Guidance Point Advisors

Guidance Point Advisors as of March 31, 2019

Portfolio Holdings for Guidance Point Advisors

Guidance Point Advisors holds 62 positions in its portfolio as reported in the March 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
JPMorgan Chase & Co. (JPM) 23.9 $41M 400k 101.23
iShares S&P 500 Index (IVV) 10.7 $18M 64k 284.55
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 5.2 $8.8M 145k 60.77
iShares S&P SmallCap 600 Index (IJR) 5.2 $8.8M 114k 77.14
iShares S&P 500 Growth Index (IVW) 5.2 $8.8M 51k 172.36
iShares S&P MidCap 400 Index (IJH) 4.0 $6.8M 36k 189.38
Ishares Inc core msci emkt (IEMG) 3.1 $5.3M 103k 51.71
iShares S&P 500 Value Index (IVE) 3.1 $5.2M 46k 112.73
iShares Lehman Aggregate Bond (AGG) 2.8 $4.8M 44k 109.05
iShares Dow Jones US Real Estate (IYR) 2.5 $4.3M 49k 87.02
iShares Dow Jones Select Dividend (DVY) 2.5 $4.3M 44k 98.18
ISHARES TR MSCI Small Cap msci small cap (SCZ) 2.3 $3.9M 68k 57.44
iShares S&P MidCap 400 Growth (IJK) 2.1 $3.5M 16k 219.07
Ishares Tr ibnd dec21 etf 2.0 $3.5M 140k 24.72
iShares S&P SmallCap 600 Growth (IJT) 1.8 $3.0M 17k 178.44
Ishares Tr Dec 2020 1.5 $2.5M 98k 25.23
Ishares Tr Ibonds December 2022 Corp Etf 1.3 $2.2M 89k 24.90
Spdr S&p 500 Etf (SPY) 1.2 $2.1M 7.5k 282.45
iShares MSCI EAFE Index Fund (EFA) 1.2 $2.0M 31k 64.84
iShares S&P MidCap 400 Value Index (IJJ) 1.1 $1.9M 12k 156.96
Ishares Tr core strm usbd (ISTB) 1.1 $1.9M 38k 49.86
Ishares Core Intl Stock Etf core (IXUS) 1.1 $1.9M 32k 58.04
Vanguard Charlotte Fds intl bd idx etf (BNDX) 1.1 $1.9M 33k 55.76
iShares Barclays TIPS Bond Fund (TIP) 1.0 $1.7M 15k 113.04
Ishares Tr 0.9 $1.6M 63k 24.85
Ishares Tr fltg rate nt (FLOT) 0.8 $1.3M 26k 50.91
Vanguard Utilities ETF (VPU) 0.8 $1.3M 10k 129.60
Ishares Tr ibonds dec 21 0.6 $1.1M 41k 25.65
iShares S&P SmallCap 600 Value Idx (IJS) 0.6 $1.0M 7.0k 147.54
Ishares Tr core div grwth (DGRO) 0.5 $908k 25k 36.72
Ishares 2020 Amt-free Muni Bond Etf 0.5 $900k 35k 25.48
Ishares Tr ibonds dec 22 0.5 $859k 33k 25.91
iShares Russell 1000 Growth Index (IWF) 0.5 $828k 5.5k 151.29
iShares S&P US Pref Stock Idx Fnd (PFF) 0.5 $774k 21k 36.51
iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) 0.5 $767k 7.2k 105.95
Invesco Db Commodity Index Tracking Fund Invsc Trackng Etf unit (DBC) 0.4 $750k 47k 15.89
Ishares Tr Ibonds Dec2023 etf 0.4 $701k 28k 25.46
iShares MSCI Emerging Markets Indx (EEM) 0.4 $625k 15k 42.90
iShares Russell 2000 Growth Index (IWO) 0.4 $619k 3.1k 196.57
I Shares 2019 Etf 0.4 $610k 24k 25.42
Ishares Tr ibnd dec23 etf 0.3 $535k 21k 24.99
iShares Russell 2000 Value Index (IWN) 0.3 $462k 3.9k 119.69
iShares Russell 1000 Value Index (IWD) 0.3 $446k 3.6k 123.44
Procter & Gamble Company (PG) 0.2 $421k 4.0k 103.98
General Dynamics Corporation (GD) 0.2 $383k 2.3k 168.95
Vanguard REIT ETF (VNQ) 0.2 $382k 4.4k 86.80
iShares Dow Jones US Energy Sector (IYE) 0.2 $395k 11k 36.00
Ishares Tr eafe min volat (EFAV) 0.2 $385k 5.4k 71.88
iShares IBoxx $ Invest Grade Corp Bd (LQD) 0.2 $342k 2.9k 119.00
iShares iBoxx $ High Yid Corp Bond (HYG) 0.2 $340k 3.9k 86.25
iShares MSCI ACWI ex US Index Fund (ACWX) 0.2 $336k 7.3k 46.22
Microsoft Corporation (MSFT) 0.2 $293k 2.5k 117.86
Annaly Capital Management 0.2 $294k 29k 9.99
iShares Dow Jones EPAC Sel Div Ind (IDV) 0.2 $286k 9.3k 30.80
MFA Mortgage Investments 0.2 $279k 39k 7.25
Bank of America Corporation (BAC) 0.1 $232k 8.4k 27.52
Johnson & Johnson (JNJ) 0.1 $244k 1.7k 139.83
iShares Russell 2000 Index (IWM) 0.1 $226k 1.5k 152.81
iShares S&P AMT-Fr Mncpl Bnd (NYF) 0.1 $217k 3.9k 55.63
Pfizer (PFE) 0.1 $210k 5.0k 42.42
Verizon Communications (VZ) 0.1 $210k 3.6k 59.09
Jp Morgan Alerian Mlp Index (AMJ) 0.1 $200k 7.9k 25.46