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 |
|---|---|---|---|---|---|---|---|
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 25,867 | $151.2 萬 | 1.3% | – | – | – |
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 33,645 | $179.0 萬 | 1.5% | – | – | – |
| iShares MSCI Eafe Min Vol Factor ETF46429B689 | ETF | 40,536 | $311.2 萬 | 2.6% | – | – | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 77,399 | $417.0 萬 | 3.5% | – | – | – |
| WisdomTree Tr97717W281 | EMG MKTS SMCAP | 83,744 | $443.2 萬 | 3.7% | – | – | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 66,966 | $541.8 萬 | 4.5% | – | – | – |
| Vanguard Emerging Markets Government Bond ETF921946885 | ETF | 72,527 | $563.2 萬 | 4.7% | – | – | – |
| WisdomTree Tr97717X578 | EM EX ST-OWNED | 178,247 | $656.8 萬 | 5.5% | – | – | – |
| Schwab Fundamental U.S. Small Company ETF808524763 | ETF | 132,854 | $738.8 萬 | 6.1% | – | – | – |
| iShares Tr46434V449 | MSCI INTL MOMENT | 225,732 | $858.5 萬 | 7.1% | – | – | – |
| WisdomTree Tr97717W562 | US SMALLCAP FUND | 194,984 | $1,002 萬 | 8.3% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 91,587 | $1,347 萬 | 11.2% | – | – | – |
| iShares Tr464288273 | EAFE SML CP ETF | 196,719 | $1,438 萬 | 12.0% | – | – | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 96,344 | $1,752 萬 | 14.6% | – | – | – |