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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

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Holdings Found : 12     View All Holdings Currently Viewing:  Unchanged 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
   (IEI)1 Year Chart         IEI iShares Barclays 3-7 Year T... 9 - $114.51 $2,398,000 20,710 2.05% -28,000 0 0.018    Closed - End Fund - E...
   (MBB)1 Year Chart         MBB iShares Barclays MBS Bond 10 - $91.06 $1,756,000 19,000 1.5% -32,000 0 0.002    Closed - End Fund - E...
   (QQQ)1 Year Chart         QQQ Invesco QQQ Trust Series I 11 - $457.95 $1,349,000 3,035 1.15% 105,000 0 0.001    Closed - End Fund - Debt
   (VNQ)1 Year Chart         VNQ Vanguard REIT Index VIPERs 13 - $81.86 $1,194,000 13,805 1.02% -26,000 0 0.004    Closed - End Fund - E...
   (VOT)1 Year Chart         VOT Van Kampen Municipal Opport... 14 - $233.66 $1,136,000 4,817 0.97% 78,000 0 0.01    Closed - End Fund - Debt
   (SCHX)1 Year Chart         SCHX Schwab Strategic Trust 15 - $62.73 $1,030,000 16,602 0.88% 94,000 0 0.001    Closed - End Fund - Debt
   (SPY)1 Year Chart         SPY Standard & Poors Depository... 17 - $529.44 $976,000 1,860 0.83% 88,000 0 0    Closed - End Fund - E...
   (VMBS)1 Year Chart         VMBS Vanguard Mortgage-Backed S 18 - $45.00 $767,000 16,823 0.66% -13,000 0 0.002    Closed - End Fund - Debt
   (XBI)1 Year Chart         XBI streetTRACKS Series Trust S... 22 - $88.83 $550,000 5,801 0.47% 32,000 0 0.001    Closed - End Fund - E...
   (SHV)1 Year Chart         SHV iShares Barclays Short Trea... 23 - $110.44 $488,000 4,412 0.42% 2,000 0 0.002    Closed - End Fund - E...
   (ACIM)1 Year Chart         ACIM Spdr Msci Acwi Imi 24 - $60.53 $384,000 6,435 0.33% 28,000 0 0.061    N/A
   (SCHF)1 Year Chart         SCHF Schwab Strategic Trust 29 - $39.39 $246,000 6,310 0.21% 13,000 0 0.001    Closed - End Fund - Debt
      12 Records Found
  1    
Page 1 of 1
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