Guidance Point Advisors

Guidance Point Advisors as of March 31, 2022

Portfolio Holdings for Guidance Point Advisors

Guidance Point Advisors holds 92 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
JPMorgan Chase & Co. (JPM) 20.7 $55M 401k 136.32
Ishares Tr Core S&p500 Etf (IVV) 12.6 $33M 72k 458.29
Ishares Tr S&p 500 Grwt Etf (IVW) 5.5 $14M 188k 76.69
Ishares Tr Core Msci Eafe (IEFA) 4.8 $13M 179k 70.42
Ishares Tr Core S&p Scp Etf (IJR) 4.6 $12M 113k 108.64
Ishares Tr Core S&p Mcp Etf (IJH) 4.2 $11M 41k 271.41
Ishares Tr S&p 500 Val Etf (IVE) 2.8 $7.4M 47k 156.95
Ishares Core Msci Emkt (IEMG) 2.8 $7.3M 130k 56.04
Ishares Tr Core Us Aggbd Et (AGG) 2.2 $5.8M 81k 71.55
Ishares Tr Tips Bd Etf (TIP) 1.9 $5.0M 40k 124.51
Ishares Tr S&p Mc 400gr Etf (IJK) 1.8 $4.7M 61k 77.26
Ishares Tr Eafe Sml Cp Etf (SCZ) 1.6 $4.3M 65k 66.72
Ishares Tr S&P SML 600 GWT (IJT) 1.6 $4.2M 34k 125.08
Ishares Tr Fltg Rate Nt Etf (FLOT) 1.6 $4.1M 80k 51.86
Ishares Tr U.s. Real Es Etf (IYR) 1.5 $4.1M 38k 108.66
Ishares Tr Core 1 5 Yr Usd (ISTB) 1.4 $3.8M 76k 50.08
Ishares Tr 0-5 Yr Tips Etf (STIP) 1.4 $3.7M 34k 107.98
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.4 $3.6M 8.0k 451.54
Ishares Tr Select Divid Etf (DVY) 1.2 $3.3M 26k 128.13
Ishares Tr Core Div Grwth (DGRO) 1.2 $3.2M 59k 54.23
Ishares Tr Core S&p Us Vlu (IUSV) 1.1 $2.9M 38k 75.87
Ishares Tr Core Msci Total (IXUS) 0.9 $2.5M 37k 66.56
Ishares Tr Ibonds Dec23 Etf 0.9 $2.4M 96k 25.28
Ishares Tr Ibonds Dec22 Etf 0.9 $2.4M 96k 25.03
Ishares Tr Ibds Dec28 Etf (IBDT) 0.7 $1.9M 48k 38.69
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.7 $1.9M 17k 109.65
Vanguard World Fds Utilities Etf (VPU) 0.7 $1.9M 11k 162.53
Ishares Tr Ibonds Dec 29 (IBDU) 0.7 $1.8M 51k 36.27
Ishares Tr Ibonds 27 Etf (IBDS) 0.7 $1.8M 50k 36.94
Ishares Tr Ibonds Dec2026 (IBDR) 0.7 $1.8M 50k 36.52
Ishares Tr Ibonds Dec25 Etf (IBDQ) 0.7 $1.8M 49k 37.42
Ishares Tr Ibonds Dec 2030 (IBDV) 0.7 $1.8M 53k 34.36
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.7 $1.8M 38k 48.39
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.7 $1.8M 34k 52.11
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.6 $1.7M 33k 51.71
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.6 $1.6M 33k 48.34
Ishares Tr Rus 1000 Grw Etf (IWF) 0.6 $1.6M 5.7k 277.58
Ishares Tr Core S&p Ttl Stk (ITOT) 0.6 $1.5M 15k 100.90
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.6 $1.5M 8.3k 175.91
Ishares Tr Shrt Nat Mun Etf (SUB) 0.4 $1.2M 11k 104.66
Apple (AAPL) 0.4 $1.1M 6.1k 174.55
Ishares Tr Pfd And Incm Sec (PFF) 0.4 $1.0M 29k 36.43
Microsoft Corporation (MSFT) 0.4 $1.0M 3.3k 308.16
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.3 $869k 12k 75.37
