Guidance Point Advisors

Latest statistics and disclosures from Guidance Point Advisors's latest quarterly 13F-HR filing:

Companies in the Guidance Point Advisors portfolio as of September 2019 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
JPMorgan Chase & Co. (JPM) 25.79 400120 117.69
iShares S&P; 500 Index (IVV) 10.45 63759 299.22
iShares S&P; 500 Growth Index (IVW) 5.10 51754 180.02
Ishares Core Msci Eafe Etf core msci eafe 4.98 148746 61.17
iShares S&P; SmallCap 600 Index (IJR) 4.88 114205 77.97
iShares S&P; MidCap 400 Index (IJH) 3.91 36884 193.61
iShares Lehman Aggregate Bond (AGG) 3.25 52105 +18% 114.00
iShares S&P; 500 Value Index (IVE) 3.02 46351 119.13
Ishares Inc core msci emkt 2.76 102774 49.08
iShares Dow Jones US Real Estate (IYR) 2.55 49778 93.68
iShares Dow Jones Select Dividend (DVY) 2.45 43810 101.94
ISHARES TR MSCI Small Cap msci small cap 2.11 67398 -2% 57.30
Ishares Tr ibnd dec21 etf 2.10 153147 +6% 25.00
iShares S&P; MidCap 400 Growth (IJK) 1.97 16037 223.86
iShares S&P; SmallCap 600 Growth (IJT) 1.73 17672 +4% 178.36
Ishares Tr Dec 2020 1.45 104084 +5% 25.36
Ishares Tr Ibonds December 2022 Corp Etf 1.39 100156 +10% 25.31
SPDR S&P; 500 ETF (SPY) 1.23 7558 296.77
iShares MSCI EAFE Index Fund (EFA) 1.09 30467 -2% 65.19
iShares Barclays TIPS Bond Fund (TIP) 1.08 16738 +10% 118.05
Vanguard Charlotte Fds intl bd idx etf 1.08 33586 58.80
iShares S&P; MidCap 400 Value Index (IJJ) 1.06 12068 159.84
Ishares Tr core strm usbd 1.06 38472 +3% 50.48
Ishares Core Intl Stock Etf core 1.03 32701 57.74
Ishares Tr 1.03 75400 +9% 24.84
Vanguard Utilities ETF (VPU) 0.80 10192 143.64
Ishares Tr fltg rate nt 0.75 26788 50.96
iShares S&P; SmallCap 600 Value Idx (IJS) 0.66 7996 +13% 150.08
Ishares Tr core div grwth 0.60 28196 +13% 39.12
Ishares Tr ibonds dec 21 0.58 41229 25.76
iShares S&P; US Pref Stock Idx Fnd (PFF) 0.49 23909 37.52
Ishares 2020 Amt-free Muni Bond Etf 0.49 35405 25.50
iShares Russell 1000 Growth Index (IWF) 0.48 5494 159.63
Ishares Tr ibonds dec 22 0.48 33283 26.14
iShrs S&P; ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) 0.43 7297 106.48
Ishares Tr Ibonds Dec2023 etf 0.39 27659 25.74
Invesco Db Commodity Index Tracking Fund Invsc Trackng Etf unit 0.38 46162 15.03
iShares Russell 2000 Growth Index (IWO) 0.33 3159 192.47
iShares MSCI Emerging Markets Indx (EEM) 0.31 14079 -3% 40.84
Ishares Tr ibnd dec23 etf 0.30 21615 25.58
Procter & Gamble Company (PG) 0.27 4004 124.38
iShares Russell 1000 Value Index (IWD) 0.26 3649 128.25
iShares IBoxx $ Invest Grade Corp Bd Fd (LQD) 0.25 3415 +9% 132.06
iShares Russell 2000 Value Index (IWN) 0.25 3896 119.35
Microsoft Corporation (MSFT) 0.24 3093 +22% 139.02
Vanguard REIT ETF (VNQ) 0.23 4476 93.16
General Dynamics Corporation (GD) 0.22 2162 -4% 182.70
iShares Dow Jones US Energy Sector (IYE) 0.22 12452 +12% 31.72
Ishares Tr eafe min volat 0.22 5366 73.24
Financial Select Sector SPDR (XLF) 0.19 12331 NEW 27.98
iShares iBoxx $ High Yid Corp Bond (HYG) 0.19 3899 86.95
iShares MSCI ACWI ex US Index Fund (ACWX) 0.19 7450 46.04
MFA Mortgage Investments (MFA) 0.18 44511 +7% 7.35
iShares Dow Jones EPAC Sel Div Ind (IDV) 0.16 9601 30.73
Annaly Capital Management (NLY) 0.15 30815 -4% 8.79
Johnson & Johnson (JNJ) 0.15 2149 +23% 129.36
Apple (AAPL) 0.14 1175 NEW 223.83
Bank of America Corporation (BAC) 0.13 8123 29.05
iShares Russell 2000 Index (IWM) 0.12 1480 151.35
iShares S&P; AMT-Fr Mncpl Bnd Fd (NYF) 0.12 3901 57.16
Walt Disney Company (DIS) 0.11 1540 NEW 129.87
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Past 13F-HR SEC Filings by Guidance Point Advisors

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