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CIK: 0001820363
Total reported value
$296.2M
$296.2M
19 檔
38.8%
As reported in its official Q4 2024 Form 13F filing, Vernal Point Advisors, LLC's tracked investment portfolio stood at $296.2M with 19 total positions.
During Q4 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 | 30.99% | -0.75% | +23.00% | |
| 2 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 28.51% | +3.36% | +21.91% | |
| 3 | VGIT | Vanguard Intermediate-term T | ETF-Other | 7.12% | -0.16% | +10.68% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 6.88% | -0.25% | +3.16% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 5.36% | -0.16% | +14.73% | |
| 6 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 4.64% | — | — | |
| 7 | EMLP | First Trust North American E | ETF-Other | 3.81% | -0.05% | +6.82% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.56% | — | — | |
| 9 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.85% | -0.22% | +8.31% | |
| 10 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 1.64% | -1.01% | EXIT | |
| 11 | MBB | Ishares Mbs ETF | ETF-Other | 1.20% | — | — | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.07% | +0.05% | — | |
| 13 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.84% | -0.05% | — | |
| 14 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.79% | -0.03% | +200.00% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.75% | -0.02% | -0.86% | |
| 16 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.29% | +0.75% | — | |
| 17 | SPGM | State Street Spdr Portfolio | ETF-Other | 0.28% | -0.01% | — | |
| 18 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 0.25% | — | — | |
| 19 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.16% | -0.01% | +100.00% |
According to official SEC Form 13F filings, Vernal Point Advisors, LLC reported a total U.S. public equity portfolio value of $296.2M across 19 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VT, VGSH, VGIT) accounted for 38.8% of total reported equity market value during Q4 2024.
During Q4 2024, Vernal Point Advisors, LLC's top holdings by market value included VT (31.0%)、VGSH (28.5%)、VGIT (7.1%). The largest single position, VT, represented 31.0% of total portfolio value.
In Q4 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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