Guidance Point Advisors

Guidance Point Advisors as of Dec. 31, 2022

Portfolio Holdings for Guidance Point Advisors

Guidance Point Advisors holds 78 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
JPMorgan Chase & Co. (JPM) 22.7 $54M 401k 134.10
Ishares Tr Core S&p500 Etf (IVV) 13.4 $32M 83k 384.22
Ishares Tr Core Msci Eafe (IEFA) 5.8 $14M 221k 61.64
Ishares Tr Core S&p Scp Etf (IJR) 5.2 $12M 129k 94.63
Ishares Tr Core S&p Mcp Etf (IJH) 4.8 $11M 47k 241.87
Ishares Tr S&p 500 Grwt Etf (IVW) 4.8 $11M 193k 58.50
Ishares Tr S&p 500 Val Etf (IVE) 3.1 $7.4M 51k 145.07
Ishares Core Msci Emkt (IEMG) 2.5 $6.0M 128k 46.70
Ishares Tr S&p Mc 400gr Etf (IJK) 1.8 $4.2M 62k 68.30
Ishares Tr Tips Bd Etf (TIP) 1.6 $3.8M 36k 106.44
Ishares Tr S&P SML 600 GWT (IJT) 1.6 $3.8M 35k 108.06
Ishares Tr Core S&p Us Vlu (IUSV) 1.6 $3.8M 54k 70.63
Ishares Tr U.s. Real Es Etf (IYR) 1.5 $3.6M 43k 84.19
Ishares Tr Ibonds Dec25 Etf (Principal) (IBDQ) 1.5 $3.5M 145k 24.32
Ishares Tr Ibonds Dec2026 (Principal) (IBDR) 1.5 $3.5M 151k 23.35
Ishares Tr Ibonds 27 Etf (Principal) (IBDS) 1.5 $3.5M 150k 23.37
Ishares Tr Ibds Dec28 Etf (IBDT) 1.5 $3.5M 144k 24.29
Ishares Tr Ibonds Dec 29 (IBDU) 1.5 $3.4M 156k 22.17
Ishares Tr Ibonds Dec 2030 (IBDV) 1.4 $3.4M 163k 20.80
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.4 $3.2M 8.4k 382.38
Ishares Tr Core Div Grwth (DGRO) 1.4 $3.2M 65k 50.00
Ishares Tr Eafe Sml Cp Etf (SCZ) 1.3 $3.2M 56k 56.48
Ishares Tr Select Divid Etf (DVY) 1.3 $3.0M 25k 120.59
Ishares Tr Fltg Rate Nt Etf (FLOT) 1.1 $2.7M 53k 50.33
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.9 $2.0M 44k 46.44
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.8 $1.9M 19k 100.80
Ishares Tr Core Msci Total (IXUS) 0.8 $1.9M 33k 57.88
Vanguard World Fds Utilities Etf (VPU) 0.7 $1.7M 11k 153.36
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.6 $1.3M 8.4k 158.80
Ishares Tr Core S&p Ttl Stk (ITOT) 0.5 $1.3M 15k 84.80
Ishares Tr Ibonds Dec23 Etf (Principal) 0.5 $1.2M 49k 25.03
Ishares Tr Rus 1000 Grw Etf (IWF) 0.5 $1.2M 5.7k 214.29
Ishares Tr Pfd And Incm Sec (PFF) 0.5 $1.2M 39k 30.53
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.5 $1.2M 29k 40.89
Ishares Tr Core Us Aggbd Et (AGG) 0.4 $970k 10k 96.99
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.4 $911k 11k 81.20
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.3 $798k 5.9k 135.23
Apple (AAPL) 0.3 $791k 6.1k 129.94
Microsoft Corporation (MSFT) 0.3 $790k 3.3k 239.91
Ishares Tr Rus 1000 Val Etf (IWD) 0.3 $653k 4.3k 151.68
Ishares Tr Msci Eafe Etf (EFA) 0.3 $648k 9.9k 65.64
Vanguard Index Fds Real Estate Etf (VNQ) 0.3 $639k 7.8k 82.48
Ishares Tr Rus 2000 Val Etf (IWN) 0.3 $628k 4.5k 138.61
Ishares Tr Rus 2000 Grw Etf (IWO) 0.3 $620k 2.9k 214.50
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.3 $601k 8.5k 70.38
Procter & Gamble Company (PG) 0.3 $594k 3.9k 151.59
Ishares Tr Rus Mdcp Val Etf (IWS) 0.2 $552k 5.2k 105.34
Ishares Tr Us Hlthcare Etf (IYH) 0.2 $536k 1.9k 283.87
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.2 $489k 9.8k 49.82
Select Sector Spdr Tr Financial (XLF) 0.2 $467k 14k 34.20
Ishares Tr Ibonds Dec24 Etf (Principal) (IBDP) 0.2 $438k 18k 24.42
Bank of America Corporation (BAC) 0.2 $432k 13k 33.12
Ishares Tr Ibonds Dec 2031 (IBDW) 0.2 $386k 19k 19.89
Ishares Tr Sp Smcp600vl Etf (IJS) 0.2 $369k 4.0k 91.34
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $369k 1.4k 266.15
Ishares Tr Ibonds Dec2023 0.2 $368k 15k 25.35
General Dynamics Corporation (GD) 0.2 $367k 1.5k 248.07
Broadcom (AVGO) 0.2 $364k 651.00 558.85
Ishares Tr Russell 2000 Etf (IWM) 0.1 $350k 2.0k 174.23
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.1 $333k 3.4k 97.03
Annaly Capital Management In Com New (NLY) 0.1 $317k 15k 21.08
Johnson & Johnson (JNJ) 0.1 $301k 1.7k 176.67
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $282k 637.00 442.97
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $270k 873.00 308.90
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.1 $265k 2.6k 102.79
Ishares Tr Intl Sel Div Etf (IDV) 0.1 $254k 9.4k 27.16
Select Sector Spdr Tr Technology (XLK) 0.1 $251k 2.0k 124.47
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.1 $249k 4.3k 58.48
Ishares Tr Ibonds Dec (IBMM) 0.1 $243k 9.5k 25.75
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $240k 2.3k 104.23
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $224k 5.3k 41.96
Ishares Tr New York Mun Etf (NYF) 0.1 $213k 4.1k 52.40
Ishares Tr Msci Acwi Ex Us (ACWX) 0.1 $203k 4.5k 45.51
Ishares Tr U.s. Energy Etf (IYE) 0.1 $202k 4.3k 46.50
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.1 $201k 4.4k 45.52
Butterfly Network Com Cl A (BFLY) 0.0 $83k 34k 2.46
Quantum Si Com Cl A (QSI) 0.0 $47k 26k 1.83
Hyperfine Com Cl A (HYPR) 0.0 $8.9k 11k 0.84