Guidance Point Advisors

Guidance Point Advisors as of Dec. 31, 2018

Portfolio Holdings for Guidance Point Advisors

Guidance Point Advisors holds 62 positions in its portfolio as reported in the December 2018 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
JPMorgan Chase & Co. (JPM) 25.4 $39M 400k 97.62
iShares S&P 500 Index (IVV) 10.3 $16M 63k 249.78
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 5.4 $8.3M 170k 49.08
iShares S&P 500 Growth Index (IVW) 5.1 $7.9M 53k 150.66
iShares S&P SmallCap 600 Index (IJR) 5.1 $7.9M 115k 68.79
iShares S&P MidCap 400 Index (IJH) 3.8 $5.9M 36k 164.46
Ishares Inc core msci emkt (IEMG) 3.1 $4.8M 103k 46.87
iShares S&P 500 Value Index (IVE) 3.1 $4.8M 48k 101.14
iShares Lehman Aggregate Bond (AGG) 2.9 $4.4M 42k 106.49
iShares Dow Jones Select Dividend (DVY) 2.6 $4.0M 45k 89.30
iShares Dow Jones US Real Estate (IYR) 2.5 $3.8M 51k 74.38
ISHARES TR MSCI Small Cap msci small cap (SCZ) 2.4 $3.7M 77k 48.63
iShares S&P MidCap 400 Growth (IJK) 2.0 $3.1M 16k 191.18
iShares S&P SmallCap 600 Growth (IJT) 1.8 $2.7M 17k 161.30
iShares MSCI EAFE Index Fund (EFA) 1.2 $1.9M 32k 58.77
Spdr S&p 500 Etf (SPY) 1.2 $1.9M 7.6k 249.93
Ishares Tr core strm usbd (ISTB) 1.2 $1.9M 38k 49.05
Vanguard Charlotte Fds intl bd idx etf (BNDX) 1.1 $1.8M 32k 54.24
Ishares Tr Dec 2020 1.1 $1.8M 66k 26.48
Ishares Core Intl Stock Etf core (IXUS) 1.1 $1.7M 13k 129.78
iShares S&P MidCap 400 Value Index (IJJ) 1.1 $1.6M 12k 138.30
iShares Barclays TIPS Bond Fund (TIP) 1.0 $1.6M 14k 109.48
Ishares Tr 0.9 $1.4M 52k 26.53
Ishares Tr fltg rate nt (FLOT) 0.9 $1.3M 26k 50.33
Ishares Tr ibnd dec21 etf 0.8 $1.2M 51k 24.35
Vanguard Utilities ETF (VPU) 0.8 $1.2M 10k 117.75
Ishares Tr cmn (STIP) 0.8 $1.2M 12k 98.01
Ishares Tr ibonds dec 21 0.7 $1.0M 41k 25.45
iShares S&P 1500 Index Fund (ITOT) 0.6 $984k 7.4k 133.37
iShares S&P SmallCap 600 Value Idx (IJS) 0.6 $925k 7.0k 131.73
Ishares 2020 Amt-free Muni Bond Etf 0.6 $895k 35k 25.35
Invesco Db Commodity Index Tracking Fund Invsc Trackng Etf unit (DBC) 0.5 $824k 59k 14.00
iShares S&P US Pref Stock Idx Fnd (PFF) 0.5 $802k 27k 30.12
Ishares Tr Ibonds December 2022 Corp Etf 0.5 $778k 32k 24.15
iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) 0.5 $760k 7.2k 105.28
iShares Russell 1000 Growth Index (IWF) 0.5 $727k 5.6k 130.92
Ishares Tr ibonds dec 22 0.5 $699k 27k 25.59
Ishares Tr Ibonds Dec2023 etf 0.4 $640k 26k 25.09
I Shares 2019 Etf 0.4 $608k 24k 25.36
iShares MSCI Emerging Markets Indx (EEM) 0.4 $567k 16k 35.93
Ishares Tr core div grwth (DGRO) 0.4 $569k 6.5k 87.43
iShares Russell 2000 Growth Index (IWO) 0.3 $519k 3.1k 167.80
Ishares Tr ibnd dec23 etf 0.3 $516k 21k 24.19
iShares Russell 1000 Value Index (IWD) 0.3 $411k 3.7k 110.90
iShares Russell 2000 Value Index (IWN) 0.3 $411k 3.8k 107.42
Procter & Gamble Company (PG) 0.2 $368k 4.0k 91.91
General Dynamics Corporation (GD) 0.2 $356k 2.3k 157.04
iShares Dow Jones US Energy Sector (IYE) 0.2 $339k 11k 31.13
iShares MSCI ACWI ex US Index Fund (ACWX) 0.2 $331k 7.9k 41.94
iShares IBoxx $ Invest Grade Corp Bd (LQD) 0.2 $328k 3.0k 110.59
iShares iBoxx $ High Yid Corp Bond (HYG) 0.2 $321k 4.0k 81.02
Vanguard REIT ETF (VNQ) 0.2 $328k 4.4k 74.53
iShares Dow Jones EPAC Sel Div Ind (IDV) 0.2 $273k 14k 19.43
Microsoft Corporation (MSFT) 0.2 $252k 2.5k 101.41
Annaly Capital Management 0.2 $249k 25k 9.80
Johnson & Johnson (JNJ) 0.1 $225k 1.7k 129.01
Bank of America Corporation (BAC) 0.1 $210k 8.6k 24.53
Pfizer (PFE) 0.1 $215k 4.9k 43.61
MFA Mortgage Investments 0.1 $223k 34k 6.66
iShares S&P AMT-Fr Mncpl Bnd (NYF) 0.1 $212k 3.9k 54.57
Verizon Communications (VZ) 0.1 $203k 3.6k 56.02
Jp Morgan Alerian Mlp Index 0.1 $185k 14k 13.62