Guidance Point Advisors

Guidance Point Advisors as of Sept. 30, 2025

Portfolio Holdings for Guidance Point Advisors

Guidance Point Advisors holds 98 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
JPMorgan Chase & Co. (JPM) 30.5 $127M 401k 315.44
Ishares Tr Core S&p500 Etf (IVV) 13.0 $54M 81k 670.16
Ishares Tr S&p 500 Grwt Etf (IVW) 5.6 $23M 192k 120.76
Ishares Tr Core Msci Eafe (IEFA) 4.7 $20M 223k 87.33
Ishares Tr Core S&p Mcp Etf (IJH) 3.7 $15M 235k 65.28
Ishares Tr Core S&p Scp Etf (IJR) 3.5 $15M 124k 118.90
Ishares Tr S&p 500 Val Etf (IVE) 3.0 $13M 61k 206.69
Ishares Core Msci Emkt (IEMG) 1.9 $8.0M 122k 65.95
Ishares Tr Ibonds Dec 2031 (IBDW) 1.8 $7.3M 343k 21.22
Ishares Tr Ibonds Dec 2032 (IBDX) 1.7 $7.2M 282k 25.62
Ishares Tr Ibonds Dec 29 (IBDU) 1.7 $7.2M 306k 23.47
Ishares Tr Ibonds Dec 2030 (IBDV) 1.7 $7.2M 324k 22.15
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.7 $7.0M 10k 666.71
Ishares Tr Ibonds Dec 2033 (IBDY) 1.6 $6.6M 251k 26.23
Ishares Tr Ibonds Dec 2034 (IBDZ) 1.5 $6.3M 239k 26.47
Ishares Tr S&p Mc 400gr Etf (IJK) 1.4 $5.7M 60k 95.91
Ishares Tr Ibds Dec28 Etf (IBDT) 1.2 $5.1M 198k 25.52
Ishares Tr Ibonds 27 Etf (Principal) (IBDS) 1.1 $4.6M 188k 24.34
Ishares Tr Ibonds Dec25 Etf (Principal) (IBDQ) 1.1 $4.5M 180k 25.19
Ishares Tr Rus 1000 Grw Etf (IWF) 1.1 $4.5M 9.5k 468.72
Ishares Tr S&P SML 600 GWT (IJT) 1.1 $4.4M 31k 141.54
Ishares Tr Ibonds Dec2026 (Principal) (IBDR) 1.1 $4.4M 182k 24.30
Ishares Tr Core Div Grwth (DGRO) 0.9 $3.6M 53k 68.09
Ishares Tr Select Divid Etf (DVY) 0.8 $3.4M 24k 142.30
Ishares Tr Core Msci Total (IXUS) 0.8 $3.2M 39k 82.60
Ishares Tr Core S&p Us Vlu (IUSV) 0.7 $2.8M 28k 99.96
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.6 $2.6M 20k 129.81
Ishares Tr Core S&p Ttl Stk (ITOT) 0.5 $2.3M 16k 145.67
Microsoft Corporation (MSFT) 0.5 $2.1M 4.0k 518.54
Apple (AAPL) 0.5 $2.1M 8.1k 254.73
Vanguard World Utilities Etf (VPU) 0.5 $1.9M 10k 189.74
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.5 $1.9M 8.9k 208.74
Goldman Sachs Physical Gold Unit (AAAU) 0.3 $1.4M 37k 38.12
Broadcom (AVGO) 0.3 $1.4M 4.1k 329.97
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.3 $1.3M 17k 76.79
Ishares Tr Rus 2000 Grw Etf (IWO) 0.3 $1.1M 3.5k 320.91
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.3 $1.1M 6.2k 174.60
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $1.0M 1.7k 601.56
Ishares Tr Msci Usa Min Vol (USMV) 0.3 $1.0M 11k 95.15
Ishares Tr U.s. Real Es Etf (IYR) 0.2 $1.0M 10k 97.16
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.2 $1.0M 23k 43.31
Ishares Tr Pfd And Incm Sec (PFF) 0.2 $926k 29k 31.63
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $923k 4.5k 203.87
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.2 $864k 8.8k 97.85
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.2 $818k 16k 51.11
Ishares Tr Rus 2000 Val Etf (IWN) 0.2 $809k 4.6k 177.12
Ishares Tr Msci Eafe Etf (EFA) 0.2 $779k 8.3k 93.41
Ishares Tr Ibonds Dec 2035 (IBCA) 0.2 $709k 27k 26.04
