- Added Positions: FLOT, STIP, IEFA, LQD, IEMG, TIP, SHYG, IGSB, IBDO, IBML, IJR, IJH, HYG, SUB, IVE, IBMM, VMBS, PFF, IXUS, SCZ, DGRO, VGIT, NLY, IYH, MDY, PGX, VSS, QQQ, IGM, ACWX, MFA, BXMT,
- Reduced Positions: BNDX, SPY, EEMA, IUSV, EFA, DVY, IJK, ISTB, IWO, GD, VPU, IBDN, IJJ, IWN, VYM, VNQ, DIS, PG,
- Sold Out: IBDM, IBMJ, EEM, SQ, MBB, IRM, IYE, NEAR, VGK, ED, INTC, VZ, V, MGP, DFE, MUB, VIG, ALL, KMB, ORLY, RY, AMJ, CMF, ESGV, FXI, IAU, IBHA, MO, AZN, BMY, CVS, KMX, XOM, SO, BIZD, GLD, IBB, ICF, ICVT, SCHA, SCHX, VGT, VHT, VOO, VTI, T, CVX, C, CMCSA, COST, FISV, GS, KR, MS, PEP, TSM, NMT, DFS, FOXF, BABA, BILL, ACWI, DIA, FBT, IDEV, IWR, SCHF, SCHG, VCSH, VSGX, VTIP, AAON, ATVI, AXP, AZPN, ADP, CBRE, DHR, DE, DD, FDS, GE, GIS, HON, LH, MCD, MORN, NKE, NVO, ORCL, BKNG, SWKS, TGT, TMO, VRTX, WMT, WDC, HEI.A, NMZ, IBKR, AWK, ST, SPSC, ATHM, GOOG, PYPL, OLLI, BL, TRTX, AVLR, MRNA, DOW, CTVA, NCNO, DCT, MSP, RYAN, BKLN, BLOK, DBC, EFV, EWC, FEZ, HDV, HEFA, ICSH, IEF, IEI, ILF, IXC, IYF, IYW, SCHC, SCHE, SCHV, SHY, SJNK, SPLV, VBK, VRP, VTV, VWO, XLB, XLU, CB, ALE, ASML, ALGN, AIG, AMGN, AMAT, ARW, AN, BNS, BIO, BIIB, CBRL, GIB, CHRW, CRH, CDNS, CALM, CAC, COF, CRI, CAT, CNC, LUMN, CHE, CSCO, TPR, CMA, CNX, CLB, CCK, DVN, DEO, DOV, ESGR, EEFT, EXPE, EXR, NEE, FNF, FE, FLEX, GNTX, GILD, GPN, HDB, HSY, HFC, HEP, HUM, MTCH, IPG, SJM, J, MDLZ, LNC, LYV, LOGI, LOW, MTB, MGA, MKL, MKTX, MCK, MLAB, MHK, MPWR, VTRS, NCR, NRG, NVEC, NVDA, NTES, NTAP, NSC, NVS, ODFL, OFLX, ASGN, OTEX, PHG, BPOP, LIN, PSMT, QCOM, RDN, RJF, REGN, RS, RBA, SSB, SLM, CRM, SNY, SLB, SCI, SIRI, SONY, SBUX, SF, SNPS, TJX, TREX, TRN, USPH, UGI, UNP, UNH, WPP, WM, WST, WHR, SPB, ZBH, EBAY, PAC, JHI, JHS, POR, QRTEA, MA, WU, OC, LULU, MSCI, PM, CHTR, FAF, TSLA, KKR, NXPI, LPLA, FLT, AL, CHEF, XYL, APTV, TRIP, SPLK, CG, FB, NOW, ABBV, ICLR, IQV, NRC, CDW, NWS, NWSA, CRTO, HLT, AAL, ZEN, JD, SYF, CFG, AVNS, AXTA, LBRDK, SEDG, SHOP, KHC, Z, MSGS, YUMC, OKTA, GSHD, REZI, ALC, BYND, AMCR, GO, OPRT, NTCO, MSGE, IAC, MAX, OLO, VMEO, ZETA, BOTZ, IGIB, CNBS, EMB, EPP, ESGE, ESGU, FALN, FPE, IBUY, IGHG, IGOV, IWV, IXJ, PDBC, PHO, PIE, REZ, SDOG, SLV, STPZ, VEA, XLI, XLRE,
For the details of Guidance Point Advisors, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/guidance+point+advisors%2C+llc/current-portfolio/portfolio
These are the top 5 holdings of Guidance Point Advisors, LLC- JPMorgan Chase & Co (JPM) - 400,443 shares, 22.98% of the total portfolio. Shares reduced by 0.03%
- iShares Core S&P 500 ETF (IVV) - 70,756 shares, 12.27% of the total portfolio. Shares added by 0.11%
- iShares Core U.S. Aggregate Bond ETF (AGG) - 137,036 shares, 5.75% of the total portfolio. Shares reduced by 0.89%
- iShares S&P 500 Growth ETF (IVW) - 182,537 shares, 5.53% of the total portfolio. Shares added by 0.05%
- BTC iShares Core MSCI EAFE ETF (IEFA) - 171,551 shares, 4.66% of the total portfolio. Shares added by 8.75%
Guidance Point Advisors, LLC added to a holding in BTC iShares Floating Rate Bond ETF by 193.43%. The purchase prices were between $50.61 and $50.77, with an estimated average price of $50.71. The stock is now traded at around $50.700000. The impact to a portfolio due to this purchase was 0.76%. The holding were 63,357 shares as of 2021-12-31.
