0001907092-24-000002.txt : 20240207 0001907092-24-000002.hdr.sgml : 20240207 20240207152841 ACCESSION NUMBER: 0001907092-24-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240207 DATE AS OF CHANGE: 20240207 EFFECTIVENESS DATE: 20240207 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Shore Point Advisors, LLC CENTRAL INDEX KEY: 0001907092 ORGANIZATION NAME: 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: 24604043 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 12-31-2023 12-31-2023 Shore Point Advisors, LLC

402 HIGGINS AVE BRIELLE NJ 08730

13F HOLDINGS REPORT 028-21715 N Jacob B. Rue 732 876 3777 Jacob B. Rue, V Brielle NJ 02-07-2024 0 56 161485861 false INFORMATION TABLE 2 information13f231231.xml AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604 1959587 34750 SH SOLE 0 0 34750 APPLE INC COM 037833100 1227186 6374 SH SOLE 0 0 6374 AUTOMATIC DATA PROCESSING IN COM 053015103 1041142 4469 SH SOLE 0 0 4469 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 656254 1840 SH SOLE 0 0 1840 BOEING CO COM 097023105 225601 865 SH SOLE 0 0 865 BONDBLOXX ETF TRUST BLOOMBERG SIX MN 09789C788 1981782 39477 SH SOLE 0 0 39477 BONDBLOXX ETF TRUST BLOOMBERG ONE YR 09789C861 735233 14769 SH SOLE 0 0 14769 BROADRIDGE FINL SOLUTIONS IN COM 11133T103 386192 1877 SH SOLE 0 0 1877 THE CIGNA GROUP COM 125523100 204224 682 SH SOLE 0 0 682 CHEVRON CORP NEW COM 166764100 868111 5820 SH SOLE 0 0 5820 CHIMERA INVT CORP COM NEW 16934Q208 90483 18133 SH SOLE 0 0 18133 DENISON MINES CORP COM 248356107 17700 10000 SH SOLE 0 0 10000 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 1495437 44975 SH SOLE 0 0 44975 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 1043671 36441 SH SOLE 0 0 36441 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 7551938 313228 SH SOLE 0 0 313228 DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 427488 11485 SH SOLE 0 0 11485 DIMENSIONAL ETF TRUST EMERGING MKTS CO 25434V732 1030185 41273 SH SOLE 0 0 41273 DIMENSIONAL ETF TRUST SHORT DURATION F 25434V864 1240996 26398 SH SOLE 0 0 26398 EVERSOURCE ENERGY COM 30040W108 280372 4542 SH SOLE 0 0 4542 EXXON MOBIL CORP COM 30231G102 215891 2159 SH SOLE 0 0 2159 FIDELITY MERRIMACK STR TR TOTAL BD ETF 316188309 3902377 84760 SH SOLE 0 0 84760 FLEXSHARES TR QUALT DIVD IDX 33939L860 375671 6105 SH SOLE 0 0 6105 ISHARES INC MSCI EMERG MRKT 464286533 795518 14310 SH SOLE 0 0 14310 ISHARES TR SHRT NAT MUN ETF 464288158 912969 8659 SH SOLE 0 0 8659 ISHARES TR EAFE SML CP ETF 464288273 15960653 257845 SH SOLE 0 0 257845 ISHARES TR JPMORGAN USD EMG 464288281 1697490 19060 SH SOLE 0 0 19060 ISHARES TR ISHS 1-5YR INVS 464288646 4689435 91456 SH SOLE 0 0 91456 ISHARES TR MSCI EAFE MIN VL 46429B689 2688766 38776 SH SOLE 0 0 38776 ISHARES TR MSCI USA MIN VOL 46429B697 5624836 72085 SH SOLE 0 0 72085 ISHARES TR MSCI INTL MOMENT 46434V449 10495787 306088 SH SOLE 0 0 306088 ISHARES TR MSCI US MOMENT 46432F396 754433 4808 SH SOLE 0 0 4808 J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL 46641Q654 295671 5827 SH SOLE 0 0 5827 J P MORGAN EXCHANGE TRADED F US MOMENTUM 46641Q779 22534967 493254 SH SOLE 0 0 493254 J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 1169726 23287 SH SOLE 0 0 23287 J P MORGAN EXCHANGE TRADED F HEDGED EQUITY LA 46654Q724 2207543 41746 SH SOLE 0 0 41746 JOHNSON & JOHNSON COM 478160104 323445 2063 SH SOLE 0 0 2063 LEGG MASON ETF INVT FRANKLIN INTL LW 52468L505 733435 26516 SH SOLE 0 0 26516 MARRIOTT INTL INC NEW CL A 571903202 257532 1142 SH SOLE 0 0 1142 MERCK & CO INC COM 58933Y105 1653506 15167 SH SOLE 0 0 15167 NEW JERSEY RES CORP COM 646025106 295226 6622 SH SOLE 0 0 6622 NEW MTN FIN CORP COM 647551100 278504 21895 SH SOLE 0 0 21895 PROCTER AND GAMBLE CO COM 742718109 344205 2348 SH SOLE 0 0 2348 SPDR INDEX SHS FDS S&P EMKTSC ETF 78463X756 492443 8721 SH SOLE 0 0 8721 SPDR SER TR BLOOMBERG 1-3 MO 78468R663 2087713 22844 SH SOLE 0 0 22844 SCHWAB STRATEGIC TR SCHWB FDT INT SC 808524748 3665404 105146 SH SOLE 0 0 105146 SCHWAB STRATEGIC TR SCHWAB FDT US SC 808524763 8417718 152081 SH SOLE 0 0 152081 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 359904 4672 SH SOLE 0 0 4672 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 245862 5132 SH SOLE 0 0 5132 VANGUARD WHITEHALL FDS INTL DVD ETF 921946810 2068619 26080 SH SOLE 0 0 26080 VANGUARD WHITEHALL FDS EM MK GOV BD ETF 921946885 5936246 93117 SH SOLE 0 0 93117 VANGUARD INDEX FDS VALUE ETF 922908744 16756989 112086 SH SOLE 0 0 112086 VERIZON COMMUNICATIONS INC COM 92343V104 308263 8176 SH SOLE 0 0 8176 VERISK ANALYTICS INC COM 92345Y106 393065 1645 SH SOLE 0 0 1645 WISDOMTREE TR EMG MKTS SMCAP 97717W281 5564333 111465 SH SOLE 0 0 111465 WISDOMTREE TR US SMALLCAP FUND 97717W562 14110812 283235 SH SOLE 0 0 283235 CHUBB LIMITED COM H1467J104 407322 1802 SH SOLE 0 0 1802