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CIK: 0001820363
Total reported value
$296.2M
$296.2M
26 檔
37.1%
As reported in its official Q2 2024 Form 13F filing, Vernal Point Advisors, LLC's tracked investment portfolio stood at $296.2M with 26 total positions.
During Q2 2024, Vernal Point Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VT | Vanguard Tot World Stk ETF | ETF-Other | 33.71% | -0.75% | +91.68% | |
| 2 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 26.13% | +3.36% | -0.07% | |
| 3 | VGIT | Vanguard Intermediate-term T | ETF-Other | 6.89% | -0.16% | +5.47% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 6.70% | -0.25% | -0.03% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 4.85% | -0.16% | — | |
| 6 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 4.61% | — | +23.13% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.44% | — | — | |
| 8 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.86% | -0.22% | — | |
| 9 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 1.70% | -1.01% | EXIT | |
| 10 | EMLP | First Trust North American E | ETF-Other | 1.47% | -0.05% | +97.32% | |
| 11 | MBB | Ishares Mbs ETF | ETF-Other | 1.24% | — | — | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.04% | +0.05% | — | |
| 13 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.83% | -0.05% | — | |
| 14 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.76% | -0.03% | — | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.72% | -0.02% | — | |
| 16 | LYFT | Lyft Inc-a | Stock-Tech | 0.67% | — | — | |
| 17 | EPD | Enterprise Products Partners | Stock-Energy | 0.54% | — | — | |
| 18 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 0.48% | — | — | |
| 19 | ET | Energy Transfer LP | Stock-Energy | 0.46% | — | — | |
| 20 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 0.38% | — | — | |
| 21 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.30% | +0.75% | -12.35% | |
| 22 | TRGP | Targa Resources CORP | Stock-Energy | 0.29% | — | — | |
| 23 | SPGM | State Street Spdr Portfolio | ETF-Other | 0.28% | -0.01% | — | |
| 24 | OKE | Oneok Inc | Stock-Energy | 0.23% | — | — | |
| 25 | NEE | Nextera Energy Inc | Stock-Utilities | 0.23% | — | — | |
| 26 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.17% | -0.01% | — |
According to official SEC Form 13F filings, Vernal Point Advisors, LLC reported a total U.S. public equity portfolio value of $296.2M across 26 disclosed positions in Q2 2024.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VT, VGSH, VGIT) accounted for 37.1% of total reported equity market value during Q2 2024.
During Q2 2024, Vernal Point Advisors, LLC's top holdings by market value included VT (33.7%)、VGSH (26.1%)、VGIT (6.9%). The largest single position, VT, represented 33.7% of total portfolio value.
In Q2 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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