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CIK: 0001820363
Total reported value
$296.2M
$296.2M
30 檔
29.1%
In Q1 2024, Vernal Point Advisors, LLC's U.S. equity holdings reached a combined market value of $296.2M, distributed across 30 disclosed stock positions.
During Q1 2024, Vernal Point Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including VGSH, VT, VGIT) accounted for 29.1% of total reported equity market value during Q1 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 31.43% | +3.36% | -3.47% | |
| 2 | VT | Vanguard Tot World Stk ETF | ETF-Other | 20.72% | -0.75% | +69.21% | |
| 3 | VGIT | Vanguard Intermediate-term T | ETF-Other | 7.89% | -0.16% | +12.11% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 7.79% | -0.25% | +2.51% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 5.88% | -0.16% | +8.62% | |
| 6 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 4.50% | — | +4.89% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.96% | — | +76.92% | |
| 8 | VXUS | Vanguard Total Intl Stock | ETF-Other | 2.23% | -0.22% | +2.38% | |
| 9 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 2.05% | -1.01% | EXIT | |
| 10 | MBB | Ishares Mbs ETF | ETF-Other | 1.50% | — | — | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.15% | +0.05% | — | |
| 12 | LYFT | Lyft Inc-a | Stock-Tech | 1.10% | — | — | |
| 13 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.02% | -0.05% | — | |
| 14 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.97% | — | — | |
| 15 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.88% | -0.03% | — | |
| 16 | EMLP | First Trust North American E | ETF-Other | 0.87% | -0.05% | — | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.83% | -0.02% | — | |
| 18 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.66% | — | — | |
| 19 | EPD | Enterprise Products Partners | Stock-Energy | 0.65% | — | — | |
| 20 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 0.63% | — | — | |
| 21 | ET | Energy Transfer LP | Stock-Energy | 0.53% | — | — | |
| 22 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 0.47% | — | — | |
| 23 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.42% | +0.75% | — | |
| 24 | SPGM | State Street Spdr Portfolio | ETF-Other | 0.33% | -0.01% | — | |
| 25 | ✓ | Luminar Technologies Inc | Stock-Other | 0.31% | — | — | |
| 26 | TRGP | Targa Resources CORP | Stock-Energy | 0.31% | — | — | |
| 27 | OKE | Oneok Inc | Stock-Energy | 0.27% | — | — | |
| 28 | NEE | Nextera Energy Inc | Stock-Utilities | 0.25% | — | — | |
| 29 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.21% | -0.01% | — | |
| 30 | PSX | Phillips 66 | Stock-Energy | 0.19% | — | — |
According to official SEC Form 13F filings, Vernal Point Advisors, LLC reported a total U.S. public equity portfolio value of $296.2M across 30 disclosed positions in Q1 2024.
During Q1 2024, Vernal Point Advisors, LLC's top holdings by market value included VGSH (31.4%)、VT (20.7%)、VGIT (7.9%). The largest single position, VGSH, represented 31.4% of total portfolio value.
In Q1 2024, Vernal Point Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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