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Shore Point Advisors, LLC Portfolio
$315.2M across 85 positions as of 2026-09-30, with 65% of it in the ten largest. 4 quarters on file.
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| J P MORGAN EXCHANGE TRADED F | $43.9M | 13.9% | 705,841 |
| VTVVanguard Value ETF | $30.3M | 9.6% | 259,258 |
| JCPBJPMorgan Core Plus Bond ETF | $24.9M | 7.9% | 555,556 |
| DIMENSIONAL ETF TRUST | $23.6M | 7.5% | 652,119 |
| AVSCAvantis U.S Small Cap Equity ETF | $23.1M | 7.3% | 444,747 |
| ISHARES TR | $21.3M | 6.8% | 494,486 |
| PULSPGIM Ultra Short Bond ETF | $12.4M | 3.9% | 252,696 |
| FNDASchwab Fundamental US Small Company Index ETF | $8.4M | 2.7% | 378,476 |
| DUSBDimensional ETF Trust Dimensional Ultrashort Fixed Income ETF | $8.3M | 2.6% | 167,514 |
| DFAEDimensional Emerging Core Equity Market ETF | $7.8M | 2.5% | 199,366 |
| DIMENSIONAL ETF TRUST | $7.6M | 2.4% | 221,126 |
| FNDCSchwab Fundamental International Small Equity ETF | $7.4M | 2.3% | 178,947 |
| USMViShares MSCI USA Min Vol Factor ETF | $6.8M | 2.1% | 69,397 |
| IGSBISHARES TR | $6.7M | 2.1% | 143,054 |
| WISDOMTREE TR | $6M | 1.9% | 92,887 |
| DGSWisdomTree Emerging Market SmallCap Fund | $5.7M | 1.8% | 113,613 |
| SCZiShares MSCI EAFE Small-Cap ETF | $5.4M | 1.7% | 63,709 |
| DIMENSIONAL ETF TRUST | $4.5M | 1.4% | 113,605 |
| DFSDDimensional ETF Trust Dimensional Short-Duration Fixed Income ETF | $4.1M | 1.3% | 89,101 |
| DIMENSIONAL ETF TRUST | $3.9M | 1.2% | 47,501 |
| EFAViShares MSCI EAFE Min Vol Factor ETF | $3.4M | 1.1% | 37,054 |
| HELOJPMorgan Hedged Equity Laddered Overlay ETF | $3.1M | 1.0% | 44,643 |
| BILState Street SPDR Bloomberg 1-3 Month T-Bill ETF | $3M | 0.9% | 32,405 |
| AVEMAvantis Emerging Markets Equity ETF | $2.9M | 0.9% | 89,361 |
| QUALiShares MSCI USA Quality Factor ETF | $2.3M | 0.7% | 10,129 |
| VIGIVanguard International Dividend Appreciation ETF | $2.1M | 0.7% | 22,486 |
| VWOBVanguard Emerging Markets Government Bond ETF | $2M | 0.6% | 34,765 |
| EMBiShares J.P. Morgan USD Emerging Markets Bond ETF | $1.9M | 0.6% | 20,420 |
| DFAUDimensional US Core Equity Market ETF | $1.8M | 0.6% | 34,021 |
| JPSTJPMorgan Ultra-Short Income ETF | $1.7M | 0.5% | 33,301 |
| AAPLApple Inc | $1.6M | 0.5% | 4,710 |
| EXXON MOBIL CORP | $1.5M | 0.5% | 8,965 |
| SUBiShares Short-Term National Muni Bond ETF | $1.4M | 0.4% | 13,107 |
| MRKMerck & Co Inc | $1.3M | 0.4% | 8,646 |
| MTUMiShares MSCI USA Momentum Factor ETF | $1.2M | 0.4% | 3,670 |
| FBNDFidelity Total Bond ETF | $1.1M | 0.4% | 34,928 |
| ADPAutomatic Data Processing Inc | $1.1M | 0.3% | 4,194 |
| EEMViShares MSCI Emerging Markets Min Vol Factor ETF | $1.1M | 0.3% | 14,212 |
| CVXChevron Corp | $1M | 0.3% | 4,950 |
