Guidance Point Advisors

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

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Positions held by Guidance Point Advisors, LLC consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Guidance Point Advisors

Companies in the Guidance Point Advisors portfolio as of the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
JPMorgan Chase & Co. (JPM) 23.4 $51M 401k 127.07
Ishares S&p 500 Core S&p500 Etf (IVV) 11.0 $24M +5% 64k 375.38
Ishares Core Us Aggregate Bond Etf Core Us Aggbd Et (AGG) 5.1 $11M +15% 95k 118.18
Ishares S&p 500 Growth Etf S&p 500 Grwt Etf (IVW) 5.0 $11M +306% 172k 63.82
Ishares Core S&p Small-cap E Core S&p Scp Etf (IJR) 4.3 $9.4M 103k 91.89
Ishares Trust Core Msci Eafe Etf Core Msci Eafe (IEFA) 4.2 $9.2M +6% 134k 69.09
Ishares S&p Midcap 400 Index Fund Core S&p Mcp Etf (IJH) 3.7 $8.0M +3% 35k 229.83
Ishares Inc Core Msci Emerging Mkts Etf Core Msci Emkt (IEMG) 2.9 $6.2M +4% 100k 62.04
Ishares S&p 500 Value Etf S&p 500 Val Etf (IVE) 2.3 $4.9M +7% 38k 128.01
Ishares S&p Mid-cap 400 Growth Etf S&p Mc 400gr Etf (IJK) 2.0 $4.4M +300% 60k 72.21
Ishares Tr Eafe Sml Cp Etf Eafe Sml Cp Etf (SCZ) 1.9 $4.1M 60k 68.35
Vanguard Charlotte Total Intl Bd Index Fd Etf Intl Bd Idx Etf (BNDX) 1.8 $3.9M +11% 66k 58.54
Ishares Tr S&p Small Cap 600 Growth Etf S&P SML 600 GWT (IJT) 1.8 $3.8M +100% 33k 114.17
Ishares Trust United States Treasury Tips Bd Etf (TIP) 1.7 $3.8M +22% 30k 127.64

