Guidance Point Advisors

Guidance Point Advisors as of March 31, 2024

Portfolio Holdings for Guidance Point Advisors

Guidance Point Advisors holds 86 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
JPMorgan Chase & Co. (JPM) 26.3 $81M 402k 200.30
Ishares Tr Core S&p500 Etf (IVV) 13.7 $42M 80k 526.22
Ishares Tr S&p 500 Grwt Etf (IVW) 5.3 $16M 193k 84.46
Ishares Tr Core Msci Eafe (IEFA) 5.2 $16M 215k 74.24
Ishares Tr Core S&p Scp Etf (IJR) 4.4 $14M 122k 110.58
Ishares Tr Core S&p Mcp Etf (IJH) 4.3 $13M 216k 60.76
Ishares Tr S&p 500 Val Etf (IVE) 3.2 $9.9M 53k 186.97
Ishares Core Msci Emkt (IEMG) 2.0 $6.0M 117k 51.63
Ishares Tr Ibonds Dec 2030 (IBDV) 1.9 $5.9M 276k 21.40
Ishares Tr Ibonds Dec 29 (IBDU) 1.9 $5.9M 259k 22.82
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.9 $5.9M 11k 523.28
Ishares Tr Ibonds Dec 2031 (IBDW) 1.9 $5.8M 284k 20.49
Ishares Tr Ibonds Dec 2032 (IBDX) 1.9 $5.8M 234k 24.81
Ishares Tr S&p Mc 400gr Etf (IJK) 1.8 $5.7M 62k 91.27
Ishares Tr Ibonds Dec 2033 (IBDY) 1.5 $4.6M 179k 25.48
Ishares Tr S&P SML 600 GWT (IJT) 1.4 $4.3M 33k 130.77
Ishares Tr Ibonds 27 Etf (Principal) (IBDS) 1.3 $3.9M 162k 23.80
Ishares Tr Ibds Dec28 Etf (IBDT) 1.3 $3.8M 155k 24.91
Ishares Tr Ibonds Dec2026 (Principal) (IBDR) 1.2 $3.7M 156k 23.85
Ishares Tr Ibonds Dec25 Etf (Principal) (IBDQ) 1.2 $3.6M 145k 24.81
Ishares Tr Core Div Grwth (DGRO) 1.0 $3.2M 54k 58.07
Ishares Tr Select Divid Etf (DVY) 1.0 $3.1M 25k 123.32
Ishares Tr Rus 1000 Grw Etf (IWF) 1.0 $3.0M 9.0k 337.43
Ishares Tr Core S&p Us Vlu (IUSV) 0.8 $2.5M 28k 90.44
Ishares Tr Core Msci Total (IXUS) 0.8 $2.3M 35k 67.88
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.8 $2.3M 20k 118.36
Microsoft Corporation (MSFT) 0.7 $2.1M 4.9k 420.95
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.6 $1.9M 30k 63.37
Ishares Tr Core S&p Ttl Stk (ITOT) 0.6 $1.8M 16k 115.30
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.5 $1.7M 8.7k 191.92
Ishares Tr Msci Usa Min Vol (USMV) 0.5 $1.6M 19k 83.58
Apple (AAPL) 0.5 $1.4M 8.4k 171.54
Vanguard World Utilities Etf (VPU) 0.4 $1.3M 9.3k 142.83
Ishares Tr U.s. Real Es Etf (IYR) 0.4 $1.1M 12k 90.03
Ishares Tr Rus 2000 Grw Etf (IWO) 0.3 $1000k 3.7k 271.51
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.3 $946k 6.1k 155.92
Ishares Tr Pfd And Incm Sec (PFF) 0.3 $875k 27k 32.24
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.3 $868k 17k 51.08
Ishares Tr Rus 1000 Val Etf (IWD) 0.3 $810k 4.5k 179.32
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.3 $796k 19k 42.56
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.2 $742k 8.7k 85.08
Ishares Tr Msci Eafe Etf (EFA) 0.2 $727k 9.1k 79.89
Ishares Tr Rus 2000 Val Etf (IWN) 0.2 $719k 4.5k 159.05
Procter & Gamble Company (PG) 0.2 $678k 4.2k 162.27
Spdr Gold Tr Gold Shs (GLD) 0.2 $612k 3.0k 205.72
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $543k 1.2k 445.39
Broadcom (AVGO) 0.2 $525k 395.00 1330.12
NVIDIA Corporation (NVDA) 0.2 $492k 544.00 904.87
Bank of America Corporation (BAC) 0.2 $491k 13k 37.92
Alphabet Cap Stk Cl A (GOOGL) 0.1 $456k 3.0k 150.97
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $449k 1.1k 420.52
General Dynamics Corporation (GD) 0.1 $441k 1.6k 282.59
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $437k 3.5k 125.36
Eli Lilly & Co. (LLY) 0.1 $425k 546.00 778.23
Select Sector Spdr Tr Technology (XLK) 0.1 $424k 2.0k 208.30
Ishares Tr Russell 2000 Etf (IWM) 0.1 $401k 1.9k 210.64
Crowdstrike Hldgs Cl A (CRWD) 0.1 $396k 1.2k 320.59
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $381k 2.1k 182.96
Amazon (AMZN) 0.1 $372k 2.1k 180.38
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $357k 639.00 558.84
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $357k 4.2k 84.10
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.1 $311k 1.0k 304.97
Johnson & Johnson (JNJ) 0.1 $302k 1.9k 158.26
Annaly Capital Management In Com New (NLY) 0.1 $301k 15k 19.69
Costco Wholesale Corporation (COST) 0.1 $299k 407.00 735.71
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.1 $283k 4.8k 58.55
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $278k 5.5k 50.18
Vanguard Index Fds Growth Etf (VUG) 0.1 $270k 785.00 344.51
Ishares Tr Ibonds Dec24 Etf (Principal) 0.1 $269k 11k 25.05
Vanguard World Inf Tech Etf (VGT) 0.1 $267k 506.00 526.85
Ishares Tr Msci Acwi Ex Us (ACWX) 0.1 $251k 4.7k 53.43
Verizon Communications (VZ) 0.1 $240k 5.7k 41.97
Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC) 0.1 $239k 3.8k 63.17
Ishares Tr Us Hlthcare Etf (IYH) 0.1 $231k 3.7k 61.94
Ishares Tr Expnd Tec Sc Etf (IGM) 0.1 $230k 2.7k 86.22
Cameco Corporation (CCJ) 0.1 $226k 5.2k 43.32
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $218k 2.5k 86.63
Global X Fds Global X Uranium (URA) 0.1 $218k 7.6k 28.83
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $216k 2.1k 103.01
Ishares Tr Tips Bd Etf (TIP) 0.1 $210k 2.0k 107.45
Exxon Mobil Corporation (XOM) 0.1 $210k 1.8k 116.29
Lam Research Corporation 0.1 $205k 210.00 974.80
Quantum Si Com Cl A (QSI) 0.0 $51k 26k 1.97
Butterfly Network Com Cl A (BFLY) 0.0 $36k 34k 1.08
Ginkgo Bioworks Holdings Cl A Shs 0.0 $29k 25k 1.16
Hyperfine Com Cl A (HYPR) 0.0 $11k 11k 1.00