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Vernal Point Advisors, LLC

Portfolio Manager
Vernal Point Advisors, LLC
Performance
-0.69% (2026 Q1)
AUM (13F)
$245.95M
# of Holdings
21
Performance Rank
Allocation (Top 20)
99.91%

Vernal Point Advisors, LLC Holdings Map

Top 21 Vernal Point Advisors, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VT
VANGUARD INTL EQUITY INDEX F
51.34%912.9K$126.3M
+1.65%(+14.81K)
2025-Q1: 470.6K shares2025-Q2: 509.3K shares2025-Q3: 810.4K shares2025-Q4: 898.1K shares2026-Q1: 912.9K shares
$121.53(+28.38%)
2026-03-31
VGSH
VANGUARD SCOTTSDALE FDS
11.31%475.0K$27.8M
-2.70%(-13.19K)
2025-Q1: 680.4K shares2025-Q2: 663.2K shares2025-Q3: 544.6K shares2025-Q4: 488.2K shares2026-Q1: 475.0K shares
$58.08(+0.29%)
2026-03-31
VTI
VANGUARD INDEX FDS
10.03%76.9K$24.7M
+1.25%(+946)
2025-Q1: 33.8K shares2025-Q2: 33.1K shares2025-Q3: 72.8K shares2025-Q4: 75.9K shares2026-Q1: 76.9K shares
$278.56(+31.89%)
2026-03-31
VGIT
VANGUARD SCOTTSDALE FDS
5.59%230.9K$13.7M
+14.12%(+28.56K)
2025-Q1: 183.5K shares2025-Q2: 206.9K shares2025-Q3: 205.2K shares2025-Q4: 202.3K shares2026-Q1: 230.9K shares
$58.69(+0.40%)
2026-03-31
EMLP
FIRST TR EXCHANGE-TRADED FD
5.28%297.7K$13.0M
+14.47%(+37.64K)
2025-Q1: 169.4K shares2025-Q2: 223.0K shares2025-Q3: 224.6K shares2025-Q4: 260.0K shares2026-Q1: 297.7K shares
$34.53(+27.76%)
2026-03-31
IAU
ISHARES GOLD TR
4.65%129.8K$11.4M
+53.38%(+45.18K)
2025-Q1: 0 shares2025-Q2: 84.6K shares2025-Q3: 84.6K shares2025-Q4: 84.6K shares2026-Q1: 129.8K shares
$68.74(+27.34%)
2026-03-31
VXUS
VANGUARD STAR FDS
3.54%113.1K$8.7M
+0.05%(+57)
2025-Q1: 44.9K shares2025-Q2: 44.2K shares2025-Q3: 101.8K shares2025-Q4: 113.0K shares2026-Q1: 113.1K shares
$65.73(+29.35%)
2026-03-31
SHV
ISHARES TR
2.74%61.0K$6.7M
-3.54%(-2.24K)
2025-Q1: 3.9K shares2025-Q2: 58.4K shares2025-Q3: 65.9K shares2025-Q4: 63.2K shares2026-Q1: 61.0K shares
$110.43(-0.21%)
2026-03-31
IEI
ISHARES TR
1.01%21.0K$2.5M
+1.23%(+254)
2025-Q1: 20.7K shares2025-Q2: 20.7K shares2025-Q3: 20.7K shares2025-Q4: 20.7K shares2026-Q1: 21.0K shares
$115.19(+1.97%)
2026-03-31
AGG
ISHARES TR
0.93%23.0K$2.3M
-18.94%(-5.38K)
2025-Q1: 100.9K shares2025-Q2: 90.3K shares2025-Q3: 87.4K shares2025-Q4: 28.4K shares2026-Q1: 23.0K shares
$97.26(+1.42%)
2026-03-31

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