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Vernal Point Advisors, LLC

Q4 2024 · 13F-HR

Vernal Point Advisors, LLCholdings as filed

Filed 2025-02-14 · accession 0001879202-25-000004

$145.5M
Reported value
19
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
922042742VTVANGUARD INTL EQUITY INDEX F$45.1M31.0%383,971CommonNONE
92206C102VGSHVANGUARD SCOTTSDALE FDS$41.5M28.5%713,086CommonNONE
92206C706VGITVANGUARD SCOTTSDALE FDS$10.4M7.12%178,627CommonNONE
922908769VTIVANGUARD INDEX FDS$10.0M6.88%34,566CommonNONE
464287226AGGISHARES TR$7.8M5.36%80,497CommonNONE
464287457SHYISHARES TR$6.8M4.64%82,393CommonNONE
33738D101EMLPFIRST TR EXCHANGE-TRADED FD$5.5M3.81%155,433CommonNONE
922908363VOOVANGUARD INDEX FDS$5.2M3.56%9,628CommonNONE
921909768VXUSVANGUARD STAR FDS$2.7M1.85%45,672CommonNONE
464288661IEIISHARES TR$2.4M1.64%20,710CommonNONE
464288588MBBISHARES TR$1.7M1.20%19,000CommonNONE
46090E103QQQINVESCO QQQ TR$1.6M1.07%3,035CommonNONE
922908553VNQVANGUARD INDEX FDS$1.2M0.84%13,805CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$1.2M0.79%49,806CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$1.1M0.75%1,844CommonNONE
464288679SHVISHARES TR$425,7950.29%3,867CommonNONE
78463X475SPGMSPDR INDEX SHS FDS$407,5290.28%6,435CommonNONE
78464A870XBISPDR SER TR$368,3450.25%4,090CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$233,4700.16%12,620CommonNONE

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.