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CIK: 0001820363
Total reported value
$296.2M
$296.2M
20 檔
33.2%
At the close of Q3 2024, Vernal Point Advisors, LLC disclosed equity holdings valued at approximately $296.2M, spread across 20 reported holdings.
During Q3 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 | 28.91% | -0.75% | -25.77% | |
| 2 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 26.71% | +3.36% | -7.59% | |
| 3 | VGIT | Vanguard Intermediate-term T | ETF-Other | 7.55% | -0.16% | -2.93% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 7.36% | -0.25% | -4.45% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 5.50% | -0.16% | -0.14% | |
| 6 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 5.30% | — | +3.98% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.94% | — | — | |
| 8 | EMLP | First Trust North American E | ETF-Other | 3.78% | -0.05% | +114.50% | |
| 9 | VXUS | Vanguard Total Intl Stock | ETF-Other | 2.11% | -0.22% | -2.58% | |
| 10 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 1.92% | -1.01% | EXIT | |
| 11 | MBB | Ishares Mbs ETF | ETF-Other | 1.41% | — | — | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.15% | +0.05% | — | |
| 13 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.05% | -0.05% | — | |
| 14 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.87% | -0.03% | — | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.83% | -0.02% | — | |
| 16 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 0.44% | — | — | |
| 17 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.33% | +0.75% | — | |
| 18 | SPGM | State Street Spdr Portfolio | ETF-Other | 0.32% | -0.01% | — | |
| 19 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 0.31% | — | -29.49% | |
| 20 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.20% | -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 20 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VT, VGSH, VGIT) accounted for 33.2% of total reported equity market value during Q3 2024.
During Q3 2024, Vernal Point Advisors, LLC's top holdings by market value included VT (28.9%)、VGSH (26.7%)、VGIT (7.5%). The largest single position, VT, represented 28.9% of total portfolio value.
In Q3 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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