Shore Point Advisors, LLC
- SEC CIK
- 0001907092
- 最新申報
- 2026/7/14
2021 年第 4 季持倉
持倉截至 2021/12/31，2022/2/10 申報。只含多頭部位。
- 持股檔數
- 214
- 2021 年第 3 季沒有申報
- 總值
- $1.20 億
- 2021 年第 3 季沒有申報
Shore Point Advisors, LLC 沒有申報 2021 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 96,344 | $1,752 萬 | 14.6% | – | – | – |
| iShares Tr464288273 | EAFE SML CP ETF | 196,719 | $1,438 萬 | 12.0% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 91,587 | $1,347 萬 | 11.2% | – | – | – |
| WisdomTree Tr97717W562 | US SMALLCAP FUND | 194,984 | $1,002 萬 | 8.3% | – | – | – |
| iShares Tr46434V449 | MSCI INTL MOMENT | 225,732 | $858.5 萬 | 7.1% | – | – | – |
| Schwab Fundamental U.S. Small Company ETF808524763 | ETF | 132,854 | $738.8 萬 | 6.1% | – | – | – |
| WisdomTree Tr97717X578 | EM EX ST-OWNED | 178,247 | $656.8 萬 | 5.5% | – | – | – |
| Vanguard Emerging Markets Government Bond ETF921946885 | ETF | 72,527 | $563.2 萬 | 4.7% | – | – | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 66,966 | $541.8 萬 | 4.5% | – | – | – |
| WisdomTree Tr97717W281 | EMG MKTS SMCAP | 83,744 | $443.2 萬 | 3.7% | – | – | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 77,399 | $417.0 萬 | 3.5% | – | – | – |
| iShares MSCI Eafe Min Vol Factor ETF46429B689 | ETF | 40,536 | $311.2 萬 | 2.6% | – | – | – |
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 33,645 | $179.0 萬 | 1.5% | – | – | – |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 25,867 | $151.2 萬 | 1.3% | – | – | – |
| ADPAutomatic Data Processing Inc | Stock | 5,981 | $147.5 萬 | 1.2% | – | – | 歷史 |
| CVXChevron Corp | Stock | 11,667 | $136.9 萬 | 1.1% | – | – | 歷史 |
| iShares Inc464286533 | MSCI EMERG MRKT | 14,516 | $91.2 萬 | 0.8% | – | – | – |
| PGProcter & Gamble Co | Stock | 4,438 | $72.6 萬 | 0.6% | – | – | 歷史 |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 19,380 | $70.7 萬 | 0.6% | – | – | – |
| BABoeing Co | Stock | 3,463 | $69.7 萬 | 0.6% | – | – | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 13,094 | $66.9 萬 | 0.6% | – | – | – |
| Schwab Fundamental International Small Equity ETF808524748 | ETF | 16,155 | $60.4 萬 | 0.5% | – | – | – |
| BRBroadridge Financial Solutions, Inc. | Stock | 3,257 | $59.5 萬 | 0.5% | – | – | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 9,519 | $47.1 萬 | 0.4% | – | – | – |
| WisdomTree Tr97717Y808 | YIELD ENHANCED | 8,908 | $45.0 萬 | 0.4% | – | – | – |
| ESEversource Energy | Stock | 4,543 | $41.3 萬 | 0.3% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 6,888 | $35.8 萬 | 0.3% | – | – | 歷史 |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 11,338 | $33.5 萬 | 0.3% | – | – | – |
| TPLTexas Pacific Land Corp | Stock | 250 | $31.2 萬 | 0.3% | – | – | 歷史 |
| NMFCNew Mountain Finance Corp | COM | 21,895 | $30.0 萬 | 0.2% | – | – | 歷史 |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 4,546 | $23.2 萬 | 0.2% | – | – | – |
| TAT&T Inc. | Stock | 8,954 | $22.0 萬 | 0.2% | – | – | 歷史 |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 5,032 | $20.9 萬 | 0.2% | – | – | – |
| CMCSAComcast Corp | Stock | 3,837 | $19.3 萬 | 0.2% | – | – | 歷史 |
| MARMarriott International Inc | Stock | 1,142 | $18.9 萬 | 0.2% | – | – | 歷史 |
| XYLXylem Inc. | COM | 1,484 | $17.8 萬 | 0.1% | – | – | 歷史 |
| AJRDAerojet Rocketdyne Holdings, Inc. | COM | 3,228 | $15.1 萬 | 0.1% | – | – | 歷史 |
| WisdomTree Tr97717W760 | INTL SMCAP DIV | 2,030 | $14.9 萬 | 0.1% | – | – | – |
| PSAPublic Storage | COM | 399 | $14.9 萬 | 0.1% | – | – | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 628 | $14.0 萬 | 0.1% | – | – | – |
| DLTRDollar Tree, Inc. | COM | 974 | $13.7 萬 | 0.1% | – | – | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 280 | $13.4 萬 | 0.1% | – | – | – |
| DISWalt Disney Co | Stock | 841 | $13.0 萬 | 0.1% | – | – | 歷史 |
| HIGHartford Insurance Group, Inc. | Stock | 1,852 | $12.8 萬 | 0.1% | – | – | 歷史 |
| First Tr Exchng Traded FD VI33740F508 | FLEXIBL MUN HIGH | 5,899 | $12.5 萬 | 0.1% | – | – | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 1,038 | $11.2 萬 | 0.1% | – | – | – |
