Stone Point Wealth

Stone Point Wealth as of Dec. 31, 2021

Portfolio Holdings for Stone Point Wealth

Stone Point Wealth holds 103 positions in its portfolio as reported in the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Alphabet Inc Class C cs (GOOG) 3.3 $4.0M 1.4k 2890.64
Vanguard Index Fds Uie (VTV) 3.0 $3.6M 25k 147.17
Nike (NKE) 2.8 $3.5M 21k 166.67
JPMorgan Chase & Co. (JPM) 2.8 $3.4M 22k 158.73
Spdr Ser Tr Uie (SPYV) 2.7 $3.4M 80k 41.99
Qualcomm (QCOM) 2.6 $3.2M 18k 182.80
Apple (AAPL) 2.5 $3.1M 18k 177.67
Lowe's Companies (LOW) 2.4 $2.9M 11k 258.58
Stryker Corporation (SYK) 2.2 $2.8M 10k 267.27
Pepsi (PEP) 2.1 $2.5M 15k 173.46
Agilent Technologies Inc C ommon (A) 2.0 $2.5M 16k 159.91
Vanguard Bd Index Fds Uie (BSV) 1.9 $2.3M 29k 80.81
Ishares Tr Uie (IVV) 1.9 $2.3M 4.9k 478.07
Vanguard Index Fds Uie (VUG) 1.9 $2.3M 7.1k 320.51
American Express Company (AXP) 1.8 $2.3M 14k 163.14
Ishares Tr Uie (IJR) 1.8 $2.2M 20k 114.49
Vanguard Malvern Fds Uie (VTIP) 1.7 $2.1M 41k 51.36
Ishares Tr Uie (STIP) 1.7 $2.1M 20k 105.91
Walt Disney Company (DIS) 1.7 $2.1M 13k 154.50
United Parcel Service (UPS) 1.6 $2.0M 9.2k 214.29
Spdr Ser Tr Uie (SPLG) 1.6 $2.0M 35k 55.79
Vanguard Index Fds Uie (VV) 1.5 $1.9M 8.5k 220.92
Ecolab (ECL) 1.5 $1.9M 7.9k 234.76
Amphenol Corporation (APH) 1.5 $1.8M 21k 86.90
Nextera Energy (NEE) 1.4 $1.7M 19k 93.22
Ishares Tr Uie (IGV) 1.4 $1.7M 4.3k 399.34
Linde Fgo 1.4 $1.7M 4.9k 346.59
Taiwan Semiconductor Mfg Adr (TSM) 1.3 $1.7M 14k 120.21
Medtronic Fgo (MDT) 1.3 $1.7M 16k 103.47
Spdr Ser Tr Uie (SPYG) 1.3 $1.6M 22k 72.31
Nutrien FGC (NTR) 1.3 $1.6M 21k 75.81
Vanguard Scottsdale Fds Uie (VCSH) 1.2 $1.4M 18k 81.41
Vanguard Tax-managed Intl Uie (VEA) 1.1 $1.4M 28k 51.19
American Centy Etf Tr Uie (AVDV) 1.1 $1.4M 22k 64.42
Spdr Ser Tr Uie (SPSB) 1.0 $1.3M 42k 30.96
Sea Adr (SE) 1.0 $1.3M 5.8k 221.48
Vanguard Index Fds Uie (VTI) 1.0 $1.2M 5.2k 241.72
Vanguard Index Fds Uie (VBR) 1.0 $1.2M 6.9k 178.81
Vanguard Bd Index Fds Uie (BND) 1.0 $1.2M 15k 84.55
J P Morgan Exchange-traded F Uie (JPST) 1.0 $1.2M 24k 50.29
Spdr Index Shs Fds Uie (SPDW) 0.9 $1.2M 32k 36.46
Vanguard Intl Equity Index F Uie (VWO) 0.9 $1.1M 23k 49.50
Gilead Sciences (GILD) 0.9 $1.1M 15k 72.73
Ishares Tr Uie (SUB) 0.9 $1.1M 9.9k 107.37
American Centy Etf Tr Uie (AVUV) 0.8 $1.0M 13k 80.06
Royal Caribbean Group Fgo (RCL) 0.8 $1.0M 13k 77.07
Schwab Strategic Tr Uie (SCHC) 0.8 $1.0M 25k 40.98
Visa (V) 0.8 $969k 4.5k 217.75
Caterpillar (CAT) 0.8 $964k 4.6k 207.49
Vanguard Index Fds Uie (VNQ) 0.8 $962k 8.3k 115.60