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.2 $697k 7.0k 99.87
NVIDIA Corporation (NVDA) 0.2 $624k 3.3k 186.63
Ishares Tr Expnd Tec Sc Etf (IGM) 0.1 $617k 4.9k 126.01
Procter & Gamble Company (PG) 0.1 $615k 4.0k 153.70
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $584k 1.3k 464.54
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $573k 2.7k 216.11
Bank of America Corporation (BAC) 0.1 $524k 10k 51.60
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.1 $524k 1.2k 436.01
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $499k 3.6k 139.70
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $487k 968.00 502.97
Select Sector Spdr Tr Technology (XLK) 0.1 $484k 1.7k 282.01
Alphabet Cap Stk Cl A (GOOGL) 0.1 $421k 1.7k 243.23
Ishares Tr Eafe Grwth Etf (EFG) 0.1 $417k 3.7k 113.88
Vanguard World Inf Tech Etf (VGT) 0.1 $396k 529.00 748.76
Costco Wholesale Corporation (COST) 0.1 $376k 404.00 930.86
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $376k 3.9k 96.56
Spdr Gold Tr Gold Shs (GLD) 0.1 $371k 1.0k 356.13
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $371k 6.2k 59.94
Annaly Capital Management In Com New (NLY) 0.1 $368k 18k 20.21
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 0.1 $356k 1.8k 199.47
Ishares Tr Ibond Dec 2030 (IBTK) 0.1 $353k 18k 19.88
Ishares Gold Tr Ishares New (IAU) 0.1 $336k 4.6k 72.77
Amazon (AMZN) 0.1 $332k 1.5k 219.57
Ishares Tr Ibonds Dec 2032 (IBTM) 0.1 $312k 14k 23.13
Ishares Tr Msci Acwi Ex Us (ACWX) 0.1 $304k 4.7k 65.09
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $300k 502.00 597.81
Vanguard Index Fds Growth Etf (VUG) 0.1 $291k 606.00 480.21
Ishares Tr Ibonds 28 Tr Hi (IBHH) 0.1 $285k 12k 23.87
Ishares Tr Russell 2000 Etf (IWM) 0.1 $283k 1.2k 242.30
Lam Research Corp Com New (LRCX) 0.1 $270k 2.0k 133.92
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $264k 2.9k 91.65
Ishares Tr Ibonds 29 Trm Ts (IBTJ) 0.1 $260k 12k 21.95
Ishares Tr Ibonds Dec 2031 (IBTL) 0.1 $259k 13k 20.57
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.1 $257k 5.2k 48.90
Ishares Tr Ibonds 2027 Term (IBHG) 0.1 $252k 11k 22.49
Ishares Tr U.s. Tech Etf (IYW) 0.1 $239k 1.2k 196.06
Robinhood Mkts Com Cl A (HOOD) 0.1 $237k 1.7k 143.19
Ishares Tr Us Hlthcare Etf (IYH) 0.1 $234k 4.0k 58.76
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $229k 2.1k 110.97
Johnson & Johnson (JNJ) 0.1 $228k 1.2k 185.74
Ishares Tr Ibonds 28 Trm Ts (IBTI) 0.1 $219k 9.8k 22.39
Ishares Tr Ibonds 27 Trm Ts (IBTH) 0.1 $218k 9.7k 22.52
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $218k 1.2k 189.70
Ishares Tr Ibonds 26 Trm Ts (IBTG) 0.1 $218k 9.5k 22.95
Ishares Tr Ibonds 25 Trm Ts (IBTF) 0.1 $210k 9.0k 23.36
Wal-Mart Stores (WMT) 0.1 $209k 2.0k 103.12
Trust For Professional Man Activepassive Us (APUE) 0.0 $205k 5.0k 40.78
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.0 $201k 4.5k 44.69
Ishares Msci Em Asia Etf (EEMA) 0.0 $201k 2.2k 91.87
Hyperfine Com Cl A (HYPR) 0.0 $15k 11k 1.45