| Ssga Active Tr78470P309 | ST STR MARKE ETF | 2,185 | $10.7 萬 | 0.1% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 350 | $10.5 萬 | 0.1% | – | – | 歷史 |
| MAMastercard Inc | Stock | 265 | $9.50 萬 | 0.1% | – | – | 歷史 |
| HIBBHibbett Inc | COM | 1,264 | $9.10 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 764 | $8.90 萬 | 0.1% | – | – | – |
| ITTItt Inc. | COM | 870 | $8.90 萬 | 0.1% | – | – | 歷史 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 1,472 | $8.20 萬 | 0.1% | – | – | – |
| Schwab Strategic Tr808524714 | 1 5YR CORP BD | 1,384 | $7.00 萬 | 0.1% | – | – | – |
| LINLinde PLC | SHS | 200 | $6.90 萬 | 0.1% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 1,138 | $6.70 萬 | 0.1% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 468 | $6.30 萬 | 0.1% | – | – | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 300 | $6.00 萬 | <0.1% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 100 | $5.70 萬 | <0.1% | – | – | 歷史 |
| iShares Tr464288877 | EAFE VALUE ETF | 1,128 | $5.70 萬 | <0.1% | – | – | – |
| AJGArthur J. Gallagher & Co. | COM | 330 | $5.60 萬 | <0.1% | – | – | 歷史 |
| CWCurtiss Wright Corp | Stock | 400 | $5.50 萬 | <0.1% | – | – | 歷史 |
| PAYXPaychex Inc | Stock | 390 | $5.30 萬 | <0.1% | – | – | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 300 | $5.20 萬 | <0.1% | – | – | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 472 | $5.20 萬 | <0.1% | – | – | – |
| MUJBlackRock Muniholdings New Jersey Quality Fund, Inc. | COM | 3,157 | $5.00 萬 | <0.1% | – | – | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 200 | $4.90 萬 | <0.1% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 100 | $4.70 萬 | <0.1% | – | – | 歷史 |
| CHDChurch & Dwight Co Inc | COM | 462 | $4.70 萬 | <0.1% | – | – | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 209 | $4.50 萬 | <0.1% | – | – | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 754 | $4.40 萬 | <0.1% | – | – | 歷史 |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 1,647 | $4.40 萬 | <0.1% | – | – | – |
| CLColgate Palmolive Co | Stock | 500 | $4.30 萬 | <0.1% | – | – | 歷史 |
| INTCIntel Corp | Stock | 825 | $4.20 萬 | <0.1% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 233 | $4.10 萬 | <0.1% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 119 | $4.00 萬 | <0.1% | – | – | 歷史 |
| CCLCarnival Corp Ltd. | UNIT 99/99/9999 | 2,000 | $4.00 萬 | <0.1% | – | – | 歷史 |
| CBChubb Ltd | Stock | 199 | $3.90 萬 | <0.1% | – | – | 歷史 |
| PMPhilip Morris International Inc. | Stock | 410 | $3.90 萬 | <0.1% | – | – | 歷史 |
| WisdomTree Tr97717Y691 | CLOUD COMPUTNG | 761 | $3.90 萬 | <0.1% | – | – | – |
| RYNRayonier Inc | COM | 922 | $3.70 萬 | <0.1% | – | – | 歷史 |
| FTFranklin Universal Trust | SH BEN INT | 4,305 | $3.60 萬 | <0.1% | – | – | 歷史 |
| CLXClorox Co | Stock | 200 | $3.50 萬 | <0.1% | – | – | 歷史 |
| NJRNew Jersey Resources Corp | Stock | 844 | $3.50 萬 | <0.1% | – | – | 歷史 |
| MOAltria Group, Inc. | Stock | 697 | $3.30 萬 | <0.1% | – | – | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 261 | $3.00 萬 | <0.1% | – | – | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 562 | $3.00 萬 | <0.1% | – | – | – |
| TELTE Connectivity plc | REG SHS | 188 | $3.00 萬 | <0.1% | – | – | 歷史 |
| MDLZMondelez International, Inc. | Stock | 441 | $2.90 萬 | <0.1% | – | – | 歷史 |
| iShares Tr46432F388 | MSCI USA VALUE | 262 | $2.90 萬 | <0.1% | – | – | – |
| KOCoca Cola Co | Stock | 465 | $2.80 萬 | <0.1% | – | – | 歷史 |
| SJMJ M SMUCKER Co | Stock | 200 | $2.70 萬 | <0.1% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 63 | $2.60 萬 | <0.1% | – | – | 歷史 |
| EDConsolidated Edison Inc | Stock | 310 | $2.60 萬 | <0.1% | – | – | 歷史 |
| RTXRTX Corp | Stock | 294 | $2.50 萬 | <0.1% | – | – | 歷史 |
| iShares Tr46435G474 | FALN ANGLS USD | 795 | $2.40 萬 | <0.1% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 58 | $2.30 萬 | <0.1% | – | – | – |
| MRKMerck & Co., Inc. | Stock | 300 | $2.30 萬 | <0.1% | – | – | 歷史 |
| AMGNAmgen Inc | Stock | 100 | $2.20 萬 | <0.1% | – | – | 歷史 |
| GISGeneral Mills Inc | Stock | 314 | $2.10 萬 | <0.1% | – | – | 歷史 |