Fund Universe

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☆Shore Point Advisors, LLC

CIK 0001907092 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.622
AUM ($M)
292
Positions
77
Turnover
0.06
Top-10 wt
63%
Herfindahl
0.060
History (qtrs)
6
Excess Return
—

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Quarter
Activity this period
Security type

Holdings · 81 positions · portfolio value $292M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆JMOM funds › J P MORGAN EXCHANGE TRADED F ADD — 15.1% +1.4% 44.0 701,536 +44,423 5 —
☆VTV funds › VANGUARD INDEX FDS ADD — 10.2% +0.2% 29.7 256,817 +19,369 5 —
☆CUSIP:025072323 funds › AMERICAN CENTY ETF TR ADD — 8.0% +0.6% 23.4 439,059 +35,878 2 —
☆DFIS funds › DIMENSIONAL ETF TRUST ADD — 7.5% -0.2% 21.8 621,981 +44,009 5 —
☆IMTM funds › ISHARES TR ADD — 7.1% +0.1% 20.8 483,285 +29,983 5 —
☆PULS funds › PGIM ETF TR ADD — 4.1% -0.1% 11.9 242,425 +31,543 5 —
☆FNDA funds › SCHWAB STRATEGIC TR ADD — 3.0% +0.1% 8.8 386,724 +28,164 5 —
☆JCPB funds › J P MORGAN EXCHANGE TRADED F ADD — 2.9% +2.4% 8.6 182,935 +152,231 2 —
☆DFAE funds › DIMENSIONAL ETF TRUST TRIM — 2.7% -0.0% 8.0 198,412 -6,548 5 —
☆DUSB funds › DIMENSIONAL ETF TRUST ADD — 2.6% -0.3% 7.7 154,949 +6,669 5 —
☆DUHP funds › DIMENSIONAL ETF TRUST ADD — 2.5% +0.1% 7.2 212,882 +12,481 5 —
☆FNDC funds › SCHWAB STRATEGIC TR ADD — 2.4% -0.2% 7.1 176,242 +4,541 5 —
☆USMV funds › ISHARES TR TRIM — 2.3% -0.5% 6.8 70,368 -5,563 5 —
☆IGSB funds › ISHARES TR ADD — 2.2% -0.1% 6.4 134,168 +11,234 5 —
☆EES funds › WISDOMTREE TR TRIM — 2.2% +0.0% 6.4 93,890 -398 5 —
☆DGS funds › WISDOMTREE TR ADD — 1.9% -0.0% 5.6 109,806 +5,642 5 —
☆SCZ funds › ISHARES TR ADD — 1.8% -0.2% 5.3 63,860 +903 5 —
☆DFEM funds › DIMENSIONAL ETF TRUST ADD — 1.4% +0.1% 4.2 104,043 +7,299 5 —
☆DFSD funds › DIMENSIONAL ETF TRUST TRIM — 1.4% -0.3% 4.2 87,024 -2,262 5 —
☆DFAW funds › DIMENSIONAL ETF TRUST ADD — 1.2% +0.1% 3.7 44,121 +3,342 5 —
☆FBND funds › FIDELITY MERRIMACK STR TR ADD — 1.2% -0.2% 3.5 86,451 +966 5 —
☆EFAV funds › ISHARES TR TRIM — 1.1% -0.4% 3.3 37,514 -3,770 5 —
☆HELO funds › J P MORGAN EXCHANGE TRADED F TRIM — 1.0% -0.2% 3.0 44,800 -3,940 5 —
