Shore Point Advisors, LLC
78 holdingsFiling period: 2026-06-30Current AUM: $290.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | JMOM | J P Morgan Exchange Traded F | 701.5K | $44.0M | $41.5M | 14.29% | +44.4K | 2026-06-30 |
| 2 | VTV | Vanguard Index Fds | 256.8K | $29.7M | $30.8M | 10.61% | +19.4K | 2026-06-30 |
| 3 | AVSC | American Centy ETF TR | 439.1K | $23.4M | $22.6M | 7.79% | +35.9K | 2026-06-30 |
| 4 | DFIS | Dimensional ETF Trust | 622.0K | $21.8M | $22.1M | 7.60% | +44.0K | 2026-06-30 |
| 5 | IMTM | iShares TR | 483.3K | $20.8M | $19.9M | 6.84% | +30.0K | 2026-06-30 |
| 6 | PULS | Pgim ETF TR | 242.4K | $11.9M | $11.9M | 4.09% | +31.5K | 2026-06-30 |
| 7 | FNDA | Schwab Strategic TR | 386.7K | $8.8M | $8.3M | 2.84% | +28.2K | 2026-06-30 |
| 8 | JCPB | J P Morgan Exchange Traded F | 182.9K | $8.6M | $8.3M | 2.85% | +152.2K | 2026-06-30 |
| 9 | DFAE | Dimensional ETF Trust | 198.4K | $8.0M | $7.2M | 2.49% | -6,548 | 2026-06-30 |
| 10 | DUSB | Dimensional ETF Trust | 154.9K | $7.7M | $7.7M | 2.65% | +6.7K | 2026-06-30 |
| 11 | DUHP | Dimensional ETF Trust | 212.9K | $7.2M | $7.3M | 2.53% | +12.5K | 2026-06-30 |
| 12 | FNDC | Schwab Strategic TR | 176.2K | $7.1M | $7.2M | 2.46% | +4.5K | 2026-06-30 |
| 13 | USMV | iShares TR | 70.4K | $6.8M | $7.3M | 2.50% | -5,563 | 2026-06-30 |
| 14 | IGSB | iShares TR | 134.2K | $6.4M | $6.3M | 2.16% | +11.2K | 2026-06-30 |
| 15 | EES | WisdomTree TR | 93.9K | $6.4M | $6.2M | 2.14% | -398 | 2026-06-30 |
| 16 | DGS | WisdomTree TR | 109.8K | $5.6M | $5.1M | 1.76% | +5.6K | 2026-06-30 |
| 17 | SCZ | iShares TR | 63.9K | $5.3M | $5.3M | 1.82% | +903 | 2026-06-30 |
| 18 | DFEM | Dimensional ETF Trust | 104.0K | $4.2M | $3.8M | 1.32% | +7.3K | 2026-06-30 |
| 19 | DFSD | Dimensional ETF Trust | 87.0K | $4.2M | $4.1M | 1.40% | -2,262 | 2026-06-30 |
| 20 | DFAW | Dimensional ETF Trust | 44.1K | $3.7M | $3.7M | 1.26% | +3.3K | 2026-06-30 |
| 21 | FBND | Fidelity Merrimack Str TR | 86.5K | $3.5M | $3.4M | 1.17% | +966 | 2026-06-30 |
| 22 | EFAV | iShares TR | 37.5K | $3.3M | $3.6M | 1.24% | -3,770 | 2026-06-30 |
| 23 | HELO | J P Morgan Exchange Traded F | 44.8K | $3.0M | $3.1M | 1.07% | -3,940 | 2026-06-30 |
| 24 | BIL | Spdr Ser TR | 31.9K | $2.9M | $2.9M | 1.01% | -2,254 | 2026-06-30 |
| 25 | AVEM | American Centy ETF TR | 90.4K | $2.9M | $2.6M | 0.90% | +9.6K | 2026-06-30 |
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