Shore Point Advisors, LLC
- SEC CIK
- 0001907092
- Latest filing
- Jul 14, 2026
Holdings in Q4 2021
Holdings as of Dec 31, 2021, filed Feb 10, 2022. Long positions only.
- Positions
- 214
- No filing for Q3 2021
- Portfolio value
- $120.2M
- No filing for Q3 2021
Shore Point Advisors, LLC did not file a 13F for Q3 2021, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 25,867 | $1.51M | 1.3% | – | – | – |
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 33,645 | $1.79M | 1.5% | – | – | – |
| iShares MSCI Eafe Min Vol Factor ETF46429B689 | ETF | 40,536 | $3.11M | 2.6% | – | – | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 77,399 | $4.17M | 3.5% | – | – | – |
| WisdomTree Tr97717W281 | EMG MKTS SMCAP | 83,744 | $4.43M | 3.7% | – | – | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 66,966 | $5.42M | 4.5% | – | – | – |
| Vanguard Emerging Markets Government Bond ETF921946885 | ETF | 72,527 | $5.63M | 4.7% | – | – | – |
| WisdomTree Tr97717X578 | EM EX ST-OWNED | 178,247 | $6.57M | 5.5% | – | – | – |
| Schwab Fundamental U.S. Small Company ETF808524763 | ETF | 132,854 | $7.39M | 6.1% | – | – | – |
| iShares Tr46434V449 | MSCI INTL MOMENT | 225,732 | $8.59M | 7.1% | – | – | – |
| WisdomTree Tr97717W562 | US SMALLCAP FUND | 194,984 | $10.0M | 8.3% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 91,587 | $13.5M | 11.2% | – | – | – |
| iShares Tr464288273 | EAFE SML CP ETF | 196,719 | $14.4M | 12.0% | – | – | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 96,344 | $17.5M | 14.6% | – | – | – |