Guidance Point Advisors

Guidance Point Advisors as of Dec. 31, 2025

Portfolio Holdings for Guidance Point Advisors

Guidance Point Advisors holds 95 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
JPMorgan Chase & Co. (JPM) 30.0 $129M 401k 322.22
Ishares Tr Core S&p500 Etf (IVV) 12.9 $56M 81k 685.78
Ishares Tr S&p 500 Grwt Etf (IVW) 5.4 $23M 188k 123.30
Ishares Tr Core Msci Eafe (IEFA) 4.9 $21M 234k 89.48
Ishares Tr Core S&p Mcp Etf (IJH) 3.8 $17M 250k 66.02
Ishares Tr Core S&p Scp Etf (IJR) 3.5 $15M 125k 120.25
Ishares Tr S&p 500 Val Etf (IVE) 3.0 $13M 62k 212.26
Ishares Tr Ibonds Dec 2030 (IBDV) 2.0 $8.8M 398k 22.07
Ishares Tr Ibonds Dec 2031 (IBDW) 2.0 $8.6M 408k 21.15
Ishares Core Msci Emkt (IEMG) 1.9 $8.4M 124k 67.25
Ishares Tr Ibonds Dec 2032 (IBDX) 1.8 $7.8M 304k 25.53
Ishares Tr Ibonds Dec 29 (IBDU) 1.7 $7.4M 314k 23.41
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.7 $7.2M 11k 682.32
Ishares Tr Ibonds Dec 2033 (IBDY) 1.6 $6.9M 265k 26.14
Ishares Tr Ibonds Dec 2034 (IBDZ) 1.6 $6.8M 258k 26.37
Ishares Tr Ibds Dec28 Etf (IBDT) 1.4 $6.2M 243k 25.46
Ishares Tr S&p Mc 400gr Etf (IJK) 1.3 $5.8M 60k 96.89
Ishares Tr Ibonds Dec 2035 (IBCA) 1.3 $5.7M 222k 25.94
Ishares Tr Ibonds 27 Etf (Principal) (IBDS) 1.2 $5.1M 211k 24.28
Ishares Tr Ibonds Dec2026 (Principal) (IBDR) 1.2 $5.1M 209k 24.23
Ishares Tr Rus 1000 Grw Etf (IWF) 1.0 $4.5M 9.5k 473.60
Ishares Tr S&P SML 600 GWT (IJT) 1.0 $4.3M 30k 141.20
Ishares Tr Core Msci Total (IXUS) 0.8 $3.6M 43k 84.66
Ishares Tr Core Div Grwth (DGRO) 0.8 $3.6M 51k 69.43
Ishares Tr Select Divid Etf (DVY) 0.8 $3.4M 24k 141.33
Ishares Tr Core S&p Us Vlu (IUSV) 0.7 $2.9M 28k 102.55
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.6 $2.7M 20k 131.67
Ishares Tr Core S&p Ttl Stk (ITOT) 0.5 $2.3M 15k 148.70
Apple (AAPL) 0.5 $2.1M 7.8k 271.96
Vanguard World Utilities Etf (VPU) 0.4 $1.9M 10k 185.30
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.4 $1.9M 9.0k 211.82
Microsoft Corporation (MSFT) 0.4 $1.9M 3.9k 484.12
Goldman Sachs Physical Gold Unit (AAAU) 0.3 $1.4M 34k 42.55
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.3 $1.4M 33k 42.88
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.3 $1.3M 17k 77.62
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $1.2M 1.9k 615.48
Ishares Tr Rus 2000 Grw Etf (IWO) 0.3 $1.1M 3.5k 323.95
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.3 $1.1M 6.3k 177.38
Ishares Tr Msci Usa Min Vol (USMV) 0.2 $1.0M 11k 94.18
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $954k 4.5k 210.70
Ishares Tr U.s. Real Es Etf (IYR) 0.2 $951k 10k 93.97
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.2 $880k 8.8k 99.53
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.2 $865k 17k 50.88
Ishares Tr Rus 2000 Val Etf (IWN) 0.2 $840k 4.6k 181.38
Broadcom (AVGO) 0.2 $830k 2.4k 346.20
Ishares Tr Msci Eafe Etf (EFA) 0.2 $810k 8.4k 96.08
Ishares Tr Russell 2000 Etf (IWM) 0.1 $635k 2.6k 246.41
