Guidance Point Advisors

Guidance Point Advisors as of March 31, 2020

Portfolio Holdings for Guidance Point Advisors

Guidance Point Advisors holds 62 positions in its portfolio as reported in the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
JPMorgan Chase & Co. (JPM) 23.4 $36M 400k 90.03
iShares S&P 500 Index (IVV) 10.4 $16M 62k 258.03
iShares Lehman Aggregate Bond (AGG) 5.2 $8.0M 68k 117.70
iShares S&P 500 Growth Index (IVW) 5.1 $7.9M 48k 165.05
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 4.8 $7.4M 149k 49.71
iShares S&P SmallCap 600 Index (IJR) 4.2 $6.4M 115k 56.11
iShares S&P MidCap 400 Index (IJH) 3.2 $5.0M 35k 142.68
Ishares Inc core msci emkt (IEMG) 2.7 $4.1M 102k 40.37
Vanguard Charlotte Fds intl bd idx etf (BNDX) 2.4 $3.8M 67k 56.26
iShares S&P 500 Value Index (IVE) 2.3 $3.6M 37k 96.24
Ishares Tr ibnd dec21 etf 2.3 $3.5M 146k 23.97
iShares Dow Jones US Real Estate (IYR) 2.0 $3.1M 44k 70.23
Ishares Tr Ibonds December 2022 Corp Etf 2.0 $3.0M 122k 24.78
ISHARES TR MSCI Small Cap msci small cap (SCZ) 1.9 $2.9M 65k 44.96
iShares S&P MidCap 400 Growth (IJK) 1.9 $2.9M 16k 178.45
iShares Dow Jones Select Dividend (DVY) 1.8 $2.7M 37k 73.52
iShares S&P SmallCap 600 Growth (IJT) 1.6 $2.4M 18k 137.86
iShares Barclays TIPS Bond Fund (TIP) 1.4 $2.1M 18k 117.89
Ishares Tr Dec 2020 1.3 $2.0M 92k 22.25
Ishares Tr core strm usbd (ISTB) 1.3 $2.0M 40k 50.48
Spdr S&p 500 Etf (SPY) 1.3 $1.9M 7.5k 257.74
Ishares Tr ibnd dec23 etf 1.2 $1.9M 75k 25.00
iShares MSCI EAFE Index Fund (EFA) 1.1 $1.7M 31k 53.45
Ishares Core Intl Stock Etf core (IXUS) 1.0 $1.6M 33k 47.00
Ishares Tr fltg rate nt (FLOT) 0.9 $1.4M 28k 48.72
iShares S&P MidCap 400 Value Index (IJJ) 0.9 $1.3M 12k 109.67
Vanguard Utilities ETF (VPU) 0.8 $1.3M 10k 121.89
Ishares Tr core div grwth (DGRO) 0.7 $1.1M 35k 32.57
Ishares Tr ibonds dec 21 0.7 $1.0M 39k 25.48
Ishares Tr ibonds dec 22 0.6 $969k 37k 26.01
Vanguard Mortgage Bkd Sects ETF (VMBS) 0.6 $916k 17k 54.48
iShares Lehman MBS Bond Fund (MBB) 0.6 $879k 8.0k 110.37
iShares S&P 1500 Index Fund (ITOT) 0.6 $875k 15k 57.17
iShares S&P US Pref Stock Idx Fnd (PFF) 0.6 $854k 27k 31.81
Ishares Tr Ibonds Dec2023 etf 0.5 $837k 33k 25.63
iShares Russell 1000 Growth Index (IWF) 0.5 $801k 5.3k 150.51
iShares S&P SmallCap 600 Value Idx (IJS) 0.5 $805k 8.1k 99.85
Ishares 2020 Amt-free Muni Bond Etf 0.5 $782k 31k 25.35
iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) 0.5 $743k 7.0k 106.17
iShares IBoxx $ Invest Grade Corp Bd (LQD) 0.5 $724k 5.9k 123.38
iShares MSCI Emerging Markets Indx (EEM) 0.3 $479k 14k 34.11
Microsoft Corporation (MSFT) 0.3 $478k 3.0k 157.60
iShares Russell 2000 Growth Index (IWO) 0.3 $471k 3.0k 157.84
Procter & Gamble Company (PG) 0.3 $450k 4.1k 109.78
Vanguard REIT ETF (VNQ) 0.3 $451k 6.5k 69.77
iShares S&P Natl AMTFr Mncpl Bd (MUB) 0.3 $399k 3.5k 112.81
iShares Russell 1000 Value Index (IWD) 0.2 $363k 3.7k 99.18
iShares Russell 2000 Value Index (IWN) 0.2 $320k 3.9k 81.95
Apple (AAPL) 0.2 $313k 1.2k 254.26
iShares iBoxx $ High Yid Corp Bond (HYG) 0.2 $302k 3.9k 76.86
iShares MSCI ACWI ex US Index Fund (ACWX) 0.2 $288k 7.7k 37.54
General Dynamics Corporation (GD) 0.2 $284k 2.2k 131.97
Financial Select Sector SPDR (XLF) 0.2 $272k 13k 20.76
Pgx etf (PGX) 0.2 $281k 21k 13.12
Johnson & Johnson (JNJ) 0.2 $249k 1.9k 130.71
iShares Dow Jones EPAC Sel Div Ind (IDV) 0.1 $223k 9.9k 22.52
Blackstone Mtg Tr (BXMT) 0.1 $229k 12k 18.61
Direxion Shs Etf Tr call 0.1 $236k 15k 15.89
iShares S&P AMT-Fr Mncpl Bnd (NYF) 0.1 $221k 3.9k 56.46
Tpg Re Finance Trust Inc reit (TRTX) 0.1 $154k 28k 5.48
Annaly Capital Management 0.1 $127k 25k 5.04
MFA Mortgage Investments 0.1 $71k 46k 1.53