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| Name: |
Stone Point Wealth LLC |
| City: |
Miami |
| State: |
FL |
| Zip: |
33129 |
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data |
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| Holdings
Found :
4 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
MDY |
Standrd Poor Mdcp 400 SPDR |
66 |
New |
$551.11 |
$1,262,000 |
2,269 |
0.44% |
1,262,000 |
2,269 |
0.005 |
Closed - End Fund - E... |
|
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FNDX |
Schwab Fundamental US Large... |
132 |
New |
$67.26 |
$253,000 |
3,755 |
0.09% |
253,000 |
3,755 |
0 |
N/A |
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IBM |
International Business Mach... |
136 |
New |
$168.97 |
$218,000 |
1,143 |
0.08% |
218,000 |
1,143 |
0 |
Diversified Computer ... |
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VLUE |
Ishares Msci Usa Value Factor |
139 |
New |
$0.00 |
$202,000 |
1,862 |
0.07% |
202,000 |
1,862 |
0 |
N/A |
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