Stone Point Wealth LLC
- SEC CIK
- 0001908192
- 最新申報
- 2026/7/23
2021 年第 4 季持倉
持倉截至 2021/12/31，2022/2/10 申報。只含多頭部位。
- 持股檔數
- 103
- 2021 年第 3 季沒有申報
- 總值
- $1.23 億
- 2021 年第 3 季沒有申報
Stone Point Wealth LLC 沒有申報 2021 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| GOOGAlphabet Inc. | Stock | 1,399 | $404.4 萬 | 3.3% | – | – | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 24,787 | $364.8 萬 | 3.0% | – | – | – |
| NKENIKE, Inc. | Stock | 20,772 | $346.2 萬 | 2.8% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 21,697 | $344.4 萬 | 2.8% | – | – | 歷史 |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 79,858 | $335.3 萬 | 2.7% | – | – | – |
| QCOMQualcomm Inc | Stock | 17,719 | $323.9 萬 | 2.6% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 17,673 | $314.0 萬 | 2.5% | – | – | 歷史 |
| LOWLowes Companies Inc | Stock | 11,304 | $292.3 萬 | 2.4% | – | – | 歷史 |
| SYKStryker Corp | Stock | 10,319 | $275.8 萬 | 2.2% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 14,597 | $253.2 萬 | 2.1% | – | – | 歷史 |
| AAgilent Technologies, Inc. | COM | 15,740 | $251.7 萬 | 2.0% | – | – | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 28,944 | $233.9 萬 | 1.9% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 4,880 | $233.3 萬 | 1.9% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 7,123 | $228.3 萬 | 1.9% | – | – | – |
| AXPAmerican Express Co | Stock | 13,890 | $226.6 萬 | 1.8% | – | – | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 19,627 | $224.7 萬 | 1.8% | – | – | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 41,118 | $211.2 萬 | 1.7% | – | – | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 19,809 | $209.8 萬 | 1.7% | – | – | – |
| DISWalt Disney Co | Stock | 13,353 | $206.3 萬 | 1.7% | – | – | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 9,235 | $197.9 萬 | 1.6% | – | – | 歷史 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 35,403 | $197.5 萬 | 1.6% | – | – | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 8,469 | $187.1 萬 | 1.5% | – | – | – |
| ECLEcolab Inc. | Stock | 7,923 | $186.0 萬 | 1.5% | – | – | 歷史 |
| APHAmphenol Corp | CL A | 21,185 | $184.1 萬 | 1.5% | – | – | 歷史 |
| NEENextera Energy Inc | Stock | 18,611 | $173.5 萬 | 1.4% | – | – | 歷史 |
| iShares Tr464287515 | EXPANDED TECH | 4,262 | $170.2 萬 | 1.4% | – | – | – |
| LINLinde PLC | SHS | 4,853 | $168.2 萬 | 1.4% | – | – | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 13,784 | $165.7 萬 | 1.3% | – | – | 歷史 |
| MDTMedtronic plc | Stock | 15,975 | $165.3 萬 | 1.3% | – | – | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 22,334 | $161.5 萬 | 1.3% | – | – | – |
| NTRNutrien Ltd. | COM | 20,790 | $157.6 萬 | 1.3% | – | – | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 17,454 | $142.1 萬 | 1.2% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 27,546 | $141.0 萬 | 1.1% | – | – | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 21,656 | $139.5 萬 | 1.1% | – | – | – |
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | ETF | 41,502 | $128.5 萬 | 1.0% | – | – | – |
| SESea Ltd | SPONSORD ADS | 5,802 | $128.5 萬 | 1.0% | – | – | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 5,163 | $124.8 萬 | 1.0% | – | – | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 6,901 | $123.4 萬 | 1.0% | – | – | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 14,560 | $123.1 萬 | 1.0% | – | – | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 23,605 | $118.7 萬 | 1.0% | – | – | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 31,737 | $115.7 萬 | 0.9% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 22,626 | $112.0 萬 | 0.9% | – | – | – |
| GILDGilead Sciences, Inc. | Stock | 15,235 | $110.8 萬 | 0.9% | – | – | 歷史 |
| iShares Tr464288158 | SHRT NAT MUN ETF | 9,854 | $105.8 萬 | 0.9% | – | – | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 12,966 | $103.8 萬 | 0.8% | – | – | – |
| RCLRoyal Caribbean Cruises Ltd | COM | 13,260 | $102.2 萬 | 0.8% | – | – | 歷史 |
| Schwab International Small-Cap Equity ETF808524888 | ETF | 24,698 | $101.2 萬 | 0.8% | – | – | – |
| VVisa Inc. | Stock | 4,450 | $96.9 萬 | 0.8% | – | – | 歷史 |
