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Vernal Point Advisors, LLC

Q2 2024 · 13F-HR

Vernal Point Advisors, LLCholdings as filed

Filed 2024-08-14 · accession 0001879202-24-000044

$140.5M
Reported value
26
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
922042742VTVANGUARD INTL EQUITY INDEX F$47.4M33.7%420,517CommonNONE
92206C102VGSHVANGUARD SCOTTSDALE FDS$36.7M26.1%632,937CommonNONE
92206C706VGITVANGUARD SCOTTSDALE FDS$9.7M6.89%166,262CommonNONE
922908769VTIVANGUARD INDEX FDS$9.4M6.70%35,067CommonNONE
464287226AGGISHARES TR$6.8M4.85%70,263CommonNONE
464287457SHYISHARES TR$6.5M4.61%79,243CommonNONE
922908363VOOVANGUARD INDEX FDS$4.8M3.44%9,628CommonNONE
921909768VXUSVANGUARD STAR FDS$2.6M1.86%43,282CommonNONE
464288661IEIISHARES TR$2.4M1.70%20,710CommonNONE
33738D101EMLPFIRST TR EXCHANGE-TRADED FD$2.1M1.47%67,833CommonNONE
464288588MBBISHARES TR$1.7M1.24%19,000CommonNONE
46090E103QQQINVESCO QQQ TR$1.5M1.04%3,035CommonNONE
922908553VNQVANGUARD INDEX FDS$1.2M0.83%13,805CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$1.1M0.76%16,602CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$1.0M0.72%1,860CommonNONE
55087P104LYFTLYFT INC$941,2030.67%66,752CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$753,4800.54%26,000CommonNONE
009066101ABNBAIRBNB INC$675,9670.48%4,458CommonNONE
29273V100ETENERGY TRANSFER L P$644,4690.46%39,733CommonNONE
78464A870XBISPDR SER TR$537,8110.38%5,801CommonNONE
464288679SHVISHARES TR$427,3040.30%3,867CommonNONE
87612G101TRGPTARGA RES CORP$413,1260.29%3,208CommonNONE
78463X475SPGMSPDR INDEX SHS FDS$391,1190.28%6,435CommonNONE
682680103OKEONEOK INC NEW$326,3630.23%4,002CommonNONE
65339F101NEENEXTERA ENERGY INC$322,0440.23%4,548CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$244,7180.17%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.