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Vernal Point Advisors, LLC

Q4 2023 · 13F-HR

Vernal Point Advisors, LLCholdings as filed

Filed 2024-02-14 · accession 0001879202-24-000008

$96.3M
Reported value
20
Positions
2023-12-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
92206C102VGSHVANGUARD SCOTTSDALE FDS$38.3M39.8%656,148CommonNONE
922042742VTVANGUARD INTL EQUITY INDEX F$13.3M13.9%129,650CommonNONE
92206C706VGITVANGUARD SCOTTSDALE FDS$8.3M8.66%140,614CommonNONE
922908769VTIVANGUARD INDEX FDS$8.1M8.43%34,217CommonNONE
464287226AGGISHARES TR$6.4M6.67%64,686CommonNONE
464287457SHYISHARES TR$5.0M5.23%61,358CommonNONE
921909768VXUSVANGUARD STAR FDS$2.5M2.54%42,274CommonNONE
464288661IEIISHARES TR$2.4M2.52%20,710CommonNONE
922908363VOOVANGUARD INDEX FDS$2.4M2.47%5,442CommonNONE
464288588MBBISHARES TR$1.8M1.86%19,000CommonNONE
46090E103QQQINVESCO QQQ TR$1.2M1.29%3,035CommonNONE
922908553VNQVANGUARD INDEX FDS$1.2M1.27%13,805CommonNONE
922908538VOTVANGUARD INDEX FDS$1.1M1.10%4,817CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$936,3530.97%16,602CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$887,6220.92%1,860CommonNONE
92206C771VMBSVANGUARD SCOTTSDALE FDS$779,9140.81%16,823CommonNONE
78464A870XBISPDR SER TR$517,9710.54%5,801CommonNONE
464288679SHVISHARES TR$485,8940.50%4,412CommonNONE
78463X475SPGMSPDR INDEX SHS FDS$356,1130.37%6,435CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$233,2180.24%6,310CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.