Shore Point Advisors

Shore Point Advisors as of Dec. 31, 2022

Portfolio Holdings for Shore Point Advisors

Shore Point Advisors holds 47 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Value Etf (VTV) 11.5 $14M 99k 140.37
Ishares Tr Eafe Sml Cp Etf (SCZ) 10.5 $13M 227k 56.48
Wisdomtree Tr Us Smallcap Fund (EES) 8.2 $10M 235k 42.59
Ishares Tr Msci Usa Mmentm (MTUM) 7.2 $8.7M 60k 145.93
J P Morgan Exchange Traded F Us Momentum (JMOM) 7.0 $8.5M 224k 37.69
Ishares Tr Msci Intl Moment (IMTM) 6.7 $8.1M 263k 30.83
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) 5.5 $6.7M 142k 46.72
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 5.1 $6.3M 285k 21.95
Ishares Tr Msci Usa Min Vol (USMV) 4.3 $5.3M 73k 72.10
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 4.2 $5.1M 84k 60.98
Wisdomtree Tr Emg Mkts Smcap (DGS) 3.4 $4.1M 93k 43.99
Ishares Tr Ishs 1-5yr Invs (IGSB) 3.3 $4.1M 81k 49.82
Ishares Tr Msci Eafe Min Vl (EFAV) 2.5 $3.1M 48k 63.58
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 1.8 $2.2M 48k 45.02
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC) 1.6 $1.9M 62k 31.26
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 1.4 $1.7M 35k 47.43
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 1.2 $1.5M 29k 50.54
American Centy Etf Tr Avantis Emgmkt (AVEM) 1.0 $1.2M 24k 50.45
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 1.0 $1.2M 18k 69.63
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 1.0 $1.2M 45k 27.02
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 1.0 $1.2M 23k 50.13
Automatic Data Processing (ADP) 0.9 $1.1M 4.6k 238.86
Chevron Corporation (CVX) 0.9 $1.0M 5.8k 179.49
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.8 $1.0M 23k 43.92
Ishares Msci Emerg Mrkt (EEMV) 0.7 $904k 17k 53.05
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.7 $885k 35k 25.04
Ishares Tr Jpmorgan Usd Emg (EMB) 0.7 $845k 10k 84.59
Apple (AAPL) 0.5 $654k 5.0k 129.93
Ishares Tr Shrt Nat Mun Etf (SUB) 0.5 $607k 5.8k 104.28
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $568k 1.8k 308.90
Johnson & Johnson (JNJ) 0.4 $457k 2.6k 176.62
Dimensional Etf Trust Short Duration F (DFSD) 0.3 $401k 8.7k 46.09
Flexshares Tr Qualt Divd Idx (QDF) 0.3 $393k 7.5k 52.60
Eversource Energy (ES) 0.3 $381k 4.5k 83.83
Spdr Index Shs Fds S&p Emktsc Etf (EWX) 0.3 $362k 7.4k 48.94
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.3 $343k 7.4k 46.25
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.3 $342k 4.5k 75.28
Procter & Gamble Company (PG) 0.3 $340k 2.2k 151.54
Pacer Fds Tr Pacer Us Small (CALF) 0.3 $335k 9.3k 35.95
Texas Pacific Land Corp (TPL) 0.2 $293k 125.00 2344.23
Verizon Communications (VZ) 0.2 $281k 7.1k 39.40
New Mountain Finance Corp (NMFC) 0.2 $271k 22k 12.37
Dimensional Etf Trust Core Fixed Incom (DFCF) 0.2 $260k 6.3k 41.52
Verisk Analytics (VRSK) 0.2 $255k 1.4k 176.42
Broadridge Financial Solutions (BR) 0.2 $252k 1.9k 134.13
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $217k 5.2k 41.97
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.2 $215k 6.4k 33.48