Guidance Point Advisors

Guidance Point Advisors as of June 30, 2022

Portfolio Holdings for Guidance Point Advisors

Guidance Point Advisors holds 84 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
JPMorgan Chase & Co. (JPM) 19.5 $45M 401k 112.61
Ishares Tr Core S&p500 Etf (IVV) 12.4 $29M 76k 379.15
Ishares Tr S&p 500 Grwt Etf (IVW) 5.1 $12M 195k 60.35
Ishares Tr Core Msci Eafe (IEFA) 4.9 $11M 192k 58.85
Ishares Tr Core S&p Scp Etf (IJR) 4.7 $11M 118k 92.41
Ishares Tr Core S&p Mcp Etf (IJH) 4.2 $9.7M 43k 226.23
Ishares Tr S&p 500 Val Etf (IVE) 2.9 $6.8M 49k 137.45
Ishares Core Msci Emkt (IEMG) 2.8 $6.5M 133k 49.06
Ishares Tr Tips Bd Etf (TIP) 2.0 $4.5M 40k 113.89
Ishares Tr 0-5 Yr Tips Etf (STIP) 1.9 $4.5M 44k 101.42
Ishares Tr Core 1 5 Yr Usd (ISTB) 1.9 $4.3M 91k 47.39
Ishares Tr Fltg Rate Nt Etf (FLOT) 1.8 $4.1M 83k 49.91
Ishares Tr S&p Mc 400gr Etf (IJK) 1.7 $4.0M 63k 63.72
Ishares Tr Eafe Sml Cp Etf (SCZ) 1.6 $3.7M 68k 54.59
Ishares Tr S&P SML 600 GWT (IJT) 1.6 $3.7M 35k 105.32
Ishares Tr U.s. Real Es Etf (IYR) 1.6 $3.6M 39k 91.96
Ishares Tr Select Divid Etf (DVY) 1.3 $3.0M 26k 117.64
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.3 $3.0M 8.1k 377.17
Ishares Tr Core Div Grwth (DGRO) 1.3 $2.9M 62k 47.63
Ishares Tr Ibonds Dec25 Etf (IBDQ) 1.2 $2.8M 112k 24.70
Ishares Tr Ibonds Dec2026 (IBDR) 1.2 $2.7M 115k 23.79
Ishares Tr Ibds Dec28 Etf (IBDT) 1.2 $2.7M 109k 24.96
Ishares Tr Ibonds 27 Etf (IBDS) 1.2 $2.7M 114k 23.87
Ishares Tr Ibonds Dec 29 (IBDU) 1.1 $2.7M 116k 22.85
Ishares Tr Ibonds Dec 2030 (IBDV) 1.1 $2.6M 123k 21.39
Ishares Tr Ibonds Dec23 Etf 1.1 $2.5M 100k 25.09
Ishares Tr Core S&p Us Vlu (IUSV) 1.1 $2.5M 37k 66.86
Ishares Tr Core Msci Total (IXUS) 0.9 $2.1M 38k 57.01
Ishares Tr Ibonds Dec22 Etf 0.9 $2.0M 79k 25.01
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.8 $1.9M 47k 40.55
Vanguard World Fds Utilities Etf (VPU) 0.8 $1.9M 12k 152.35
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.8 $1.8M 36k 50.52
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.7 $1.6M 17k 94.36
Ishares Tr Core Us Aggbd Et (AGG) 0.7 $1.6M 15k 101.67
Ishares Tr Shrt Nat Mun Etf (SUB) 0.6 $1.4M 13k 104.61
Ishares Tr Core S&p Ttl Stk (ITOT) 0.6 $1.3M 15k 83.76
Ishares Tr Pfd And Incm Sec (PFF) 0.5 $1.3M 38k 32.88
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.5 $1.2M 8.3k 149.71
Ishares Tr Rus 1000 Grw Etf (IWF) 0.5 $1.2M 5.6k 218.70
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.4 $1.0M 21k 47.80
Microsoft Corporation (MSFT) 0.4 $854k 3.3k 256.84
Ishares Tr Ibonds Dec2023 0.4 $850k 33k 25.49
Apple (AAPL) 0.4 $830k 6.1k 136.67
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.3 $753k 5.8k 129.47
Vanguard Index Fds Real Estate Etf (VNQ) 0.3 $684k 7.5k 91.05
Ishares Tr Msci Eafe Min Vl (EFAV) 0.3 $663k 11k 63.23
Ishares Tr Msci Eafe Etf (EFA) 0.3 $631k 10k 62.41
Ishares Tr Rus 1000 Val Etf (IWD) 0.3 $617k 4.3k 144.87
Ishares Tr Rus 2000 Val Etf (IWN) 0.3 $609k 4.5k 136.15
Ishares Tr Rus 2000 Grw Etf (IWO) 0.3 $593k 2.9k 206.19
Ishares Tr Eafe Grwth Etf (EFG) 0.2 $578k 7.2k 80.36
Procter & Gamble Company (PG) 0.2 $570k 4.0k 143.79
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.2 $562k 11k 49.51
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.2 $543k 7.9k 68.31
Ishares Tr Ibonds Dec24 Etf 0.2 $532k 22k 24.73
Ishares Tr Rus Mdcp Val Etf (IWS) 0.2 $525k 5.2k 101.47
Ishares Tr Us Hlthcare Etf (IYH) 0.2 $501k 1.9k 268.49
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.2 $447k 6.1k 73.52
Select Sector Spdr Tr Financial (XLF) 0.2 $424k 14k 31.44
Bank of America Corporation (BAC) 0.2 $403k 13k 31.11
Ishares Tr Sp Smcp600vl Etf (IJS) 0.2 $356k 4.0k 88.91
Ishares Tr Ibonds Dec2022 0.2 $354k 14k 25.87
Ishares Tr Russell 2000 Etf (IWM) 0.1 $338k 2.0k 169.17
Ishares Tr Msci Acwi Ex Us (ACWX) 0.1 $334k 7.4k 44.90
General Dynamics Corporation (GD) 0.1 $327k 1.5k 221.10
Broadcom (AVGO) 0.1 $309k 636.00 485.85
Johnson & Johnson (JNJ) 0.1 $308k 1.7k 177.22
Blackstone Mtg Tr Com Cl A (BXMT) 0.1 $297k 11k 27.60
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.1 $283k 23k 12.34
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $273k 976.00 279.71
Annaly Capital Management 0.1 $261k 44k 5.90
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.1 $260k 2.5k 102.85
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.1 $258k 4.2k 60.96
Select Sector Spdr Tr Technology (XLK) 0.1 $254k 2.0k 126.68
Ishares Tr Ibonds Dec 0.1 $250k 9.6k 25.99
Ishares Tr Intl Sel Div Etf (IDV) 0.1 $244k 9.0k 27.12
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $238k 873.00 272.62
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $224k 2.2k 101.68
Ishares Tr New York Mun Etf (NYF) 0.1 $211k 4.0k 52.59
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $200k 485.00 412.37
Mfa Finl (MFA) 0.1 $165k 15k 10.72
Butterfly Network Com Cl A (BFLY) 0.0 $102k 34k 3.04
Quantum Si Com Cl A (QSI) 0.0 $59k 26k 2.29
Hyperfine Com Cl A (HYPR) 0.0 $23k 11k 2.18