MondegarAI
Vernal Point Advisors, LLC

Q3 2024 · 13F-HR

Vernal Point Advisors, LLCholdings as filed

Filed 2024-11-14 · accession 0001879202-24-000059

$129.2M
Reported value
20
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
922042742VTVANGUARD INTL EQUITY INDEX F$37.4M28.9%312,161CommonNONE
92206C102VGSHVANGUARD SCOTTSDALE FDS$34.5M26.7%584,904CommonNONE
92206C706VGITVANGUARD SCOTTSDALE FDS$9.8M7.55%161,392CommonNONE
922908769VTIVANGUARD INDEX FDS$9.5M7.36%33,507CommonNONE
464287226AGGISHARES TR$7.1M5.50%70,163CommonNONE
464287457SHYISHARES TR$6.9M5.30%82,393CommonNONE
922908363VOOVANGUARD INDEX FDS$5.1M3.94%9,628CommonNONE
33738D101EMLPFIRST TR EXCHANGE-TRADED FD$4.9M3.78%145,503CommonNONE
921909768VXUSVANGUARD STAR FDS$2.7M2.11%42,167CommonNONE
464288661IEIISHARES TR$2.5M1.92%20,710CommonNONE
464288588MBBISHARES TR$1.8M1.41%19,000CommonNONE
46090E103QQQINVESCO QQQ TR$1.5M1.15%3,035CommonNONE
922908553VNQVANGUARD INDEX FDS$1.4M1.05%13,805CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$1.1M0.87%16,602CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$1.1M0.83%1,860CommonNONE
009066101ABNBAIRBNB INC$565,3190.44%4,458CommonNONE
464288679SHVISHARES TR$427,8060.33%3,867CommonNONE
78463X475SPGMSPDR INDEX SHS FDS$416,7950.32%6,435CommonNONE
78464A870XBISPDR SER TR$404,0920.31%4,090CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$259,4670.20%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.