Shore Point Advisors

Shore Point Advisors as of March 31, 2022

Portfolio Holdings for Shore Point Advisors

Shore Point Advisors holds 36 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Msci Usa Mmentm (MTUM) 15.1 $17M 104k 168.27
Vanguard Index Fds Value Etf (VTV) 12.3 $14M 96k 147.78
Ishares Tr Eafe Sml Cp Etf (SCZ) 12.1 $14M 210k 66.34
Wisdomtree Tr Us Smallcap Fund (EES) 8.8 $10M 212k 47.96
Ishares Tr Msci Intl Moment (IMTM) 7.5 $8.6M 243k 35.46
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) 6.1 $7.1M 133k 53.46
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 5.5 $6.4M 243k 26.24
Vanguard Whitehall Fds Emerg Mkt Bd Etf (VWOB) 4.9 $5.7M 81k 69.86
Ishares Tr Msci Usa Min Vol (USMV) 4.8 $5.5M 71k 77.58
Wisdomtree Tr Emg Mkts Smcap (DGS) 4.1 $4.7M 88k 53.30
Ishares Tr Ishs 1-5yr Invs (IGSB) 3.8 $4.4M 85k 51.71
Ishares Tr Msci Eafe Min Vl (EFAV) 2.7 $3.1M 43k 72.14
Chevron Corporation (CVX) 1.6 $1.9M 12k 162.80
Spdr Ser Tr Portfoli S&p1500 (SPTM) 1.3 $1.5M 26k 55.59
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 1.1 $1.3M 26k 49.59
Automatic Data Processing (ADP) 0.9 $1.0M 4.6k 227.49
Ishares Msci Emerg Mrkt (EEMV) 0.8 $939k 15k 61.01
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.6 $687k 20k 34.29
Procter & Gamble Company (PG) 0.6 $678k 4.4k 152.77
Boeing Company (BA) 0.6 $663k 3.5k 191.45
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.5 $623k 13k 48.01
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC) 0.5 $570k 16k 35.41
Wisdomtree Tr Yield Enhanced (SHAG) 0.4 $443k 9.1k 48.47
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $434k 9.4k 46.18
Eversource Energy (ES) 0.3 $401k 4.5k 88.27
Verizon Communications (VZ) 0.3 $353k 6.9k 50.89
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.3 $339k 12k 28.12
Texas Pacific Land Corp (TPL) 0.3 $338k 250.00 1352.00
Verisk Analytics (VRSK) 0.3 $311k 1.4k 214.93
New Mountain Finance Corp (NMFC) 0.3 $303k 22k 13.84
Broadridge Financial Solutions (BR) 0.3 $292k 1.9k 155.57
At&t (T) 0.2 $259k 11k 23.64
Apple (AAPL) 0.2 $250k 1.4k 174.46
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.2 $203k 5.3k 38.63
Marriott Intl Cl A (MAR) 0.2 $201k 1.1k 176.01
J P Morgan Exchange-traded F Ultra Sht Muncpl (JMST) 0.2 $200k 4.0k 50.58