0001606587-22-001399.txt : 20220721 0001606587-22-001399.hdr.sgml : 20220721 20220721163553 ACCESSION NUMBER: 0001606587-22-001399 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220721 DATE AS OF CHANGE: 20220721 EFFECTIVENESS DATE: 20220721 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Shore Point Advisors, LLC CENTRAL INDEX KEY: 0001907092 IRS NUMBER: 811881799 STATE OF INCORPORATION: NJ FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21715 FILM NUMBER: 221097480 BUSINESS ADDRESS: STREET 1: 402 HIGGINS AVE CITY: BRIELLE STATE: NJ ZIP: 08730 BUSINESS PHONE: 732-876-3777 MAIL ADDRESS: STREET 1: 402 HIGGINS AVE CITY: BRIELLE STATE: NJ ZIP: 08730 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001907092 XXXXXXXX 06-30-2022 06-30-2022 false Shore Point Advisors, LLC

402 Higgins Ave Brielle NJ 08730

13F HOLDINGS REPORT 028-21715 N Jason Lamb 732-876-3777 Jason Lamb Brielle NJ 07-21-2022 0 37 106983 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE AT&T INC COM 00206R102 202 9623 SH SOLE NONE 0 0 9623 AUTOMATIC DATA PROCESSING IN COM 053015103 957 4554 SH SOLE NONE 0 0 4554 BROADRIDGE FINL SOLUTIONS IN COM 11133T103 268 1877 SH SOLE NONE 0 0 1877 CHEVRON CORP NEW COM 166764100 843 5820 SH SOLE NONE 0 0 5820 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 6467 279247 SH SOLE NONE 0 0 279247 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 757 31369 SH SOLE NONE 0 0 31369 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 1043 39454 SH SOLE NONE 0 0 39454 EVERSOURCE ENERGY COM 30040W108 384 4543 SH SOLE NONE 0 0 4543 FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS 33740F805 1202 25922 SH SOLE NONE 0 0 25922 ISHARES INC MSCI EMERG MRKT 464286533 894 16129 SH SOLE NONE 0 0 16129 ISHARES TR ISHS 1-5YR INVS 464288646 4458 88196 SH SOLE NONE 0 0 88196 ISHARES TR EAFE SML CP ETF 464288273 12603 230870 SH SOLE NONE 0 0 230870 ISHARES TR MSCI INTL MOMENT 46434V449 8037 268525 SH SOLE NONE 0 0 268525 ISHARES TR MSCI USA MMENTM 46432F396 8607 63112 SH SOLE NONE 0 0 63112 ISHARES TR MSCI EAFE MIN VL 46429B689 2908 45930 SH SOLE NONE 0 0 45930 ISHARES TR MSCI USA MIN VOL 46429B697 5123 72964 SH SOLE NONE 0 0 72964 J P MORGAN EXCHANGE TRADED F US MOMENTUM 46641Q779 6496 178807 SH SOLE NONE 0 0 178807 J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL 46641Q654 632 12477 SH SOLE NONE 0 0 12477 JOHNSON & JOHNSON COM 478160104 454 2560 SH SOLE NONE 0 0 2560 NEW MTN FIN CORP COM 647551100 261 21895 SH SOLE NONE 0 0 21895 PACER FDS TR US CASH COWS 100 69374H881 315 7318 SH SOLE NONE 0 0 7318 PACER FDS TR PACER US SMALL 69374H857 312 9271 SH SOLE NONE 0 0 9271 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 526 5303 SH SOLE NONE 0 0 5303 PROCTER AND GAMBLE CO COM 742718109 323 2245 SH SOLE NONE 0 0 2245 SCHWAB CHARLES FAMILY FD AMT TAX FREE MNY 808515530 2600 2600000 SH SOLE NONE 0 0 2600000 SCHWAB STRATEGIC TR SCHWAB FDT US SC 808524763 5923 130889 SH SOLE NONE 0 0 130889 SCHWAB STRATEGIC TR SCHWB FDT INT SC 808524748 419 13789 SH SOLE NONE 0 0 13789 SPDR SER TR PORTFOLI S&P1500 78464A805 248 5330 SH SOLE NONE 0 0 5330 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 306 3979 SH SOLE NONE 0 0 3979 VANGUARD INDEX FDS VALUE ETF 922908744 13081 99189 SH SOLE NONE 0 0 99189 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 269 6460 SH SOLE NONE 0 0 6460 VANGUARD TAX-MANAGED INTL FD VAN FTSE DEV MKT 921943858 392 9598 SH SOLE NONE 0 0 9598 VANGUARD WHITEHALL FDS EM MK GOV BD ETF 921946885 5466 89161 SH SOLE NONE 0 0 89161 VERISK ANALYTICS INC COM 92345Y106 250 1445 SH SOLE NONE 0 0 1445 VERIZON COMMUNICATIONS INC COM 92343V104 355 6992 SH SOLE NONE 0 0 6992 WISDOMTREE TR EMG MKTS SMCAP 97717W281 4153 93043 SH SOLE NONE 0 0 93043 WISDOMTREE TR US SMALLCAP FUND 97717W562 9449 229801 SH SOLE NONE 0 0 229801