| CATCaterpillar Inc | Stock | 4,646 | $96.4 萬 | 0.8% | – | – | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 8,322 | $96.2 萬 | 0.8% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 4,233 | $95.7 萬 | 0.8% | – | – | – |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 24,695 | $94.7 萬 | 0.8% | – | – | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 30,208 | $87.0 萬 | 0.7% | – | – | – |
| JPMorgan Chase & Co46625H365 | ALERIAN ML ETN | 47,500 | $84.6 萬 | 0.7% | – | – | – |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 18,825 | $83.8 萬 | 0.7% | – | – | – |
| iShares Tr464288273 | EAFE SML CP ETF | 11,426 | $83.2 萬 | 0.7% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 287 | $83.1 萬 | 0.7% | – | – | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 6,887 | $79.9 萬 | 0.6% | – | – | – |
| iShares Inc464286608 | MSCI EURZONE ETF | 15,524 | $76.4 萬 | 0.6% | – | – | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 10,518 | $75.2 萬 | 0.6% | – | – | – |
| SRCLStericycle Inc | COM | 11,840 | $70.6 萬 | 0.6% | – | – | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 11,371 | $68.2 萬 | 0.6% | – | – | – |
| CMICummins Inc | Stock | 3,151 | $67.9 萬 | 0.6% | – | – | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 12,145 | $66.5 萬 | 0.5% | – | – | – |
| iShares Tr464288687 | PFD AND INCM SEC | 16,246 | $64.6 萬 | 0.5% | – | – | – |
| Vanguard Intl Equity Index F922042676 | GLB EX US ETF | 10,974 | $59.2 萬 | 0.5% | – | – | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 18,666 | $55.1 萬 | 0.4% | – | – | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 8,621 | $54.7 萬 | 0.4% | – | – | – |
| Schwab Fundamental International Equity ETF808524755 | ETF | 16,785 | $54.5 萬 | 0.4% | – | – | – |
| iShares Tips Bond ETF464287176 | ETF | 4,205 | $54.4 萬 | 0.4% | – | – | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 3,098 | $53.9 萬 | 0.4% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,738 | $53.2 萬 | 0.4% | – | – | – |
| Invesco Exch Traded FD Tr II46138E511 | PFD ETF | 34,052 | $52.3 萬 | 0.4% | – | – | – |
| iShares Tr464288877 | EAFE VALUE ETF | 10,328 | $52.1 萬 | 0.4% | – | – | – |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 6,132 | $52.0 萬 | 0.4% | – | – | – |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 10,572 | $51.8 萬 | 0.4% | – | – | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 4,399 | $50.0 萬 | 0.4% | – | – | – |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 15,327 | $49.8 萬 | 0.4% | – | – | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 6,530 | $48.9 萬 | 0.4% | – | – | – |
| MRKMerck & Co., Inc. | Stock | 6,310 | $48.5 萬 | 0.4% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 1,431 | $48.1 萬 | 0.4% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,505 | $45.0 萬 | 0.4% | – | – | 歷史 |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 10,012 | $41.7 萬 | 0.3% | – | – | – |
| MFLBlackRock Muniholdings Investment Quality Fund | COM | 28,150 | $41.6 萬 | 0.3% | – | – | 歷史 |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 6,737 | $40.4 萬 | 0.3% | – | – | – |
| JBTMJBT Marel Corp | COM | 2,400 | $36.9 萬 | 0.3% | – | – | 歷史 |
| Vanguard Admiral FDS Inc921932778 | SMLCP 600 VAL | 2,026 | $36.5 萬 | 0.3% | – | – | – |
| HDHome Depot, Inc. | Stock | 866 | $36.1 萬 | 0.3% | – | – | 歷史 |
| NLSNNielsen Holdings plc | SHS EUR | 16,825 | $34.5 萬 | 0.3% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 2,068 | $33.8 萬 | 0.3% | – | – | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 1,498 | $33.3 萬 | 0.3% | – | – | – |
| iShares Tr46434V449 | MSCI INTL MOMENT | 8,721 | $33.1 萬 | 0.3% | – | – | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 2,955 | $32.7 萬 | 0.3% | – | – | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 4,302 | $31.4 萬 | 0.3% | – | – | – |
| Schwab Fundamental International Small Equity ETF808524748 | ETF | 7,970 | $30.4 萬 | 0.2% | – | – | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 3,475 | $30.4 萬 | 0.2% | – | – | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 1,735 | $29.0 萬 | 0.2% | – | – | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 5,931 | $28.2 萬 | 0.2% | – | – | – |
| CSCOCisco Systems, Inc. | Stock | 4,326 | $27.4 萬 | 0.2% | – | – | 歷史 |
| SLBSLB Limited | Stock | 9,203 | $27.1 萬 | 0.2% | – | – | 歷史 |