| LEGG MASON ETF INVT | $976.3K | 0.3% | 23,407 |
| DFAIDimensional International Core Equity Market ETF | $899.9K | 0.3% | 21,721 |
| JMSTJPMorgan Ultra-Short Municipal Income ETF | $894.2K | 0.3% | 17,686 |
| NJRNew Jersey Resources Corp | $865.6K | 0.3% | 17,107 |
| DIMENSIONAL ETF TRUST | $776.6K | 0.2% | 14,120 |
| CHUBB LIMITED | $622.4K | 0.2% | 1,913 |
| GOOGAlphabet Inc | $544.7K | 0.2% | 1,598 |
| DIMENSIONAL ETF TRUST | $534.9K | 0.2% | 6,908 |
| JNJJohnson & Johnson | $479.7K | 0.2% | 1,811 |
| SPDR INDEX SHS FDS | $464.7K | 0.1% | 6,535 |
| MSFTMicrosoft Corp | $454.3K | 0.1% | 885 |
| FLEXSHARES TR | $449.8K | 0.1% | 4,984 |
| DIMENSIONAL ETF TRUST | $435.2K | 0.1% | 9,225 |
| NVSNovartis AG | $433.4K | 0.1% | 3,040 |
| PNCPNC Financial Services Group Inc | $426.8K | 0.1% | 1,920 |
| VEAVanguard FTSE Developed Markets ETF | $410.7K | 0.1% | 5,816 |
| MARMarriott International Inc | $406.2K | 0.1% | 1,142 |
| DIMENSIONAL ETF TRUST | $396.2K | 0.1% | 7,996 |
| VUGVanguard Growth ETF | $380.7K | 0.1% | 4,224 |
| VZVerizon Communications Inc | $374.2K | 0.1% | 8,158 |
| PLTRPalantir Technologies Inc | $374.1K | 0.1% | 2,000 |
| NVDANVIDIA Corp | $372.2K | 0.1% | 1,629 |
| DIMENSIONAL ETF TRUST | $315.7K | 0.1% | 6,623 |
| HASHDEX NASDAQ CRYPTO INDEX | $315K | 0.1% | 14,843 |
| TAT&T Inc | $313.5K | 0.1% | 12,847 |
| SUSBiShares ESG Aware 1-5 Year USD Corporate Bond ETF | $307.7K | 0.1% | 12,595 |
| DFACDimensional ETF Trust Dimensional U.S. Core Equity 2 ETF | $304.1K | 0.1% | 6,841 |
| SUSCiShares ESG Aware USD Corporate Bond ETF | $302.7K | 0.1% | 13,791 |
| TPLTexas Pacific Land Corp | $293.2K | 0.1% | 900 |
| ESEversource Energy | $291.5K | 0.1% | 4,542 |
| BITWISE 10 CRYPTO INDEX ETF | $285.7K | 0.1% | 5,205 |
| VRSKVerisk Analytics Inc | $276.3K | 0.1% | 1,646 |
| BRBroadridge Financial Solutions Inc | $242.3K | 0.1% | 1,504 |
| SYKStryker Corp | $241.8K | 0.1% | 878 |
| DFSVDimensional ETF Trust Dimensional US Small Cap Value ETF | $240K | 0.1% | 6,405 |
| VOOVanguard S&P 500 ETF | $228.8K | 0.1% | 326 |
| HIGHartford Insurance Group Inc | $226.6K | 0.1% | 1,852 |
| QQQInvesco QQQ Trust, Series 1 | $224.9K | 0.1% | 303 |
| IVViShares Core S&P 500 ETF | $220K | 0.1% | 287 |
| LOWLowe's Companies Inc | $214K | 0.1% | 1,161 |
| EELVINVESCO EXCH TRADED FD TR II | $213K | 0.1% | 7,618 |
| JPMJPMorgan Chase & Co | $209.1K | 0.1% | 632 |
| IBMInternational Business Machines Corp | $206.9K | 0.1% | 940 |
| DISVDimensional ETF Trust Dimensional International Small Cap Value ETF | $205.2K | 0.1% | 4,740 |
| BITBBITWISE BITCOIN ETF TR | $202.6K | 0.1% | 4,467 |
| DENISON MINES CORP | $25.9K | 0.0% | 10,000 |
Quarter ending 2026-09-30.
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