Shore Point Advisors

Shore Point Advisors as of March 31, 2023

Portfolio Holdings for Shore Point Advisors

Shore Point Advisors holds 48 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Eafe Sml Cp Etf (SCZ) 10.6 $14M 235k 59.51
Vanguard Index Fds Value Etf (VTV) 10.3 $14M 99k 138.11
Wisdomtree Tr Us Smallcap Fund (EES) 8.1 $11M 246k 43.22
J P Morgan Exchange Traded F Us Momentum (JMOM) 7.0 $9.3M 234k 39.68
Ishares Tr Msci Intl Moment (IMTM) 6.8 $9.0M 277k 32.32
Ishares Tr Msci Usa Mmentm (MTUM) 6.7 $8.8M 63k 139.04
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 5.5 $7.3M 317k 23.02
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) 5.2 $6.9M 142k 48.67
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 4.1 $5.4M 86k 62.31
Ishares Tr Msci Usa Min Vol (USMV) 4.0 $5.3M 73k 72.74
Wisdomtree Tr Emg Mkts Smcap (DGS) 3.3 $4.4M 96k 45.79
Ishares Tr Ishs 1-5yr Invs (IGSB) 3.2 $4.2M 83k 50.54
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 2.5 $3.2M 71k 46.00
Ishares Tr Msci Eafe Min Vl (EFAV) 2.4 $3.2M 47k 67.65
Bondbloxx Etf Trust Bloomberg Six Mn (XHLF) 2.4 $3.1M 62k 50.32
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC) 1.6 $2.2M 65k 33.13
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 1.2 $1.6M 32k 50.79
Merck & Co (MRK) 1.2 $1.6M 15k 106.39
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 1.0 $1.3M 45k 28.77
American Centy Etf Tr Avantis Emgmkt (AVEM) 1.0 $1.3M 24k 52.89
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.9 $1.2M 16k 73.68
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.9 $1.2M 23k 50.32
Automatic Data Processing (ADP) 0.8 $1.0M 4.6k 222.63
Dimensional Etf Trust Short Duration F (DFSD) 0.8 $1.0M 22k 46.66
Apple (AAPL) 0.7 $963k 5.8k 164.89
Chevron Corporation (CVX) 0.7 $950k 5.8k 163.16
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.7 $945k 35k 26.95
Ishares Msci Emerg Mrkt (EEMV) 0.7 $910k 17k 54.57
Ishares Tr Jpmorgan Usd Emg (EMB) 0.7 $872k 10k 86.28
Bondbloxx Etf Trust Bloomberg One Yr (XONE) 0.5 $636k 13k 50.04
Ishares Tr Shrt Nat Mun Etf (SUB) 0.5 $598k 5.7k 104.68
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $568k 1.8k 308.77
Flexshares Tr Qualt Divd Idx (QDF) 0.3 $408k 7.5k 54.46
Spdr Index Shs Fds S&p Emktsc Etf (EWX) 0.3 $386k 7.6k 50.65
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.3 $361k 4.7k 76.49
Eversource Energy (ES) 0.3 $356k 4.5k 78.25
New Jersey Resources Corporation (NJR) 0.3 $351k 6.6k 53.20
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.3 $351k 11k 33.48
Procter & Gamble Company (PG) 0.3 $349k 2.3k 148.70
Chubb (CB) 0.3 $348k 1.8k 194.21
Verisk Analytics (VRSK) 0.2 $316k 1.6k 191.86
Verizon Communications (VZ) 0.2 $305k 7.8k 38.89
Broadridge Financial Solutions (BR) 0.2 $275k 1.9k 146.57
Johnson & Johnson (JNJ) 0.2 $273k 1.8k 155.03
New Mountain Finance Corp (NMFC) 0.2 $267k 22k 12.17
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $227k 5.0k 45.17
Texas Pacific Land Corp (TPL) 0.2 $213k 125.00 1701.02
Chimera Invt Corp Com New (CIM) 0.1 $102k 18k 5.64