Guidance Point Advisors

Guidance Point Advisors as of Dec. 31, 2024

Portfolio Holdings for Guidance Point Advisors

Guidance Point Advisors holds 85 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
JPMorgan Chase & Co. (JPM) 27.0 $96M 401k 239.71
Ishares Tr Core S&p500 Etf (IVV) 13.2 $47M 80k 588.71
Ishares Tr S&p 500 Grwt Etf (IVW) 5.6 $20M 197k 101.53
Ishares Tr Core Msci Eafe (IEFA) 4.9 $17M 247k 70.28
Ishares Tr Core S&p Scp Etf (IJR) 4.6 $16M 141k 115.22
Ishares Tr Core S&p Mcp Etf (IJH) 4.3 $15M 246k 62.31
Ishares Tr S&p 500 Val Etf (IVE) 3.3 $12M 61k 190.87
Ishares Core Msci Emkt (IEMG) 1.9 $6.8M 131k 52.22
Ishares Tr Ibonds Dec 29 (IBDU) 1.9 $6.8M 298k 22.80
Ishares Tr Ibonds Dec 2030 (IBDV) 1.9 $6.8M 318k 21.36
Ishares Tr Ibonds Dec 2032 (IBDX) 1.9 $6.7M 273k 24.58
Ishares Tr Ibonds Dec 2031 (IBDW) 1.9 $6.6M 327k 20.35
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.9 $6.6M 11k 586.04
Ishares Tr Ibonds Dec 2033 (IBDY) 1.6 $5.8M 230k 25.10
Ishares Tr S&p Mc 400gr Etf (IJK) 1.6 $5.7M 62k 90.93
Ishares Tr Ibonds Dec 2034 (IBDZ) 1.3 $4.8M 187k 25.45
Ishares Tr S&P SML 600 GWT (IJT) 1.3 $4.5M 33k 135.37
Ishares Tr Ibonds 27 Etf (Principal) (IBDS) 1.2 $4.4M 185k 23.96
Ishares Tr Ibds Dec28 Etf (IBDT) 1.2 $4.4M 177k 24.90
Ishares Tr Ibonds Dec2026 (Principal) (IBDR) 1.2 $4.3M 180k 24.07
Ishares Tr Ibonds Dec25 Etf (Principal) (IBDQ) 1.2 $4.2M 168k 25.05
Ishares Tr Rus 1000 Grw Etf (IWF) 1.1 $4.1M 10k 401.52
Ishares Tr Select Divid Etf (DVY) 0.9 $3.3M 25k 131.31
Ishares Tr Core Div Grwth (DGRO) 0.9 $3.2M 52k 61.34
Ishares Tr Core S&p Us Vlu (IUSV) 0.7 $2.6M 28k 92.59
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.7 $2.5M 20k 124.97
Ishares Tr Core Msci Total (IXUS) 0.7 $2.4M 36k 66.14
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.6 $2.2M 37k 60.75
Apple (AAPL) 0.6 $2.2M 8.6k 250.45
Ishares Tr Core S&p Ttl Stk (ITOT) 0.6 $2.0M 16k 128.62
Microsoft Corporation (MSFT) 0.5 $1.8M 4.3k 421.67
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.5 $1.8M 8.8k 198.18
Vanguard World Utilities Etf (VPU) 0.4 $1.6M 9.6k 163.46
Ishares Tr Rus 2000 Grw Etf (IWO) 0.3 $1.1M 3.7k 287.86
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.3 $998k 6.2k 161.76
Ishares Tr U.s. Real Es Etf (IYR) 0.3 $984k 11k 93.04
Ishares Tr Msci Usa Min Vol (USMV) 0.3 $970k 11k 88.79
Ishares Tr Pfd And Incm Sec (PFF) 0.3 $948k 30k 31.44
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.3 $933k 22k 42.61
Broadcom (AVGO) 0.3 $894k 3.9k 231.80
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.2 $862k 17k 50.88
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $848k 4.6k 185.10
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.2 $787k 8.8k 89.33
Ishares Tr Rus 2000 Val Etf (IWN) 0.2 $749k 4.6k 164.16
Ishares Tr Msci Eafe Etf (EFA) 0.2 $707k 9.4k 75.61
Procter & Gamble Company (PG) 0.2 $695k 4.1k 167.65
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $671k 1.3k 511.14
Bank of America Corporation (BAC) 0.2 $550k 13k 43.95
NVIDIA Corporation (NVDA) 0.2 $548k 4.1k 134.32
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $508k 2.6k 195.80
Select Sector Spdr Tr Technology (XLK) 0.1 $476k 2.0k 232.50
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.1 $474k 5.8k 81.58
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $457k 3.5k 129.36
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $457k 1.0k 453.48
Spdr Gold Tr Gold Shs (GLD) 0.1 $454k 1.9k 242.12
Ishares Tr Russell 2000 Etf (IWM) 0.1 $425k 1.9k 220.97
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.1 $404k 1.1k 366.15
Alphabet Cap Stk Cl A (GOOGL) 0.1 $395k 2.1k 189.33
Ishares Tr Expnd Tec Sc Etf (IGM) 0.1 $391k 3.8k 102.10
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $387k 4.4k 88.40
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $380k 668.00 569.31
Costco Wholesale Corporation (COST) 0.1 $372k 406.00 916.00
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.1 $359k 6.2k 58.00
Ishares Tr Eafe Grwth Etf (EFG) 0.1 $355k 3.7k 96.83
Amazon (AMZN) 0.1 $347k 1.6k 219.39
Vanguard World Inf Tech Etf (VGT) 0.1 $332k 534.00 621.87
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $316k 3.6k 89.10
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 0.1 $305k 1.7k 184.56
Annaly Capital Management In Com New (NLY) 0.1 $303k 17k 18.30
Ishares Tr U.s. Tech Etf (IYW) 0.1 $302k 1.9k 159.53
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $285k 6.0k 47.82
Johnson & Johnson (JNJ) 0.1 $253k 1.8k 144.61
Ishares Tr Msci Acwi Ex Us (ACWX) 0.1 $247k 4.7k 52.14
Ishares Tr Ibond Dec 2030 (IBTK) 0.1 $237k 12k 19.19
Vanguard Index Fds Growth Etf (VUG) 0.1 $233k 569.00 410.20
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $231k 2.1k 108.58
Ishares Tr Us Hlthcare Etf (IYH) 0.1 $230k 4.0k 58.28
Ishares Gold Tr Ishares New (IAU) 0.1 $229k 4.6k 49.51
Ishares Msci Emrg Chn (EMXC) 0.1 $216k 3.9k 55.44
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $205k 481.00 425.30
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $202k 1.2k 175.23
Butterfly Network Com Cl A (BFLY) 0.0 $105k 34k 3.12
Quantum Si Com Cl A (QSI) 0.0 $70k 26k 2.70
Hyperfine Com Cl A (HYPR) 0.0 $9.3k 11k 0.88
Cero Therapeutics Hldgs Class A Com 0.0 $1.1k 19k 0.06