Guidance Point Advisors

Guidance Point Advisors as of June 30, 2025

Portfolio Holdings for Guidance Point Advisors

Guidance Point Advisors holds 86 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
JPMorgan Chase & Co. (JPM) 29.9 $116M 401k 289.91
Ishares Tr Core S&p500 Etf (IVV) 13.3 $52M 83k 620.90
Ishares Tr S&p 500 Grwt Etf (IVW) 5.6 $22M 198k 110.10
Ishares Tr Core Msci Eafe (IEFA) 5.0 $19M 232k 83.48
Ishares Tr Core S&p Mcp Etf (IJH) 3.8 $15M 238k 62.02
Ishares Tr Core S&p Scp Etf (IJR) 3.6 $14M 129k 109.29
Ishares Tr S&p 500 Val Etf (IVE) 3.1 $12M 61k 195.43
Ishares Core Msci Emkt (IEMG) 2.0 $7.6M 127k 60.03
Ishares Tr Ibonds Dec 2032 (IBDX) 1.8 $7.0M 278k 25.28
Ishares Tr Ibonds Dec 2030 (IBDV) 1.8 $7.0M 320k 21.98
Ishares Tr Ibonds Dec 29 (IBDU) 1.8 $7.0M 301k 23.33
Ishares Tr Ibonds Dec 2031 (IBDW) 1.8 $7.0M 332k 21.04
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.8 $6.8M 11k 617.76
Ishares Tr Ibonds Dec 2033 (IBDY) 1.6 $6.3M 244k 25.90
Ishares Tr S&p Mc 400gr Etf (IJK) 1.5 $5.7M 63k 90.98
Ishares Tr Ibonds Dec 2034 (IBDZ) 1.4 $5.6M 213k 26.13
Ishares Tr Ibds Dec28 Etf (IBDT) 1.2 $4.6M 181k 25.42
Ishares Tr Ibonds Dec25 Etf (Principal) (IBDQ) 1.2 $4.5M 181k 25.18
Ishares Tr Ibonds 27 Etf (Principal) (IBDS) 1.2 $4.5M 187k 24.27
Ishares Tr S&P SML 600 GWT (IJT) 1.1 $4.4M 33k 133.04
Ishares Tr Ibonds Dec2026 (Principal) (IBDR) 1.1 $4.3M 179k 24.25
Ishares Tr Rus 1000 Grw Etf (IWF) 1.1 $4.1M 9.7k 424.52
Ishares Tr Core Div Grwth (DGRO) 0.9 $3.4M 53k 63.94
Ishares Tr Select Divid Etf (DVY) 0.9 $3.3M 25k 132.79
Ishares Tr Core Msci Total (IXUS) 0.7 $2.8M 37k 77.31
Ishares Tr Core S&p Us Vlu (IUSV) 0.7 $2.7M 29k 94.63
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.6 $2.5M 20k 123.58
Microsoft Corporation (MSFT) 0.5 $2.1M 4.3k 497.44
Ishares Tr Core S&p Ttl Stk (ITOT) 0.5 $2.1M 16k 135.04
Apple (AAPL) 0.5 $1.8M 8.6k 205.18
Vanguard World Utilities Etf (VPU) 0.5 $1.8M 10k 176.53
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.4 $1.7M 8.9k 195.03
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.4 $1.4M 19k 72.68
Goldman Sachs Physical Gold Unit (AAAU) 0.3 $1.3M 40k 32.68
Broadcom (AVGO) 0.3 $1.1M 3.9k 275.63
Ishares Tr Msci Usa Min Vol (USMV) 0.3 $1.1M 11k 93.87
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.3 $1.0M 6.2k 164.45
Ishares Tr Rus 2000 Grw Etf (IWO) 0.3 $1.0M 3.5k 286.01
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $987k 1.8k 551.75
Ishares Tr U.s. Real Es Etf (IYR) 0.3 $979k 10k 94.77
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.2 $937k 22k 43.14
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $891k 4.6k 194.15
Ishares Tr Pfd And Incm Sec (PFF) 0.2 $838k 27k 30.68
Ishares Tr Msci Eafe Etf (EFA) 0.2 $808k 9.0k 89.39
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.2 $797k 16k 51.02
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.2 $769k 8.8k 87.22
Ishares Tr Rus 2000 Val Etf (IWN) 0.2 $725k 4.6k 157.73
Procter & Gamble Company (PG) 0.2 $657k 4.1k 159.30
Bank of America Corporation (BAC) 0.2 $596k 13k 47.32
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.1 $571k 6.1k 93.99
NVIDIA Corporation (NVDA) 0.1 $565k 3.6k 158.03
Ishares Tr Expnd Tec Sc Etf (IGM) 0.1 $561k 5.0k 112.34
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $553k 1.3k 440.19
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $549k 2.7k 204.63
Select Sector Spdr Tr Technology (XLK) 0.1 $520k 2.1k 253.18
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $489k 1.0k 485.99
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.1 $477k 1.2k 396.58
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $470k 3.6k 132.16
Ishares Tr Eafe Grwth Etf (EFG) 0.1 $410k 3.7k 112.00
Costco Wholesale Corporation (COST) 0.1 $402k 406.00 990.28
Amazon (AMZN) 0.1 $372k 1.7k 219.39
Alphabet Cap Stk Cl A (GOOGL) 0.1 $367k 2.1k 176.23
Vanguard World Inf Tech Etf (VGT) 0.1 $361k 545.00 662.47
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $358k 3.9k 91.96
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $349k 6.1k 57.01
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 0.1 $335k 1.8k 188.67
Annaly Capital Management In Com New (NLY) 0.1 $332k 18k 18.82
Ishares Tr Russell 2000 Etf (IWM) 0.1 $320k 1.5k 215.96
Spdr Gold Tr Gold Shs (GLD) 0.1 $319k 1.0k 304.81
Ishares Tr Ibond Dec 2030 (IBTK) 0.1 $305k 15k 19.84
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $291k 514.00 565.41
Ishares Tr Msci Acwi Ex Us (ACWX) 0.1 $289k 4.7k 60.93
Ishares Gold Tr Ishares New (IAU) 0.1 $288k 4.6k 62.36
Vanguard Index Fds Growth Etf (VUG) 0.1 $266k 606.00 438.44
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $255k 2.9k 89.10
Ishares Tr Ibonds Dec 2032 (IBTM) 0.1 $253k 11k 23.03
Ishares Tr Ibonds 28 Tr Hi (IBHH) 0.1 $226k 9.5k 23.73
Ishares Tr Us Hlthcare Etf (IYH) 0.1 $225k 4.0k 56.48
Ishares Tr Ibonds Dec 2035 (IBCA) 0.1 $216k 8.4k 25.63
Ishares Tr Ibonds 29 Trm Ts (IBTJ) 0.1 $212k 9.7k 21.92
Ishares Tr Ibonds Dec 2031 (IBTL) 0.1 $212k 10k 20.50
Ishares Tr U.s. Tech Etf (IYW) 0.1 $211k 1.2k 173.28
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $210k 2.1k 99.38
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $209k 1.2k 181.74
Johnson & Johnson (JNJ) 0.1 $201k 1.3k 152.70
Hyperfine Com Cl A (HYPR) 0.0 $7.6k 11k 0.72