Vanguard Index Fds Uie (VB) 0.8 $957k 4.2k 226.08
Amplify Etf Tr Uie (DIVO) 0.8 $947k 25k 38.35
Dimensional Etf Trust Uie (DFAC) 0.7 $870k 30k 28.80
Jpmorgan Chase & Co Uie 0.7 $846k 48k 17.81
Spdr Ser Tr Uie (SPSM) 0.7 $838k 19k 44.52
Ishares Tr Uie (SCZ) 0.7 $832k 11k 72.82
Alphabet Inc Class A cs (GOOGL) 0.7 $831k 287.00 2895.47
Ishares Tr Uie (MUB) 0.6 $799k 6.9k 116.02
Ishares Uie (EZU) 0.6 $764k 16k 49.21
Select Sector Spdr Tr Uie (XLU) 0.6 $752k 11k 71.50
Stericycle (SRCL) 0.6 $706k 12k 59.63
Ishares Uie (IEMG) 0.6 $682k 11k 59.98
Cummins (CMI) 0.6 $679k 3.2k 215.49
Vanguard Mun Bd Fds Uie (VTEB) 0.5 $665k 12k 54.76
Ishares Tr Uie (PFF) 0.5 $646k 16k 39.76
Vanguard Intl Equity Index F Uie (VNQI) 0.5 $592k 11k 53.95
Dimensional Etf Trust Uie (DFAI) 0.4 $551k 19k 29.52
American Centy Etf Tr Uie (AVEM) 0.4 $547k 8.6k 63.45
Schwab Strategic Tr Uie (FNDF) 0.4 $545k 17k 32.47
Ishares Tr Uie (TIP) 0.4 $544k 4.2k 129.37
Select Sector Spdr Tr Uie (XLK) 0.4 $539k 3.1k 173.98
Ishares Tr Uie (IWF) 0.4 $532k 1.7k 306.10
Invesco Exch Traded Fd Tr Ii Uie (PGX) 0.4 $523k 34k 15.36
Ishares Tr Uie (EFV) 0.4 $521k 10k 50.45
Spdr Ser Tr Uie (SLYV) 0.4 $520k 6.1k 84.80
Spdr Ser Tr Uie (SHM) 0.4 $518k 11k 49.00
Schwab Strategic Tr Uie (SCHX) 0.4 $500k 4.4k 113.66
Dimensional Etf Trust Uie (DFIV) 0.4 $498k 15k 32.49
Ishares Tr Uie (IEFA) 0.4 $489k 6.5k 74.89
Merck & Co (MRK) 0.4 $485k 6.3k 76.86
Microsoft Corporation (MSFT) 0.4 $481k 1.4k 336.13
Berkshire Hathaway (BRK.B) 0.4 $450k 1.5k 299.00
Spdr Index Shs Fds Uie (SPEM) 0.3 $417k 10k 41.65
Blackrock Munihlds Invstm Ql Cem 0.3 $416k 28k 14.78
Dimensional Etf Trust Uie (DFAS) 0.3 $404k 6.7k 59.97
John Bean Technologies Corporation 0.3 $369k 2.4k 153.75
Vanguard Admiral Fds Uie (VIOV) 0.3 $365k 2.0k 180.16
Home Depot (HD) 0.3 $361k 866.00 416.86
Nielsen Hldgs Fgo 0.3 $345k 17k 20.51
Procter & Gamble Company (PG) 0.3 $338k 2.1k 163.44
Ishares Tr Uie (IWM) 0.3 $333k 1.5k 222.30
Ishares Tr Uie (IMTM) 0.3 $331k 8.7k 37.95
Ishares Tr Uie (EFG) 0.3 $327k 3.0k 110.66
Schwab Strategic Tr Uie (SCHV) 0.3 $314k 4.3k 72.99
Ishares Tr Uie (HYG) 0.2 $304k 3.5k 87.48
Schwab Strategic Tr Uie (FNDC) 0.2 $304k 8.0k 38.14
Ishares Tr Uie (IWD) 0.2 $290k 1.7k 167.15
Dimensional Etf Trust Uie (DFAT) 0.2 $282k 5.9k 47.55
Cisco Systems (CSCO) 0.2 $274k 4.3k 63.34
Schlumberger Fgo (SLB) 0.2 $271k 9.2k 29.45
Vanguard Intl Equity Index F Uie (VEU) 0.2 $237k 3.8k 61.64
Ishares Tr Uie (IWB) 0.2 $208k 788.00 263.96
Teva Pharmaceutical Inds Adr (TEVA) 0.1 $88k 11k 8.00