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 December 2019 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
JPMorgan Chase & Co. (JPM) 27.24 400082 139.40
iShares S&P; 500 Index (IVV) 10.21 64699 323.22
iShares S&P; 500 Growth Index (IVW) 5.01 53008 +2% 193.61
Ishares Core Msci Eafe Etf core msci eafe 4.92 154306 +3% 65.23
iShares S&P; SmallCap 600 Index (IJR) 4.72 115259 83.84
iShares S&P; MidCap 400 Index (IJH) 3.76 37413 205.78
iShares Lehman Aggregate Bond (AGG) 3.29 60091 +15% 112.06
iShares S&P; 500 Value Index (IVE) 2.90 45645 130.07
Ishares Inc core msci emkt 2.75 104578 53.75
iShares Dow Jones US Real Estate (IYR) 2.26 49829 93.06
iShares Dow Jones Select Dividend (DVY) 2.23 43216 105.68
ISHARES TR MSCI Small Cap msci small cap 2.08 68510 62.28
Ishares Tr ibnd dec21 etf 2.01 164906 +7% 24.96
iShares S&P; MidCap 400 Growth (IJK) 1.87 16076 238.12
Vanguard Charlotte Fds intl bd idx etf 1.68 60983 +81% 56.57
iShares S&P; SmallCap 600 Growth (IJT) 1.67 17708 193.30
Ishares Tr Ibonds December 2022 Corp Etf 1.59 129009 +28% 25.22
Ishares Tr Dec 2020 1.31 105997 25.29
SPDR S&P; 500 ETF (SPY) 1.19 7578 321.85
iShares MSCI EAFE Index Fund (EFA) 1.04 30546 69.44
iShares S&P; MidCap 400 Value Index (IJJ) 1.01 12166 170.72
Ishares Core Intl Stock Etf core 1.00 33133 61.87
iShares Barclays TIPS Bond Fund (TIP) 0.99 17445 +4% 116.54
Ishares Tr core strm usbd 0.97 39596 +2% 50.38
Ishares Tr ibnd dec23 etf 0.86 72060 +233% 24.51
Ishares Tr fltg rate nt 0.80 32222 +20% 50.90
Vanguard Utilities ETF (VPU) 0.72 10321 143.11
iShares S&P; SmallCap 600 Value Idx (IJS) 0.63 8027 160.71
Ishares Tr core div grwth 0.58 28278 42.05
Ishares Tr ibonds dec 21 0.52 41289 25.75
iShares S&P; US Pref Stock Idx Fnd (PFF) 0.50 27470 +14% 37.57
Ishares Tr ibonds dec 22 0.48 37203 +11% 26.15
iShares Russell 1000 Growth Index (IWF) 0.46 5335 -2% 176.19
Ishares 2020 Amt-free Muni Bond Etf 0.44 35459 25.49
Ishares Tr Ibonds Dec2023 etf 0.41 32604 +17% 25.79
iShrs S&P; ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) 0.38 7307 106.75
Invesco Db Commodity Index Tracking Fund Invsc Trackng Etf unit 0.36 45666 15.94
iShares MSCI Emerging Markets Indx (EEM) 0.31 14152 44.87
iShares Russell 2000 Growth Index (IWO) 0.31 2960 -6% 214.19
iShares IBoxx $ Invest Grade Corp Bd Fd (LQD) 0.26 4118 +20% 127.97
Vanguard REIT ETF (VNQ) 0.26 5718 +27% 92.69
Procter & Gamble Company (PG) 0.25 4039 124.78
Microsoft Corporation (MSFT) 0.24 3094 157.40
iShares Russell 1000 Value Index (IWD) 0.24 3660 136.61
iShares Russell 2000 Value Index (IWN) 0.24 3889 128.57
Pgx etf 0.23 31352 NEW 14.99
Financial Select Sector SPDR (XLF) 0.20 13094 +6% 30.78
Ishares Tr eafe min volat 0.20 5491 +2% 74.49
Apple (AAPL) 0.18 1230 +4% 293.50
General Dynamics Corporation (GD) 0.18 2052 -5% 175.93
iShares MSCI ACWI ex US Index Fund (ACWX) 0.18 7567 49.03
iShares iBoxx $ High Yid Corp Bond (HYG) 0.17 3936 87.91
iShares S&P; Natl AMTFr Mncpl Bd Fd (MUB) 0.17 3090 NEW 113.92
iShares Dow Jones EPAC Sel Div Ind (IDV) 0.16 9550 33.51
Johnson & Johnson (JNJ) 0.15 2151 145.51
Bank of America Corporation (BAC) 0.14 8165 35.15
iShares S&P; Global Energy Sector (IXC) 0.14 9022 NEW 30.81
Tpg Re Finance Trust Inc reit 0.14 14002 NEW 20.21
MFA Mortgage Investments (MFA) 0.13 35999 -19% 7.64
iShares Dow Jones US Energy Sector (IYE) 0.13 8128 -34% 32.11
iShares Russell 2000 Index (IWM) 0.12 1469 166.10
Walt Disney Company (DIS) 0.11 1543 144.52
iShares S&P; AMT-Fr Mncpl Bnd Fd (NYF) 0.11 3928 57.03
Blackstone Mtg Tr 0.11 6241 NEW 37.17
Annaly Capital Management (NLY) 0.10 22676 -26% 9.39
Download CSV Download Guidance Point Advisors, LLC holdings as csv

Past 13F-HR SEC Filings by Guidance Point Advisors

View All Filings