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 consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Guidance Point Advisors

Guidance Point Advisors holds 67 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
JPMorgan Chase & Co. (JPM) 25.2 $68M 401k 170.10
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Ishares Tr Core S&p500 Etf (IVV) 14.0 $38M -3% 79k 478.16
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Ishares Tr Core Msci Eafe (IEFA) 5.6 $15M -6% 214k 70.37
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Ishares Tr S&p 500 Grwt Etf (IVW) 5.3 $14M 191k 75.12
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Ishares Tr Core S&p Scp Etf (IJR) 4.8 $13M -4% 121k 108.31
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Ishares Tr Core S&p Mcp Etf (IJH) 4.5 $12M -3% 44k 277.53
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Ishares Tr S&p 500 Val Etf (IVE) 3.4 $9.2M 53k 174.05
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Ishares Core Msci Emkt (IEMG) 2.2 $5.9M -8% 116k 50.61
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Ishares Tr Ibonds Dec 2030 (IBDV) 2.0 $5.5M +24% 252k 21.64
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Ishares Tr Ibonds Dec 29 (IBDU) 2.0 $5.4M +23% 236k 23.07
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Ishares Tr Ibonds Dec 2032 (IBDX) 1.9 $5.3M +26% 208k 25.23
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Ishares Tr Ibonds Dec 2031 (IBDW) 1.9 $5.3M +26% 253k 20.77
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Ishares Tr S&p Mc 400gr Etf (IJK) 1.8 $4.9M 62k 79.23
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.6 $4.2M 8.9k 475.54
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Ishares Tr S&P SML 600 GWT (IJT) 1.5 $4.1M -5% 33k 125.18
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Ishares Tr Tips Bd Etf (TIP) 1.5 $4.0M +3% 37k 107.50
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Ishares Tr Ibds Dec28 Etf (IBDT) 1.4 $3.7M +22% 147k 25.09
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Ishares Tr Ibonds 27 Etf (Principal) (IBDS) 1.4 $3.7M +23% 154k 23.93
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Ishares Tr Ibonds Dec2026 (Principal) (IBDR) 1.4 $3.7M +22% 153k 23.90
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Ishares Tr Ibonds Dec25 Etf (Principal) (IBDQ) 1.3 $3.6M +22% 146k 24.76
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Ishares Tr U.s. Real Es Etf (IYR) 1.2 $3.1M -12% 34k 91.47
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Ishares Tr Select Divid Etf (DVY) 1.1 $3.0M 25k 117.37
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Ishares Tr Core Div Grwth (DGRO) 1.1 $2.9M -14% 54k 53.82
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Ishares Tr Core S&p Us Vlu (IUSV) 0.9 $2.4M -38% 28k 84.34
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Ishares Tr Core Msci Total (IXUS) 0.8 $2.2M 35k 64.95
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Ishares Tr S&p Mc 400vl Etf (IJJ) 0.8 $2.2M 20k 114.10
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Ishares Tr Eafe Sml Cp Etf (SCZ) 0.7 $1.9M -37% 31k 61.94
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.6 $1.7M 5.7k 303.73
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.6 $1.6M 15k 105.23
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.6 $1.6M 8.6k 179.98
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Microsoft Corporation (MSFT) 0.5 $1.5M +9% 3.9k 376.32
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Vanguard World Fds Utilities Etf (VPU) 0.5 $1.4M -12% 10k 137.26
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Apple (AAPL) 0.5 $1.4M +7% 7.2k 192.57
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.3 $876k 6.0k 145.02
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Ishares Tr Fltg Rate Nt Etf (FLOT) 0.3 $865k -17% 17k 50.64
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Ishares Tr Pfd And Incm Sec (PFF) 0.3 $858k -2% 28k 31.20
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Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.3 $781k -19% 19k 42.23
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Ishares Tr Rus 1000 Val Etf (IWD) 0.3 $729k 4.4k 165.48
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Ishares Tr Rus 2000 Grw Etf (IWO) 0.3 $725k 2.9k 252.92
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Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.3 $708k 8.7k 81.12
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Ishares Tr Rus 2000 Val Etf (IWN) 0.3 $701k 4.5k 155.65
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Ishares Tr Msci Eafe Etf (EFA) 0.3 $686k -3% 9.1k 75.38
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Procter & Gamble Company (PG) 0.2 $606k 4.1k 146.56
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $460k -11% 1.1k 410.76
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Broadcom (AVGO) 0.2 $459k -32% 410.00 1120.01
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Bank of America Corporation (BAC) 0.2 $438k 13k 33.67
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Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $405k -31% 3.5k 116.32
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General Dynamics Corporation (GD) 0.1 $404k 1.6k 259.73
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Select Sector Spdr Tr Technology (XLK) 0.1 $392k 2.0k 192.57
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Ishares Tr Russell 2000 Etf (IWM) 0.1 $382k -2% 1.9k 201.10
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $370k +8% 1.0k 356.66
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Alphabet Cap Stk Cl A (GOOGL) 0.1 $362k +21% 2.6k 139.69
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Vanguard Specialized Funds Div App Etf (VIG) 0.1 $344k 2.0k 170.63
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Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $327k -27% 3.7k 88.49
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $325k +2% 638.00 509.40
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Annaly Capital Management In Com New (NLY) 0.1 $295k 15k 19.37
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Johnson & Johnson (JNJ) 0.1 $289k +4% 1.8k 156.80
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.1 $280k 4.7k 59.32
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $264k 5.5k 47.92
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Vanguard World Fds Inf Tech Etf (VGT) 0.1 $244k 503.00 485.17
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Ishares Tr Msci Acwi Ex Us (ACWX) 0.1 $238k 4.7k 51.08
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Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $217k -41% 2.1k 103.28
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Ishares Tr Us Hlthcare Etf (IYH) 0.1 $213k -61% 740.00 287.34
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Quantum Si Com Cl A (QSI) 0.0 $52k 26k 2.01
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Ginkgo Bioworks Holdings Cl A Shs (DNA) 0.0 $42k 25k 1.69
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Butterfly Network Com Cl A (BFLY) 0.0 $36k 34k 1.08
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Hyperfine Com Cl A (HYPR) 0.0 $12k 11k 1.12
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Past Filings by Guidance Point Advisors

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

View all past filings