| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2019 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 11 | Q2 2024 | 12.3% |
| ISHARES TR | 11 | Q2 2024 | 12.1% |
| WISDOMTREE TR | 11 | Q2 2024 | 9.1% |
| ISHARES TR | 11 | Q2 2024 | 7.5% |
| ISHARES TR | 11 | Q2 2024 | 15.1% |
| SCHWAB STRATEGIC TR | 11 | Q2 2024 | 6.1% |
| DIMENSIONAL ETF TRUST | 11 | Q2 2024 | 6.0% |
| VANGUARD WHITEHALL FDS | 11 | Q2 2024 | 5.2% |
| ISHARES TR | 11 | Q2 2024 | 4.8% |
| WISDOMTREE TR | 11 | Q2 2024 | 4.1% |
View Shore Point Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-16 |
| N-PX | 2024-07-16 |
| 13F-HR | 2024-04-30 |
| 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 |
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.