Shore Point Advisors

Shore Point Advisors as of June 30, 2023

Portfolio Holdings for Shore Point Advisors

Shore Point Advisors holds 49 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Value Etf (VTV) 10.4 $15M 102k 142.10
Ishares Tr Eafe Sml Cp Etf (SCZ) 10.4 $15M 247k 58.98
Wisdomtree Tr Us Smallcap Fund (EES) 8.4 $12M 262k 44.81
J P Morgan Exchange Traded F Us Momentum (JMOM) 7.3 $10M 241k 42.37
Ishares Tr Msci Intl Moment (IMTM) 6.9 $9.6M 291k 33.20
Ishares Tr Msci Usa Mmentm (MTUM) 6.8 $9.6M 66k 144.25
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 5.3 $7.4M 317k 23.46
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) 5.1 $7.2M 142k 50.45
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 4.0 $5.6M 91k 62.27
Ishares Tr Msci Usa Min Vol (USMV) 3.9 $5.5M 74k 74.33
Wisdomtree Tr Emg Mkts Smcap (DGS) 3.4 $4.7M 101k 46.53
Ishares Tr Ishs 1-5yr Invs (IGSB) 3.1 $4.4M 87k 50.17
Bondbloxx Etf Trust Bloomberg Six Mn (XHLF) 2.6 $3.6M 72k 50.23
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 2.4 $3.4M 74k 45.42
Ishares Tr Msci Eafe Min Vl (EFAV) 2.3 $3.2M 47k 67.50
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC) 1.6 $2.2M 68k 33.19
Merck & Co (MRK) 1.2 $1.7M 15k 115.39
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 1.2 $1.6M 32k 50.65
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 1.0 $1.4M 45k 30.99
American Centy Etf Tr Avantis Emgmkt (AVEM) 1.0 $1.4M 26k 53.81
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.9 $1.3M 17k 75.09
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.8 $1.2M 24k 50.14
Apple (AAPL) 0.8 $1.1M 5.8k 193.97
Dimensional Etf Trust Short Duration F (DFSD) 0.8 $1.1M 24k 46.35
Automatic Data Processing (ADP) 0.7 $1.0M 4.6k 219.79
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.7 $970k 36k 27.32
Ishares Msci Emerg Mrkt (EEMV) 0.7 $923k 17k 54.98
Chevron Corporation (CVX) 0.7 $916k 5.8k 157.35
Ishares Tr Jpmorgan Usd Emg (EMB) 0.6 $887k 10k 86.54
Bondbloxx Etf Trust Bloomberg One Yr (XONE) 0.5 $689k 14k 49.68
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $627k 1.8k 341.00
Ishares Tr Shrt Nat Mun Etf (SUB) 0.4 $573k 5.5k 104.05
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.3 $432k 18k 24.05
Spdr Index Shs Fds S&p Emktsc Etf (EWX) 0.3 $386k 7.4k 52.51
Verisk Analytics (VRSK) 0.3 $372k 1.6k 226.07
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.3 $365k 11k 34.50
Procter & Gamble Company (PG) 0.3 $356k 2.3k 151.74
Flexshares Tr Qualt Divd Idx (QDF) 0.2 $349k 6.0k 57.79
Chubb (CB) 0.2 $346k 1.8k 192.57
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.2 $345k 4.6k 75.57
Eversource Energy (ES) 0.2 $322k 4.5k 70.91
New Jersey Resources Corporation (NJR) 0.2 $312k 6.6k 47.20
Broadridge Financial Solutions (BR) 0.2 $311k 1.9k 165.63
Johnson & Johnson (JNJ) 0.2 $293k 1.8k 165.56
Verizon Communications (VZ) 0.2 $293k 7.9k 37.19
New Mountain Finance Corp (NMFC) 0.2 $272k 22k 12.44
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $230k 5.0k 46.18
Marriott Intl Cl A (MAR) 0.1 $210k 1.1k 183.69
Chimera Invt Corp Com New 0.1 $105k 18k 5.77