Shore Point Advisors, LLC
77 holdingsFiling period: 2026-03-31Current AUM: $278.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | JMOM | J P MORGAN EXCHANGE TRADED F | 657.1K | $34.6M | $41.1M | 14.79% | +20.0K | 2026-03-31 |
| 2 | VTV | VANGUARD INDEX FDS | 237.4K | $25.3M | $28.4M | 10.20% | +11.2K | 2026-03-31 |
| 3 | DFIS | DIMENSIONAL ETF TRUST | 578.0K | $19.5M | $20.7M | 7.45% | +233.5K | 2026-03-31 |
| 4 | AVSC | AMERICAN CENTY ETF TR | 403.2K | $18.8M | $21.8M | 7.85% | -- | 2026-03-31 |
| 5 | IMTM | ISHARES TR | 453.3K | $17.7M | $19.3M | 6.93% | -1,430 | 2026-03-31 |
| 6 | PULS | PGIM ETF TR | 210.9K | $10.4M | $10.4M | 3.76% | +147.2K | 2026-03-31 |
| 7 | DUSB | DIMENSIONAL ETF TRUST | 148.3K | $7.4M | $7.4M | 2.66% | +8.8K | 2026-03-31 |
| 8 | FNDA | SCHWAB STRATEGIC TR | 358.6K | $7.3M | $8.4M | 3.01% | -241,109 | 2026-03-31 |
| 9 | USMV | ISHARES TR | 75.9K | $7.0M | $7.4M | 2.67% | +244 | 2026-03-31 |
| 10 | DFAE | DIMENSIONAL ETF TRUST | 205.0K | $6.9M | $7.7M | 2.76% | -7,385 | 2026-03-31 |
| 11 | FNDC | SCHWAB STRATEGIC TR | 171.7K | $6.6M | $7.0M | 2.53% | -175,043 | 2026-03-31 |
| 12 | DUHP | DIMENSIONAL ETF TRUST | 200.4K | $6.1M | $6.8M | 2.45% | +8.1K | 2026-03-31 |
| 13 | IGSB | ISHARES TR | 122.9K | $5.8M | $5.8M | 2.08% | +10.1K | 2026-03-31 |
| 14 | EES | WISDOMTREE TR | 94.3K | $5.5M | $6.4M | 2.29% | -169,437 | 2026-03-31 |
| 15 | SCZ | ISHARES TR | 63.0K | $4.9M | $5.3M | 1.90% | -58,783 | 2026-03-31 |
| 16 | DGS | WISDOMTREE TR | 104.2K | $4.9M | $5.0M | 1.80% | +3.7K | 2026-03-31 |
| 17 | DFSD | DIMENSIONAL ETF TRUST | 89.3K | $4.3M | $4.2M | 1.52% | +718 | 2026-03-31 |
| 18 | EFAV | ISHARES TR | 41.3K | $3.8M | $3.8M | 1.38% | -1,168 | 2026-03-31 |
| 19 | FBND | FIDELITY MERRIMACK STR TR | 85.5K | $3.5M | $3.4M | 1.23% | +7.9K | 2026-03-31 |
| 20 | DFEM | DIMENSIONAL ETF TRUST | 96.7K | $3.3M | $3.6M | 1.31% | +6.7K | 2026-03-31 |
| 21 | BIL | SPDR SER TR | 34.1K | $3.1M | $3.1M | 1.13% | +364 | 2026-03-31 |
| 22 | HELO | J P MORGAN EXCHANGE TRADED F | 48.7K | $3.1M | $3.3M | 1.20% | +84 | 2026-03-31 |
| 23 | DFAW | DIMENSIONAL ETF TRUST | 40.8K | $3.0M | $3.4M | 1.22% | +24.8K | 2026-03-31 |
| 24 | AAPL | APPLE INC | 11.4K | $2.9M | $3.5M | 1.27% | +7.2K | 2026-03-31 |
| 25 | AVEM | AMERICAN CENTY ETF TR | 80.7K | $2.4M | $2.7M | 0.97% | -2,708 | 2026-03-31 |
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