| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2014 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 8 | Q3 2023 | 12.3% |
| ISHARES TR | 8 | Q3 2023 | 12.1% |
| ISHARES TR | 8 | Q3 2023 | 15.1% |
| WISDOMTREE TR | 8 | Q3 2023 | 9.1% |
| ISHARES TR | 8 | Q3 2023 | 7.5% |
| SCHWAB STRATEGIC TR | 8 | Q3 2023 | 6.1% |
| DIMENSIONAL ETF TRUST | 8 | Q3 2023 | 6.0% |
| VANGUARD WHITEHALL FDS | 8 | Q3 2023 | 5.2% |
| ISHARES TR | 8 | Q3 2023 | 4.8% |
| WISDOMTREE TR | 8 | Q3 2023 | 4.1% |
View Shore Point Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-07 |
| 13F-HR | 2023-10-16 |
| 13F-HR | 2023-07-14 |
| 13F-HR | 2023-04-17 |
| 13F-HR | 2023-01-19 |
| 13F-HR | 2022-11-01 |
| 13F-HR | 2022-07-21 |
| 13F-HR | 2022-04-26 |
| 13F-HR | 2022-02-10 |
View Shore Point Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.