Vernal Point Advisors

Vernal Point Advisors as of June 30, 2024

Portfolio Holdings for Vernal Point Advisors

Vernal Point Advisors holds 26 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 33.7 $47M 421k 112.63
Vanguard Scottsdale Fds Short Term Treas (VGSH) 26.1 $37M 633k 57.99
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 6.9 $9.7M 166k 58.23
Vanguard Index Fds Total Stk Mkt (VTI) 6.7 $9.4M 35k 268.46
Ishares Tr Core Us Aggbd Et (AGG) 4.9 $6.8M 70k 97.07
Ishares Tr 1 3 Yr Treas Bd (SHY) 4.6 $6.5M 79k 81.65
Vanguard Index Fds S&p 500 Etf Shs (VOO) 3.4 $4.8M 9.6k 501.91
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 1.9 $2.6M 43k 60.30
Ishares Tr 3 7 Yr Treas Bd (IEI) 1.7 $2.4M 21k 115.47
First Tr Exchange-traded No Amer Energy (EMLP) 1.5 $2.1M 68k 30.46
Ishares Tr Mbs Etf (MBB) 1.2 $1.7M 19k 91.81
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.0 $1.5M 3.0k 479.87
Vanguard Index Fds Real Estate Etf (VNQ) 0.8 $1.2M 14k 84.79
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.8 $1.1M 17k 64.46
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.7 $1.0M 1.9k 545.98
Lyft Cl A Com (LYFT) 0.7 $941k 67k 14.10
Enterprise Products Partners (EPD) 0.5 $754k 26k 28.98
Airbnb Com Cl A (ABNB) 0.5 $676k 4.5k 151.63
Energy Transfer Com Ut Ltd Ptn (ET) 0.5 $645k 40k 16.22
Spdr Ser Tr S&p Biotech (XBI) 0.4 $538k 5.8k 92.71
Ishares Tr Short Treas Bd (SHV) 0.3 $427k 3.9k 110.50
Targa Res Corp (TRGP) 0.3 $413k 3.2k 128.78
Spdr Index Shs Fds Portfli Msci Gbl (SPGM) 0.3 $391k 6.4k 60.78
Oneok (OKE) 0.2 $326k 4.0k 81.55
Nextera Energy (NEE) 0.2 $322k 4.5k 70.81
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $245k 6.3k 38.78