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| Name: |
Shore Point Advisors LLC |
| City: |
Brielle |
| State: |
NJ |
| Zip: |
08730 |
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data |
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| Holdings
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26 |
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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 |
|
JMOM |
Jpmorgan Us Momentum Factor... |
1 |
- |
$0.00 |
$26,416,000 |
501,445 |
15.08% |
3,881,000 |
8,191 |
5.572 |
N/A |
|
|
VTV |
Vanguard Value VIPERS |
2 |
- |
$162.95 |
$18,705,000 |
114,854 |
10.68% |
1,948,000 |
2,768 |
0.021 |
Closed - End Fund - E... |
|
|
IMTM |
Ishares Edge Msci Intl Mome... |
5 |
- |
$25.80 |
$12,925,000 |
329,483 |
7.38% |
2,429,000 |
23,395 |
0.184 |
N/A |
|
|
FNDA |
Schwab Fundamental Us Small... |
6 |
- |
$56.79 |
$9,401,000 |
164,856 |
5.37% |
983,000 |
12,775 |
0.129 |
N/A |
|
|
DGS |
Wisdomtree Emerging Mkts Sm... |
9 |
- |
$53.11 |
$5,816,000 |
114,353 |
3.32% |
252,000 |
2,888 |
0.127 |
Closed - End Fund - Debt |
|
|
CSJ |
iShares Barclays 1-3 Year C... |
11 |
- |
$51.11 |
$4,971,000 |
96,932 |
2.84% |
282,000 |
5,476 |
0.012 |
Closed - End Fund - E... |
|
|
FNDC |
Schwab Fundamental Internat... |
12 |
- |
$36.16 |
$4,673,000 |
131,750 |
2.67% |
1,008,000 |
26,604 |
0.146 |
N/A |
|
|
FBND |
Fidelity Total Bond Etf |
13 |
- |
$0.00 |
$4,023,000 |
88,781 |
2.3% |
121,000 |
4,021 |
0.031 |
N/A |
|
|
AVEM |
Avantis Emerging Markets Eq... |
16 |
- |
$0.00 |
$2,277,000 |
39,287 |
1.3% |
317,000 |
4,537 |
0.035 |
N/A |
|
|
MRK |
Merck & Co Inc |
18 |
- |
$131.20 |
$2,003,000 |
15,178 |
1.14% |
349,000 |
11 |
0.001 |
Drug Manufacturers - ... |
|
|
DFAU |
Dfa Dimensional Us Core Equ... |
19 |
- |
$0.00 |
$1,714,000 |
46,910 |
0.98% |
219,000 |
1,935 |
0.052 |
N/A |
|
|
DFEM |
Dfa Dimensional Emerging Ma... |
22 |
- |
$0.00 |
$1,411,000 |
55,369 |
0.81% |
381,000 |
14,096 |
0.053 |
N/A |
|
|
DFSD |
Dfa Dimensional Short-durat... |
23 |
- |
$0.00 |
$1,364,000 |
29,000 |
0.78% |
123,000 |
2,602 |
0.032 |
N/A |
|
|
AAPL |
Apple Inc |
24 |
- |
$191.04 |
$1,199,000 |
6,992 |
0.68% |
-28,000 |
618 |
0 |
Personal Computers |
|
|
DFAI |
Dfa Dimensional Internation... |
25 |
- |
$0.00 |
$1,143,000 |
37,826 |
0.65% |
99,000 |
1,385 |
0.029 |
N/A |
|
|
SUB |
iShares S&P S/T Natnl AMT-F... |
28 |
- |
$104.56 |
$925,000 |
8,833 |
0.53% |
12,000 |
174 |
0.01 |
Closed - End Fund - Debt |
|
|
DFUV |
DFA Dimensional Us Marketwi... |
34 |
- |
$40.28 |
$540,000 |
13,196 |
0.31% |
113,000 |
1,711 |
0.001 |
N/A |
|
|
EWX |
Spdr Index Shares Fu |
35 |
- |
$59.06 |
$508,000 |
9,110 |
0.29% |
16,000 |
389 |
0.073 |
Closed - End Fund - E... |
|
|
CB |
Chubb Ltd (ACE Ltd) |
36 |
- |
$264.14 |
$468,000 |
1,805 |
0.27% |
61,000 |
3 |
0 |
Property & Casualty I... |
|
|
JMST |
Jpmorgan Ultra Short Munici... |
37 |
- |
$0.00 |
$458,000 |
9,021 |
0.26% |
162,000 |
3,194 |
0.002 |
N/A |
|
|
QDF |
Flexshares Quality Dividend... |
38 |
- |
$65.80 |
$404,000 |
6,123 |
0.23% |
28,000 |
18 |
0.021 |
N/A |
|
|
BSV |
Vanguard Short-Term Bond |
39 |
- |
$76.38 |
$389,000 |
5,073 |
0.22% |
29,000 |
401 |
0.001 |
Closed - End Fund - E... |
|
|
VZ |
Verizon Communications Inc |
42 |
- |
$40.12 |
$353,000 |
8,416 |
0.2% |
45,000 |
240 |
0 |
Telecom Services - Do... |
|
|
JNJ |
Johnson & Johnson |
43 |
- |
$151.27 |
$327,000 |
2,068 |
0.19% |
4,000 |
5 |
0 |
Drug Manufacturers - ... |
|
|
NJR |
New Jersey Resources Corp |
45 |
- |
$44.51 |
$295,000 |
6,880 |
0.17% |
0 |
258 |
0.007 |
Gas Utilities |
|
|
VEA |
Vanguard Europe Pacific ETF |
49 |
- |
$49.56 |
$260,000 |
5,182 |
0.15% |
14,000 |
50 |
0 |
Closed - End Fund - F... |
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