Guidance Point Advisors

Guidance Point Advisors as of March 31, 2023

Portfolio Holdings for Guidance Point Advisors

Guidance Point Advisors holds 78 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
JPMorgan Chase & Co. (JPM) 21.0 $52M 401k 130.31
Ishares Tr Core S&p500 Etf (IVV) 14.3 $35M 86k 411.06
Ishares Tr Core Msci Eafe (IEFA) 6.1 $15M 228k 66.85
Ishares Tr Core S&p Scp Etf (IJR) 5.0 $12M 129k 96.70
Ishares Tr S&p 500 Grwt Etf (IVW) 5.0 $12M 194k 63.89
Ishares Tr Core S&p Mcp Etf (IJH) 4.8 $12M 47k 250.17
Ishares Tr S&p 500 Val Etf (IVE) 3.2 $8.1M 53k 151.77
Ishares Core Msci Emkt (IEMG) 2.6 $6.4M 132k 48.79
Ishares Tr S&p Mc 400gr Etf (IJK) 1.8 $4.4M 62k 71.51
Ishares Tr Tips Bd Etf (TIP) 1.6 $4.0M 37k 110.25
Ishares Tr Core S&p Us Vlu (IUSV) 1.6 $4.0M 54k 73.78
Ishares Tr Ibonds Dec25 Etf (Principal) (IBDQ) 1.6 $4.0M 161k 24.53
Ishares Tr Ibds Dec28 Etf (IBDT) 1.6 $3.9M 158k 24.94
Ishares Tr Ibonds Dec 29 (IBDU) 1.6 $3.9M 171k 22.88
Ishares Tr Ibonds 27 Etf (Principal) (IBDS) 1.6 $3.9M 164k 23.82
Ishares Tr S&P SML 600 GWT (IJT) 1.6 $3.9M 35k 109.94
Ishares Tr Ibonds Dec 2030 (IBDV) 1.6 $3.9M 180k 21.53
Ishares Tr Ibonds Dec2026 (Principal) (IBDR) 1.6 $3.9M 163k 23.73
Ishares Tr U.s. Real Es Etf (IYR) 1.5 $3.7M 44k 84.90
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.4 $3.5M 8.5k 409.34
Ishares Tr Eafe Sml Cp Etf (SCZ) 1.3 $3.3M 56k 59.51
Ishares Tr Core Div Grwth (DGRO) 1.3 $3.3M 66k 49.99
Ishares Tr Select Divid Etf (DVY) 1.2 $3.0M 25k 117.18
Ishares Tr Fltg Rate Nt Etf (FLOT) 1.0 $2.5M 49k 50.39
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.8 $2.1M 25k 82.17
Ishares Tr Core Msci Total (IXUS) 0.8 $2.1M 33k 61.95
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.8 $2.0M 19k 102.77
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.8 $1.9M 40k 47.15
Vanguard World Fds Utilities Etf (VPU) 0.7 $1.7M 12k 147.51
Ishares Tr Core S&p Ttl Stk (ITOT) 0.6 $1.4M 15k 90.55
Ishares Tr Rus 1000 Grw Etf (IWF) 0.6 $1.4M 5.7k 244.34
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.5 $1.3M 8.5k 158.76
Ishares Tr Pfd And Incm Sec (PFF) 0.5 $1.2M 39k 31.22
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.5 $1.2M 28k 41.68
Ishares Tr Ibonds Dec23 Etf (Principal) 0.4 $1.1M 44k 25.19
Ishares Tr Core Us Aggbd Et (AGG) 0.4 $1.1M 11k 99.65
Apple (AAPL) 0.4 $1.0M 6.1k 164.90
Microsoft Corporation (MSFT) 0.4 $939k 3.3k 288.36
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.3 $795k 5.9k 134.08
Ishares Tr Msci Eafe Etf (EFA) 0.3 $663k 9.3k 71.52
Ishares Tr Rus 1000 Val Etf (IWD) 0.3 $659k 4.3k 152.25
Ishares Tr Rus 2000 Grw Etf (IWO) 0.3 $657k 2.9k 226.79
Vanguard Index Fds Real Estate Etf (VNQ) 0.3 $652k 7.9k 83.05
Ishares Tr Rus 2000 Val Etf (IWN) 0.3 $624k 4.6k 136.97
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.2 $616k 8.5k 72.08
Procter & Gamble Company (PG) 0.2 $583k 3.9k 148.72
Ishares Tr Rus Mdcp Val Etf (IWS) 0.2 $559k 5.3k 106.19
Ishares Tr Us Hlthcare Etf (IYH) 0.2 $544k 2.0k 273.06
Ishares Tr Ibonds Dec 2031 (IBDW) 0.2 $504k 24k 20.64
Ishares Tr Ibonds Dec24 Etf (Principal) 0.2 $441k 18k 24.59
Select Sector Spdr Tr Financial (XLF) 0.2 $441k 14k 32.15
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $437k 1.4k 320.76
Broadcom (AVGO) 0.2 $418k 651.00 641.82
Ishares Tr Sp Smcp600vl Etf (IJS) 0.2 $380k 4.1k 93.61
Bank of America Corporation (BAC) 0.2 $375k 13k 28.60
Ishares Tr Ibonds Dec2023 0.1 $369k 15k 25.43
Ishares Tr Russell 2000 Etf (IWM) 0.1 $358k 2.0k 178.36
General Dynamics Corporation (GD) 0.1 $338k 1.5k 228.18
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.1 $333k 6.6k 50.54
Select Sector Spdr Tr Technology (XLK) 0.1 $305k 2.0k 151.00
Annaly Capital Management In Com New (NLY) 0.1 $295k 15k 19.11
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $284k 621.00 457.97
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.1 $282k 2.6k 109.22
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $270k 873.00 308.77
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.1 $268k 2.7k 99.26
Johnson & Johnson (JNJ) 0.1 $265k 1.7k 155.02
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.1 $265k 4.4k 59.96
Ishares Tr Ibonds Dec 0.1 $245k 9.5k 25.87
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $242k 5.4k 45.17
Lam Research Corporation 0.1 $236k 445.00 529.56
Ishares Tr Intl Sel Div Etf (IDV) 0.1 $235k 8.5k 27.49
Ishares Tr Msci Acwi Ex Us (ACWX) 0.1 $225k 4.6k 48.78
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.1 $205k 4.4k 46.55
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $201k 1.3k 154.10
Butterfly Network Com Cl A (BFLY) 0.0 $63k 34k 1.88
Quantum Si Com Cl A (QSI) 0.0 $45k 26k 1.76
Ginkgo Bioworks Holdings Cl A Shs 0.0 $20k 15k 1.33
Hyperfine Com Cl A (HYPR) 0.0 $15k 11k 1.44