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Jake Rue

@Shore Point Advisors, Llc

Latest period2024 - Q4ReportedManaged Assets$185.964MTotal holdings64
Assets growth rate-0.42%Assets growth rate (2-Q avg)2.82%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Shore Point Advisors, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 64 positions.

Assets under management

The assets under management (AUM) of Shore Point Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 185.964M in assets, with a quarterly growth rate of -0.42% and a 2-quarter average growth rate of 2.82%. The portfolio is managed by Jake Rue, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
JMOMJ P Morgan Exchange Traded F
Recent Activity
Decreased -0.61%
15.64%
$29.082M
499,074 shares@ $58.28 avg price
VTVVanguard Index Fds
Recent Activity
Increased 1.72%
10.85%
$20.17M
119,134 shares@ $169.31 avg price
SCZIshares Tr
Recent Activity
Increased 3.8%
8.6%
$15.976M
262,982 shares@ $60.76 avg price
EESWisdomtree Tr
Recent Activity
Increased 0.58%
8.15%
$15.15M
280,874 shares@ $53.95 avg price
IMTMIshares Tr
Recent Activity
Increased 4.36%
7.12%
$13.235M
353,881 shares@ $37.41 avg price
FNDASchwab Strategic Tr
Recent Activity
Increased 106.35%
5.88%
$10.923M
367,754 shares@ $29.71 avg price
DUHPDimensional Etf Trust
Recent Activity
Increased 2037.1%
3.29%
$6.111M
180,862 shares@ $33.8 avg price
USMVIshares Tr
Recent Activity
Decreased -0.98%
3.24%
$6.014M
67,731 shares@ $88.8 avg price
FNDCSchwab Strategic Tr
Recent Activity
Increased 11.15%
3.22%
$5.975M
175,008 shares@ $34.15 avg price
DFAEDimensional Etf Trust
Recent Activity
Decreased -26.39%
3.13%
$5.81M
229,030 shares@ $25.38 avg price