Added: iShares 0-5 Year TIPS Bond ETF (STIP)Guidance Point Advisors, LLC added to a holding in iShares 0-5 Year TIPS Bond ETF by 71.45%. The purchase prices were between $104.69 and $106.26, with an estimated average price of $105.37. The stock is now traded at around $105.000000. The impact to a portfolio due to this purchase was 0.4%. The holding were 25,010 shares as of 2021-12-31.
Added: iShares 0-5 Year High Yield Corporate Bond ETF (SHYG)Guidance Point Advisors, LLC added to a holding in iShares 0-5 Year High Yield Corporate Bond ETF by 25.43%. The purchase prices were between $44.55 and $45.36, with an estimated average price of $45. The stock is now traded at around $44.650000. The impact to a portfolio due to this purchase was 0.11%. The holding were 32,783 shares as of 2021-12-31.
Added: iShares 1-3 Year Credit Bond ETF (IGSB)Guidance Point Advisors, LLC added to a holding in iShares 1-3 Year Credit Bond ETF by 23.18%. The purchase prices were between $53.7 and $54.33, with an estimated average price of $53.95. The stock is now traded at around $53.220000. The impact to a portfolio due to this purchase was 0.11%. The holding were 30,244 shares as of 2021-12-31.
Added: iShares iBonds Dec 2023 Term Muni Bond ETF (IBML)Guidance Point Advisors, LLC added to a holding in iShares iBonds Dec 2023 Term Muni Bond ETF by 50.64%. The purchase prices were between $25.89 and $25.95, with an estimated average price of $25.92. The stock is now traded at around $25.730000. The impact to a portfolio due to this purchase was 0.09%. The holding were 30,212 shares as of 2021-12-31.
Added: iShares iBoxx USD High Yield Corporate Bond ETF (HYG)Guidance Point Advisors, LLC added to a holding in iShares iBoxx USD High Yield Corporate Bond ETF by 42.41%. The purchase prices were between $84.9 and $87.25, with an estimated average price of $86.23. The stock is now traded at around $84.680000. The impact to a portfolio due to this purchase was 0.06%. The holding were 5,950 shares as of 2021-12-31.
Sold Out: iShares iBonds Dec 2021 Term Corporate ETF (IBDM)Guidance Point Advisors, LLC sold out a holding in iShares iBonds Dec 2021 Term Corporate ETF. The sale prices were between $24.7 and $24.74, with an estimated average price of $24.72.
Sold Out: iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ)Guidance Point Advisors, LLC sold out a holding in iShares iBonds Dec 2021 Term Muni Bond ETF. The sale prices were between $25.55 and $25.6, with an estimated average price of $25.57.
Sold Out: iShares MSCI Emerging Markets ETF (EEM)Guidance Point Advisors, LLC sold out a holding in iShares MSCI Emerging Markets ETF. The sale prices were between $47.41 and $51.73, with an estimated average price of $49.73.
Sold Out: Block Inc (SQ)Guidance Point Advisors, LLC sold out a holding in Block Inc. The sale prices were between $158.3 and $265.08, with an estimated average price of $215.58.
Sold Out: iShares MBS ETF (MBB)Guidance Point Advisors, LLC sold out a holding in iShares MBS ETF. The sale prices were between $107.03 and $108.32, with an estimated average price of $107.64.
Sold Out: iShares U.S. Energy ETF (IYE)Guidance Point Advisors, LLC sold out a holding in iShares U.S. Energy ETF. The sale prices were between $28.79 and $32.07, with an estimated average price of $30.59.
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