Guidance Point Advisors

Guidance Point Advisors as of March 31, 2026

Portfolio Holdings for Guidance Point Advisors

Guidance Point Advisors holds 96 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
JPMorgan Chase & Co. (JPM) 27.9 $118M 401k 294.16
Ishares Tr Core S&p500 Etf (IVV) 12.8 $54M 83k 653.98
Ishares Tr Core Msci Eafe (IEFA) 5.0 $21M 235k 90.55
Ishares Tr S&p 500 Grwt Etf (IVW) 5.0 $21M 187k 113.14
Ishares Tr Core S&p Mcp Etf (IJH) 4.0 $17M 250k 67.55
Ishares Tr Core S&p Scp Etf (IJR) 3.7 $16M 126k 124.37
Ishares Tr S&p 500 Val Etf (IVE) 3.1 $13M 62k 211.35
Ishares Tr Ibonds Dec 2030 (IBDV) 2.1 $9.0M 413k 21.89
Ishares Tr Ibonds Dec 2031 (IBDW) 2.1 $8.8M 422k 20.93
Ishares Core Msci Emkt (IEMG) 2.0 $8.6M 123k 69.78
Ishares Tr Ibonds Dec 2032 (IBDX) 1.9 $8.0M 316k 25.27
Ishares Tr Ibonds Dec 29 (IBDU) 1.8 $7.5M 322k 23.26
Ishares Tr Ibonds Dec 2034 (IBDZ) 1.7 $7.3M 281k 26.06
Ishares Tr Ibonds Dec 2033 (IBDY) 1.7 $7.2M 278k 25.85
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 1.6 $7.0M 11k 650.71
Ishares Tr Ibonds Dec 2035 (IBCA) 1.6 $6.8M 264k 25.64
Ishares Tr Ibds Dec28 Etf (IBDT) 1.5 $6.4M 252k 25.33
Ishares Tr S&p Mc 400gr Etf (IJK) 1.4 $6.0M 60k 100.64
Ishares Tr Ibonds 27 Etf (Principal) (IBDS) 1.2 $5.3M 217k 24.24
Ishares Tr Ibonds Dec2026 (Principal) (IBDR) 1.2 $5.0M 206k 24.24
Ishares Tr S&P SML 600 GWT (IJT) 1.0 $4.4M 30k 144.75
Ishares Tr Rus 1000 Grw Etf (IWF) 1.0 $4.1M 9.5k 426.67
Ishares Tr Core Msci Total (IXUS) 0.9 $4.0M 46k 86.66
Ishares Tr Select Divid Etf (DVY) 0.9 $3.7M 24k 151.62
Ishares Tr Core Div Grwth (DGRO) 0.9 $3.6M 51k 70.19
Ishares Tr Core S&p Us Vlu (IUSV) 0.7 $2.9M 29k 102.26
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.6 $2.7M 20k 132.58
Ishares Tr Core S&p Ttl Stk (ITOT) 0.5 $2.2M 16k 142.44
Vanguard World Utilities Etf (VPU) 0.5 $2.1M 11k 198.44
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.5 $2.0M 9.0k 217.28
Apple (AAPL) 0.5 $1.9M 7.6k 253.90
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.3 $1.5M 35k 42.32
Microsoft Corporation (MSFT) 0.3 $1.4M 3.8k 370.59
Goldman Sachs Physical Gold Unit (AAAU) 0.3 $1.4M 30k 46.19
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.3 $1.3M 17k 78.50
Broadcom (AVGO) 0.3 $1.2M 4.0k 309.60
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.3 $1.2M 6.3k 184.29
Ishares Tr Rus 2000 Grw Etf (IWO) 0.3 $1.1M 3.5k 314.61
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $1.1M 1.9k 578.35
Ishares Tr Msci Usa Min Vol (USMV) 0.3 $1.1M 12k 92.75
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $973k 4.5k 214.13
Ishares Tr U.s. Real Es Etf (IYR) 0.2 $953k 10k 94.65
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.2 $921k 18k 50.98
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.2 $886k 8.8k 100.20
Ishares Tr Rus 2000 Val Etf (IWN) 0.2 $881k 4.6k 189.90
Ishares Tr Msci Eafe Etf (EFA) 0.2 $832k 8.6k 97.18
Ishares Tr Russell 2000 Etf (IWM) 0.2 $640k 2.6k 248.22
