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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Shore Point Advisors, LLC

Quarter ended Q2 2025 · Filed July 9, 2025 · Accession 0001907092-25-000004

Total Value
$208.2M
Positions
70
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (70)

#IssuerTicker / CUSIPSharesValue% of Filing
1J P MORGAN EXCHANGE TRADED F46641Q779498,087$32.0M15.38%
2VANGUARD INDEX FDS922908744121,396$21.5M10.30%
3ISHARES TR464288273247,980$18.0M8.66%
4ISHARES TR46434V449355,848$16.3M7.81%
5WISDOMTREE TRWT277,857$14.2M6.80%
6SCHWAB STRATEGIC TR808524763416,415$11.9M5.73%
7SCHWAB STRATEGIC TR808524748195,655$8.2M3.95%
8DIMENSIONAL ETF TRUST25434V302223,717$6.5M3.11%
9ISHARES TR46429B69767,157$6.3M3.03%
10DIMENSIONAL ETF TRUST25434V591121,313$6.2M2.96%
11ISHARES TR464288646108,132$5.7M2.74%
12DIMENSIONAL ETF TRUST25434V831152,211$5.4M2.60%
13WISDOMTREE TRWT77,517$4.3M2.06%
14ISHARES TR46429B68938,103$3.2M1.54%
15FIDELITY MERRIMACK STR TR31618830963,001$2.9M1.38%
16J P MORGAN EXCHANGE TRADED F46654Q72444,273$2.8M1.33%
17SPDR SER TR78468R66328,415$2.6M1.25%
18DIMENSIONAL ETF TRUST25434V10457,996$2.5M1.18%
19DIMENSIONAL ETF TRUST25434V73276,943$2.3M1.10%
20DIMENSIONAL ETF TRUST25434V86444,471$2.1M1.03%
21AMERICAN CENTY ETF TR02507260430,806$2.1M1.01%
22VANGUARD WHITEHALL FDS92194681021,767$2.0M0.94%
23VANGUARD WHITEHALL FDS92194688529,706$1.9M0.93%
24ISHARES TR46432F3398,593$1.6M0.75%
25ISHARES TR46428828116,958$1.6M0.75%
26AUTOMATIC DATA PROCESSING INADP4,130$1.3M0.61%
27J P MORGAN EXCHANGE TRADED F46641Q83724,551$1.2M0.60%
28DIMENSIONAL ETF TRUST25434V77340,381$1.2M0.58%
29DIMENSIONAL ETF TRUST25434V20333,257$1.1M0.55%
30ISHARES TR4642881589,134$971,3230.47%
31EXXON MOBIL CORPXOM8,988$968,9430.47%
32ISHARES INC46428653314,972$940,2560.45%
33CHEVRON CORP NEWCVX5,970$854,8440.41%
34LEGG MASON ETF INVT52468L50524,861$809,2400.39%
35APPLE INCAAPL3,937$807,9180.39%
36ISHARES TR46432F3963,201$769,4660.37%
37DIMENSIONAL ETF TRUST25434V70820,564$737,0180.35%
38MERCK & CO INCMRK9,297$735,9500.35%
39NEW JERSEY RES CORPNJR16,086$720,9880.35%
40DIMENSIONAL ETF TRUST25434V61710,023$672,3420.32%
41DIMENSIONAL ETF TRUST25434V72414,014$592,5230.28%
42VANGUARD BD INDEX FDS9219378277,402$582,5970.28%
43CHUBB LIMITEDCB1,910$553,4310.27%
44VERISK ANALYTICS INCVRSK1,646$512,7940.25%
45PGIM ETF TR69344A1079,225$459,0610.22%
46MICROSOFT CORPMSFT866$430,8110.21%
47DIMENSIONAL ETF TRUST25434V71610,404$408,3690.20%
48FLEXSHARES TRFLEX5,539$405,4010.19%
49TEXAS PACIFIC LAND CORPORATITPL375$396,1460.19%
50BITWISE BITCOIN ETF TRBITB6,667$390,6190.19%
51SPDR INDEX SHS FDS78463X7566,132$380,3680.18%
52AT&T INCT-PC12,969$375,3220.18%
53DIMENSIONAL ETF TRUST25434V6747,083$371,3680.18%
54STYRKER CORPORATIONSYK938$371,1000.18%
55BROADRIDGE FINL SOLUTIONS IN11133T1031,504$365,5170.18%
56VERIZON COMMUNICATIONS INCVZ7,966$344,7260.17%
57BITWISE 10 CRYPTO INDEX FUNDBITW4,902$322,4780.15%
58J P MORGAN EXCHANGE TRADED F46641Q6546,266$319,0710.15%
59VANGUARD TAX-MANAGED FDS9219438585,589$318,6850.15%
60MARRIOTT INTL INC NEW5719032021,142$312,0050.15%
61JOHNSON & JOHNSONJNJ1,902$290,6380.14%
62EVERSOURCE ENERGYES4,542$289,0030.14%
63PALANTIR TECHNOLOGIES INCPLTR2,000$272,6400.13%
64LOWES COS INC5486611071,161$257,6890.12%
65HARTFORD FINL SVCS GROUP INCHIG-PG1,852$234,9630.11%
66DIMENSIONAL ETF TRUST25434V7997,354$228,6640.11%
67NETFLIX INCNFLX168$224,9730.11%
68THE CIGNA GROUP125523100651$215,2070.10%
69DIMENSIONAL ETF TRUST25434V8157,281$214,2890.10%
70DENISON MINES CORPDNN10,000$18,2000.01%