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.3 $866k 5.8k 149.57
Ishares Tr Ibonds Dec2023 0.3 $770k 30k 25.46
Vanguard Index Fds Real Estate Etf (VNQ) 0.3 $745k 6.9k 108.32
Ishares Tr Msci Eafe Min Vl (EFAV) 0.3 $742k 10k 72.14
Ishares Tr Rus 2000 Grw Etf (IWO) 0.3 $734k 2.9k 255.48
Ishares Tr Msci Eafe Etf (EFA) 0.3 $731k 9.9k 73.54
Ishares Tr Rus 2000 Val Etf (IWN) 0.3 $719k 4.5k 161.39
Ishares Tr Rus 1000 Val Etf (IWD) 0.3 $703k 4.2k 165.88
Ishares Tr Eafe Grwth Etf (EFG) 0.3 $685k 7.1k 96.19
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.2 $658k 7.9k 82.78
Ishares Tr Rus Mdcp Val Etf (IWS) 0.2 $616k 5.2k 119.50
Procter & Gamble Company (PG) 0.2 $605k 4.0k 152.62
Ishares Tr Us Hlthcare Etf (IYH) 0.2 $537k 1.9k 288.40
Bank of America Corporation (BAC) 0.2 $532k 13k 41.20
Select Sector Spdr Tr Financial (XLF) 0.2 $514k 13k 38.31
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.2 $495k 6.0k 82.16
Ishares Tr Ibonds Dec24 Etf 0.2 $487k 19k 25.07
Ishares Tr Ibonds Dec2022 0.2 $448k 17k 25.87
Ishares Tr Russell 2000 Etf (IWM) 0.2 $415k 2.0k 205.24
Ishares Tr Sp Smcp600vl Etf (IJS) 0.2 $408k 4.0k 102.20
Broadcom (AVGO) 0.1 $396k 630.00 628.57
Ishares Tr Msci Acwi Ex Us (ACWX) 0.1 $382k 7.3k 52.24
General Dynamics Corporation (GD) 0.1 $356k 1.5k 240.70
Blackstone Mtg Tr Com Cl A (BXMT) 0.1 $336k 11k 31.79
Select Sector Spdr Tr Technology (XLK) 0.1 $317k 2.0k 158.50
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.1 $317k 23k 13.56
Johnson & Johnson (JNJ) 0.1 $313k 1.8k 176.84
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.1 $312k 2.5k 123.86
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.1 $311k 4.9k 62.85
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $308k 873.00 352.81
Annaly Capital Management 0.1 $305k 43k 7.04
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $292k 807.00 361.83
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $288k 5.6k 51.50
Ishares Tr Intl Sel Div Etf (IDV) 0.1 $279k 8.8k 31.73
Amazon (AMZN) 0.1 $254k 78.00 3256.41
MFA Mortgage Investments 0.1 $248k 62k 4.03
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $247k 2.2k 111.82
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $237k 484.00 489.67
Lam Research Corporation 0.1 $236k 439.00 537.59
Alphabet Cap Stk Cl A (GOOGL) 0.1 $225k 81.00 2777.78
Ishares Tr Expnd Tec Sc Etf (IGM) 0.1 $223k 575.00 387.83
Ishares Tr Ibonds Dec 0.1 $222k 8.6k 25.93
Ishares Tr New York Mun Etf (NYF) 0.1 $217k 4.0k 54.35
Alps Etf Tr Equal Sec Etf (EQL) 0.1 $212k 2.0k 108.27
Walt Disney Company (DIS) 0.1 $204k 1.5k 137.19
Butterfly Network Com Cl A (BFLY) 0.1 $159k 34k 4.74
Quantum Si Com Cl A (QSI) 0.0 $120k 26k 4.66
Hyperfine Com Cl A (HYPR) 0.0 $37k 11k 3.50