☆BIL funds › SPDR SER TR TRIM — 1.0% -0.2% 2.9 31,891 -2,254 5 —
☆AVEM funds › AMERICAN CENTY ETF TR ADD — 1.0% +0.0% 2.9 90,353 +9,626 5 —
☆QUAL funds › ISHARES TR ADD — 0.8% +0.0% 2.2 10,007 +276 5 —
☆VWOB funds › VANGUARD WHITEHALL FDS ADD — 0.7% -0.0% 2.1 34,721 +1,701 5 —
☆VIGI funds › VANGUARD WHITEHALL FDS ADD — 0.7% -0.1% 2.1 22,428 +189 5 —
☆EMB funds › ISHARES TR ADD — 0.6% -0.1% 1.8 18,491 +494 5 —
☆DFAU funds › DIMENSIONAL ETF TRUST TRIM — 0.6% -0.0% 1.8 34,341 -125 5 —
☆JPST funds › J P MORGAN EXCHANGE TRADED F TRIM — 0.6% -0.1% 1.8 34,713 -978 5 —
☆SUB funds › ISHARES TR ADD — 0.5% -0.1% 1.3 12,370 +424 5 —
☆CUSIP:30231G102 funds › EXXON MOBIL CORP ADD — 0.4% -0.2% 1.2 8,965 +162 5 —
☆AAPL funds › APPLE INC TRIM — 0.4% -0.7% 1.2 4,109 -7,286 5 —
☆MTUM funds › ISHARES TR ADD — 0.4% +0.1% 1.2 3,373 +211 5 —
☆MRK funds › MERCK & CO INC HOLD — 0.4% -0.0% 1.1 8,837 +0 5 —
☆EEMV funds › ISHARES INC TRIM — 0.4% -0.1% 1.1 14,457 -2,269 5 —
☆LVHI funds › LEGG MASON ETF INVT TRIM — 0.3% -0.1% 1.0 24,114 -117 5 —
☆NJR funds › NEW JERSEY RES CORP ADD — 0.3% -0.0% 1.0 17,099 +1,134 5 —
☆ADP funds › AUTOMATIC DATA PROCESSING IN TRIM — 0.3% -0.0% 0.9 4,194 -156 5 —
☆DFAI funds › DIMENSIONAL ETF TRUST ADD — 0.3% -0.0% 0.9 21,550 +172 5 —
☆CVX funds › CHEVRON CORP NEW HOLD — 0.3% -0.1% 0.8 4,950 +0 5 —
☆DFUV funds › DIMENSIONAL ETF TRUST TRIM — 0.3% -0.0% 0.8 14,180 -187 5 —
☆CB funds › CHUBB LIMITED HOLD — 0.2% -0.0% 0.7 1,912 +0 5 —
☆DFAS funds › DIMENSIONAL ETF TRUST ADD — 0.2% +0.0% 0.5 6,533 +723 4 —
☆EWX funds › SPDR INDEX SHS FDS TRIM — 0.2% -0.0% 0.5 6,419 -6 5 —
☆JNJ funds › JOHNSON & JOHNSON ADD — 0.2% -0.0% 0.5 1,809 +3 5 —
☆QDF funds › FLEXSHARES TR HOLD — 0.2% -0.0% 0.4 4,984 +0 5 —
☆DFSU funds › DIMENSIONAL ETF TRUST TRIM — 0.2% -0.0% 0.4 9,509 -153 5 —
☆MAR funds › MARRIOTT INTL INC NEW HOLD — 0.1% -0.0% 0.4 1,142 +0 5 —
☆JMST funds › J P MORGAN EXCHANGE TRADED F TRIM — 0.1% -0.1% 0.4 8,098 -1,547 5 —
☆VEA funds › VANGUARD TAX-MANAGED FDS ADD — 0.1% -0.0% 0.4 5,725 +49 5 —
☆DCRE funds › DOUBLELINE ETF TRUST ADD — 0.1% +0.0% 0.4 7,829 +1,416 2 —
☆DFSB funds › DIMENSIONAL ETF TRUST TRIM — 0.1% -0.0% 0.4 7,748 -120 5 —
☆TPL funds › TEXAS PACIFIC LAND CORPORATI HOLD — 0.1% -0.0% 0.4 900 +0 5 —
