Vernal Point Advisors

Latest statistics and disclosures from Vernal Point Advisors's latest quarterly 13F-HR filing:

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Positions held by Vernal Point Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Vernal Point Advisors

Vernal Point Advisors holds 20 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Scottsdale Fds Short Term Treas (VGSH) 39.8 $38M 656k 58.33
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 13.9 $13M 130k 102.88
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) 8.7 $8.3M 141k 59.32
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Vanguard Index Fds Total Stk Mkt (VTI) 8.4 $8.1M 34k 237.22
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Ishares Tr Core Us Aggbd Et (AGG) 6.7 $6.4M 65k 99.25
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Ishares Tr 1 3 Yr Treas Bd (SHY) 5.2 $5.0M 61k 82.04
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 2.5 $2.5M 42k 57.96
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Ishares Tr 3 7 Yr Treas Bd (IEI) 2.5 $2.4M 21k 117.13
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.5 $2.4M 5.4k 436.80
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Ishares Tr Mbs Etf (MBB) 1.9 $1.8M 19k 94.08
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Invesco Qqq Tr Unit Ser 1 (QQQ) 1.3 $1.2M 3.0k 409.74
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Vanguard Index Fds Real Estate Etf (VNQ) 1.3 $1.2M 14k 88.36
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Vanguard Index Fds Mcap Gr Idxvip (VOT) 1.1 $1.1M 4.8k 219.57
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 1.0 $936k 17k 56.40
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.9 $888k 1.9k 477.22
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Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.8 $780k 17k 46.36
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Spdr Ser Tr S&p Biotech (XBI) 0.5 $518k 5.8k 89.29
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Ishares Tr Short Treas Bd (SHV) 0.5 $486k 4.4k 110.13
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Spdr Index Shs Fds Portfli Msci Gbl (SPGM) 0.4 $356k 6.4k 55.34
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $233k 6.3k 36.96
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Past Filings by Vernal Point Advisors

SEC 13F filings are viewable for Vernal Point Advisors going back to 2023