Vernal Point Advisors

Latest statistics and disclosures from Vernal Point Advisors's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are VGSH, VT, VGIT, VTI, AGG, and represent 73.71% of Vernal Point Advisors's stock portfolio.
  • Added to shares of these 10 stocks: VT (+$9.9M), VOO, LYFT, EMLP, VGIT, EPD, ABNB, ET, AGG, LAZR.
  • Started 10 new stock positions in NEE, PSX, TRGP, LAZR, EMLP, EPD, ET, LYFT, ABNB, OKE.
  • Reduced shares in these 1 stock: VGSH.
  • Vernal Point Advisors was a net buyer of stock by $19M.
  • Vernal Point Advisors has $117M in assets under management (AUM), dropping by 21.53%.
  • Central Index Key (CIK): 0001820363

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Portfolio Holdings for Vernal Point Advisors

Vernal Point Advisors holds 30 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Scottsdale Fds Short Term Treas (VGSH) 31.4 $37M -3% 633k 58.07
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 20.7 $24M +69% 219k 110.50
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) 7.9 $9.2M +12% 158k 58.55
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Vanguard Index Fds Total Stk Mkt (VTI) 7.8 $9.1M +2% 35k 259.90
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Ishares Tr Core Us Aggbd Et (AGG) 5.9 $6.9M +8% 70k 97.94
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Ishares Tr 1 3 Yr Treas Bd (SHY) 4.5 $5.3M +4% 64k 81.78
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 4.0 $4.6M +76% 9.6k 480.69
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 2.2 $2.6M +2% 43k 60.30
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Ishares Tr 3 7 Yr Treas Bd (IEI) 2.0 $2.4M 21k 115.81
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Ishares Tr Mbs Etf (MBB) 1.5 $1.8M 19k 92.42
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Invesco Qqq Tr Unit Ser 1 (QQQ) 1.2 $1.3M 3.0k 444.58
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Lyft Cl A Com (LYFT) 1.1 $1.3M NEW 67k 19.35
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Vanguard Index Fds Real Estate Etf (VNQ) 1.0 $1.2M 14k 86.48
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Vanguard Index Fds Mcap Gr Idxvip (VOT) 1.0 $1.1M 4.8k 235.79
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.9 $1.0M 17k 62.06
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First Tr Exchange-traded No Amer Energy (EMLP) 0.9 $1.0M NEW 34k 29.53
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.8 $976k 1.9k 524.67
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Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.7 $767k 17k 45.61
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Enterprise Products Partners (EPD) 0.6 $759k NEW 26k 29.18
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Airbnb Com Cl A (ABNB) 0.6 $735k NEW 4.5k 164.96
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Energy Transfer Com Ut Ltd Ptn (ET) 0.5 $625k NEW 40k 15.73
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Spdr Ser Tr S&p Biotech (XBI) 0.5 $551k 5.8k 94.89
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Ishares Tr Short Treas Bd (SHV) 0.4 $488k 4.4k 110.54
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Spdr Index Shs Fds Portfli Msci Gbl (SPGM) 0.3 $384k 6.4k 59.68
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Luminar Technologies Com Cl A (LAZR) 0.3 $365k NEW 185k 1.97
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Targa Res Corp (TRGP) 0.3 $359k NEW 3.2k 111.99
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Oneok (OKE) 0.3 $321k NEW 4.0k 80.17
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Nextera Energy (NEE) 0.2 $291k NEW 4.5k 63.91
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $246k 6.3k 39.02
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Phillips 66 (PSX) 0.2 $220k NEW 1.3k 163.34
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Past Filings by Vernal Point Advisors

SEC 13F filings are viewable for Vernal Point Advisors going back to 2023