30 | 03-31-2024 |