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Spdr S&p500 Etf Trust Trust Unit Depositary Receipt Tr Unit (SPY) 1.6 $3.4M 9.1k 373.90
Ishares U S Real Estate Etf U.s. Real Es Etf (IYR) 1.5 $3.2M +2% 37k 85.65
Ishares Core 1-5 Year Usd Bond Etf Core 1 5 Yr Usd (ISTB) 1.3 $2.7M +4% 53k 51.63
Ishares Ibonds Dec 2022 Term Corporate Etf Ibonds Dec22 Etf (IBDN) 1.2 $2.7M +3% 106k 25.57
Ishares Select Dividend Etf Select Divid Etf (DVY) 1.2 $2.5M 27k 96.15
Ishares Ibonds Dec 2021 Term Corporate Etf Ibonds Dec21 Etf (IBDM) 1.2 $2.5M -6% 101k 24.91
Ishares Trust Core Divid Gwth Core Div Grwth (DGRO) 1.1 $2.4M +2% 55k 44.81
Ishares Tr Core Msci Total Core Msci Total (IXUS) 1.1 $2.4M +16% 36k 67.18
Ishares Msci Eafe Etf Msci Eafe Etf (EFA) 1.0 $2.2M -2% 30k 72.95
Ishares Ibonds Dec 2023 Term Corporate Etf Ibonds Dec23 Etf (IBDO) 1.0 $2.2M +4% 84k 26.26
Ishares Tr Fltg Rate Nt Etf Fltg Rate Nt Etf (FLOT) 0.7 $1.6M -36% 31k 50.70
Ishares Core S&p Us Value Etf Core S&p Us Vlu (IUSV) 0.7 $1.6M +515% 25k 62.16
Ishares Iboxx Investment Grade Corporate Bond Etf Iboxx Inv Cp Etf (LQD) 0.7 $1.5M +21% 11k 138.06
Ishares Trust S & P Mid Capital S&p Mc 400vl Etf (IJJ) 0.7 $1.4M +101% 16k 86.27
Vanguard Scottsdale Fds Vanguard Mtg-backed Secs Idx Fd Etf Mortg-back Sec (VMBS) 0.6 $1.4M 26k 54.04
Vanguard Utilities Etf Utilities Etf (VPU) 0.6 $1.4M 10k 137.16
Ishares Core S&p Total Us Stock Market Etf Core S&p Ttl Stk (ITOT) 0.6 $1.3M 15k 86.17
Ishares Tr Mbs Etf Mbs Etf (MBB) 0.6 $1.3M -14% 12k 110.12
Ishares Tr Rus 1000 Grw Etf Rus 1000 Grw Etf (IWF) 0.6 $1.2M 5.1k 241.01
Ishares Tr Ishs 1-5yr Invs Ishs 1-5yr Invs (IGSB) 0.6 $1.2M NEW 22k 55.17
Vanguard Small Cap Value Etf Sm Cp Val Etf (VBR) 0.5 $1.2M 8.1k 142.20
Ishares Tr Blackrock Ultra Blackrock Ultra (ICSH) 0.5 $1.1M -31% 21k 50.48
Ishares Tr Pfd And Incm Sec Pfd And Incm Sec (PFF) 0.4 $961k 25k 38.50
Ishares Ibonds Dec 2021 Term Muni Bond Etf Ibonds Dec2021 (IBMJ) 0.4 $932k 36k 25.76
Ishares Tr Rus 2000 Grw Etf Rus 2000 Grw Etf (IWO) 0.4 $899k 3.1k 286.67
Ishares Trust Msci Emg Mkts Etf Usd Dis Msci Emg Mkt Etf (EEM) 0.3 $760k 15k 51.62
Apple (AAPL) 0.3 $748k +12% 5.6k 132.65
Ishares Short-term National Muni Bond Etf Shrt Nat Mun Etf (SUB) 0.3 $744k +96% 6.9k 108.06
Ishares Tr Msci Eafe Min Vl Msci Eafe Min Vl (EFAV) 0.3 $712k 9.7k 73.41
Microsoft Corporation (MSFT) 0.3 $680k 3.1k 222.15
Vanguard Mid-cap Value Index Fund Mcap Vl Idxvip (VOE) 0.3 $672k 5.7k 118.79
Ishares Tr Eafe Grwth Etf Eafe Grwth Etf (EFG) 0.3 $658k 6.5k 100.84
Vanguard Russell 2000 Etf Vng Rus2000idx (VTWO) 0.3 $610k 3.9k 158.15
Ishares 0-5 Year Tips Bond Etf 0-5 Yr Tips Etf (STIP) 0.3 $603k 5.8k 104.33
Vanguard Real Estate Etf Real Estate Etf (VNQ) 0.3 $597k -4% 7.0k 84.89
Ishares Ibonds Dec 2022 Term Muni Bond Etf Ibonds Dec2022 (IBMK) 0.3 $575k +6% 22k 26.33
Ishares Russell 2000 Value Etf Rus 2000 Val Etf (IWN) 0.3 $570k 4.3k 131.73
Procter & Gamble Company (PG) 0.3 $567k 4.1k 139.07
Ishares Russell 1000 Value Etf Rus 1000 Val Etf (IWD) 0.3 $555k 4.1k 136.70
Ishares Tr Ibonds Dec2023 Term Muni Bd Etf Ibonds Dec2023 (IBML) 0.2 $522k +7% 20k 26.17
Vanguard Scottsdale Fds Inter Term Treas Inter Term Treas (VGIT) 0.2 $491k NEW 7.1k 69.32
Ishares Russell Mid-cap Value Etf Rus Mdcp Val Etf (IWS) 0.2 $490k 5.1k 96.84
Ishares Tr Msci Acwi Ex Us Msci Acwi Ex Us (ACWX) 0.2 $420k +2% 7.9k 52.98
Select Sector Spdr Trust Amex Financial Select Index Usd Dis Sbi Int-finl (XLF) 0.2 $387k 13k 29.47
Ishares U.s. Healthcare Etf Us Hlthcare Etf (IYH) 0.2 $385k 1.6k 245.69
Ishares Tr Iboxx Hi Yd Etf Iboxx Hi Yd Etf (HYG) 0.2 $355k 4.1k 87.29
Ishares Tr Intl Sel Div Etf Intl Sel Div Etf (IDV) 0.1 $300k 10k 29.38
Vanguard Intl Equity Index Fds Ftse Smcap Etf Ftse Smcap Etf (VSS) 0.1 $298k +2% 2.5k 121.58
Ishares S&p Smallcap 600 Value Index Fund Sp Smcp600vl Etf (IJS) 0.1 $297k +100% 3.7k 81.28
Walt Disney Company (DIS) 0.1 $295k -10% 1.6k 180.65
Ishares Trust 0-5yr High Yield Corp 0-5yr Hi Yl Cp (SHYG) 0.1 $294k NEW 6.5k 45.31
Ishares Russell 2000 Etf Russell 2000 Etf (IWM) 0.1 $277k 1.4k 195.48
General Dynamics Corporation (GD) 0.1 $271k -15% 1.8k 148.66
Broadcom (AVGO) 0.1 $270k 618.00 436.89
Johnson & Johnson (JNJ) 0.1 $269k 1.7k 157.22
Netflix (NFLX) 0.1 $267k +4% 494.00 540.49
Blackstone Mortgage Trust Com Cl A (BXMT) 0.1 $265k -24% 9.6k 27.49
Invesco Exch Traded Fd Tr Ii Pfd Etf Pfd Etf (PGX) 0.1 $260k +4% 17k 15.25
Select Sector Spdr Trust Technology Select Sector Usd Dis Technology (XLK) 0.1 $257k 2.0k 129.67
Vanguard Short Term Treasury Etf Short Term Treas (VGSH) 0.1 $254k +22% 4.1k 61.37
Annaly Capital Management (NLY) 0.1 $245k +9% 29k 8.45
Ishares U S Etf Tr Blackrock St Mat Blackrock St Mat (NEAR) 0.1 $235k -17% 4.7k 49.99
Ishares New York Muni Bond Etf New York Mun Etf (NYF) 0.1 $229k 3.9k 58.23
Amazon (AMZN) 0.1 $218k 67.00 3253.73
MFA Mortgage Investments (MFA) 0.1 $206k +14% 53k 3.88
Lam Research Corporation (LRCX) 0.1 $204k NEW 434.00 470.05
Berkshire Hathaway Cl B New (BRK.B) 0.1 $202k NEW 874.00 231.12
Tpg Re Finance Trust Inc reit (TRTX) 0.1 $159k -34% 15k 10.56
Direxion Shs Etf Tr Dly Dly S&p500 Br 3x (SPXS) 0.0 $56k 15k 3.85

Past Filings by Guidance Point Advisors

SEC 13F filings are viewable for Guidance Point Advisors going back to 2018