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  Name: Vernal Point Advisors LLC
  City: San Francisco
  State: CA
  Zip: 94104
   
Achive data
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $117,007,000
  Total Value Change : $20,724,000
  Securities Held Change : 10
   
All Securities Held : 30
  New Positions : 10
  Closed Positions : 0
  Increased Positions : 7
  Unchanged Positions : 12
  Decreased Positions : 1

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 7     View All Holdings Currently Viewing:  Increased Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (VT)1 Year Chart         VT Vanguard Total World Stock ... 2 - $112.54 $24,242,000 219,385 20.72% 10,904,000 89,735 0.123    Closed - End Fund - E...
   (VGIT)1 Year Chart         VGIT Vanguard Intermediate -Ter 3 - $57.97 $9,230,000 157,637 7.89% 889,000 17,023 0.018    Closed - End Fund - Debt
   (VTI)1 Year Chart         VTI Vanguard Total Stock Market... 4 - $263.11 $9,117,000 35,077 7.79% 1,000,000 860 0.004    Closed - End Fund - E...
   (AGG)1 Year Chart         AGG iShares Barclays Agency Bond 5 - $96.86 $6,882,000 70,263 5.88% 462,000 5,577 0.001    Closed - End Fund - E...
   (SHY)1 Year Chart         SHY Ishares Barclays 1-3 Treasu... 6 - $81.44 $5,263,000 64,358 4.5% 229,000 3,000 0.007    Closed - End Fund - E...
   (VOO)1 Year Chart         VOO Vanguard S&P 500 Etf 7 - $488.48 $4,628,000 9,628 3.96% 2,251,000 4,186 0.001    Closed - End Fund - E...
   (VXUS)1 Year Chart         VXUS Vanguard Total Internationa... 8 - $62.03 $2,610,000 43,282 2.23% 160,000 1,008 0.008    Closed - End Fund - E...

      7 Records Found
  1    
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