Guidance Point Advisors

Guidance Point Advisors as of March 31, 2025

Portfolio Holdings for Guidance Point Advisors

Guidance Point Advisors holds 84 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
JPMorgan Chase & Co. (JPM) 28.0 $98M 401k 245.30
Ishares Tr Core S&p500 Etf (IVV) 12.9 $45M 81k 561.91
Ishares Tr S&p 500 Grwt Etf (IVW) 5.3 $18M 199k 92.83
Ishares Tr Core Msci Eafe (IEFA) 5.0 $17M 230k 75.65
Ishares Tr Core S&p Mcp Etf (IJH) 4.2 $15M 251k 58.35
Ishares Tr Core S&p Scp Etf (IJR) 4.1 $15M 138k 104.57
Ishares Tr S&p 500 Val Etf (IVE) 3.4 $12M 62k 190.59
Ishares Tr Ibonds Dec 29 (IBDU) 2.0 $7.0M 301k 23.13
Ishares Tr Ibonds Dec 2030 (IBDV) 2.0 $6.9M 319k 21.72
Ishares Tr Ibonds Dec 2032 (IBDX) 2.0 $6.9M 276k 24.99
Ishares Tr Ibonds Dec 2031 (IBDW) 1.9 $6.8M 330k 20.75
Ishares Core Msci Emkt (IEMG) 1.8 $6.4M 118k 53.97
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.8 $6.2M 11k 559.33
Ishares Tr Ibonds Dec 2033 (IBDY) 1.7 $6.0M 234k 25.56
Ishares Tr S&p Mc 400gr Etf (IJK) 1.5 $5.2M 62k 83.28
Ishares Tr Ibonds Dec 2034 (IBDZ) 1.4 $5.1M 197k 25.79
Ishares Tr Ibds Dec28 Etf (IBDT) 1.3 $4.6M 180k 25.26
Ishares Tr Ibonds 27 Etf (Principal) (IBDS) 1.3 $4.5M 187k 24.18
Ishares Tr Ibonds Dec2026 (Principal) (IBDR) 1.2 $4.4M 181k 24.21
Ishares Tr S&P SML 600 GWT (IJT) 1.2 $4.1M 33k 124.51
Ishares Tr Ibonds Dec25 Etf (Principal) (IBDQ) 1.2 $4.1M 161k 25.15
Ishares Tr Rus 1000 Grw Etf (IWF) 1.0 $3.5M 9.7k 361.03
Ishares Tr Select Divid Etf (DVY) 1.0 $3.3M 25k 134.25
Ishares Tr Core Div Grwth (DGRO) 0.9 $3.2M 53k 61.78
Ishares Tr Core S&p Us Vlu (IUSV) 0.8 $2.6M 29k 92.30
Ishares Tr Core Msci Total (IXUS) 0.7 $2.5M 36k 69.81
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.7 $2.4M 20k 119.73
Apple (AAPL) 0.5 $1.9M 8.6k 222.14
Ishares Tr Msci Usa Min Vol (USMV) 0.5 $1.9M 20k 93.66
Ishares Tr Core S&p Ttl Stk (ITOT) 0.5 $1.9M 16k 122.01
Vanguard World Utilities Etf (VPU) 0.5 $1.7M 9.8k 170.84
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.5 $1.7M 8.9k 186.30
Microsoft Corporation (MSFT) 0.5 $1.6M 4.3k 375.40
Goldman Sachs Physical Gold Unit (AAAU) 0.4 $1.3M 42k 30.88
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.3 $1.2M 19k 63.53
Ishares Tr U.s. Real Es Etf (IYR) 0.3 $1.0M 11k 95.74
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.3 $997k 6.2k 160.53
Ishares Tr Rus 2000 Grw Etf (IWO) 0.3 $959k 3.8k 255.50
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.3 $887k 21k 42.52
Ishares Tr Pfd And Incm Sec (PFF) 0.2 $872k 28k 30.73
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $860k 4.6k 188.18
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.2 $818k 16k 51.05
Ishares Tr Msci Eafe Etf (EFA) 0.2 $712k 8.7k 81.72
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.2 $711k 8.8k 80.65
Procter & Gamble Company (PG) 0.2 $707k 4.1k 170.39
Ishares Tr Rus 2000 Val Etf (IWN) 0.2 $691k 4.6k 151.00
Broadcom (AVGO) 0.2 $647k 3.9k 167.44
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $567k 1.2k 468.83
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $537k 1.0k 532.82
Bank of America Corporation (BAC) 0.1 $523k 13k 41.73
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $513k 2.6k 193.95
Spdr Gold Tr Gold Shs (GLD) 0.1 $511k 1.8k 288.13
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $447k 3.5k 125.97
NVIDIA Corporation (NVDA) 0.1 $442k 4.1k 108.41
Select Sector Spdr Tr Technology (XLK) 0.1 $424k 2.1k 206.51
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.1 $397k 1.2k 334.42
Costco Wholesale Corporation (COST) 0.1 $384k 406.00 945.78
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.1 $375k 5.2k 71.98
Ishares Tr Eafe Grwth Etf (EFG) 0.1 $366k 3.7k 100.00
Ishares Tr Expnd Tec Sc Etf (IGM) 0.1 $349k 3.8k 90.66
Annaly Capital Management In Com New (NLY) 0.1 $346k 17k 20.31
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $331k 3.9k 85.07
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 0.1 $325k 1.8k 184.14
Alphabet Cap Stk Cl A (GOOGL) 0.1 $323k 2.1k 154.69
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $322k 3.6k 90.58
Amazon (AMZN) 0.1 $321k 1.7k 190.26
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $307k 6.0k 50.83
Ishares Tr Russell 2000 Etf (IWM) 0.1 $299k 1.5k 199.53
Vanguard World Inf Tech Etf (VGT) 0.1 $293k 539.00 543.14
Ishares Tr U.s. Tech Etf (IYW) 0.1 $288k 2.0k 140.51
Ishares Tr Ibond Dec 2030 (IBTK) 0.1 $286k 15k 19.66
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $273k 512.00 534.03
Ishares Gold Tr Ishares New (IAU) 0.1 $273k 4.6k 58.96
Ishares Tr Msci Acwi Ex Us (ACWX) 0.1 $259k 4.7k 55.44
Ishares Tr Us Hlthcare Etf (IYH) 0.1 $241k 4.0k 60.89
Ishares Tr Ibonds Dec 2032 (IBTM) 0.1 $233k 10k 22.89
Vanguard Index Fds Growth Etf (VUG) 0.1 $225k 606.00 370.85
Johnson & Johnson (JNJ) 0.1 $217k 1.3k 165.86
Exxon Mobil Corporation (XOM) 0.1 $216k 1.8k 118.91
Ishares Tr Ibonds 29 Trm Ts (IBTJ) 0.1 $210k 9.7k 21.77
Ishares Tr Ibonds Dec 2031 (IBTL) 0.1 $209k 10k 20.33
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $208k 2.1k 97.48
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $202k 482.00 419.50
Hyperfine Com Cl A (HYPR) 0.0 $7.6k 11k 0.72