☆VZ funds › VERIZON COMMUNICATIONS INC TRIM — 0.1% -0.0% 0.3 8,094 -73 5 —
☆VUG funds › VANGUARD INDEX FDS NEW — 0.1% +0.1% 0.3 3,964 +3,964 1 —
☆MSFT funds › MICROSOFT CORP TRIM — 0.1% -0.0% 0.3 885 -21 5 —
☆DFCA funds › DIMENSIONAL ETF TRUST ADD — 0.1% -0.0% 0.3 6,575 +43 3 —
☆ES funds › EVERSOURCE ENERGY HOLD — 0.1% -0.0% 0.3 4,542 +0 5 —
☆DFAC funds › DIMENSIONAL ETF TRUST TRIM — 0.1% -0.2% 0.3 6,835 -14,262 5 —
☆VRSK funds › VERISK ANALYTICS INC HOLD — 0.1% -0.0% 0.3 1,646 +0 5 —
☆SYK funds › STYRKER CORPORATION HOLD — 0.1% -0.0% 0.3 878 +0 5 —
☆T funds › AT&T INC TRIM — 0.1% -0.1% 0.3 12,847 -122 5 —
☆IBM funds › INTERNATIONAL BUSINESS MACHS TRIM — 0.1% -0.0% 0.3 940 -18 4 —
☆LOW funds › LOWES COS INC HOLD — 0.1% -0.0% 0.3 1,161 +0 5 —
☆DFSV funds › DIMENSIONAL ETF TRUST TRIM — 0.1% -0.0% 0.3 6,446 -970 5 —
☆NVDA funds › NVIDIA CORPORATION TRIM — 0.1% -0.1% 0.2 1,230 -1,499 3 —
☆HIG funds › HARTFORD FINL SVCS GROUP INC HOLD — 0.1% -0.0% 0.2 1,852 +0 5 —
☆PLTR funds › PALANTIR TECHNOLOGIES INC TRIM — 0.1% -0.1% 0.2 2,000 -570 5 —
☆QQQ funds › INVESCO QQQ TR NEW — 0.1% +0.1% 0.2 303 +303 1 —
☆IVV funds › ISHARES TR NEW — 0.1% +0.1% 0.2 287 +287 1 —
☆NCIQ funds › HASHDEX NASDAQ CRYPTO INDEX NEW — 0.1% +0.1% 0.2 14,668 +14,668 1 —
☆EELV funds › INVESCO EXCH TRADED FD TR II ADD — 0.1% -0.0% 0.2 7,448 +53 3 —
☆JPM funds › JP MORGAN CHASE & CO NEW — 0.1% +0.1% 0.2 632 +632 1 —
☆BR funds › BROADRIDGE FINL SOLUTIONS IN HOLD — 0.1% -0.0% 0.2 1,504 +0 5 —
☆DNN funds › DENISON MINES CORP HOLD — 0.0% -0.0% 0.0 10,000 +0 5 —
☆BITW funds › BITWISE 10 CRYPTO INDEX FUND EXIT — 0.0% -0.1% 0.0 0 -7,049 0 —
☆BITB funds › BITWISE BITCOIN ETF TR EXIT — 0.0% -0.1% 0.0 0 -6,578 0 —
☆DISV funds › DIMENSIONAL ETF TRUST EXIT — 0.0% -0.1% 0.0 0 -5,149 0 —
☆DFIC funds › DIMENSIONAL ETF TRUST EXIT — 0.0% -0.1% 0.0 0 -7,173 0 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 292 77 0.06 63% 0.060 0.621 — in
2026Q1 253 76 0.16 61% 0.055 0.381 — in
2025Q4 236 75 0.06 64% 0.057 0.536 — in
2025Q3 226 72 0.03 67% 0.061 0.636 — in
2025Q2 208 70 0.04 68% 0.064 0.657 — entered
2025Q1 189 66 0.00 67% 0.063 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status