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.1 $614k 12k 52.57
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $604k 20k 30.33
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) 0.1 $595k 1.3k 464.16
Ishares Tr Expnd Tec Sc Etf (IGM) 0.1 $577k 4.9k 118.58
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $571k 2.7k 215.47
Procter & Gamble Company (PG) 0.1 $570k 3.9k 144.50
Ishares Tr Ibonds 28 Tr Hi (IBHH) 0.1 $568k 24k 23.48
NVIDIA Corporation (NVDA) 0.1 $565k 3.2k 174.52
Ishares Tr Ibonds 2027 Term (IBHG) 0.1 $561k 25k 22.14
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.1 $530k 1.3k 408.52
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $525k 3.6k 145.76
Alphabet Cap Stk Cl A (GOOGL) 0.1 $498k 1.7k 287.79
Bank of America Corporation (BAC) 0.1 $495k 10k 48.76
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.1 $467k 7.9k 59.07
Select Sector Spdr Tr State Street Tec (XLK) 0.1 $464k 3.5k 132.91
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $464k 967.00 479.42
Spdr Gold Tr Gold Shs (GLD) 0.1 $432k 1.0k 431.12
Lam Research Corp Com New (LRCX) 0.1 $432k 2.0k 213.71
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $419k 6.5k 64.13
Ishares Tr Eafe Grwth Etf (EFG) 0.1 $408k 3.7k 111.37
World Gold Tr Spdr Gld Minis (GLDM) 0.1 $382k 4.1k 92.69
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $379k 3.9k 97.24
Ishares Tr Ibond Dec 2030 (IBTK) 0.1 $368k 19k 19.72
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 0.1 $367k 1.8k 203.83
Vanguard World Inf Tech Etf (VGT) 0.1 $357k 509.00 701.05
Ishares Tr Ibonds Dec 2032 (IBTM) 0.1 $335k 15k 22.93
Costco Wholesale Corporation (COST) 0.1 $334k 333.00 1002.86
Ishares Tr Msci Acwi Ex Us (ACWX) 0.1 $326k 4.8k 68.55
Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA) 0.1 $322k 6.2k 51.86
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) 0.1 $319k 515.00 619.17
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.1 $309k 6.4k 48.51
Vanguard Index Fds Growth Etf (VUG) 0.1 $277k 633.00 437.65
Ishares Tr Ibonds Dec 2031 (IBTL) 0.1 $275k 14k 20.40
Johnson & Johnson (JNJ) 0.1 $260k 1.1k 244.97
Ishares Tr Ibonds 29 Trm Ts (IBTJ) 0.1 $259k 12k 21.84
Amazon (AMZN) 0.1 $256k 1.2k 208.27
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $254k 2.9k 88.94
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $253k 2.1k 118.72
Ishares Tr Ibonds 28 Trm Ts (IBTI) 0.1 $235k 11k 22.28
Ishares Tr Ibonds 26 Trm Ts (IBTG) 0.1 $235k 10k 22.91
Ishares Tr Ibonds 27 Trm Ts (IBTH) 0.1 $235k 11k 22.43
Ishares Tr Us Hlthcare Etf (IYH) 0.1 $223k 3.6k 61.67
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $221k 1.2k 191.92
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.1 $220k 4.5k 48.47
Ishares Msci Em Asia Etf (EEMA) 0.1 $218k 2.3k 95.89
Ishares Tr Ibonds Dec 2034 (IBTP) 0.1 $212k 8.3k 25.63
Ishares Tr U.s. Tech Etf (IYW) 0.1 $212k 1.2k 181.49
Vanguard Index Fds Total Stk Mkt (VTI) 0.0 $209k 646.00 322.75
Ishares Tr Ibonds Dec 2033 (IBTO) 0.0 $208k 8.5k 24.39