Ishares Tr Expnd Tec Sc Etf (IGM) 0.1 $629k 4.9k 129.23
NVIDIA Corporation (NVDA) 0.1 $619k 3.3k 186.61
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $616k 1.3k 481.81
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $613k 20k 30.97
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $581k 2.6k 220.33
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.1 $574k 1.3k 445.28
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.1 $573k 7.5k 76.28
Bank of America Corporation (BAC) 0.1 $563k 10k 55.01
Procter & Gamble Company (PG) 0.1 $562k 3.9k 143.37
Alphabet Cap Stk Cl A (GOOGL) 0.1 $542k 1.7k 313.12
Select Sector Spdr Tr State Street Tec (XLK) 0.1 $511k 3.5k 144.00
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $506k 3.6k 141.06
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $486k 967.00 502.88
Ishares Tr Ibonds 2027 Term (IBHG) 0.1 $481k 22k 22.32
Ishares Tr Ibonds 28 Tr Hi (IBHH) 0.1 $421k 18k 23.68
Ishares Tr Eafe Grwth Etf (EFG) 0.1 $417k 3.7k 113.92
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $406k 6.5k 62.50
Spdr Gold Tr Gold Shs (GLD) 0.1 $404k 1.0k 397.06
Vanguard World Inf Tech Etf (VGT) 0.1 $385k 509.00 756.60
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $375k 3.9k 96.28
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 0.1 $367k 1.8k 204.87
Ishares Tr Ibond Dec 2030 (IBTK) 0.1 $358k 18k 19.84
World Gold Tr Spdr Gld Minis (GLDM) 0.1 $352k 4.1k 85.37
Lam Research Corp Com New (LRCX) 0.1 $345k 2.0k 171.18
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.1 $327k 6.2k 52.90
Ishares Tr Msci Acwi Ex Us (ACWX) 0.1 $319k 4.7k 67.21
Ishares Tr Ibonds Dec 2032 (IBTM) 0.1 $316k 14k 23.07
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $313k 517.00 605.65
Vanguard Index Fds Growth Etf (VUG) 0.1 $311k 637.00 488.66
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.1 $290k 5.9k 48.79
Costco Wholesale Corporation (COST) 0.1 $289k 333.00 867.55
Amazon (AMZN) 0.1 $282k 1.2k 230.82
Ishares Tr Us Hlthcare Etf (IYH) 0.1 $272k 4.2k 65.14
Ishares Tr Ibonds Dec 2031 (IBTL) 0.1 $264k 13k 20.52
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $252k 2.8k 88.69
Ishares Tr Ibonds 29 Trm Ts (IBTJ) 0.1 $248k 11k 21.95
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $242k 2.1k 114.10
Ishares Tr U.s. Tech Etf (IYW) 0.1 $231k 1.2k 199.90
Ishares Tr Ibonds 28 Trm Ts (IBTI) 0.1 $224k 10k 22.36
Ishares Tr Ibonds 27 Trm Ts (IBTH) 0.1 $223k 9.9k 22.47
Ishares Tr Ibonds 26 Trm Ts (IBTG) 0.1 $223k 9.7k 22.88
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $220k 1.2k 191.56
Johnson & Johnson (JNJ) 0.0 $214k 1.0k 207.50
Ishares Msci Em Asia Etf (EEMA) 0.0 $212k 2.3k 94.17
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.0 $211k 4.5k 46.59
Ishares Tr Ibonds Dec 2034 (IBTP) 0.0 $201k 7.8k 25.81
Trust For Professional Man Activepassive Us (APUE) 0.0 $201k 4.8k 41.67
Hyperfine Com Cl A (HYPR) 0.0 $10k 11k 0.98