Guidance Point Advisors

Guidance Point Advisors as of Sept. 30, 2024

Portfolio Holdings for Guidance Point Advisors

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
JPMorgan Chase & Co. (JPM) 24.7 $85M 402k 210.86
Ishares Tr Core S&p500 Etf (IVV) 13.3 $46M 79k 576.82
Ishares Tr Core Msci Eafe (IEFA) 5.5 $19M 242k 78.05
Ishares Tr S&p 500 Grwt Etf (IVW) 5.4 $19M 194k 95.75
Ishares Tr Core S&p Scp Etf (IJR) 4.7 $16M 137k 116.96
Ishares Tr Core S&p Mcp Etf (IJH) 4.4 $15M 241k 62.32
Ishares Tr S&p 500 Val Etf (IVE) 3.4 $12M 60k 197.17
Ishares Core Msci Emkt (IEMG) 2.1 $7.3M 127k 57.41
Ishares Tr Ibonds Dec 2030 (IBDV) 2.0 $6.9M 311k 22.17
Ishares Tr Ibonds Dec 29 (IBDU) 2.0 $6.9M 292k 23.51
Ishares Tr Ibonds Dec 2032 (IBDX) 2.0 $6.9M 267k 25.71
Ishares Tr Ibonds Dec 2031 (IBDW) 2.0 $6.8M 319k 21.22
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.9 $6.4M 11k 573.79
Ishares Tr Ibonds Dec 2033 (IBDY) 1.7 $5.8M 221k 26.40
Ishares Tr S&p Mc 400gr Etf (IJK) 1.7 $5.7M 62k 91.93
Ishares Tr S&P SML 600 GWT (IJT) 1.4 $4.6M 33k 139.49
Ishares Tr Ibds Dec28 Etf (IBDT) 1.3 $4.4M 173k 25.53
Ishares Tr Ibonds 27 Etf (Principal) (IBDS) 1.3 $4.4M 181k 24.37
Ishares Tr Ibonds Dec 2034 (IBDZ) 1.3 $4.3M 161k 26.71
Ishares Tr Ibonds Dec2026 (Principal) (IBDR) 1.2 $4.3M 176k 24.30
Ishares Tr Ibonds Dec25 Etf (Principal) (IBDQ) 1.2 $4.1M 165k 25.10
Ishares Tr Select Divid Etf (DVY) 1.0 $3.4M 25k 135.08
Ishares Tr Rus 1000 Grw Etf (IWF) 1.0 $3.4M 8.9k 375.41
Ishares Tr Core Div Grwth (DGRO) 1.0 $3.3M 53k 62.69
Ishares Tr Core S&p Us Vlu (IUSV) 0.8 $2.7M 28k 95.49
Ishares Tr Core Msci Total (IXUS) 0.7 $2.5M 35k 72.63
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.7 $2.4M 20k 123.61
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.7 $2.4M 36k 67.70
Ishares Tr Core S&p Ttl Stk (ITOT) 0.6 $1.9M 16k 125.62
Apple (AAPL) 0.6 $1.9M 8.3k 233.03
Microsoft Corporation (MSFT) 0.5 $1.8M 4.3k 430.43
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.5 $1.8M 8.8k 200.78
Vanguard World Utilities Etf (VPU) 0.5 $1.6M 9.4k 174.08
Ishares Tr U.s. Real Es Etf (IYR) 0.3 $1.1M 11k 101.88
Ishares Tr Rus 2000 Grw Etf (IWO) 0.3 $1.1M 3.7k 284.01
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.3 $1.0M 6.1k 167.67
Ishares Tr Msci Usa Min Vol (USMV) 0.3 $998k 11k 91.31
Ishares Tr Pfd And Incm Sec (PFF) 0.3 $962k 29k 33.23
Ishares Tr Rus 1000 Val Etf (IWD) 0.3 $865k 4.6k 189.85
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.2 $853k 17k 51.04
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.2 $830k 19k 43.41
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.2 $781k 8.7k 89.37
Ishares Tr Msci Eafe Etf (EFA) 0.2 $772k 9.2k 83.63
Ishares Tr Rus 2000 Val Etf (IWN) 0.2 $758k 4.5k 166.82
Procter & Gamble Company (PG) 0.2 $722k 4.2k 173.19
Broadcom (AVGO) 0.2 $627k 3.6k 172.48
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $598k 1.2k 487.69
Bank of America Corporation (BAC) 0.2 $516k 13k 39.68
NVIDIA Corporation (NVDA) 0.1 $495k 4.1k 121.47
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $490k 1.1k 460.26
General Dynamics Corporation (GD) 0.1 $477k 1.6k 302.20
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $475k 2.4k 197.98
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $465k 3.5k 132.23
Spdr Gold Tr Gold Shs (GLD) 0.1 $463k 1.9k 243.05
Select Sector Spdr Tr Technology (XLK) 0.1 $462k 2.0k 225.71
Ishares Tr Russell 2000 Etf (IWM) 0.1 $423k 1.9k 220.78
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $385k 4.4k 88.15
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $367k 643.00 570.28
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.1 $360k 1.0k 345.13
Costco Wholesale Corporation (COST) 0.1 $360k 405.00 888.15
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.1 $357k 5.9k 60.42
Alphabet Cap Stk Cl A (GOOGL) 0.1 $356k 2.1k 165.87
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.1 $320k 5.8k 55.53
Annaly Capital Management In Com New (NLY) 0.1 $316k 16k 20.07
Vanguard World Inf Tech Etf (VGT) 0.1 $312k 532.00 587.14
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $310k 5.9k 52.82
Johnson & Johnson (JNJ) 0.1 $303k 1.9k 162.10
Amazon (AMZN) 0.1 $303k 1.6k 186.33
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 0.1 $290k 1.5k 190.69
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $289k 3.0k 97.36
Ishares Msci Emrg Chn (EMXC) 0.1 $275k 4.5k 61.11
Ishares Tr Msci Acwi Ex Us (ACWX) 0.1 $272k 4.8k 57.22
Ishares Tr Expnd Tec Sc Etf (IGM) 0.1 $256k 2.7k 95.94
Ishares Tr Us Hlthcare Etf (IYH) 0.1 $256k 3.9k 65.00
Ishares Tr Ibond Dec 2030 (IBTK) 0.1 $248k 12k 20.05
Ishares Tr Glob Hlthcre Etf (IXJ) 0.1 $234k 2.4k 98.16
Ishares Gold Tr Ishares New (IAU) 0.1 $230k 4.6k 49.70
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $228k 2.1k 107.61
Ishares Tr U.s. Tech Etf (IYW) 0.1 $220k 1.5k 151.68
Vanguard Index Fds Growth Etf (VUG) 0.1 $218k 568.00 383.90
Exxon Mobil Corporation (XOM) 0.1 $212k 1.8k 117.23
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $206k 1.2k 179.16
Consolidated Edison (ED) 0.1 $201k 1.9k 104.13
Butterfly Network Com Cl A (BFLY) 0.0 $59k 34k 1.77
Quantum Si Com Cl A (QSI) 0.0 $23k 26k 0.88
Hyperfine Com Cl A (HYPR) 0.0 $11k 11k 1.08