0001907092-23-000002.txt : 20230417 0001907092-23-000002.hdr.sgml : 20230417 20230417135512 ACCESSION NUMBER: 0001907092-23-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230417 DATE AS OF CHANGE: 20230417 EFFECTIVENESS DATE: 20230417 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: 23823519 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 X0202 13F-HR LIVE false true false 0001907092 XXXXXXXX 03-31-2023 03-31-2023 Shore Point Advisors, LLC
402 HIGGINS AVE BRIELLE NJ 08730
13F HOLDINGS REPORT 028-21715 N
Jacob B. Rue, V Portfolio Manager 7328763777 Jacob B. Rue, V Brielle NJ 04-17-2023 0 48 131902847 false
INFORMATION TABLE 2 informationtable31032023.xml MAR 2023 REPORTABLE HOLDINGS DIMENSIONAL ETF TRUSTEMGR CRE EQT MNG25434V3027295804316933SHSOLE00316933FIDELITY MERRIMACK STR TRTOTAL BD ETF316188309324627070571SHSOLE0070571ISHARES TRISHS 1-5YR INVS464288646418673982840SHSOLE0082840ISHARES TREAFE SML CP ETF46428827313954088234483SHSOLE00234483ISHARES TRMSCI INTL MOMENT46434V4498958360277186SHSOLE00277186ISHARES TRMSCI USA MMENTM46432F396879653163266SHSOLE0063266J P MORGAN EXCHANGE TRADED FUS MOMENTUM46641Q7799277155233799SHSOLE00233799SCHWAB STRATEGIC TRSCHWAB FDT US SC8085247636901264141797SHSOLE00141797VANGUARD WHITEHALL FDSEM MK GOV BD ETF921946885535190785892SHSOLE0085892VANGUARD INDEX FDSVALUE ETF9229087441362848598678SHSOLE0098678WISDOMTREE TREMG MKTS SMCAP97717W281438758195820SHSOLE0095820BONDBLOXX ETF TRUSTBLOOMBERG ONE YR09789C86163625212714SHSOLE0012714WISDOMTREE TRUS SMALLCAP FUND97717W56210631986245997SHSOLE00245997AMERICAN CENTY ETF TRAVANTIS EMGMKT025072604125866523798SHSOLE0023798BONDBLOXX ETF TRUSTBLOOMBERG SIX MN09789C788310701561746SHSOLE0061746ISHARES TRJPMORGAN USD EMG46428828187219310109SHSOLE0010109ISHARES TRSHRT NAT MUN ETF4642881585984435717SHSOLE005717VANGUARD WHITEHALL FDSINTL DVD ETF921946810120588416367SHSOLE0016367SCHWAB STRATEGIC TRSCHWB FDT INT SC808524748215948365182SHSOLE0065182SPDR INDEX SHS FDSS&P EMKTSC ETF78463X7563855717612SHSOLE007612DIMENSIONAL ETF TRUSTINTL CORE EQT MK25434V20394498235064SHSOLE0035064DIMENSIONAL ETF TRUSTUS CORE EQT MKT25434V104127993344488SHSOLE0044488VANGUARD BD INDEX FDSSHORT TRM BOND9219378273612854723SHSOLE004723DIMENSIONAL ETF TRUSTUS MKTWIDE VALUE25434V72435070010475SHSOLE0010475ISHARES TRMSCI EAFE MIN VL46429B689319002847155SHSOLE0047155ISHARES INCMSCI EMERG MRKT46428653390979216672SHSOLE0016672ISHARES TRMSCI USA MIN VOL46429B697533755473379SHSOLE0073379J P MORGAN EXCHANGE TRADED FULTRA SHT MUNCPL46641Q654162463231987SHSOLE0031987VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT9219438582266965019SHSOLE005019NEW MTN FIN CORPCOM64755110026646221895SHSOLE0021895DIMENSIONAL ETF TRUSTSHORT DURATION F25434V864100526921545SHSOLE0021545J P MORGAN EXCHANGE TRADED FULTRA SHRT INC46641Q837117524923356SHSOLE0023356JOHNSON & JOHNSONCOM4781601042731611762SHSOLE001762NEW JERSEY RES CORPCOM6460251063510686599SHSOLE006599APPLE INCCOM0378331009632995842SHSOLE005842EVERSOURCE ENERGYCOM30040W1083555084543SHSOLE004543CHIMERA INVT CORPCOM NEW16934Q20810227018133SHSOLE0018133AUTOMATIC DATA PROCESSING INCOM05301510310138574554SHSOLE004554CHEVRON CORP NEWCOM1667641009495915820SHSOLE005820PROCTER AND GAMBLE COCOM7427181093488392346SHSOLE002346TEXAS PACIFIC LAND CORPORATICOM88262P102212628125SHSOLE00125VERIZON COMMUNICATIONS INCCOM92343V1043048087838SHSOLE007838FLEXSHARES TRQUALT DIVD IDX33939L8604080827493SHSOLE007493CHUBB LIMITEDCOMH1467J1043484071794SHSOLE001794VERISK ANALYTICS INCCOM92345Y1063156101645SHSOLE001645MERCK & CO INCCOM58933Y105160021215041SHSOLE0015041BERKSHIRE HATHAWAY INC DELCL B NEW0846707025681371840SHSOLE001840BROADRIDGE FINL SOLUTIONS INCOM11133T1032751121877SHSOLE001877